BXHub
TraderGoku @tradergokux · Apr 27
$CRML 收涨25%并突破趋势线,shared in our group last Friday.

kayliat 凯利亚特 @kayliatyyy · Apr 18
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Unclestocknotes @Unclestocknotes · Feb 22
盧比奧:“關鍵礦物對我們日常使用的設備至關重要。我們的目標是建立一個安全、持久且價格合理的全球市場,讓每個國家都能負擔得起。”

Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Secretary Rubio: "Critical minerals are vital to the devices we use every day. Our goal is to have a global market that's secure, enduring and available to every nation at an affordable price."

Unclestocknotes @Unclestocknotes · Feb 14
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Unclestocknotes @Unclestocknotes · Feb 8
#MP #UUUU #UAMY #USAR #LAC #CRML | 財政部長斯科特·貝森特:“如果一個國家無法控制其關鍵礦產、鋼鐵生產和工業基礎,那麼這個國家就沒有主權。”

Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals, don't have control of our steel production, and our industrial base."

Jimmy狐狸 @xmanreturn · Feb 2
这个消息实锤了

美国进出口银行发帖,证实Project Vault的存在。

配图好酷。。。

$USAR $UAMY $TMC $CRML $UUUU

https://x.com/i/status/2018444400574280146

Jimmy狐狸: 彭博社消息:

川普即将启动一项战略性关键矿物储备计划,该计划的种子资金为120亿美元,旨在保护制造商免受供应冲击,减少对中国稀土、其他金属的依赖。

类似于现有的紧急石油储备,但储备的是关键矿产。

这一项目被称为 Project

Jimmy狐狸 @xmanreturn · Jan 31
前几天路透社一则fake news,搞崩了矿产和稀土股票

彭博社最新的消息,美国和欧洲盟友会在下周华盛顿开会,讨论稀土和关键矿产的定价规则,来保护原材料产业链。

也许下周会反弹? $USAR $CRML $UAMY

矿产股最近的波动很大,但中美脱钩的大背景下,长期的叙事不变,拭目以待下周的市场表现

Jimmy狐狸: 今天的矿产股票集体狂泻

主要原因是一则路透社消息,称美国政府放弃了“垫底采购价”的政策,就是说,政府不会担保矿产公司的利润了。

之前因为中国矿产(包括稀土)的低成本,西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价,帮助重建美国的关键矿产供应链。

Jimmy狐狸 @xmanreturn · Jan 30
没想到,路透社也是 fake news

这篇文章被重写,“最低采购价格”依然成立,只不过美国联邦政府会使用 Section 232 的途径,并可能更有针对性

这下看看股价能不能反弹了

$CRML $USAR $TMC $UUUU ...

Jimmy狐狸: 今天的矿产股票集体狂泻

主要原因是一则路透社消息,称美国政府放弃了“垫底采购价”的政策,就是说,政府不会担保矿产公司的利润了。

之前因为中国矿产(包括稀土)的低成本,西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价,帮助重建美国的关键矿产供应链。

RonnieV @TheRonnieVShow · Jan 27
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TacticzHazel @TacticzH · Jan 26
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TacticzHazel @TacticzH · Jan 26
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RonnieV @TheRonnieVShow · Jan 26
$USAR got a MONSTER deal with the US Gov. but here is who @grok thinks could be next...

$CRML - 2.2B Mkt Cap
$NB - 831M Mkt Cap
$TMRC - 112M Mkt Cap
(Already up 47% today)
RonnieV @TheRonnieVShow · Jan 26
$TMRC 🎯

RonnieV: 🚨 TRUMP JUST DROPPED A $1.6 BILLION BOMB ON RARE EARTHS

US Gov → 10% stake in $USAR + warrants

Already happened:
- $MP → DoD equity
- $LAC → 5% gov stake

Next in line? 👀
- $CRML (Greenland beast)
- $NB (lobbying juice)
- $TMRC (Texas heavy REEs)

Jimmy狐狸 @xmanreturn · Jan 26
目前持有 $TMC , 在看 $CRML $UAMY

关联的矿产元素

钴 (Cobalt, Co)
铜 (Copper, Cu)
锰 (Manganese, Mn)
锑 (Antimony, Sb)
稀土 (Rare Earth Elements, REE)

催化剂:中美脱钩,美国重建国内产业链

Jimmy狐狸: 感觉今年我的portfolio里,除了传统的AI、太空、BioTech这些,必须也要加入能源和矿产,才能最大化收益了。
RonnieV @TheRonnieVShow · Jan 26
Easy Money on $MP $CRML

Hope you listened 🤝

RonnieV: $5 Trillion in natural resources...

I'm trading this with $MP and $CRML

Targets on charts

RonnieV @TheRonnieVShow · Jan 25
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RonnieV @TheRonnieVShow · Jan 25
🚨 TRUMP JUST DROPPED A $1.6 BILLION BOMB ON RARE EARTHS

US Gov → 10% stake in $USAR + warrants

Already happened:
- $MP → DoD equity
- $LAC → 5% gov stake

Next in line? 👀
- $CRML (Greenland beast)
- $NB (lobbying juice)
- $TMRC (Texas heavy REEs)
RonnieV @TheRonnieVShow · Jan 23
Craziest week since Tariffgeddon…

Still murdered the markets trading 💪

Thanks to my $MP and $CRML trades.

Thanking God for being able to do what I love and provide for my family.

Have a great weekend, friend ❤️
RonnieV @TheRonnieVShow · Jan 23
Called out 2 days ago…

$MP $64.44 ➡️ $69.94 🟢+8%
$CRML $15.19 ➡️ $20.32 🟢+34%

This was free, we do this all day in the Collective!

RonnieV: $5 Trillion in natural resources...

I'm trading this with $MP and $CRML

Targets on charts

RonnieV @TheRonnieVShow · Jan 22
Trade Giveth

Trade Gaineth

$CRML + $MP = 🚀

RonnieV: $5 Trillion in natural resources...

I'm trading this with $MP and $CRML

Targets on charts