Jeremykieran
Jeremykieran
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avatarJeremykieran
02-10 09:44
The lowering of interest rates have affected the bank's income. I don't think this is a major decline and it'll still be a strong stock, especially in the long term
 $MP Materials Corp.(MP)$    I’m still bullish on MP Materials looking into 2026, not because of short-term price action, but because of where the world is heading. Rare earths sit at the center of EVs, clean energy, and defense, and the US has almost no domestic supply outside MP. As geopolitics get more tense, countries are taking supply chain security seriously again. You can see this even in places like Greenland, where rare earth deposits are becoming strategically important because the West wants alternatives to China. MP already operates the only major rare earth mine and processing facility in the US, and as they move further into magnet production, they have a real chance to improve margins
$Oracle(ORCL)$   Oracle’s 2026 bull case is becoming clearer as OCI growth continues to run materially faster than its legacy software business. This shows the cloud transition is real and gaining momentum. Oracle hosting TikTok US user data on its cloud is an important signal. It validates OCI at massive scale under intense regulatory scrutiny and highlights strong trust from governments and regulators. This positions Oracle as a credible cloud provider for high-performance and high-trust workloads, not simply a legacy software company trying to catch up.

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