Oct. 28 at 12:33 PM
$MP $UUUU $NB $TMRC I don't really view these as speculative bets weirdly. I'm starting to see rare earths as becoming a critical part of the US defense budget. As we split from China increasingly, NATO allies are going to need a steady stream of rare earths to fuel the defense machine. I compare it to oil in the 20th century. Global war machines ran oil and fought wars simply to secure access to more oil. Rare Earths are the 21st century equivalent, imo. And we are still in an awesome zone to load. Not financial advice, just my opinion!
