3 Stocks That Could Follow the $INTC Playbook
$Intel(INTC)$ went from $20 to $140 in one year.
That’s roughly a 7x move.
Now the market is starting to look for the next companies with a similar strategic setup — small enough to rerate dramatically, but tied to sectors Washington considers strategically important.
Here are 3 names on my radar 👇
1️⃣ $Aeluma, Inc.(ALMU)$
🔬 Small-cap semiconductor + photonics play.
Aeluma has signed a letter of intent involving CHIPS Act funding in exchange for a government equity stake.
The company is tiny relative to the other names here, which means the upside could be substantial if the deal closes and execution follows.
2️⃣ $USA Rare Earth Inc.(USAR)$
🇺🇸 Washington is backing the company with $1.6B for a stake of up to roughly 16%.
Its Oklahoma magnet plant came online this year, while the company is building a U.S. mine-to-magnet supply chain focused on heavy rare earths.
⚡ Pre-revenue.
🏭 Strategic manufacturing.
🇺🇸 Government backing.
That combination is what makes the setup interesting.
3️⃣ $MP Materials Corp.(MP)$
🧲 MP Materials is building an integrated U.S. rare-earth supply chain, from mining to magnet production.
The Pentagon is also a major shareholder.
And the strategic importance is easy to understand:
AI data centers → robots → defense systems → high-performance magnets
The supply chain underneath all of them matters.
Markets are always moving - and sometimes, the best move is knowing what works for you.
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