To The Moon

Project Vault is a strategic initiative by the Trump administration to create a 12billioncriticalmineralsreserve,aimingtoreducetheUnitedStates ′dependenceonforeignsupplychainsforrareearthsandotherkeymetals.Thisprojectcombines 1.67 billion in private capital with $10 billion in Export-Import Bank loans to stockpile these critical materials for use by automakers and tech firms. The announcement of Project Vault has significant implications for companies involved in the rare earth sector, including USAR. Impact on USAR and the Rare Earth Sector Potential Demand for USAR's Assets: Project Vault could translate into real, near-term demand for USAR's assets if the company's rare earth deposits are deemed suitable for inclusion in the strategic reserve. This would depend on the quality, quantity,

Great game. Trading made easy

No ibwould always bet against trump

$USA Rare Earth Inc.(USAR)$   Not buying. Loud flip-flops heard from afar as usual. Feel the damage later. [Blush]  [NosePick]  [Smart]     

Have not follow the "super bet". Think resource stock trade carries higher risk with sudden surge.

Rare earth explode and "super bet" catches attraction. Watch out risk increases wrt the uncertainty ahead.

Follow the Leader Trump’s involvement is a policy signal, not an investing guarantee. Markets reliably front-run his intentions, but fundamentals often lag. Following early can work tactically; chasing after parabolic moves usually does not. Treat this as a catalyst trade, not a conviction bet. Risk vs Reward Pure-plays like USA Rare Earth (USAR) offer maximum upside but carry execution, funding, and valuation risk. These are trading instruments. Diversified exposure via iShares MSCI Global Metals & Mining Producers ETF (PICK) offers durability and lower drawdown risk but less torque. A small barbell allocation is more rational than all-in positioning. Next Big Move After rare earths, the most likely targets are: 1. Copper – critical for AI, grids, EVs; structurally undersupplied. 2.

Hi Tigers, Welcome to “What the Tigers say.” This is a weekly column planned to share the great opinions from Tigers on a specific topic, and today our theme is the Rare Earths boom and Trump's strategic bet. The market for critical minerals just witnessed a historic shift. On January 26, USA Rare Earth saw its stock price skyrocket 🚀. Before the market opened, shares surged as much as 62%, hitting a peak of $40.17 📈💥. Behind the dramatic spike? A massive $1.6 billion strategic investment from the U.S. Department of Commerce 💰. The deal includes both equity acquisition and debt financing 🤝. Mark this moment — it's the largest single government bet on the rare earth sector to date 🇺🇸⚡. With the government officially stepping in as a strategic stakeholder, how does this change the investment

I don't think a new focus will appear, the headlines will still hover on rare earths and magnets, simply because China has a firm grip, and it is not easy for everyone else to ramp up production in the short term and maybe the medium term. The expertise required poses a challenge even if there are sites found to have good concentration of rare earths. Both the act to retrieve them, and not causing adverse environmental problems would be important things to balance.

good

Don’t think I will join the resource stock trade, it’s becoming less of an investment and more of a speculation. Also, I’m not confident trump will last for another 4 years terms.

Diversify and get into some rare earth!

🌟🌟Some investors talk about a Trump trade lasting for another 4 years, especially around energy, deregulation & domestic production.  However the Trump trade is a market narrative, not a prediction.  That narrative is currently centered on the resource  megatrend. The truth is that they are a signal that resources are finite.  The next 4 years focus will be on Lithium,  Uranium, Critical Minerals and Nuclear Fuel. Among the 4 mega resource trends, I believe that Nuclear Fuel is the most important .  It provides the power to fuel the AI revolution and Uranium is the heart of Nuclear Fuel. Centrus Energy $Centrus(LEU)$ is the quiet gatekeeper of the nuclear fuel cycle .  It is only US company  capable of

won't last another term.

1. Which theme is the next market storyline: rare earths and magnets 2. Would I join the resource stock trade yes $BHP GROUP LTD(BHP.AU)$ 3. Will the trump trade last for another 4 years: trump is likely to win the next mid terms and be president for another 4 years

US companies involved in rare earth production get a big boost as the US government plans hugh investments. Once the euphoria wears off, volatility sets in until proper investment are set in place.

It's a scam. I bought near the peak and it fell more than 50% in a month

I think I better not. no more cash to buy. sit quietly and wait for my holdings to go up. patience is a virtue

$USA Rare Earth Inc.(USAR)$ surged yesterday. The U.S. government is set to acquire a 10% stake in USA Rare Earth, backed by a total funding package of around $1.6 billion (federal funding + loans) to accelerate the buildout of domestic rare earth mining and magnet production capacity. This would mark the largest single U.S. government investment in critical minerals under the Trump administration so far. 1. Four Trump Deals in One Year! And the Market Went Wild In the past year, Trump-backed deals have repeatedly sent U.S. stocks flying: First, $400M was injected into rare earth miner $MP Materials Corp.(MP)$ Then $10B went into struggling chip giant $Intel(INTC)$

Trump Makes Another Move: Investing in USA Rare Earth – Here's a 'Mining Stock List' for You to Keep Is Trump making another move? According to the Financial Times, the Trump administration will acquire 10% stake in $USA Rare Earth Inc.(USAR)$   as part of a $1.6 billion debt and equity investment package aimed at helping the company develop domestic rare earth mines and rare earth magnet production facilities. $USA Rare Earth(USAR.US)$ ever surged over 60% in premarket trading Jan 26. Industry insiders said that this deal, along with another $1 billion private investment, will be officially announced on Monday local time. USA Rare Earth will hold an investor conference call to explain the relevant terms. Sources said that as part of thi

Project Vault is a strategic initiative by the Trump administration to create a 12billioncriticalmineralsreserve,aimingtoreducetheUnitedStates ′dependenceonforeignsupplychainsforrareearthsandotherkeymetals.Thisprojectcombines 1.67 billion in private capital with $10 billion in Export-Import Bank loans to stockpile these critical materials for use by automakers and tech firms. The announcement of Project Vault has significant implications for companies involved in the rare earth sector, including USAR. Impact on USAR and the Rare Earth Sector Potential Demand for USAR's Assets: Project Vault could translate into real, near-term demand for USAR's assets if the company's rare earth deposits are deemed suitable for inclusion in the strategic reserve. This would depend on the quality, quantity,

Great game. Trading made easy

Hi Tigers, Welcome to “What the Tigers say.” This is a weekly column planned to share the great opinions from Tigers on a specific topic, and today our theme is the Rare Earths boom and Trump's strategic bet. The market for critical minerals just witnessed a historic shift. On January 26, USA Rare Earth saw its stock price skyrocket 🚀. Before the market opened, shares surged as much as 62%, hitting a peak of $40.17 📈💥. Behind the dramatic spike? A massive $1.6 billion strategic investment from the U.S. Department of Commerce 💰. The deal includes both equity acquisition and debt financing 🤝. Mark this moment — it's the largest single government bet on the rare earth sector to date 🇺🇸⚡. With the government officially stepping in as a strategic stakeholder, how does this change the investment

$USA Rare Earth Inc.(USAR)$ surged yesterday. The U.S. government is set to acquire a 10% stake in USA Rare Earth, backed by a total funding package of around $1.6 billion (federal funding + loans) to accelerate the buildout of domestic rare earth mining and magnet production capacity. This would mark the largest single U.S. government investment in critical minerals under the Trump administration so far. 1. Four Trump Deals in One Year! And the Market Went Wild In the past year, Trump-backed deals have repeatedly sent U.S. stocks flying: First, $400M was injected into rare earth miner $MP Materials Corp.(MP)$ Then $10B went into struggling chip giant $Intel(INTC)$

No ibwould always bet against trump

$USA Rare Earth Inc.(USAR)$   Not buying. Loud flip-flops heard from afar as usual. Feel the damage later. [Blush]  [NosePick]  [Smart]     

Follow the Leader Trump’s involvement is a policy signal, not an investing guarantee. Markets reliably front-run his intentions, but fundamentals often lag. Following early can work tactically; chasing after parabolic moves usually does not. Treat this as a catalyst trade, not a conviction bet. Risk vs Reward Pure-plays like USA Rare Earth (USAR) offer maximum upside but carry execution, funding, and valuation risk. These are trading instruments. Diversified exposure via iShares MSCI Global Metals & Mining Producers ETF (PICK) offers durability and lower drawdown risk but less torque. A small barbell allocation is more rational than all-in positioning. Next Big Move After rare earths, the most likely targets are: 1. Copper – critical for AI, grids, EVs; structurally undersupplied. 2.

🌟🌟Some investors talk about a Trump trade lasting for another 4 years, especially around energy, deregulation & domestic production.  However the Trump trade is a market narrative, not a prediction.  That narrative is currently centered on the resource  megatrend. The truth is that they are a signal that resources are finite.  The next 4 years focus will be on Lithium,  Uranium, Critical Minerals and Nuclear Fuel. Among the 4 mega resource trends, I believe that Nuclear Fuel is the most important .  It provides the power to fuel the AI revolution and Uranium is the heart of Nuclear Fuel. Centrus Energy $Centrus(LEU)$ is the quiet gatekeeper of the nuclear fuel cycle .  It is only US company  capable of

I don't think a new focus will appear, the headlines will still hover on rare earths and magnets, simply because China has a firm grip, and it is not easy for everyone else to ramp up production in the short term and maybe the medium term. The expertise required poses a challenge even if there are sites found to have good concentration of rare earths. Both the act to retrieve them, and not causing adverse environmental problems would be important things to balance.

Have not follow the "super bet". Think resource stock trade carries higher risk with sudden surge.

Rare earth explode and "super bet" catches attraction. Watch out risk increases wrt the uncertainty ahead.

Don’t think I will join the resource stock trade, it’s becoming less of an investment and more of a speculation. Also, I’m not confident trump will last for another 4 years terms.

good

Diversify and get into some rare earth!

1. Which theme is the next market storyline: rare earths and magnets 2. Would I join the resource stock trade yes $BHP GROUP LTD(BHP.AU)$ 3. Will the trump trade last for another 4 years: trump is likely to win the next mid terms and be president for another 4 years

US companies involved in rare earth production get a big boost as the US government plans hugh investments. Once the euphoria wears off, volatility sets in until proper investment are set in place.

won't last another term.

It's a scam. I bought near the peak and it fell more than 50% in a month

I think I better not. no more cash to buy. sit quietly and wait for my holdings to go up. patience is a virtue

The unfolding geopolitical drama involving Iran, the United States, and China is rapidly converging into a perfect storm for global trade and critical mineral markets.The current trajectory suggests a return to the high-stakes "tariff diplomacy" that defined the previous decade, but with significantly more volatile ingredients.The Iranian SparkThe narrative begins with a domestic crisis in Iran that has spiraled into an international flashpoint.Severe economic distress—characterized by (a) plummeting rial and (b) runaway inflation—triggered mass protests across major Iranian cities.What started as frustration over fuel subsidies and food prices quickly evolved into a broad-ranging revolt against the clerical leadership.  It did not help that Trump has moved to fan these flames.By util