🚀 AI rocket fuel 🚀 Add to cr-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🚀 AI rocket fuel 🚀

Add to crowded AI plays as rare Earth minerls powers the Mag 7 boom with rocket fuel.

The top five rare earth elements most critical to AI progression are neodymium, dysprosium, terbium, yttrium, and europium, due to their roles in high-performance magnets, semiconductors, and data center hardware. Shortages against current or forecasted demand—driven by AI’s explosive growth in GPUs, cooling systems, and servers—would severely hamper scaling.

China dominates rare earth mining, producing over 60% globally, but the top five ex-China or major producers controlling significant shares of neodymium, dysprosium, terbium, yttrium, and europium supply are

1. MP Materials (USA)

2. Lynas Rare Earths (AUS)

3. Energy Fuels, (USA)

4. Iluka Resources, (AUS) and

5. Arafura Resources.(AUS)

My favourite Lynas

1. AI/EV Magnet Monopoly: #1 non-China NdPr producer, AI data centers & EVs devour tons. Demand exploding 53% YoY.

2. Revenue Doubling: FY26 forecast A$1.1B (from $557M) - NdPr prices +47% to A$72.5/kg.

3. Geopolitical Goldmine: Trump-era US pacts + China curbs = Lynas as Western supply king. Texas plant incoming.

4. Cash Fortress: A$1.03B reserves despite outages—funds Kalgoorlie/Malaysia expansions zero-debt.

5. Strong CEO with smooth transition - Amanda Lacaze remains CEO and Managing Director until FY26 end (June 2026). She announced her retirement on Jan 13, 2026, after 12 years leading Lynas from near-collapse to #1 non-China REE producer—share price up 37x.

6. Volatility Shield: Low-cost Mt Weld mine + hybrid power = margins crush peers in price swings.

7. Support levels $12-16 (near 50DMA) resistance $17.8- $22 BlackRock holds a minor stake (<5%). Overall positive momentum, tempered by cautious consensus.

8. Heavy REE Edge:Dy/Tb contracts ramp—diversifies beyond NdPr into defense/AI chips. Lynas’s REE edge is its breakthrough as the world’s only commercial producer of separated Heavy Rare Earths (HREEs) outside China—dysprosium (Dy) and terbium (Tb)—critical for high-temp magnets in AI GPUs, EV motors, jets and missiles.

But bottom line: Geopolitics and AI demand provide tailwinds, but China dominance + ops risks mean dips to A$12-14 remain likely before sustained uplift.

What's your view?

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

JudyFrederick
01-26
JudyFrederick
Lynas is a gem! Rare earths fuel AI's surge – solid pick. [看涨]

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What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>🚀 AI rocket fuel 🚀</p>\n<p>Add to crowded AI plays as rare Earth minerls powers the Mag 7 boom with &nbsp;rocket fuel.</p>\n<p>The top five rare earth elements most critical to AI progression are neodymium, dysprosium, terbium, yttrium, and europium, due to their roles in high-performance magnets, semiconductors, and data center hardware. Shortages against current or forecasted demand—driven by AI’s explosive growth in GPUs, cooling systems, and servers—would severely hamper scaling.</p>\n<p>China dominates rare earth mining, producing over 60% globally, but the top five ex-China or major producers controlling significant shares of neodymium, dysprosium, terbium, yttrium, and europium supply are</p>\n<p>1. MP Materials (USA)</p>\n<p>2. Lynas Rare Earths (AUS)</p>\n<p>3. Energy Fuels, (USA)</p>\n<p>4. Iluka Resources, (AUS) and</p>\n<p>5. Arafura Resources.(AUS)</p>\n<p>My favourite Lynas</p>\n<p>1. AI/EV Magnet Monopoly: #1 non-China NdPr producer, AI data centers &amp; EVs devour tons. Demand exploding 53% YoY.</p>\n<p>2. Revenue Doubling: FY26 forecast A$1.1B (from $557M) - NdPr prices +47% to A$72.5/kg.</p>\n<p>3. Geopolitical Goldmine: Trump-era US pacts + China curbs = Lynas as Western supply king. Texas plant incoming.</p>\n<p>4. Cash Fortress: A$1.03B reserves despite outages—funds Kalgoorlie/Malaysia expansions zero-debt.</p>\n<p>5. Strong CEO with smooth transition - Amanda Lacaze remains CEO and Managing Director until FY26 end (June 2026). She announced her retirement on Jan 13, 2026, after 12 years leading Lynas from near-collapse to #1 non-China REE producer—share price up 37x.</p>\n<p>&nbsp;6. Volatility Shield: Low-cost Mt Weld mine + hybrid power = margins crush peers in price swings.</p>\n<p>7. Support levels $12-16 (near 50DMA) resistance $17.8- $22 BlackRock holds a minor stake (&lt;5%). Overall positive momentum, tempered by cautious consensus.</p>\n<p>8. Heavy REE Edge:Dy/Tb contracts ramp—diversifies beyond NdPr into defense/AI chips. 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Shortages against current or forecasted demand—driven by AI’s explosive growth in GPUs, cooling systems, and servers—would severely hamper scaling.</p>\n<p>China dominates rare earth mining, producing over 60% globally, but the top five ex-China or major producers controlling significant shares of neodymium, dysprosium, terbium, yttrium, and europium supply are</p>\n<p>1. MP Materials (USA)</p>\n<p>2. Lynas Rare Earths (AUS)</p>\n<p>3. Energy Fuels, (USA)</p>\n<p>4. Iluka Resources, (AUS) and</p>\n<p>5. Arafura Resources.(AUS)</p>\n<p>My favourite Lynas</p>\n<p>1. AI/EV Magnet Monopoly: #1 non-China NdPr producer, AI data centers &amp; EVs devour tons. Demand exploding 53% YoY.</p>\n<p>2. Revenue Doubling: FY26 forecast A$1.1B (from $557M) - NdPr prices +47% to A$72.5/kg.</p>\n<p>3. Geopolitical Goldmine: Trump-era US pacts + China curbs = Lynas as Western supply king. Texas plant incoming.</p>\n<p>4. Cash Fortress: A$1.03B reserves despite outages—funds Kalgoorlie/Malaysia expansions zero-debt.</p>\n<p>5. Strong CEO with smooth transition - Amanda Lacaze remains CEO and Managing Director until FY26 end (June 2026). She announced her retirement on Jan 13, 2026, after 12 years leading Lynas from near-collapse to #1 non-China REE producer—share price up 37x.</p>\n<p>&nbsp;6. Volatility Shield: Low-cost Mt Weld mine + hybrid power = margins crush peers in price swings.</p>\n<p>7. Support levels $12-16 (near 50DMA) resistance $17.8- $22 BlackRock holds a minor stake (&lt;5%). Overall positive momentum, tempered by cautious consensus.</p>\n<p>8. Heavy REE Edge:Dy/Tb contracts ramp—diversifies beyond NdPr into defense/AI chips. Lynas’s REE edge is its breakthrough as the world’s only commercial producer of separated Heavy Rare Earths (HREEs) outside China—dysprosium (Dy) and terbium (Tb)—critical for high-temp magnets in AI GPUs, EV motors, jets and missiles.</p>\n<p>But bottom line: Geopolitics and AI demand provide tailwinds, but China dominance + ops risks mean dips to A$12-14 remain likely before sustained uplift.</p>\n<p>What's your view?&nbsp;</p></body></html>","text":"🚀 AI rocket fuel 🚀 Add to crowded AI plays as rare Earth minerls powers the Mag 7 boom with rocket fuel. The top five rare earth elements most critical to AI progression are neodymium, dysprosium, terbium, yttrium, and europium, due to their roles in high-performance magnets, semiconductors, and data center hardware. Shortages against current or forecasted demand—driven by AI’s explosive growth in GPUs, cooling systems, and servers—would severely hamper scaling. China dominates rare earth mining, producing over 60% globally, but the top five ex-China or major producers controlling significant shares of neodymium, dysprosium, terbium, yttrium, and europium supply are 1. MP Materials (USA) 2. Lynas Rare Earths (AUS) 3. Energy Fuels, (USA) 4. Iluka Resources, (AUS) and 5. Arafura Resources.(AUS) My favourite Lynas 1. AI/EV Magnet Monopoly: #1 non-China NdPr producer, AI data centers & EVs devour tons. Demand exploding 53% YoY. 2. Revenue Doubling: FY26 forecast A$1.1B (from $557M) - NdPr prices +47% to A$72.5/kg. 3. Geopolitical Goldmine: Trump-era US pacts + China curbs = Lynas as Western supply king. Texas plant incoming. 4. Cash Fortress: A$1.03B reserves despite outages—funds Kalgoorlie/Malaysia expansions zero-debt. 5. Strong CEO with smooth transition - Amanda Lacaze remains CEO and Managing Director until FY26 end (June 2026). She announced her retirement on Jan 13, 2026, after 12 years leading Lynas from near-collapse to #1 non-China REE producer—share price up 37x. 6. Volatility Shield: Low-cost Mt Weld mine + hybrid power = margins crush peers in price swings. 7. Support levels $12-16 (near 50DMA) resistance $17.8- $22 BlackRock holds a minor stake (<5%). Overall positive momentum, tempered by cautious consensus. 8. Heavy REE Edge:Dy/Tb contracts ramp—diversifies beyond NdPr into defense/AI chips. Lynas’s REE edge is its breakthrough as the world’s only commercial producer of separated Heavy Rare Earths (HREEs) outside China—dysprosium (Dy) and terbium (Tb)—critical for high-temp magnets in AI GPUs, EV motors, jets and missiles. But bottom line: Geopolitics and AI demand provide tailwinds, but China dominance + ops risks mean dips to A$12-14 remain likely before sustained uplift. 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Rare earths fuel AI's surge – solid pick. [看涨]","text":"Lynas is a gem! Rare earths fuel AI's surge – solid pick. [看涨]","html":"Lynas is a gem! Rare earths fuel AI's surge – solid pick. [看涨]","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/524792515122736"}