Morgan Stanley’s “strategic upgrade” view fits the current U.S.–China landscape. I’m also eyeing $LYNAS RARE EARTHS LTD(LYC.AU)$ & $VITAL METALS LTD(VML.AU)$ , which benefit from Western supply chain diversification.
Looking ahead, “AI × Rare Earths” could become a major investment theme. These materials power everything from AI servers to EV motors. Despite volatility, I treat rare earths as a long-term thematic play, that underpins the next phase of technological & energy transformation.
@Tiger_SG @Tiger_comments @TigerStars
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- Venus Reade·2025-10-15TOPIf the overall market makes a real correction as I think is on the horizon, will MP go with it? With these recent very bullish developments and the incredible amount shrs institutionally controlled, just not sure it will. We just may have a winner GLTA.1Report
- Mortimer Arthur·2025-10-15TOPback in business... I hope you btd... MP was better than USAR. Buy to 120 now folks.1Report
- icycrystal·2025-10-15TOPthanks for sharing3Report
- JimmyHua·2025-10-15TOPThanks for sharing.1Report
- DIMCO·2025-10-15Great insights1Report