To The Moon

$USA Rare Earth Inc.(USAR)$ surged yesterday. The U.S. government is set to acquire a 10% stake in USA Rare Earth, backed by a total funding package of around $1.6 billion (federal funding + loans) to accelerate the buildout of domestic rare earth mining and magnet production capacity. This would mark the largest single U.S. government investment in critical minerals under the Trump administration so far. 1. Four Trump Deals in One Year! And the Market Went Wild In the past year, Trump-backed deals have repeatedly sent U.S. stocks flying: First, $400M was injected into rare earth miner $MP Materials Corp.(MP)$ Then $10B went into struggling chip giant $Intel(INTC)$ After that, the government took a stake in U.S. lithium player $Lithium Americas Corp.(LAC)$ Most recently, the White House confirmed plans to acquire 10% of $Trilogy Metals(TMQ)$ In 1Y performance, the stocks have rallied near or more than 100%. 2. What Exactly Is This Resource-Stock Rally Trading? 1. Policy Funding = Certainty. Example: $MP Materials Corp.(MP)$+ U.S. Department of Defense DoD will purchase $400M of convertible preferred shares, plus warrants. Reuters reported the effective stake could reach around 15% 2. A “Repricing” of Financing Costs and Refinancing Risk. Example: $Lithium Americas Corp.(LAC)$ The government receives 5% equity via warrants, and also gains an additional 5% interest in the Thacker Pass JV project. This structure was disclosed in both DOE statements and company filings 3. Government Endorsement = Liquidity + Attention Once a policy signal lands, the market typically reacts in this sequence: volume + attention surge first → valuation framework gets rerated → fundamentals slowly catch up later 3. What Should You Buy? Key Watchlist Summary $USA Rare Earth Inc.(USAR)$ : A $1.6B funding package to build out rare earth mining in Texas and magnet production capacity in Oklahoma. The U.S. government participates through equity ownership + additional purchase rights. $MP Materials Corp.(MP)$ : $400M DoD convertible preferred + warrants. The policy goal is clear: U.S. independence in rare earth magnets. Reuters estimates ~15% effective stake. $Lithium Americas Corp.(LAC)$ : DOE takes 5% equity via warrants, plus an additional 5% interest in the Thacker Pass JV — a textbook “loan structure + equity protection” combo. $Trilogy Metals(TMQ)$ : Reuters reported a U.S. government investment of around $35.6M for roughly a 10% stake, plus potential warrant upside of about 7.5%. $CRITICAL METALS CORPORATION(CRML)$ : Partnered with U.S. critical minerals company GreenMet to develop Greenland’s southern Tanbreez project, focused on heavy rare earth extraction. $Energy Fuels(UUUU)$: A leading U.S.-based critical minerals company that has successfully expanded from traditional uranium mining into rare earth elements (REE) and heavy mineral sands (HMS). High-Beta “Sentiment Plays” in the Same Theme Rare Earth / Critical Minerals: AREC NB TMRC TMC UAMY Lithium: SQM RIO SGML SLI ATLX Uranium / Nuclear Fuel Chain: LEU CCJ UEC DNN NXE Community Poll Which theme do you think becomes the next major market storyline? Rare earths + magnets (USAR / MP) Domestic lithium supply chain (LAC / Thacker Pass) Uranium + nuclear fuel (LEU / CCJ / UEC) High-beta critical minerals small caps (UUUU / AREC / NB, etc.) Would you join the resource stock trade? Will Trump trade last for another 4 year term? Leave your comments to win tiger coins~