Jan. 31 at 2:51 PM
$CRML Why I dumped all my other stocks (
$ONDS,
$AEVA,
$QBTS, and the rest of my tech plays) for rare earth mines like
$CRML: All of those businesses — drones, lidar, quantum computing, EVs, AI hardware — literally need rare earths to stay alive. NdPr magnets, dysprosium, terbium… without secure, non-Chinese supply, their growth stalls or dies. The supply chain is stretched to the breaking point, China still controls ~90% of processing, and export restrictions keep biting. There’s only one real fix: new Western production at scale.
$CRML’s Tanbreez is one of the few legit shots at that — massive heavy REE deposit, Greenland location, approvals moving, pilot ops mid-2026. I’m betting on the enabler, not just the enabled. Sold the downstream plays to load up on the upstream bottleneck breaker. (Not financial advice, just my conviction play.)
