$MP Materials Corp.(MP)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ ๐Ÿ”ฅ๐ŸŒ๐Ÿ“ก Rare Earths, AI Chips & Supercycle Signals: The $MP x $NVDA Axis Ignites ๐Ÿ“ก๐ŸŒ๐Ÿ”ฅ

Premarket wasnโ€™t the main event, this was an orchestrated breakout backed by geopolitics, predictive signals, and multi-sector capital flows. $MP just shattered its all-time high with more than just volume, it moved with the force of policy, infrastructure and a $500M Apple anchor. Meanwhile, $NVDAโ€™s surge isnโ€™t isolated, itโ€™s part of the same macro symphony. This wasnโ€™t just a rally, it was a message.

๐Ÿ“ก Rare Earths Go Strategic: Appleโ€™s $500M Catalyst

$MP didnโ€™t just gap up, it gapped into history. Apple announced a $500M investment into MP Materials to build a U.S.-based rare-earth magnet plant in Texas, shifting the chessboard for EVs, iPhones, drones, and beyond. The move brings critical material supply back onshore while turbocharging MPโ€™s long-term revenue certainty. This isnโ€™t speculative, itโ€™s supply chain realignment driven by necessity and capital.

MP is now up 288% year-to-date. Todayโ€™s +24.07% surge took it through the $62.87 level on confirmed trend signals. The buy setup was forecasted before the breakout via the JL lines, and confirmed as all timeframes turned bullish in unison. The price respected VWAP on the intraday, pushed through all major MAs on the weekly (MA5: $41.54, MA10: $32.68), and has now achieved trend acceleration, not just continuation.

๐Ÿ‡จ๐Ÿ‡ณ USโ€“China Dealmaking: Nvidiaโ€™s Chip Greenlight Tied to Rare Earths

Commerce Secretary Lutnick dropped a bombshell. Nvidiaโ€™s H20 chip exports to China are part of the broader rare-earths negotiation. That explains the coordinated capital and policy movement weโ€™re seeing across both tickers. $NVDAโ€™s breakout to $171.23 isnโ€™t just about earnings optimism, itโ€™s part of a macro realignment where access to rare materials becomes part of a broader tech diplomacy strategy.

As H20 sales to China resume, the bullish order flows agree. $1.46M in premium swept into the 34% OTM $230C 03/20/2026 contract, the highest call skew on the board today. That trade doesnโ€™t bet on noise, itโ€™s positioned for resumed AI revenue streams into Beijing, with margins well intact.

๐Ÿ“Š Technical Harmony: MP Momentum Breakout, NVDA Wedge Pressure

โ€ข $MP: Weekly MACD flipped, RSI pushing 87, price action cleanly stair-stepped through prior highs. Volume surged as DMA(10,50) turned steeply positive.

โ€ข JL System confirmed the move live, with Buy Signal Forecast graded A+. Entry alert triggered just before $59, with continuation now holding above $60.

โ€ข $NVDA: Momentum Score maxed out at 5, spot price consolidating above $160 with $172.40 the next hurdle. Weekly MACD at 10.60 and RSI (6,12,24) aligned between 72 and 87 across the board.

Both charts show synchronised volume surges, positive divergence on MACD, and RSI acceleration. The entire setup looks like the early innings of a supercycle.

๐Ÿ“ˆ Options & Capital Flow Confirmations

โ€ข NVDA 2026 $230C: $1.46M premium, 1,992 volume vs 863 OI, 97% call skew

โ€ข NVDA overall order flow: +$12.35M net premium, 905k contracts, highest call/put ratio of the day

โ€ข MP intraday chart: Buy setup system activated pre-breakout, trend held firm throughout the session with disciplined momentum bands maintaining structure

๐Ÿ’ก What Iโ€™m Watching Next

โ€ข Does $MP see further institutional rotation post-Apple investment, now that supply chain reshoring is confirmed?

โ€ข Can $NVDA convert this momentum into a clean breakout past $172.40? If so, Iโ€™m targeting $181.20 and then $197.50 on quarterly upside extension.

โ€ข Will China formally respond with additional tech approvals? If rare-earths and GPUs are now trading chips in global policy, expect SPY components like $TSM and $AMD to follow.

๐Ÿง  Conclusion: The Axis Has Shifted

What weโ€™re witnessing is bigger than just two tickers. Rare-earths are no longer just an industrial niche, theyโ€™re now a negotiating tool. Chips arenโ€™t just about AI, theyโ€™re about access, licensing, and influence. $MP and $NVDA are at the intersection of it all.

Trimmed half into strength on MP after the breakout held structure, but Iโ€™ll be watching every tick as this thesis evolves. This is where macro, momentum, and money all converge!

๐Ÿ“ข Donโ€™t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ๐Ÿš€๐Ÿ“ˆ Iโ€™m obsessed with hunting down the next big movers and sharing strategies that crush it. Letโ€™s outsmart the market and stack those gains together! ๐Ÿ€

Trade like a boss! Happy trading ahead, Cheers, BC ๐Ÿ“ˆ๐Ÿš€๐Ÿ€๐Ÿ€๐Ÿ€

@Tiger_comments @TigerStars @TigerPicks @TigerWire @TigerObserver @TigerClub @Daily_Discussion @Tiger_Earnings 

# Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

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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Comment๏ผˆ32๏ผ‰

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  • Cool Cat Winston
    ยท2025-07-16
    TOP
    This ETH setup is pure accumulation logic. Compression, low funding, and no one talking about it while everyoneโ€™s crowding into $SBET after the move. You nailed it with the divergence call. Iโ€™m watching $ETHE closely from here.
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    • Barcode:ย 
      Thanks CCW, I really appreciate that. Once the rare earths link was confirmed, it became clear this wasnโ€™t just a momentum trade. MPโ€™s move was policy-backed, structurally sound, and telegraphed well in advance.
      2025-07-16
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    • Barcode:ย 
      ๐ŸŸ  ๐Ÿ…—๐Ÿ…๐Ÿ…Ÿ๐Ÿ…Ÿ๐Ÿ…จ โ“‰โ“กโ“โ““โ“˜โ“โ“– ๐Ÿ…๐Ÿ…—๐Ÿ…”๐Ÿ…๐Ÿ…“! ๐Ÿ…’๐Ÿ…—๐Ÿ…”๐Ÿ…”๐Ÿ…ก๐Ÿ…ข ๐Ÿ…‘๐Ÿ…’ ๐Ÿ€๐Ÿ€๐Ÿ€๐ŸŸ 
      2025-07-16
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    • Barcode:ย 
      Thanks for reading CCW ๐Ÿ€
      2025-07-16
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  • Mortimer Arthur
    ยท2025-07-16
    TOP
    MP is what earth mineral mining is to onshore drug manufacturing and clean active pharma ingredients made in the states. CDXS

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    • Barcode:ย 
      Both are foundational inputs, often overlooked until supply chains fracture. The policy shift isnโ€™t just about resilience, itโ€™s about reclaiming upstream control where it matters most. Strategic autonomy begins with the molecules and the minerals.
      2025-07-16
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    • Barcode:ย 
      Thanks for reading MA ๐Ÿ€
      2025-07-16
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    • Barcode:ย 
      ๐ŸŸ  ๐Ÿ…—๐Ÿ…๐Ÿ…Ÿ๐Ÿ…Ÿ๐Ÿ…จ โ“‰โ“กโ“โ““โ“˜โ“โ“– ๐Ÿ…๐Ÿ…—๐Ÿ…”๐Ÿ…๐Ÿ…“! ๐Ÿ…’๐Ÿ…—๐Ÿ…”๐Ÿ…”๐Ÿ…ก๐Ÿ…ข ๐Ÿ…‘๐Ÿ…’ ๐Ÿ€๐Ÿ€๐Ÿ€๐ŸŸ 
      2025-07-16
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  • Kiwi Tigress
    ยท2025-07-17
    TOP
    ๐Ÿชจ๐ŸงƒMP cooling off a bit but honestly still feels like a reset, not a reversal. After that Apple move and the breakout setup, Iโ€™m keeping it on radar. Might just be loading phase 2.
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    • Barcode:ย 
      Thanks for reading KT ๐Ÿ“–
      2025-07-17
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  • Mig
    ยท2025-07-16
    TOP
    ๐Ÿคฏ another amazing article BC ๐Ÿ™‚
    thanks for sharing
    great analysis, it is incredible how you read the whole picture and connect the dots
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    • Barcode:ย 
      Thanks for sharing with the community ๐Ÿ™๐Ÿผ
      2025-07-17
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    • Barcode:ย 
      Thanks for reading Mig! ๐Ÿซถ๐Ÿ€๐Ÿ€๐Ÿ€
      2025-07-17
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    • Barcode:ย 
      I appreciate your kind words as always ๐Ÿฉต
      2025-07-17
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  • Valerie Archibald
    ยท2025-07-16
    TOP
    National security plays MP TMC and Codexis is going to quantum leap.

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    • Barcode:ย 
      Thanks for reading VA ๐Ÿ€
      2025-07-17
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    • Barcode:ย 
      I appreciate you sharing your insights ๐Ÿ€
      2025-07-17
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    • Barcode:ย 
      ๐ŸŸ  ๐Ÿ…—๐Ÿ…๐Ÿ…Ÿ๐Ÿ…Ÿ๐Ÿ…จ โ“‰โ“กโ“โ““โ“˜โ“โ“– ๐Ÿ…๐Ÿ…—๐Ÿ…”๐Ÿ…๐Ÿ…“! ๐Ÿ…’๐Ÿ…—๐Ÿ…”๐Ÿ…”๐Ÿ…ก๐Ÿ…ข ๐Ÿ…‘๐Ÿ…’ ๐Ÿ€๐Ÿ€๐Ÿ€๐ŸŸ 
      2025-07-17
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  • Hen Solo
    ยท2025-07-16
    Your synthesis is next level. MP holding above VWAP and confirming through the JL system makes the setup technically clean, but itโ€™s the layered thesis, Apple, licensing, chip exports, that gives it teeth. Watching how $AMD trades next if this policy corridor widens. That NVDA OTM call flow was no accident.
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    • Barcode:ย 
      Thanks HS, thatโ€™s exactly what I hoped would come through. When technicals align with strategic capital shifts, you get a cleaner edge. The MP setup was as much about the signal as it was about the price.
      2025-07-16
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    • Barcode:ย 
      ๐ŸŸ  ๐Ÿ…—๐Ÿ…๐Ÿ…Ÿ๐Ÿ…Ÿ๐Ÿ…จ โ“‰โ“กโ“โ““โ“˜โ“โ“– ๐Ÿ…๐Ÿ…—๐Ÿ…”๐Ÿ…๐Ÿ…“! ๐Ÿ…’๐Ÿ…—๐Ÿ…”๐Ÿ…”๐Ÿ…ก๐Ÿ…ข ๐Ÿ…‘๐Ÿ…’ ๐Ÿ€๐Ÿ€๐Ÿ€๐ŸŸ 
      2025-07-16
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    • Barcode:ย 
      Thanks for reading HS ๐Ÿซถ
      2025-07-16
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  • Queengirlypops
    ยท2025-07-16
    This postโ€™s a whole intel drop. H20 chips, rare earths, $MP melting ATH Weโ€™re def in a new regime. Letโ€™s ride.
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    • Barcode:ย 
      Appreciate you picking up on that, Q. Whatโ€™s fascinating here is how industrial policy is now pricing into charts before earnings even move the needle. $MP Materials Corp.(MP)$ isnโ€™t just running on momentum, itโ€™s rerating on national security and forward-anchored demand. And with NVDA back in motion, the $230 strike might not be as far-fetched as it sounds.
      2025-07-16
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    • Barcode:ย 
      ๐ŸŸ  ๐Ÿ…—๐Ÿ…๐Ÿ…Ÿ๐Ÿ…Ÿ๐Ÿ…จ โ“‰โ“กโ“โ““โ“˜โ“โ“– ๐Ÿ…๐Ÿ…—๐Ÿ…”๐Ÿ…๐Ÿ…“! ๐Ÿ…’๐Ÿ…—๐Ÿ…”๐Ÿ…”๐Ÿ…ก๐Ÿ…ข ๐Ÿ…‘๐Ÿ…’ ๐Ÿ€๐Ÿ€๐Ÿ€๐ŸŸ 
      2025-07-16
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    • Barcode:ย 
      Thanks for reading Q ๐Ÿฉต
      2025-07-16
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  • BigBullSmallBear
    ยท2025-07-16

    Great article, would you like to share it?

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    • Barcode:ย 
      I appreciate you sharing it with the community ๐Ÿซถ
      2025-07-17
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    • Barcode:ย 
      Thanks for reading BigBullSmallBear - love your handle ๐Ÿ€
      2025-07-17
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    • Barcode:ย 
      ๐ŸŸ  ๐Ÿ…—๐Ÿ…๐Ÿ…Ÿ๐Ÿ…Ÿ๐Ÿ…จ โ“‰โ“กโ“โ““โ“˜โ“โ“– ๐Ÿ…๐Ÿ…—๐Ÿ…”๐Ÿ…๐Ÿ…“! ๐Ÿ…’๐Ÿ…—๐Ÿ…”๐Ÿ…”๐Ÿ…ก๐Ÿ…ข ๐Ÿ…‘๐Ÿ…’ ๐Ÿ€๐Ÿ€๐Ÿ€๐ŸŸ 
      2025-07-17
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