MP Materials. Every tracked FinTwit mention of $MP, newest first. 201 mentions since the first on Sep 23, 2025. See the price chart.
July 2026 · 8 mentions
Jul 16
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS
Follow me for mor…↗
Jul 13
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
Follow me for more.↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth.
Here's what he bought in the last year:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS↗
Jul 8
Mike Investing — President Trump has already called out:
$INTC at $19 which ran +590%
$IBM at $203 which ran +63%
$NOW at $81 which ran +71%
Now he’s telling you to buy:
$PLTR at $132
$DELL at $…↗
Jul 7
Midas — $MP is the only scaled rare earth mining and processing facility in America.
Defense Department stake. Strategic asset. Not just a mining stock.
The 2028 magnet ramp is still com…↗
Jul 7
Midas — Between January and May 2025, Trump accumulated $MP eight times at an average price of $22.
Then in September, he exited his entire position at $72.
The stock kept running to $10…↗
Jul 2
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
If this helped you out, follow me for…↗
Jul 1
Paola Rojas 🐝 — China's predominance across many metals remains a looming risk for the rest of the world.
Japan is feeling this starkly, as the flow of REEs and tungsten was shut off in January.…↗
June 2026 · 17 mentions
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 29
Jason Luongo — 10. $MP - MP Materials
Now manufacturing NdFeB permanent magnets and supplying General Motors. Announced a $1.25B magnet manufacturing campus in Northlake, Texas targeting 10,000…↗
Mike Investing — President Trump is undefeated in the stock market, & has made many generational callouts such as:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is no…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 30
Jason Luongo — Every correction is a buying opportunity if you have a plan. Here's my watchlist:
$NOK - Nokia
$TSLA - Tesla
$TE - T1 Energy
$AMZN - Amazon
$MP - MP Materials
$NBIS - Nebius Group…↗
Mike Investing — The White House is quite literally telling you to buy rare earth stocks…
Last time this happened was with $INTC in August 25’ which was trading at $18, & is now $95+
US Governmen…↗
Apr 29
Mike Investing — If you’re looking to create generational wealth then these are the stocks to hold:
1. CoreWeave ~ $CRWV
2. AMD ~ $AMD
3. Rocket Lab ~ $RKLB
4. Ondas ~ $ONDS
5. Amazon ~ $AMZN
6. N…↗
Apr 29
Jason Luongo — China controls 99% of heavy rare earth refining. The White House just launched a national security investigation to fix it.
These 10 companies are building the domestic supply cha…↗
Paola Rojas 🐝 — Australia's lithium and niobium deposits are heavily concentrated in WA, with only a handful located elsewhere.
Follow the geology...
📊 @GeoscienceAus $ALB $LAC $LAR $LYC $SGQ…↗
Mar 31
Jason Luongo — If you're under 35 this correction is a gift.
I'm looking to buy...
$NVDA below $170, AI compute demand sold out through 2027
$AMZN below $200, AWS is the backbone of every AI co…↗
Mar 31
Serenity — Can we please… just secure our rare earths supply chains first before we do this?
How are we able to spend billions on glass towers in Miami?
But not subsidize all our most impor…↗
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 23
Paola Rojas 🐝 — Neodymium and praseodymium are key rare earths.
These elements are typically used as NdPr oxide. Prices have rallied by 41% so far in 2026, and 61% over the past 6 months.
📊 @Re…↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
InvestmentGuru — Positioning Early: Growth Stocks That May Lead the Market in 2026
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospace connectivity
$…↗
Jan 29
Chris Ray — $MP and $UAMY X accounts going at each other today.
What’s next? 😂
🍿👀↗
Jan 29
InvestmentGuru — $MP $USAR $CRML $UAMY $TMQ $TMC $NAK
Critical minerals and rare earth stocks will remain front and center for years, not months. The structural demand is real—and this theme is f…↗
Jan 29
Midas — Rare mineral stocks are getting cooked in AH:
$USAR down 11%
$UAMY down 7%
$CRML down 10%
$AREC down 7%
$MP down 8%
$TMQ down 5%
$UUUU down 9%
However, $MP said that the Reute…
December 2025 · 6 mentions
Dec 27
Shay Boloor — HERE ARE THE TOP 15 GROWTH PERFORMERS OF 2025
1. $PL +379%
2. $IREN +310%
3. $OPEN +276%
4. $OKLO +262%
5. $MP +242%
6. $ASTS +241%
7. $MU +238%
8. $ONDS +231%
9. $CIFR +227%
10.…↗
Dec 26
Shay Boloor — 10 WAYS TO CAPITALIZE ON THE GENESIS MISSION
President Trump’s Genesis Mission frames AI as a Manhattan-Project-level effort to unify federal data, DOE supercomputers & private la…↗
The Future Investors — @mvcinvesting We just published the battle between $LYSDY and $MP 🔥👇
https://t.co/s5OECSiNPe↗
Oct 17
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲
⚔️ Round 92: $LYSDY vs $MP
Tow leaders in the rare earth race ⛏️
Both are up 𝘁𝗿𝗶𝗽𝗹𝗲 𝗱𝗶𝗴𝗶𝘁𝘀 this year! 🚀
But only one can take the cro…↗
Oct 15
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲 - 𝗥𝗼𝘂𝗻𝗱 𝟵𝟮
The 2 biggest rare earth producers in the Western world face off. Same mission: breaking China’s dominance ⛏️🌍
Who’s your long-te…↗
Leveraged Cat — $LAC $MP Trump Kingmaker trades:
Calls: 2/2 🎯
Execution: 0/2 😭
Onto the next one
I’ve got some ideas, but nothing yet as clear as these last 2 were to me…↗
July 2025 · 1 mention
Jul 16
Kuppy — Looks like $MP has just been awarded a ‘Lifetime Achievement in Stock Promotion’ trophy… https://t.co/yAn3h2tIlS↗
— 8. $MP - MP Materials
Produced the first commercial rare earth magnets at its Independence facility. Full-year 2025 NdPr oxide production hit a record 2,599 metric tons (+101% YoY…
InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets.
Names like $MU, $AA…↗
Paola Rojas 🐝 — Rare earth prices remain strong.
But more importantly:
- This is not a cyclical issue, it's structural
- Demand is price-inelastic as these minerals are a tiny portion of the cos…↗
Jun 20
Mike Investing — There is quite literally generational wealth awaiting in front of you right now…
If you invest $200K correctly then you will never have to work again.
This is what you need to be…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 4
Jason Luongo — These are 10 of my top buys if we get a substantial pullback in the markets:
$HOOD - fintech
$IREN - AI data centers
$TE - solar manufacturing
$MP - rare earth materials
$SMR - sm…↗
Jun 3
Jason Luongo — 8. $MP - MP Materials
The only rare earth mine in the US and the only Western company with a complete mine-to-magnet supply chain. Revenue up 49% YoY. Produced first commercial ma…↗
Jun 1
Kevin Maro — I have initiated a position in $LAC
The Trump administration has a direct equity stake in $LAC.
Let that sink in.
The DOE took a 5% ownership stake in Lithium Americas and a 5%…↗
Jun 1
Jason Luongo — 10 stocks I wish I owned more of:
$TE - solar manufacturing
$ONDS - autonomous defense systems
$NBIS - AI cloud infrastructure
$NOK - telecom and networking
$MP - rare earth mater…↗
— The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…
Jason Luongo — These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $O…↗
May 24
Paola Rojas 🐝 — Brazil and Australia have a stellar opportunity in rare earths.
Combined, they'd be nearly reaching 30MT REO, having a real shot at challenging China. What an opportunity.
📊 @IE…↗
May 24
PhotonBull — Only just saw this but @GMHikaru made a new YouTube video focused on stocks yesterday
He showed a mock portfolio and provided his reasoning for each move he made
Here is the ful…↗
May 20
Jason Luongo — 7. $MP - MP Materials
Q1 revenue $90.6M, up 49% YoY. Record NdPr production of 917 metric tons. Nearly 13,000 metric tons of rare earth oxide produced - highest Q1 output in compa…↗
May 19
Paola Rojas 🐝 — The REE market is experiencing a substantial price spike, the 3rd-highest since 2008.
Current conditions suggest this one still has legs.
Crucial time to get exposure.
📊 @Macq…↗
May 18
Jason Luongo — I generate thousands of dollars each week buying and selling options
Here's the entire framework:
➡️ Hold a base portfolio of high conviction names -
$NVDA $AMZN $NBIS $IREN $RKL…↗
May 18
Paola Rojas 🐝 — Gina Rinehart made some unusual moves as per her latest 13F filing, for this year's Q1.
For clarity, this relates to Hancock Prospecting's $3.3 billion US stock portfolio.
Exposu…↗
May 18
Chris Ray — @Oliver_Night_ I’m not in these sectors right now but just watching them all closely.
If any, I like:
$MP & $USAR for rare earths
$UUUU, $LEU, and $URAA for uranium/nuclear↗
May 17
PhotonBull — My top three stocks in each theme I am tracking right now.
Space:
$ASTS: direct to cell satellite broadband, the only listed pure play on unmodified phone connectivity from orbit…↗
May 15
Jason Luongo — The robotics supply chain is bigger than just Tesla.
Here are 10 stocks building the components that go inside every humanoid robot:
1. $MP - MP Materials
Every robot motor need…↗
May 13
Serenity — @beroccan I wrote on article on why the US needs to scale more domestic rare earths projects rather than focusing on a few like $MP.
But yes they’re critical to bring costs down…↗
May 13
Jason Luongo — 8. $MP - MP Materials
Q1 revenue $90.6M, up 49%. Record NdPr oxide production of 917 metric tons, up 63%. Record NdPr sales of 1,006 metric tons, up 117%. The Fort Worth magnetics…↗
Mike Investing — Many are going to miss the largest infrastructure buildout in modern day history…
It’s not chips.
It’s not Models.
Nor it is Applications.
The Energy layer is the next to boom.…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Mike Investing — In 2025 I called out to buy rare earths & nuclear. Many got rich from this…
Now in 2026, I am calling for strong buys on Nuclear & rare earths again. Over 10x potential.
These st…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 8
Mike Investing — Rotation within the markets is silently happening…
Money is flowing from Semis, Memory, & Photonics into:
AI infrastructure ~ $IREN, $CRWV, $NBIS
Rare earths ~ $USAR, $MP, $UUUU…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 5
Jason Luongo — @TedHZhang I’m in $IREN $MP and $UUUU pretty heavily.↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Jason Luongo — Every humanoid robot needs up to 40 motors, and nearly all of them run on rare earth permanent magnets.
No magnets, no motors. No motors, no robots.
Here are the top 5 stocks yo…↗
May 2
InvestmentGuru — 6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention…↗
May 2
Mike Investing — Rare earth stocks are about to go vertical next week…
US government bought names like $MP & $USAR are setup to squeeze 30/40% higher.
The last time we seen an entire sector s…↗
May 1
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Nebius ~ $NBIS
2. CoreWeave ~ $CRWV
3. Ondas ~ $ONDS
4. One Stop Sys ~ $OSS
5.…↗
May 1
Alfonso De Pablos, CMT — Love the setup in MP Materials. 18% short interest. Textbook VWAP pinch. This looks coiled.
I’m betting on a big move here 👇
https://t.co/GixNN1brza
$MP https://t.co/MPicqGBv1D↗
— If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB…
Paola Rojas 🐝 — Rare earth deposits are found across all states in Australia.
We can see a strong concentration in Southern NSW and VIC.
📊 @GeoscienceAus $ALB $LAC $LAR $LYC $SGQ $MP #WA1 $NB…↗
Apr 28
InvestmentGuru — Rare earth names are starting to see rotation again.
$CRML $UMAY $USAR $TMQ $MP catching flows as the market refocuses on critical minerals, supply chain security, and domestic r…↗
Apr 28
Mike Investing — @SwingsMaster1 My top 2 are also $USAR & $MP.
Looking for around 20/30% upside on both these over the next 4-6 weeks.↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 25
Shay Boloor — THE WHITE HOUSE BASKET
Government Ownership
• $USAR rare earth supply chain reshoring
• $MP critical minerals & magnet supply chain
• $LAC domestic lithium supply for batteries
•…↗
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Mike Investing — Earlier this week the Pentagon announced a $1.5T Defense budget…
Here are the top 10 Biggest Winners:
1. $PLTR ~ Palantir
2. $ONDS ~ Ondas
3. $RKLB ~ Rocket Lab
4. $ASTS ~ AST S…↗
Apr 22
Paola Rojas 🐝 — The US relies on imported processed metals and materials. For instance, rare earths, essential for magnets across everything from EVs to robotics, +70%.
In fact, it is a net impor…↗
Jason Luongo — 5. $MP - MP Materials
The Pentagon invested $400M and signed a 10-year off-take agreement. The DoD is now MP's largest shareholder. Only vertically integrated rare earth mine-to-m…↗
Jason Luongo — SpaceX needs aluminum for Starship's airframe, titanium for Raptor engines, copper for every circuit on board, and rare earths for guidance and propulsion.
These are the companies…↗
Apr 19
InvestmentGuru — $MP — MP Materials
The rare earth chokehold. You can’t build a million robots without the magnetic materials that make their motors spin — and the supply chain for rare earths is s…↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…↗
Apr 19
InvestmentGuru — Physical AI play
Silicon / Compute (The Brain)
$NVDA — Owns the full AI stack
$ARM — Royalties on every advanced chip
$AMBA — Edge vision processing
$QCOM — Low-power AI decision…↗
Apr 19
InvestmentGuru — $ISRG — The Blueprint For How Physical AI Gets Monetized
Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems glo…↗
Apr 19
InvestmentGuru — Physical AI Playbook-
 Wave 1 was digital AI — data centers, GPUs, LLMs.
Wave 2 is Physical AI — robots, drones, AVs.
$NVDA — The God of Physical AI
Every robot OS runs on Nvi…↗
Apr 18
Jason Luongo — Raw Materials & Mining
• $MP ($60.88) — Only scaled rare earth mining and processing operation in the U.S. Pentagon backstopped a $1.25B magnet manufacturing campus with a 10-year…↗
Apr 18
Shay Boloor — SPACE ECONOMY CHEAT SHEET
A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy…↗
Apr 16
Black Panther Capital — The space economy is getting its own Wall Street sector map now.
Morgan Stanley just published a 60-stock list organized around the space economy; propulsion, alloys, communicatio…↗
Mo — $MP Descending wedge → breakout.
That’s where expansion starts.
Let the chart do the talking.
$SPX $SPY $QQQ @Optuma https://t.co/a2ghbbuyyf↗
Apr 15
Black Panther Capital — NEW Long Idea: $USAR (+96% upside)
China just weaponized 7 rare earth elements.
Everyone bought $MP. $UUUU. $LYSCF.
They’re all wrong layer.
Here’s why, and what the actual pla…↗
Apr 14
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity…↗
Apr 13
Paola Rojas 🐝 — Carbonatites are among the largest REE and niobium deposits.
This deposit type can be found across geographies, including Brazil, Canada and Australia. When investing in these ele…↗
Jason Luongo — 5 stocks I wish I owned more of:
1. $ONDS - Drone defense at a single-digit entry. Budget tailwinds haven't even started.
2. $AMZN - AWS alone justifies the price. Everything els…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
— @RonDeSantis Hi Ron, so there's two different parts to it:
1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception,…
Serenity — @HelixCapital_ Yes $MP is paramount to national security. Again China has weaponized Rare Earths against us.
It’s incredibly stupid for FT and other news outlets to go and get ril…↗
Mar 30
Serenity — This is the most egregious headline I’ve read from FT.
“US BETS BILLIONS OF DOLLARS ON UNPROVEN GROUPS IN RARE EARTHS DEALS”
No sht.
Maybe they’re “unproven” since we have noth…↗
Mar 27
Paola Rojas 🐝 — @Almonty_ But swings can be massively profitable.
Players building US-based supply include:
- MP Materials $MP
- NioCorp Developments $NIO
- USA Rare Earth $USAR
- American Tungs…↗
Mar 24
Paola Rojas 🐝 — Choose your adventure.
Political risk vs. resource nationalism: a difficult set of variables to manage in any investment, but especially in mines.
South American nations rank lo…↗
Mar 24
Jason Luongo — My Q2 2026 watchlist:
$AMZN - AWS powering OpenAI + Anthropic. $200B capex this year. AI infrastructure backbone.
$IREN - $9.7B Microsoft contract ramping. 150K GPUs deploying. C…↗
Serenity — Normally this goes in shower thoughts but will post main timeline today.
$ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps
$NB - Scandium,…↗
Mar 22
Paola Rojas 🐝 — REEs prices remain on a bullish trend.
Given the substantial role of these elements in defence applications, and with another conflict in the Middle East, we should see further st…↗
Mar 15
InvestmentGuru — 25‑stock list — one leader from each major sector/theme to watch for future growth
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospac…↗
Mar 12
Paola Rojas 🐝 — Energy Transition ETFs.
Today:
$PICK iShares MSCI Global Metals & Mining Producers
It provides exposure to a basket of producers and developers, excluding gold and silver.
This…↗
Mar 12
Paola Rojas 🐝 — This is only the beginning for rare earths.
$AAPL $MP $SGQ
— Tim Cook, @Apple https://t.co/WKSDEGrZaJ↗
Mar 11
Paola Rojas 🐝 — Went to a semiconductor talk yesterday hosted by $BLU. They kept talking about critical minerals, with plenty of mentions of rare earths and some players like $MP.
Happy to see th…↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Mar 9
Dustin — $UAMY is at NYSE by Wednesday. This is a big move and catalyst!
$UUUU $CRML $MP https://t.co/3f3mcyKXPA↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 7
InvestmentGuru — From AI to Space to Clean Energy — 25 Stocks You Need on Your Radar
$NVDA – AI Hardware
$PLTR – AI Software
$AMZN – Cloud / E-commerce
$META – Social Media
$CRWD – Cybersecurity
$…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 6
BMSInvests — Talk to me about rare earth stocks🧐
The war with Iran has highlighted just how critical they are, interested to hear thoughts on the best plays in the sector ⬇️
$UAMY $MP $USAR…↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
Mar 4
Paola Rojas 🐝 — Free markets or securing supply?
Looks like we can't have it all, at least for now.
Earlier this month, Burgum, the US Secretary of the Interior, said the price floors supported…↗
Mar 2
InvestmentGuru — Critical minerals doing good
$CRML
$MP
$USAR
$UAMY↗
Mar 1
Paola Rojas 🐝 — Critical minerals was $MS top performing theme in 2025.
As impressive as that is, we haven't seen it all just yet. Buckle up, everyone.
📊 @MorganStanley $LYC $SGQ $MP https://…↗
— Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 15
Paola Rojas 🐝 — Astounding. $MS sees rare earths demand for magnets growing from 3kt in 2024 to 1,600kt in 2050. In terms of value, the growth forecast is $142M to $166B.
Interestingly, cost per…↗
Dustin — $UUUU $USAR $MP $UAMY
You cannot have a credible trading bloc without a tariff for non-members of the proposed critical minerals/rare earth bloc of countries. Otherwise, the Chi…↗
Feb 4
Dustin — $TMC $CRML $USAR
!!!! MUST READ !!!! "They think they can turn off the lights on our auto plants and our defence systems whenever they want. Not on my watch. We're going to 'Mine…↗
Feb 3
Dustin — $USAR $CRML $UAMY $MP $TMC
good graphic
Like if you agree! https://t.co/1miBEkRROC↗
Feb 3
Dustin — $CRML $LAC $MP $UAMY $USAR
The United States to Host Critical Minerals Ministerial.
Metal prices are quite critical for our industry. And it was another reason for the last fe…↗
Feb 2
Mike Investing — President Trump announced earlier today a new $12B critical minerals stockpile that’ll be focused on rare earths…
This opens up demand to many U.S. critical metal suppliers which…↗
Feb 2
Jason Luongo — @zerohedge Some critical metal stocks incase your wondering👇
$MP
$FCX
$UUUU
$USAR
$COPX
$UAMY
$LAC
$TMX↗
Feb 2
Shay Boloor — President Trump is set to launch a $12B strategic critical-minerals stockpile focused on rare earths and other supply-constrained materials.
The move elevates U.S. producers most…↗
Feb 2
Antonio Costa — This is very bullish for non-Chinese producers and miners (e.g., U.S./allied projects in rare earths, lithium, copper, antimony). Critical minerals are non-fuel minerals essential…↗
Feb 2
Serenity — @hereforgoodish2 Rare earth sector from $MP to $USAR sell-off was an algorithmic mistake due to Reuters publishing false information -> retracting it later.
However, like Bitcoin'…↗
Feb 1
Jason Luongo — The White House is telling you where funding is going:
AI - $IREN
Chips - $NVDA
Power - $BE
Defense - $LMT
Robotics - $AMZN
Drones - $ONDS
Space - $RKLB
Energy storage - $ENS
Nucl…↗
Dustin — $USAR $MP $UAMY
Add February 4th,2026 to your calendar!
US to convene 1st critical minerals summit in February 4th
By February 4th, we will see/listen Rare Earths everywhere.…↗
Jan 29
Dustin — $MP Looks like Reuters pushed a fake story claiming the government is pulling back its investment in MP. Total BS. Expect major dip-buying tomorrow.
I love how MP was quick to res…↗
InvestmentGuru — Rare-earth stocks under pressure after a policy shift out of Washington.
The Trump administration has stepped back from proposed price-floor guarantees for rare metals, citing lack…↗
Jan 29
Jason Luongo — Pretty crazy that Reuters just spreads these BS headlines and dumps every rare earth stock for no reason.
Criminal honestly
$MP $UUUU $CRML $USAR↗
Midas — BREAKING 🚨
Trump is stepping back from plans to guarantee a minimum price for U.S. critical mineral projects.
Rare minerals crash in afterhours:
$TMQ down 4%
$UAMY down 5%
$CR…↗
Jan 28
Midas — BREAKING 🚨
Trump is stepping back from plans to guarantee a minimum price for U.S. critical mineral projects.
Rare earth stocks crash in afterhours:
$MP down 9%
$USAR down 9%…↗
Jan 28
Midas — Rare earth stocks are crashing in afterhours:
$MP down 9%
$USAR down 9%
$CRML down 7%
$AREC down 7%
$MP down 10%
Are you still bullish on rare earth stocks?↗
Jan 28
Paola Rojas 🐝 — Heavy rare earths are typically less abundant and harder to extract than their lighter counterparts.
While all rare earths are of interest, deposits with high heavy REE content ar…↗
Jan 26
InvestmentGuru — High-Beta Selloff: Space, Quantum, and AI Names Take a Hit
Today’s tape is a clear example — space, quantum, AI, critical minerals, and next-gen energy all seeing broad pressure:…↗
Jan 26
Leveraged Cat — the last time we had a massive reversal in the rare earth grifts was Oct 14th/15th 2025 $MP $UAMY $AREC $METC $UUUU
definitely one of numerous flashing red lights my brain is pic…↗
Jan 26
Serenity — @u_wol_cos The sector from $MP, $LPTH, $UAMY, $NB and others rose a ton premarket on the $USAR news and now they're all down 8-15%+.
Guess this is a sell the news event for retail…↗
Jan 26
InvestmentGuru — trading ideas for this week
$USAR
$CRML
$MP
$COPX
$TMC
$YAMY
$NAK
$GLD
$SLV
$URNM↗
Jan 26
InvestmentGuru — Overnight trading
Rare-earth stocks surged after reports of a $1.6B U.S. investment in $USAR (+~20%). $CRML, $MP, and $UUUU also moved higher.
Silver stocks caught a bid too: $A…↗
Mike Investing — Critical metals are already facing shortages, & this will continue to worsen until 2030…
These stocks below will be directly benefited.
Copper:
- Freeport McMoRan ~ $FCX
- Hudbay…↗
Jan 25
InvestmentGuru — My Favorite 20 Long-Term Stocks in This Market
$IREN — Bitcoin Mining / AI Data Infrastructure. Low-cost, renewable-powered mining with optional upside from AI/HPC demand.
$RKLB —…↗
Jan 25
InvestmentGuru — Critical minerals/ rare earth stocks will see some better days ahead
$MP $CRML $USAR $TMC https://t.co/yGv0C0MXrj↗
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
InvestmentGuru — 25 Stocks That Could Be Strong Adds if the Market Sees a Bigger Pullback
AI, Compute & Next-Gen Infrastructure
$IREN – AI-driven data center and compute infrastructure tied to lon…↗
Jan 19
Serenity — US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off…↗
Jan 19
InvestmentGuru — Critical minerals- stocks
$MP – The only major rare earth mining operation in the U.S., supplying critical materials for EV motors, wind turbines, and defense systems.
$UUUU – A…↗
Jan 19
Serenity — @platochi Companies like $NBIS or $CIFR are high conviction for 2026.
But it’s not the same as a small $50m niche company, suddenly being in over-demand from $NVDA or $MSFT stock…↗
Jan 18
Serenity — @D4RW1NEXE Appreciate it! Yeah these are the more under-the-radar ones since the marketcaps are extremely small.
But by the time it hits $10B+ like $MP it's probably already price…↗
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospace connectivity
$NBIS – NeoCloud
$SOFI –…↗
Jan 17
Shay Boloor — NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing…↗
Jan 16
Serenity — @garricn Elon cannot build out Optimus supply chain from scratch since it's impossible. Maybe in 15 years.
He is likely talking about vertical integration from design/assembly.…↗
InvestmentGuru — Critical Minerals Stocks to Watch as Supply Chains Go Strategic.
Rare Earth Elements & Multi-Resource
$MP, $IDR, $USAR
$CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX
G…↗
Jan 13
Shay Boloor — CRITICAL MINERALS CHEAT SHEET
The next phase of industrial policy, electrification, AI infra & defense spending is defined by input constraints with these companies sitting at the…↗
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 6
InvestmentGuru — The Fastest Growing Companies Heading Into 2026
From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the…↗
Jan 5
Black Panther Capital — 🚨HERE IT COMES. TRUMPS NEXT MOVE:
Here 20 companies to look out for if Trump sits down to negotiate with Greenland.
$CRML, Mining $MP, Materials $UUUU, Mining $LMT, Aerospace &…↗
Paola Rojas 🐝 — 16 elements, including several REEs, have been highlighted as especially critical by both the US Department of Energy and Interior. Many other nations agree.
The tsunami is gettin…↗
Leveraged Cat — It's tempting to take profits $ABAT
It was also tempting to take profits, which I did, after riding $MP from $11 to $24 (huge mistake in hindsight)
Just saying↗