🌟🌟🌟The official launch of Project Vault in the US, a USD 12 billion strategic critical mineral reserve, has triggered significant bullish sentiments for US rare earth and critical mineral stocks. Domestic mining & processing companies are the primary beneficiaries, as the program establishes a massive government backed buyer to provide price floors & demand stability. $USA Rare Earth Inc.(USAR)$ surged 17% on Tuesday trading. Other US peers saw immediate gains too. $MP Materials Corp.(MP)$ rose 4%. $Energy Fuels(UUUU)$ skyrocketed 15.6% as the project w

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,

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

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

$USA Rare Earth Inc.(USAR)$  $The Metals Company(TMC)$  $CRITICAL METALS CORPORATION(CRML)$   This is not a momentum fad. This is a sovereign-backed repricing of strategic metals in real time. I’m tracking $USAR into next week, and I’m expecting a DJT candle on Monday. Big green. Violent expansion. The kind of impulse move that only appears when policy, capital, narrative, liquidity, and order flow align. I’m framing $USAR as a national security asset, not a small-cap equity. I am structurally bullish with conviction because government capital, whale options

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

In the past five trading days, Precious Metals & Minerals stocks has risen average by 13.88%.The $Dow Jones(.DJI)$ finished down ​on Friday, while the $S&P 500(.SPX)$ ended largely unchanged, as investors' risk appetite was dimmed at the end of a topsy-turvy week ‌by Intel's plunge on a downbeat outlook.The best-performing concepts is Precious Metals & Minerals Concept. Considering the different perceptions of the stock, this time TigerPicks chose $Atlas Critical Minerals Corporation(ATCX)$ $Sigma Lithium Corporation(SGML)$ $The Metals Company(TMC)$

🌟🌟🌟Rare Earths have shifted from obscure elements to the beating heart of America's industrial sovereignty.  The Trump Administration's USD 1.6 billion debt and equity package for $USA Rare Earth Inc.(USAR)$ marks its largest investment yet in critical minerals.  Overnight USAR surged almost 20% while its peers like MP Materials, Critical Metals and Energy Fuels rallied in tandem.  This isn't just market noise.  It is policy reshaping the supply chain. USAR Fundamentals  USAR is no longer just a speculative miner.  It is a strategic national project.  Government Backing: USD 1.3 billion in loans and USD 277 million in grants plus equity stakes and warrants. Private Capital: USD 1.5 billion in fresh investme

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

1. Policy Support and Its Market Impact The Trump administration’s move to take a 10 per cent equity stake in USA Rare Earth as part of a US$1.6 billion package is a significant vote of confidence for the domestic rare earth supply chain. The funding includes both equity and debt support geared towards developing mining and magnet processing capacity in the United States. This is the largest federal investment into a rare earth company to date and underscores rare earths’ strategic importance for defence, EVs, renewable energy and advanced technology industries.  USAR’s shares jumped sharply on the news, reflecting investors’ view that government backing materially de-risks development and enhances long-term prospects.  Recent technical indicators suggest the stock is extended an

Analysis of Recent Surge and Policy Catalyst The reported strategic investment by the U.S. administration has acted as a significant catalyst for the sector, highlighting the government's focus on securing a domestic supply chain for critical minerals. This policy support is a primary driver behind the recent sharp price movements.  Price Performance: Following the news, USA Rare Earth (USAR.US) closed at $24.77 on January 23, 2026, representing a significant increase from its low of $11.90 on December 31, 2025.  Similarly, Critical Metals Corp (CRML.US) , MP Materials (MP.US) , and Energy Fuels (UUUU.US) have all shown substantial rallies over the same period.  Market Sentiment and Analyst Views: The policy move has bol

Wall Street ignites with fresh highs as tech giants surge amid AI frenzy and geopolitical twists! Micron climbs 2% on chip demand boom, Tesla blasts off 4% fueled by Elon Musk's bold Optimus robot rollout vision, Alibaba spikes 5.5% riding e-commerce recovery waves, Meta soars 4.6% with metaverse momentum, USA Rare Earth explodes 17% on supply chain shifts, and Critical Metals surges 21% as mineral wars heat up. Precious metals steal the show too – gold blasts past $4,950/oz while silver and platinum charge into uncharted territory, extending their wild rally amid inflation fears and dollar dips. 😎🌟 Dive deeper into the chaos: Intel tanks 13% after admitting it can't keep up with skyrocketing AI data center needs, leaving billions on the table – a brutal wake-up call for chip underdogs. Me

Buckle up, folks – the rare earth sector is on fire! With the U.S. government diving deep into critical minerals, stocks are skyrocketing as domestic production gets a massive boost. The latest bombshell? A whopping $1.6 billion debt-and-equity deal where the administration snags a 10% stake in USA Rare Earth, fueling mining and magnet manufacturing right here at home. This isn't just talk; it's the biggest investment yet in securing America's supply chain independence from overseas giants. 😎 USAR led the charge with a nearly 20% overnight leap, closing at $24.77 after a 9.07% daily gain – talk about momentum! But the rally rippled across the board: Critical Metals Corp (CRML) soared 11.70% to $20.62, MP Materials (MP) climbed 1.77% to $69.58, and Energy Fuels (UUUU) joined the party with

Rare Earths & Critical Minerals. This theme can make you rich, and it's only getting bigger with Trump + US gov't exposure... My top 8 favorite names to watch right now: Rare Earths... $MP Materials Corp.(MP)$ …still the top U.S. rare earth pick; fully integrated from mine to magnet, Mountain Pass expansion + pentagon-backed supply chain narrative. $CRITICAL METALS CORPORATION(CRML)$ …one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. $USA Rare Earth Inc.(USAR)$ …gaining traction fast; domestic processing and magnet ambitions make it a pure “america-first

This is the kind of market where you simply buy what the president tells you to: Rare Earths： $CRITICAL METALS CORPORATION(CRML)$ $The Metals Company(TMC)$ $USA Rare Earth Inc.(USAR)$ Defense: $SkyWater Technology, Inc.(SKYT)$ $Kratos Defense & Security Solutions(KTOS)$ $Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$ $Amentum Holdings, Inc.(AMTM)$ AI Infrastructure: $Alphabet(GOOGL)$ $New Era Helium Inc(

🌟🌟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