United States Antimony is the premier play on US decoupling from China because it owns North America's only functional antimony smelting capacity as China tightens export controls. A $248 million sole-source Defense Logistics Agency contract brings new contracts to $354 million, with 2026 revenue projected at $125 million versus $39 million in 2025. Restarting the Stibnite Hill mine captures antimony prices up 230% in a year, and the Fostung tungsten project adds upside. It is a 1-2 year hold. … Show more

United States Antimony is the only operating antimony producer in the US, as the country scrambles to secure domestic supply of a mineral critical to munitions and semiconductors after years of relying on China. Defense, energy and data-center buildouts add demand tailwinds. x.com 

United States Antimony is likely to cut its full-year guidance later this year because its Q1 showed management's promises going unfulfilled. Per an analysis the author quotes, gross margin fell to 16.4% from 33.9% instead of expanding on in-house ore, as cost per pound jumped 69% and stock-based pay hit $4.8M. Reiterated $125M FY26 revenue guidance needs Q2-Q4 to average 5.8x the Q1 run-rate. Everything would have to go right, which never happens at a mining company. x.com  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 

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 

USA Rare Earth is a high-beta play on MP Materials, while the much smaller United States Antimony and Critical Metals offer more speculative, momentum-driven upside. x.com 

AmpliTech's termination of its untapped ATM is a rare capital-allocation signal for a microcap: removing the dilution overhang while the order book grows shows the balance sheet can fund growth on its own. The board also authorized a $10M buyback over 24 months, backed by no debt and record revenue, though killing the ATM matters more than buybacks for a growth company. Having cooled from last month's highs, the stock looks like a great entry. x.com  x.com