NEW Long Idea: $USAR (+96% upside)

China just weaponized 7 rare earth elements.

Everyone bought $MP. $UUUU. $LYSCF.

They’re all wrong layer.

Here’s why, and what the actual play is:

The supply chain looks like this:

Mine → Separation → Metallization → Magnet → Defense/EV/Robots

Everyone is focused on mining ($UUUU producing Dy/Tb oxide for the first time in US history, March 2026).

But none is talking about metallization.

Oxide is not metal. Magnet makers need metal. The step between separated oxide and magnet-grade metal is called metallization; reduction under high vacuum at extreme temperature using proprietary furnace technology.

There is exactly one company doing this in North America: $ALOY (REalloys Inc., Ohio).

And one company controlling the only US integrated mine-to-magnet stack: $USAR (USA Rare Earth, Texas).

$USAR controls Round Top, one of the few US deposits with meaningful dysprosium and terbium, and is commissioning the first domestic mine-to-magnet production in decades at Stillwater, OK.

$3.1B in government and private capital already closed.

First commercial magnets: Q2 2026.

Section 301 probe deadline: July 20, 2026.

If tariffs hit Chinese magnets, $USAR is the only US alternative at commercial scale.

Not $MP. Not $UUUU. $USAR.

Current market cap: $1.8B.
Analyst avg PT: $33 (+96% upside).

The obvious trade is mining. The real trade is the only integrated stack.

-BP

Please note: This is not financial advice.

$UEC $MP $UUUU $UAMY $USAR $CCJ | 美國鈾業公司 (American Uranium) 已將其 Lo Herma 礦區的資源量增至 945 萬磅，其中 43% 的資源量被評為高置信度的指示資源量。

該計畫預計將於 2026 年第三季進行初步評估，是懷俄明州鈾礦區的頂級礦區之一，採用高品位原地浸出法 (ISR) 開採。

Ticker Wire: $UEC $MP $UUUU $UAMY $USAR $CCJ | American Uranium has increased its Lo Herma resource to 9.45Mlbs, with 43% now in the high confidence Indicated category.

On track for a Q3 2026 Scoping Study, this high grade ISR project is a top tier play in Wyoming’s uranium district.

The hyperscalers and government are telling you exactly where to invest:

The AI capex supercycle is just beginning.

$655 billion.

That’s what the hyperscalers are spending on AI infrastructure in 2026 alone.

$AMZN — $200B
$GOOGL — $180B
$META — $125B
$MSFT — $117.5B

Morgan Stanley says $3 trillion in total data center capex is coming.

Less than 20% has been deployed.

And yet people are still asking if AI is overhyped.

This isn’t hype. This is the largest capital expenditure cycle in human history.

The money flows downstream.

Power: $IREN $CIFR $NBIS

Defense: $ONDS $OSS $KRKNF

Energy: $FLNC $BE

Rare Earth: $UAMY, $UUUU, $USAR

Photonics: $CIEN, $COHR, $LITE, $AAOI

Space: $ASTS, $RKLB, $PL, $SATL, $RDW

Follow the money.

Note: This is NOT financial advice

👀7 sectors and 27 stocks to add to your watchlist:

Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET

Space: $ASTS, $RKLB, $PL, $SATL, $RDW

Data Center: $IREN, $CIFR, $NUAI, $WULF

Solar and energy: $ENPH, $TE, $EOSE, $FLNC

AI/Cloud: $ZETA, $NBIS, $AMZN

Rare Earth: $UAMY, $UUUU, $USAR

Defense: $ONDS, $KRKNF, $OSS

Save this list. Come back when needed.

Note: This is not financial advice.

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