Rare Earths Stock Plus #2 Critical Mineral in U.S. - Volume at 14 Yr Highs, Up/Down Volume 3.9

Wind at its back part of sizzling Mining - Metal Ores Industry Group . . . . . . U.S. agreed to backstop financing . . . . . . . one metal simply can't afford to not have domestically

This Is Not Investment Advice

Rare Earths Are a Thing . . . . . . . A Potential Play With Some Traction . . . . . It’s Wild Out There What Would The Male Puma Do

Rare Earths - why? We discussed this with respect to the ‘Melt Up’ framework and being able to use an open mind to see if we can identify and isolate scenarios where we have a demand/scarcity combo in our favor with respect to hard assets (the assets most rewarded in the ‘Melt Up’).

There are no Rare Earths “experts” or “gurus” here to save the day. These companies have been trying to survive for years, and now politically the ball is rolling in their favor which brings investment capital. You’ll see plenty of “penny stocks” and balance sheets that look very weak and in need of cash and liquidity. All of that is likely true and accurate.

Like I put out in this Short on the YT Channel - who is to say MP isn’t already the NVDA of the emerging Rare Earths bull market? Open mind. Maybe they are.

Here’s one for consideration perhaps that is a bit more advanced. Again - the finance snobs will crap all over these firms. There is only one planet Earth. Where are the minerals located and how do we get them? Market is trying to figure that out. “Mission critical”.

Best Price, Every Trade.

Want the best price on every swap? CoW Swap evaluates routes across DEXs in real time and settles the most efficient path. Tighter pricing, higher success rates, fewer reverts. Find your best price.

Thoughts and observations:

  • Another wild card investors have to decide on their own the if/when and how

  • Up/Down Volume, Acc/Dis, and funds moving in are extremely bullish if patient and looking over Higher Time Frames . . . . . . . in my humble opinion

  • Government already has their claws inside the skin on this one . . . . . . financing backing not a small deal

  • RS, Up/Down Volume, Acc/Dis sky high with earnings and other “fundamentals” in the tank . . . . . . . . serious hurdles cleared relative to this extremely nascent space the $10M from Hegseth and the financing commitment