Lithium Americas appeals simply because the Trump administration bought in and its stake is now under water. Per @Trump_portfolio, the administration agreed in October 2025 to take a 5% stake, about $82M at $3.39 a share; the stock traded well above that for a while but no longer does. x.com 

Aeluma, USA Rare Earth and MP Materials have the same government-backed setup that drove Intel up 600% after the US took a 10% stake, giving each 7–10x potential. Aeluma signed a letter of intent for CHIPS Act money in exchange for a government equity stake. Commerce is backing pre-revenue USA Rare Earth with $1.6B for up to 16% as it builds America's only heavy rare earth mine-to-magnet chain. The Pentagon owns 15% of MP Materials, the only fully integrated US rare earth producer. x.com  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 will be the top winner in the US because it is four years ahead of anybody and counts Trump as an investor, making it a buy-and-forget holding. Canaccord raised its target to $82 from $79, citing management's continued progress scaling production, and Goldman Sachs raised its target to $80 from $71. x.com  x.com 

Rare earth and critical mineral names MP Materials, Energy Fuels, Critical Metals and United States Antimony have pulled back into a good buying zone after a big run, as attention shifts toward physical AI and robots. The Trump sons just invested in a tungsten company, and SemiAnalysis is flagging how important rare earths will be over the next few years. They remain weak short term. MP is the safest, with a government investment and its role as Apple's largest rare earths supplier. 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 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 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 

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 

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