MP Materials holds a dominant position as the West's largest rare earth miner and only fully integrated producer, and the 2027 US ban on non-allied rare earth magnets in critical weapons systems makes its orders a question of how much, not if. It now mines at Mountain Pass, is ramping NdPr oxide separation and has broken ground on its 10X magnet plant, moving into high-margin finished magnets for Tesla, GM and Apple. Apple has prepaid $72 million, and humanoid robots and AI hardware add demand. … Show more

MP Materials is a safe bet as the only Western Hemisphere producer of rare earths at scale, an asset the Pentagon cannot afford to lose. A post the author shares argues Greenland's Tanbreez deposit is likely a decade away given no roads, frozen months and a uranium mining ban, while China controls about 90% of processing. Mountain Pass in California is operational today, and since July 2025 the Pentagon has treated MP as a partner rather than a vendor, effectively socializing its risk. x.com  … Show more

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 

MP Materials' domestic rare-earth magnets must and will succeed as demand from the military, drones, space, robots, EVs and data centers grows tremendously and Chinese magnets are shut out; Trump won't take a single Chinese magnet, even if offered. The weekly chart still holds a flag tracked for almost a year, above the 30-week EMA, with RSI breaking out and MACD and slow stochastics turning up. x.com  x.com 

MP Materials' real market is the slice of rare earths China is legally locked out of, which MP owns almost by default. Buy America rules on magnets, tariffs and CFIUS wall Chinese refiners, which control 85% of refining, off US defense and OEM supply. MP runs the only operating US rare earth mine plus a magnet line, and the DoD price floor and 10-year offtake add share. At 33x EV/sales it is rich but prices a near-monopoly; the bull case is $90-100 as Fort Worth magnet revenue lands. x.com 

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 

MP Materials and USA Rare Earth are pulled forward by government backing and pushed by mega-cap support, setting them up to be 2026's second-biggest missed opportunity after Intel. x.com 

MP Materials is one of the strongest US pure plays on rare earth magnets, which power the high-performance actuators humanoid robots need for precise movement. If humanoids scale globally over the next decade, demand for these materials could explode. Per @aleabitoreddit, China holds the cards over humanoid mass production, so the US needs to fund sovereign rare earth supply chains. x.com  x.com 

MP Materials looks like a no-brainer at current prices because the US has no choice but to back domestic rare earth suppliers. Rare earth demand should at least double in five years, and China could cut off supply at any time, making MP a national-security hedge with a big government stake. About $1.15B of 2030 EBIT at 30x implies roughly $200 a share. With customers in chips, robotics, drones and defense, MP deserves a premium to Freeport and BHP, and it is 2+ years ahead of USA Rare Earth. … 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