May. 21 at 1:43 AM
You must know how the AI cycle will be built out and positioned early.
This is how the next decade builds out:
2028–2030: Power demand becomes the biggest story in the market.
The world races to upgrade grids, secure materials, and build domestic supply chains.
Rare Earths:
$MP $CRML $USAR $TMRC
🚨AI race is shifting to RARE EARTHS! This 2028-30 prediction is spot on: grid upgrades and physical AI robots will spark an absolute scramble for critical materials & domestic supply chains.
The pure-plays here are gold:
$MP remains the US anchor,
$CRML is a fast-rising star with its recent Greenland wins, and the newly merged
$USAR (buying out
$TMRC) controls the massive Texas Round Top project. Independent supply chains aren't optional anymore; they are national security.
Are these critical mineral plays a generational buy at current levels, or just an overhyped decade-out story? Which ticker is on your watchlist? Drop it below! 👇