Critical Metals is a Howard Lutnick 'grift' play that can make money today, though production is not expected until late 2028-2029. Per the company, Greenland approved the transfer of a 50.5% interest in the Tanbreez rare-earth project, lifting its stake to 92.5% and giving it full control. Tanbreez is among the largest known heavy rare-earth resources, and the US Export-Import Bank has sent a nonbinding letter of interest for up to $120M as the West diversifies away from China. x.com 

Critical Metals is an under-followed pure-play on heavy rare earths, which the West cannot supply at scale. China refines nearly all the dysprosium and terbium that stop EV-motor and missile magnets from melting, and a new mine takes 5-7 years to permit. Its Greenland Tanbreez deposit is among the biggest outside China, with multi-year upside if financed into production. It is pre-revenue, so slipping financing or permitting would cut it hard; an early-stage bet, not a core hold. x.com 

Critical Metals' pump looks over because mining in Greenland will be extremely difficult logistically, which most investors do not grasp. Last week's rally lifted almost every small stock with Greenland in its name. 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

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 

The Shortlist targets companies it tags as pump-and-dumps, industry bubbles, constrained-float cases, potential fraud or overleveraged. Its Oct. 23 realistic-value estimates imply large downside, including 79% for ReAlloy, 53% for Critical Metals, 60% for Infleqtion and 62% for Quantinuum. x.com 

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.com 

Greenland Energy, at about a $100 million market cap, has good odds of actually making money, unlike Critical Metals at about $1.4 billion. Its oil project fits a US administration that was openly urging companies to set up new oil projects in foreign territories just over a month ago. x.com  x.com 

Rare earths and other critical minerals are the choke point for AI, EVs, defense and energy, and with supply tight and demand locked in, this is where 10x returns begin. The ecosystem spans rare earths (MP Materials, USA Rare Earth, Idaho Strategic), uranium (Cameco, NexGen, Uranium Energy, Denison, Energy Fuels, Centrus), lithium (Albemarle, SQM, Lithium Americas, Sigma, Rio Tinto), copper (Freeport, Southern Copper, Taseko, Hudbay, Ero), graphite, antimony and multi-mineral names. 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