Danny cheng
Technology Investor, Homily Charts & Technical Analysis
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.comÂ
Lynas Rare Earths is the only answer to a gap between Pentagon deadlines and Greenland's mines, as the only separated heavy rare earth producer outside China. Greenland's mines are 10 years from shipping, while the Pentagon must use zero Chinese rare earths from January 1, and China's rare earth export weapon comes off suspension on November 10. Profit rose 13-fold in six months, and a 6% drop on unrelated Malaysian environmental noise put it on sale. Own it as an anchor, not a lottery ticket. … 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.comÂ
Cameco is the preferred uranium name over Energy Fuels as the sector leader. Energy Fuels looks too volatile and is still loss-making, making it a poor choice for holding a commodity stock over a long time. x.comÂ
The uranium bull market is continuing, as Energy Fuels draws sudden aggressive buyers on top of its breakout. x.com x.comÂ
Rare earth stocks are worth buying on every dip as Goldman Sachs, Morgan Stanley, Needham and Wedbush all raised their targets and outlook for the sector this month. The preferred names, in order, are USA Rare Earth, Energy Fuels (a rare earth and uranium hybrid), Critical Metals, MP Materials, TMC and NioCorp. x.comÂ
United States Antimony is a rare-earth play with investments from US government agencies, and rare earths are critical to the AI buildout. Its chart looks similar to Navitas and POET before they recently broke out. x.comÂ
Uranium and rare earths are the next metals narrative after gold and silver, with strong growth potential in 2026 that retail investors still largely overlook. Uranium has momentum from the nuclear renaissance, while rare earths are becoming critical for green energy, chips and defense. Retail access has been hard, with about an $8 million minimum for uranium, limited hours and few exchanges, which tokenized metals platforms like Metals Official aim to remove through fractional, 24/7 trading. … Show more
MP Materials and USA Rare Earth are the only viable US rare-earth options while China controls 99% of global supply. Humanoid robots and AI infrastructure require large amounts of rare-earth elements, making the sector a great long-term hold for investors who can stomach volatility. x.comÂ
Neo Performance Materials is transforming from a cyclical rare-earth processor into a strategically critical Western supply chain asset, with new magnet capacity and improving earnings power. The story is just getting going. x.comÂ