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 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.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 

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

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 

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 is critical infrastructure for EVs and defense as the only US rare-earth mine and the only Western company with a complete mine-to-magnet supply chain. Revenue grew 49% year over year, it produced its first commercial magnets and cut off all sales to China. It has a $32M prepayment from Apple and over $2B of federal backing. x.com 

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

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

Rare earth magnets are the next big investment theme as the White House and Pentagon fund a US supply chain outside China, backing a bench of winners. The Pentagon took a 15% stake in MP Materials with a decade-long magnet price floor and committed about $258M to Lynas' Texas plant. USA Rare Earth is building a mine-to-magnet chain, Energy Fuels adds rare earth separation to its uranium mill, NioCorp has a Lockheed deal, IperionX has $47.1M of Pentagon backing, and Ramaco mines them from coal. … Show more