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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