US rare-earth and critical-mineral stocks could benefit from up to $1.6B of US investment in a domestic supply chain, even as heavy rare-earth stocks crash. USA Rare Earth is building a US mine-to-magnet chain including dysprosium and terbium; MP Materials is expanding into heavy rare-earth separation, alloys and magnets; Energy Fuels is expanding US separation; Critical Metals is developing Greenland's Tanbreez; NioCorp and American Resources are building US critical-mineral projects. x.com  … Show more

Domestic rare-earth and critical-mineral supply chains will make this stock group a generational wealth builder this year. REalloys has Army negotiations and an EXIM letter of interest; USA Rare Earth is developing a mine-to-magnet chain; MP Materials is expanding into magnets; Energy Fuels processes rare earths; and Lithium Americas is advancing Thacker Pass with GM and DOE support. REalloys paid to be included in this list. x.com  x.com  x.com 

USA Rare Earth, Energy Fuels and MP Materials are a pass for now because whale accumulation on their weekly charts is gradually decreasing. They are not a favored setup yet. x.com 

Humanoid robots need up to 40 motors, nearly all running on rare earth magnets, and the West still relies on China for 90% of supply, so this trade has barely begun. MP Materials is the only integrated US mine-to-magnet operation, targeting 10,000 MT by 2028; USA Rare Earth has $1.6B of White House backing and is ramping magnets; Energy Fuels makes heavy rare earth oxides; Critical Metals controls Greenland's Tanbreez; REalloys is building the top heavy rare earth metal plant outside China. … Show more

Rare earths and critical minerals may be the most misunderstood yet important sector of the next decade: no defense, energy or AI boom happens without them. IperionX is reshoring titanium for defense and aerospace from recycled feedstock, with heavy rare earth optionality and deep government backing. Elmet Group, the only American-owned integrated tungsten and molybdenum maker, can fill the gap as the US bans Chinese tungsten in defense from 2027; it is profitable with a record defense backlog. … Show more

MP Materials risks repeating Molycorp's boom-and-bust history, since the deposit has been a financial disaster since its discovery, and this time may not be different. @JonahLupton argues rare earth demand could double or triple, with MP earning $1 billion-plus of EBIT by 2030, and that Molycorp's failure came over a decade ago under different management. x.com  x.com 

USA Rare Earth could accelerate because a potential 8-16% US government stake would back domestic heavy rare earth and magnet production, essential to fighter jets, missiles, radar and other advanced weapons. China controls 85-90% of that supply chain, making it national-security critical with macro and geopolitical tailwinds. It is still pre-revenue, more a VC-style play: defense contracts are the bull case, and failure to execute is the risk. The upside over the next few years is great. x.com  … Show more

US government backing and China's roughly 90% control of the global heavy-metals and rare-earth market make USA Rare Earth an easy hold. Its projected 2030 revenue is $2.6 billion, and most stocks in the basket trade at 20-30x sales. It is especially an easy hold near the log 0.786 Fibonacci level, with weekly RSI at 30. x.com 

Rare earth magnets, not chips, are the chokepoint of physical AI, and their supply chain runs through China. Every robot, drone and EV motor needs NdFeB magnets; China controls over 90% of refined supply and about 92% of separated NdPr, and nearly monopolizes the heavy rare earths that let magnets survive motor heat. Western producers like MP Materials, USA Rare Earth and Lynas address that gap. Most names are 2028+ stories with execution, dilution and Chinese price-suppression risk. x.com  x.com  … Show more

MP Materials, USA Rare Earth, Energy Fuels and American Resources should benefit as rare earths become vital to the coming robotics revolution and the US has a national security incentive to break China's stranglehold at every chokepoint from mining to magnets. If robotics demand explodes, margins should rise as revenue scales, then cash flow expands as buildout capex drops. MP and USA Rare Earth are nearing scaled commercialization in the early 2030s; a buy-and-hold into the next decade. x.com  … Show more