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."
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."
RT Black Panther Capital
👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save this now, come back later.
Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining
SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks
AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk
Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies
Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium
Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire
Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy
Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra
Save this for later.
Note: This is NOT financial advice.
👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save this now, come back later.
Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining
SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks
AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk
Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies
Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium
Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire
Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy
Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra
Save this for later.
Note: This is NOT financial advice.
Show More
👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save this now, come back later.
Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining
SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks
AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk
Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies
Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium
Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire
Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy
Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra
Save this for later.
Note: This is NOT financial advice.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save this now, come back later.
Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining
SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks
AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk
Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies
Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium
Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire
Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy
Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra
Save this for later.
Note: This is NOT financial advice.
Show More
#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."
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."
$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)
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)
2 more high-conviction themes to CRUSH the rest of 2026:
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
RonnieV: 3 Big Themes that will CRUSH 2026 all Year:
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
RonnieV: 3 Big Themes that will CRUSH 2026 all Year:
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
Show More
