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

No ibwould always bet against trump

🌟🌟🌟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

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 $Atlas Critical Minerals Corporation(ATCX)$ $Sigma Lithium Corporation(SGML)$ $The Metals Company(TMC)$

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

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

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.

🌟🌟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

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

I don't think a new focus will appear, the headlines will still hover on rare earths and magnets, simply because China has a firm grip, and it is not easy for everyone else to ramp up production in the short term and maybe the medium term. The expertise required poses a challenge even if there are sites found to have good concentration of rare earths. Both the act to retrieve them, and not causing adverse environmental problems would be important things to balance.

Have not follow the "super bet". Think resource stock trade carries higher risk with sudden surge.

Rare earth explode and "super bet" catches attraction. Watch out risk increases wrt the uncertainty ahead.

Don’t think I will join the resource stock trade, it’s becoming less of an investment and more of a speculation. Also, I’m not confident trump will last for another 4 years terms.

good

Diversify and get into some rare earth!

1. Which theme is the next market storyline: rare earths and magnets 2. Would I join the resource stock trade yes $BHP GROUP LTD(BHP.AU)$ 3. Will the trump trade last for another 4 years: trump is likely to win the next mid terms and be president for another 4 years