Top Rare Earth Picks

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” rare earth name.

$The Metals Company(TMC)$ ...one of the most geopolitically aligned critical-minerals plays in the market

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Critical Minerals...

$Lithium Americas Corp.(LAC)$ …thacker pass advancing; arguably the most important U.S. lithium project coming online this decade.

$Energy Fuels(UUUU)$ …rare earths + uranium combo; white mesa processing hub + monazite pipeline give it multiple macro tailwinds.

$United States Antimony(UAMY)$ …pure antimony exposure; one of the most under-the-radar critical minerals with defense relevance.

$Trilogy Metals(TMQ)$ …alaska-based copper + zinc assets; leveraged to U.S. critical metals supply chain narratives.

The Trump administration has roughly 3 years left.

They've shown that this theme is a top priority, even going as far as acquiring 10%+ stakes in companies.

This theme is here to stay (feel free to bookmark this).

1 year returns below:

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Rare Earths Explode: Can Trump's Strategic Bet Go Further?

U.S. rare earth stocks surged after reports that the Donald Trump administration plans to take a 10% stake in USA Rare Earth as part of a $1.6B debt-and-equity package, marking its largest investment yet in critical minerals. The move aims to secure domestic rare earth mining and magnet production. USAR jumped nearly 20% overnight, while Critical Metals Corp, MP Materials, and Energy Fuels also rallied. After sharp moves, is there still upside in USAR and peers as policy support accelerates? Do you favor early-stage developers or established producers like MP

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