$NB — FinTwit mentions on Surfaced

$NB — FinTwit mentions on Surfaced

Recent mentions

19 mentions

@wolfgangkasperJul 8, 2026 · 10:35 PM

Started a short term trade in $NB NioCorp’s EXIM debt financing remains the key milestone. Company targeted binding commitments for ~65% of Elk Creek’s ~$780M project cost by end of Q2 2026. Mine portal construction underway, ~$500M raised in 2025-26, Traxys offtake term sheet signed.

@paola_rojasJun 9, 2026 · 12:59 AM

Over the last 12 months, niobium prices have seen a strong lift, in alignment with healthier demand. Prices have remained firmly above average since then. 📊 Petra Capital #WA1 $NB $SGQ https://t.co/E889ujNoMQ

@investmentguru_May 2, 2026 · 5:40 PM

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 from investors looking ahead: AI Energy — Data centers are power-hungry and the grid isn’t ready. Companies bridging that gap stand to benefit enormously. Watching $CEG, $BE , $VRT, $GEV, $OKLO, and $NNE. Quantum Computing — Still early-stage and high-risk, but the commercial timeline is compressing faster than most expect. Key names: $IONQ, $RGTI, $QUBT, $INFQ , $XNDU . eVTOL — Urban air mobility has real regulatory momentum now. Certifications are coming. $JOBY, $ACHR, and $EVTL are the ones to track. Rare Earth & Critical Minerals — The overlooked bottleneck in every supply chain — AI hardware, EVs, and defense systems all depend on these materials. $MP, $USAR , $UAMY, $TMC , $NB Robotics — Physical AI is accelerating. The next compute deployment layer won’t just be in the cloud — it’ll walk, drive, and build. Watching $SERV , $TSLA, $ISRG, $RR, and $NVDA as the picks-and-shovels play. Space — Launch costs have collapsed. Satellite-based connectivity, Earth observation, and defense applications are scaling fast. $RKLB, $ASTS, $LUNR, $PL, and $RDW remain my core watchlist. Capital rotates toward constraint. These six sectors sit at the intersection of scarcity and exponential demand. Not financial advice.

@paola_rojasApr 28, 2026 · 7:55 PM

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 $SGQ https://t.co/SSnXm2Ke8q

@investmentguru_Apr 16, 2026 · 12:40 AM

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 are started moving $NB $UAMY $TMRC $TMC $USAR $UUUU → Supply chain independence + geopolitics driving the bid

@paola_rojasApr 15, 2026 · 9:55 PM

The list of minerals essential to defence, +50% imported, includes gallium, niobium, tungsten, vanadium, and REEs. To reduce this risk, the US government is testing ways to incentivise supply with investment, loans, grants and more. 📊 @USGS #WA1 $NB $SGQ https://t.co/Ih7T17HizT

@paola_rojasMar 31, 2026 · 7:55 PM

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 $MP #WA1 $NB $SGQ https://t.co/XQ7BqRdofp

@aleabitoredditMar 23, 2026 · 7:37 AM

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, lightweight metal frames for server racks. $UURAF- Separation of rare earths. $ARA - Upstream feedstock for magnets $MEI - IAC deposit outside of China. $NTU - hard-rock heavy rare earths These are all more under the radar stuff like sub <$1B. Then for robotics supply chains I made this earlier: $UUUU - Processes monazite sand into high-purity Neodymium $MP - Extracting bastnäsite at Mountain Pass and vertically integrating into domestic NdFeB magnet manufacturing. $ALOY - Converting heavy rare earth oxides into defense-grade alloys and high-temperature metals like Samarium and Gadolinium $USAR- Process heavy rare earth elements and manufacture sintered NdFeB magnets $LYSDY -(Lynas Rare Earths Limited) - Only commercial producer of separated heavy rare earth elements outside of China. $NEO -(TSX): They are the only Western company commercially producing the actual NdFeB magnetic powders and alloys at scale right now. $ILU- (rare earths refinery): rare earths refinery for Australia $ARU- (ASX): "Ore-to-oxide" NdPr facility 2. Structural Metallurgy (Niobium, Vanadium, Titanium, Beryllium) $ATI - Dominant US producer of high-performance titanium and specialty alloys required for robotic joints. $CRS - US supplier of specialty structural alloys, including the high-strength steels, titanium, and magnetic $FCX - World's largest producer of Molybdenum, which is strictly necessary for the structural steel in planetary roller screws. $NB - Critical pure-play company developing the Elk Creek project in Nebraska, aimed at supplying domestic Niobium, Scandium, and Titanium $MTRN - Major global processor of Beryllium $LGO - Leading publicly traded processors of Vanadium $BMM - Onshore supply and processing for like Germanium and Gallium $VNP - Gallium, Germanium, and Indium for advanced sensors and electronics $TECK - Most significant producer of Germanium outside of China $ALB - Lithium extraction $EAF - High-purity Graphite for battery anodes $ALTM - Western lithium required to supply the batteries $SYR - Balama mine for Graphite $FCX - Humanoid requires up to 6.5 kilograms of copper $AW1 (ASX): Advancing the West Desert project in Utah, for domestic geological sources for high-grade Gallium and Indium I'm aware of a lot of more... It's just some are a little dangerous to mention geopolitically in case I broadcast vulnerabilities to geopolitical adversaries reading this (looking at you $AXTI) If you're going long on a western one 5n my favorite. Image source: Crossdock Insights, Visual Capitalist FYI this is not the pandoras box stuff. Just name dropping some interesting names informally before finishing up some research on a specific long idea. Critical elements required for semiconductor packaging and others close to near-total import reliance -> so prob influx of funding going toward it. Just informal thoughts

@paola_rojasMar 4, 2026 · 9:55 PM

The US relies on foreign sources for 100% of their consumption of 16 elements, including gallium and niobium. The latter, thankfully, comes mostly from Brazil. 📊 @USGS #WA1 $NB $SGQ https://t.co/qCWp4kLVRn

@james56487175Mar 3, 2026 · 4:34 PM

… keep in mind that 2nd & 3rd Sc resources WW $SRL.AX & $NB used $3.0/g & $3.67/g as their price assumption! SRL’s NPV crashes to just USD $490 million at $2.0/g Sc pricing (don’t even show lower prices)! At $2.10/g Sc the Hat NPV increases by USD $560 million over base NPV… https://t.co/PH1EcRILE7

@james56487175Feb 25, 2026 · 1:35 PM

And there you have my swagged graph of #scandium below being proven correct: $DBG.V / $DBLVF has ~32,000 tons of contained Sc dwarfing $SRL.AX & $NB https://t.co/N1ywPpXcBo

@dustinhuntwnFeb 2, 2026 · 3:36 AM

$USAR $CRML $UAMY The United States will push for a joint "pricing mechanism" among allied nations to weaken China's dominance in the rare earth market at a critical minerals ministerial meeting in Washington on February 4. The initiative is seen as an attempt by the US and its allies to establish a "price defense line" to protect mining and refining companies from China's low-cost rare earth offensive and secure stable supply chains. Jacob Helberg, Under Secretary of State for Economic Growth, Energy, and the Environment, told Bloomberg on Thursday that the US government would seek agreement on a pricing mechanism to protect rare earth refiners and miners at the meeting. $NB $METC

@paola_rojasFeb 1, 2026 · 9:55 PM

Global niobium production has grown more than 4x over the last 2 decades and chances are, we'll see strong growth in the coming years. Brazil dominates, with a handful of producers. #WA1 $NB $SGQ https://t.co/EtlTHSFdsG

@aleabitoredditJan 26, 2026 · 3:45 PM

@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 who bought in overnight/premarket? Not sure. https://t.co/Pi2mAQ6zjg

@dustinhuntwnJan 26, 2026 · 2:22 AM

I made a deep research yesterday before deciding tax harvesting and went over all the data and fintel filings. Institutions went crazy with some of the stocks. I have decided to go long for the below in 2026. $USAR $UAMY $ABAT $NB $TMC Like if you agree. follow me😃 I'll keep you updated. Good luck!

@investmentguru_Jan 19, 2026 · 11:53 AM

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 uranium producer expanding into rare earth processing, offering exposure to nuclear energy and strategic minerals. $LAC – Developing Thacker Pass in Nevada, one of the largest lithium projects in North America for EV battery supply. $SLI – Focused on direct lithium extraction projects in the U.S. to strengthen domestic battery-grade lithium production. $TMQ – Developing large copper, cobalt, zinc, and lead assets in Alaska, all classified as critical minerals by the U.S. government. $NAK – Owner of the Pebble Project in Alaska, one of the world’s largest undeveloped copper and gold resources critical for electrification. $UURAF / $UCU – A rare earth developer advancing separation and processing technology to build a North American supply chain. $NB – Developing the Elk Creek project in Nebraska, targeting niobium, scandium, and rare earth oxides for advanced industrial and defense uses. $ARE / $ARA – A rare earth elements developer focused on sustainable extraction to support permanent magnet and clean-energy demand. $CLM – A Canadian lithium explorer building early-stage exposure to Québec’s growing critical minerals ecosystem. $CRML – A critical minerals developer with rare earth and lithium projects in strategic jurisdictions, targeting Western supply-chain independence. $TMC – A deep-sea critical minerals company targeting polymetallic nodules rich in nickel, cobalt, copper, and manganese for battery supply chains. $UAMY – A U.S.-based antimony and specialty metals producer supplying critical materials used in defense, batteries, and flame-retardant applications. $IDR – An Idaho-based mining company with rare earth, antimony, and precious metals exposure supporting U.S. critical mineral security. $USAR – A U.S.-listed rare earth developer advancing the Round Top project in Texas, one of the largest heavy rare earth resources in North America. $LAR – A lithium-focused mining company developing hard-rock lithium assets aimed at supplying the North American EV battery market.

@investmentguru_Jan 15, 2026 · 11:11 AM

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 Graphite $NVX, $NMG, $WWR Antimony $NVA, $UAMY Beryllium $MTRN Copper $SCCO, $IE, $TGB, $ERO, $HBM, $TMQ, $FCX Uranium $LEU, $URG, $UUUU, $DNN, $UEC, $ISOU, $AEC, $NXE, $UROY, $EU, $CCJ Cobalt & Silver $GLNCY, $ELBM Lithium $ALB, $LAC, $SGML, $IONR, $SQM, $RIO, $ATLX, $SLI This is about resource security, domestic supply, and strategic control. Critical minerals are becoming the backbone of energy, defense, and advanced manufacturing—and markets are starting to price that in.

@stocksavvyshayJan 13, 2026 · 4:08 PM

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 key supply-chain choke points: Rare Earth Elements • $MP controls the only scaled rare earth mining & processing asset in the U.S. • $USAR building a domestic rare earth magnet supply chain to reduce reliance on China • $IDR focuses on U.S.-based rare earth & strategic mineral development tied to national security needs Copper • $FCX largest publicly traded copper supplier to global infrastructure • $IE targets high-grade copper discoveries using proprietary geophysical technology to shorten development timelines Lithium • $ALB largest global lithium supplier • $LAC anchors U.S. lithium supply through domestic projects Antimony • $UAMY one of the only domestic antimony suppliers • $NVA provides antimony exposure alongside gold through U.S.-based projects Multi-Resource & Strategic Supply • $CRML targets rare earths & defense-critical resources • $TMC focuses on battery metals sourced from polymetallic nodules as an alternative to land-based mining • $NB targets niobium, scandium & titanium Graphite • $NVX supplies synthetic graphite tied to North American battery manufacturing • $NMG develops vertically integrated graphite production outside China • $WWR targets U.S. graphite processing for EV supply chains

@james56487175Nov 20, 2025 · 2:43 PM

A revolution is on its way, likely led by the Hat deposit. But you can see recent #scandium excitement in $NB $SREMF https://t.co/f13cuSEZ8y