USA Rare Earth. Every tracked FinTwit mention of $USAR, newest first. 152 mentions since the first on Dec 20, 2025. See the price chart.
July 2026 · 2 mentions
Jul 10
Mike Investing — The literal U.S. President has been telling you what to buy, & doing so with a 100% accuracy.
His most recent callouts include:
$INTC at $19 which is up +590%
$DELL at $240 which…↗
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 $…↗
June 2026 · 6 mentions
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 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…↗
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 26
Mike Investing — 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…↗
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 30
Chris Ray — Names I don’t own that I’m at least vaguely interested in:
Defense:
$LPTH
$SPAI
$KRKNF
Critical Minerals/Rare Earths:
$USAR
Uranium/Nuclear Energy:
$UEC
$UUUU
$LEU
$XE
Space:
$…↗
Apr 30
Antonio Costa — Rare Earth Minerals names are very strong this morning $LAC $USAR↗
Apr 29
Jason Luongo — 2. $USAR - USA Rare Earth
Commissioning Phase 1A of their NdFeB magnet manufacturing plant in Stillwater, Oklahoma with customer deliveries starting Q2 2026. Capacity ramping to 6…
March 2026 · 18 mentions
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…↗
Mar 31
Serenity — @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,…↗
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…↗
Black Panther Capital — The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI…↗
Feb 26
Antonio Costa — Breaking: US aerospace, chip industries face worsening rare earths shortage as China export controls persist - Reuters $USAR $LITM https://t.co/vQTkneAAN5↗
Feb 25
Black Panther Capital — 👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
S…↗
Antonio Costa — $USAR holding up nicely on a bad market enviroment. https://t.co/uYYxJ37kJG↗
Jan 30
InvestmentGuru — Critical minerals and rare earth stocks were hit hard today — and unlike the broader market, they barely participated in the rebound. Selling pressure stayed heavy into the close:…↗
Jan 29
Antonio Costa — $USAR Interesting to see how it plays out tomorrow following the big insider buying. Stock has a gap to fill https://t.co/RHwovkdQBv↗
Jan 29
Antonio Costa — $USAR Big insider buying 100,000 shares at 21.43 https://t.co/C1Uxv4HrTO
December 2025 · 2 mentions
Dec 25
mon — List of stocks to add to your watchlist, heading into 2026.
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $CIFR, $NBIS, $SLNH
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $N…↗
Dec 20
mon — List of stocks to add to your 2026 watchlist. 👀
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $DGXX, $NUAI, $CIFR
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $NAK, $USAR
AI…↗
— I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CR…
Antonio Costa — $USAR USA Rare Earth Finalizes Definitive Agreements with U.S. Department of Commerce, Unlocking Access to Up to $1.6 Billion to Advance the Leading Rare Earth Value Chain↗
Jun 1
Antonio Costa — 👇 $USAR is flagging nicely on daily time frame. Possible breakout play↗
— $USAR Calls are getting HOT https://t.co/PcRDPvMF79
Antonio Costa — Unpopular opinion: $FNUC reminds me a lot of $USAR back in early 2025 when no one was paying attention to it.
Frontier Nuclear and Minerals Inc. is a small-cap junior player expl…↗
May 24
Mike Investing — Generational Wealth will be made over these next 6 months…
If you’re looking to do such then you NEED to be invested in these 7 stocks:
1. Rocket Lab ~ $RKLB
2. AST SpaceMobile ~…↗
May 22
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
Chris Ray — These 2x Long positions in my Roth have been RIPPING recently.
Subs saw me enter. 😏
$ASTS $USAR $ASTX $USAX https://t.co/8sUdmkZHxC↗
May 21
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Iren ~ $IREN
2. Oklo Inc ~ $OKLO
3. Rocket Lab ~ $RKLB
4. ServiceNow ~ $NOW
5.…↗
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 11
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 11
Tradable Astronaut — Great job by @AionAnalytics users
Don’t miss out while the prices stay the same, massive update coming in June.
And rates will go up
$USAR $MRAM $USAR $TSLA $SPY $SATS $CRCL $HI…↗
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
Tradable Astronaut — $USAR re-entry at 9 MA with tight stops
Rarely do you get good re-entries like this, clean uptrend, no structure broken, story is the same
Bookmark and come back in a month https…↗
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 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 — 2. $USAR - USA Rare Earth
The White House put $1.6 billion behind this company in January 2026 - including a direct equity stake. Stillwater, Oklahoma facility commissioned Phase…↗
May 4
Tradable Astronaut — The index is already surfacing the next movers.
$LWLG clean uptrend off March lows. +18% recently. ATH at 20.30 in sight.
$NVTS wedge breakout. ATH at 22.16 not far.
$USAR de…↗
May 3
Tradable Astronaut — Most traders find out about a stock after it already moved.
The Aion Index is built to flip that.
1183 tickers. 31 sector profiles. Scored daily using a proprietary multi-factor…↗
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.…↗
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 27
Antonio Costa — $USAR Setting up (Bull flag) https://t.co/9n8D3nGxL9↗
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
•…↗
Apr 22
Michael Sikand 🦑 — CRITICAL MINERALS: $48.8B
Breaking China's grip on the minerals in every US weapon. Rare earths, titanium, gallium, graphite. Mine to metal strategy.
$USAR, Oklahoma rare earth m…↗
Apr 16
InvestmentGuru — 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 are started moving
$NB $UAMY $TMRC $TMC $USAR $UUUU
→ Supply chain independence + geopolitics driving the bid↗
Apr 15
Black Panther Capital — @5xCap I like $UAMY too. Believe upside is bigger in $USAR. I’m not in any of them. But watching.↗
Apr 15
Black Panther Capital — @WheepProfit We need Them all without doubt. Only highlighted $USAR since their market cap is a lot lower than $UUUU found it interesting.↗
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 15
Antonio Costa — $USAR strong action following headlines↗
— @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…
Paola Rojas 🐝 — "Throughout my career, I have been motivated by being part of missions that matter, and there is nothing more critical to national and global security than securing a domestic supp…↗
Mar 23
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 13
Antonio Costa — $USAR $LITM Asia Set to Pledge $30 Billion in Energy, Mineral Deals With US - Bloomberg https://t.co/r2DHdWXKbP↗
Antonio Costa — $USAR Momentum building to the upside. https://t.co/WvUzkIqrcd↗
Mar 10
Antonio Costa — $USAR nice breakout https://t.co/GD1q5RkU5w↗
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 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
Antonio Costa — $USAR USA Rare Earth to Acquire Texas Mineral Resources Corporation ..... Well, well M&A is the rare earth sector is getting some traction... eyes on $LITM https://t.co/rjD6IIG…↗
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 3
mon — My current portfolio:
LT:
$IREN
$ONDS
$KRKNF
ST:
$UAMY
$AXTI
$TE
$ALMU
$OUST
$NUAI
$OSS
Researching: $IBRX, $HYFT, $POET, $REAX, $LAES, $SATS, $JOBY, $COPX & $USAR. ✍️↗
Mar 2
InvestmentGuru — Critical minerals doing good
$CRML
$MP
$USAR
$UAMY↗
Mar 2
Dustin — $CRML $USAR $TMC
wtf are these down for rn 😂
overnight trading is such low volume. Just look at the volume. Each candle is only a few hundred lol. Market seems to be taking I…↗
— 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…
Midas — $USAR is now priced at $17 as if the Trump admin doesn’t own a 10% stake.↗
Feb 17
Midas — $USAR is now priced at $18 as if the Trump admin doesn’t own a 10% stake.
Like if you are bullish on $USAR.↗
Feb 17
Midas — What happened to rare mineral stocks?
$CRML $USAR $UAMY $NVA https://t.co/fPtlgsCoPX↗
Feb 13
Serenity — There are two companies that don’t care about market crashes.
$APP down 19.7%
$DNKG down 19.4%
$PINS down to 19.1%
$ASTS down 15.21%
$RDW down to 13.1%
$USAR down 12.4%
Silver d…↗
Feb 10
mon — List of stocks to add to your watchlist:
Space: $ASTS, $RKLB, $PL, $RDW
Data Center: $IREN, $CIFR, $NBIS, $WULF
Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ
Rare Earth: $UAMY, $UUUU, $N…↗
Feb 9
Antonio Costa — $USAR 23.5 key level to watch. https://t.co/a2gC0WIcfU↗
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 4
InvestmentGuru — $USAR HAS FILED FOR UP TO 76M SHARE OFFERING BY SELLING STOCKHOLDERS. https://t.co/cHk8Aa4VZj↗
Feb 3
Antonio Costa — $USAR another strong close on volume. Setting up to test the recent highs imho https://t.co/qx4aKvV9Zz↗
Antonio Costa — $USAR back over $26 https://t.co/Lfqv6fPyhP↗
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
Midas — Bullish for rare minerals.
$USAR $UAMY $CRML https://t.co/qKli8Xfzue↗
Feb 2
Antonio Costa — $USAR what a beauty !!! Lets see if they find $LITM while it stay at $3.2s↗
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
Antonio Costa — $USAR Bloomberg: Trump Launches $12 Billion Minerals Stockpile to Counter China https://t.co/VrjiUbbsFe↗
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 2
Dustin — $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 min…↗
Feb 1
Antonio Costa — $USAR mineral stocks could have a strong 2026 especially in the context of critical minerals, rare earths, and broader mining sector tailwinds.
Analysts have been actively upgrad…↗
Feb 1
Midas — $USAR $UAMY $CRML are going to go parabolic.
Rare minerals are needed to power AI.↗
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…↗
Jan 29
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
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↗
Jan 28
Kuppy — @YellowLabLife He literally just wrote a check to $USAR on monday. WTF is going on??↗
Jan 28
InvestmentGuru — $USAR -11% , $CRML -12 % down AH
Exclusive-US moves away from critical mineral price floors, sources say https://t.co/pD6BpuBmXi↗
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 27
Paola Rojas 🐝 — The rare earth trade lives on.
While US-based companies are getting most of the love, allied countries like Australia and Brazil follow closely.
2026 is setting up to be extreme…↗
Jan 26
mon — Portfolio down 6.6% today.
I'm sticking to the plan I set out a few weeks ago. Gradually increasing my position in $HIMS over time.
Today, I added to that position as planned.…↗
Jan 26
Leveraged Cat — didn't include $USAR since it's up on the day still but quite the ugly daily candle there too↗
Jan 26
unusual_whales — Alright, I am convinced that people are unusually trading before Trump admin invests in companies.
Checkout the Whitehouse investing $1.6 billion in a US critical minerals firm,…↗
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
Serenity — I didn't have time through the deal structure fully yet, I was watching $USAR pre-market and I think it hit +55% at one point?
I did see that there was a lot of dilution with a st…↗
Jan 26
Serenity — Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding.
But ever wonder about the more silent trades you should really be watching out for?
1. Tungsten - $A…↗
Jan 26
Black Panther Capital — As expected $USAR with highest volume on market openings.
Nice to see $IBRX and $ONDS in the top 10 as well. https://t.co/FCpiwx8ERk↗
Jan 26
InvestmentGuru — trading ideas for this week
$USAR
$CRML
$MP
$COPX
$TMC
$YAMY
$NAK
$GLD
$SLV
$URNM↗
Jan 26
Antonio Costa — $USAR junior symp plays 👉 $LITM $AREC overnight price https://t.co/rgfu2BcKbj↗
Jan 26
Antonio Costa — $USAR Overnight price +19% https://t.co/FwvddCxgtV↗
Jan 26
Dustin — 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 g…↗
Jan 26
mon — Rare earth stocks continue to dominate the market.
$UAMY is up 9.86% overnight (my top pick).
$USAR is up 19% as expected. https://t.co/xubOoRNRVg↗
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…↗
Midas — Rare earth stocks are going to go parabolic in 2026:
$USAR
$CRML
$UAMY
$NVA
$IONR
$MP
$UUUU
$AREC
$UEC
Like if you agree.↗
Jan 25
Wayne Liang — On a similar note, $USAR definitely has more room to run. Although it's up 86% from our initial BDs, the U.S planning to invest $1.6B (for 10% equity) into $USAR is extremely bulli…↗
Jan 25
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 — Critical minerals/ rare earth stocks will see some better days ahead
$MP $CRML $USAR $TMC https://t.co/yGv0C0MXrj↗
Jan 25
Antonio Costa — $USAR There is always a reason for the unusual call activity..... https://t.co/7ZYNUQyflF↗
Jan 25
Frenchie — 🚨 L’administration Trump va injecter 1.6 Milliards dans $USAR (Terres rares)
La dernière fois que Washington a investi dans une boîte c’était Intel et elle a pris +150% en 6 moi…↗
Antonio Costa — $USAR Breaking: Financial Times
“The Trump administration is planning to inject $1.6bn into an American rare earths company, its biggest investment in the sector, in Washington’s…↗
Jan 25
Shay Boloor — The U.S. plans to invest $1.6B into $USAR taking ~10% stake through a U.S. Department of Commerce facility tied to the CHIPS Act.
The goal is to reduce U.S. dependence on China-co…↗
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…↗
Jan 22
Antonio Costa — $USAR impressive bullish options flow this morning https://t.co/0MLbrasOD6↗
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 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 15
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…↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 7
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
Antonio Costa — $USAR strong all day.... https://t.co/OZ6Mvv3u37↗