Follow the Leader Trump’s invo-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Follow the Leader
Trump’s involvement is a policy signal, not an investing guarantee. Markets reliably front-run his intentions, but fundamentals often lag. Following early can work tactically; chasing after parabolic moves usually does not. Treat this as a catalyst trade, not a conviction bet.

Risk vs Reward
Pure-plays like USA Rare Earth (USAR) offer maximum upside but carry execution, funding, and valuation risk. These are trading instruments.
Diversified exposure via iShares MSCI Global Metals & Mining Producers ETF (PICK) offers durability and lower drawdown risk but less torque.
A small barbell allocation is more rational than all-in positioning.

Next Big Move
After rare earths, the most likely targets are:

1. Copper – critical for AI, grids, EVs; structurally undersupplied.

2. Uranium – energy security and defence alignment.

3. Grid infrastructure metals – aluminium, transformers, HV components.

Rare Earths Sink: Would You Buy the Dip & Bet on Trump?

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. However, rare earth stocks sink after recent rally. Would you buy the dip? Do you favor early-stage developers or established producers like MP?

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.

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Copper – critical for AI, grids, EVs; structurally undersupplied.<br></p>\n<p>2. Uranium – energy security and defence alignment.<br></p>\n<p>3. Grid infrastructure metals – aluminium, transformers, HV components.</p></body></html>","text":"Follow the Leader Trump’s involvement is a policy signal, not an investing guarantee. Markets reliably front-run his intentions, but fundamentals often lag. Following early can work tactically; chasing after parabolic moves usually does not. Treat this as a catalyst trade, not a conviction bet. Risk vs Reward Pure-plays like USA Rare Earth (USAR) offer maximum upside but carry execution, funding, and valuation risk. These are trading instruments. Diversified exposure via iShares MSCI Global Metals & Mining Producers ETF (PICK) offers durability and lower drawdown risk but less torque. A small barbell allocation is more rational than all-in positioning. Next Big Move After rare earths, the most likely targets are: 1. 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