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Dear Fellow Investor,
China just did what markets feared most: it banned exports of several critical rare earth elements and magnets — materials the U.S. economy and military heavily depend on.
This isn’t just another headline in the U.S.-China trade standoff. It’s a structural disruption. China currently accounts for about 90% of the global rare earth supply, and losing access puts pressure on industries ranging from electric vehicles and semiconductors to defense systems and clean energy infrastructure.
The U.S. government has already flagged dozens of minerals as “critical” — including dysprosium, terbium, neodymium, praseodymium, lithium, and cobalt. These elements power everything from missile guidance systems to EV batteries and wind turbines.
With China cutting off supply, Western countries must urgently develop their own resources and processing capabilities. That creates a window of opportunity for savvy investors.
Here are three ways to position for the shift.
Company: MP Materials (SYM: MP)
America’s Rare Earth Powerhouse
MP Materials is the largest producer of rare earth materials in the Western Hemisphere — and one of the only options for investors seeking a direct, scalable U.S.-based rare earth mining and processing company.
The company owns and operates the Mountain Pass Rare Earth Mine in California, the only active and scaled rare earth mine in North America. It’s not just digging rocks — it’s building the entire supply chain.
MP has been investing heavily in refining capabilities and now also operates a new facility in Fort Worth, Texas, where it is producing neodymium-praseodymium (NdPr) metal — a critical material used in high-strength permanent magnets found in EVs, robotics, drones, wind turbines, and more.
This is a big deal: it marks the first time in over 20 years that this rare earth metal is being commercially produced in the U.S., breaking decades of total reliance on Chinese imports.
MP has long-term supply agreements in place with General Motors and other industrial customers — offering stability and future revenue visibility. Plus, the company is backed by strong financials: $1.2 billion market cap, no long-term debt, and growing output.
As tensions with China escalate, MP could see government support, new contracts, and a surge of institutional capital chasing domestic rare earth exposure.
Bottom line: MP is at the center of America’s rare earth revival — and likely to be one of the biggest beneficiaries of the new geopolitical landscape.
Trading Whisperer
What Do Ferrari, Mercedes, and the London Transit System Have in Common?
It’s not every day you find a $150 million company powering technology for Ferrari, Mercedes, and public transit fleets in cities like London and Paris.
And yet… that’s exactly what’s happening. While the world fixates on wearables and VR goggles, one company has quietly focused on something much more foundational: the surfaces around us.
Not content with just building chips, sensors, or software — this company has developed a full-stack visual intelligence platform that includes AI-powered vision systems and dynamic smart glass technologies.
And it’s already embedded in vehicles, planes, trains, and skyscrapers around the world.
But here’s the thing…Most investors haven’t heard of it. Not yet.
They’re still chasing yesterday’s stories—while this one is just getting started.
And with the company forecasting over $130-$140 million in revenue this year, the breakout moment may be right around the corner.
This isn’t a moonshot. It’s a platform with proof—and a rapidly growing pipeline of demand.
The best opportunities are the ones hiding in plain sight.
This could be one of them.
Discover the tech transforming global industries before Wall Street catches on.
Company: USA Rare Earth (Private; SYM: USAR when public)
Building a Complete U.S. Supply Chain from Mine to Magnet
While still a private company, USA Rare Earth is a strategic player worth tracking — and potentially investing in once it goes public.
The company is developing the Round Top Mountain rare earth and critical minerals deposit in Texas. This site is estimated to hold 16 of the 17 rare earth elements, as well as valuable tech metals like lithium and gallium.
But what sets USA Rare Earth apart is its vertically integrated strategy: the company isn’t just focused on mining — it’s building processing and magnet manufacturing capabilities right here in the U.S.
In fact, USA Rare Earth is on track to launch America’s first fully integrated rare earth magnet production facility — something that doesn’t currently exist in the country. That means the company will mine the ore, refine the materials, and produce finished magnets all domestically — with zero reliance on Chinese inputs.
This is mission-critical infrastructure. Rare earth magnets are essential for everything from EV drivetrains and wind turbines to military weapons systems. Currently, China dominates global magnet production, accounting for over 90%.
USA Rare Earth has already secured Department of Defense grants and is seen as a national security asset. If it IPOs or merges with a SPAC, it could draw serious interest from both institutional and retail investors.
Bottom line: While it’s still private, USA Rare Earth is a potential breakout leader in reshoring the entire rare earth supply chain — a potential moonshot if and when it becomes investable.
Mode Mobile
Economy going through a "period of transition" - Your portfolio doesn’t have to
Tariffs are crushing industries and sending stocks into a tailspin. Supply chains are disrupted, costs are soaring, and big companies are struggling to keep up. But Mode Mobile is built differently.
Mode Mobile keeps growing—paying users to turn their screen time into earnings. 45M+ users, $325M+ saved and earned, and 32,481% revenue growth prove it. It’s a business model that can thrive in economic downturns, and they’ve just secured their $MODE stock ticker with the Nasdaq.
More importantly, you can still invest in their vision of turning every smartphone into an EarnPhone. Their pre-IPO offering is open for a limited time at $0.26/share, with up to 100% bonus shares for early investors.
Only two weeks left to invest at $0.26/share
ETF: VanEck Rare Earth/Strategic Metals ETF (SYM: REMX)
Diversified Exposure to the Global Critical Minerals Boom
For investors who want to capture upside from rare earths and strategic metals without betting on a single name, the VanEck Rare Earth/Strategic Metals ETF (REMX) is a strong option.
REMX offers exposure to 29 global companies involved in rare earth element mining, refining, and recycling. Top holdings include:
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Pilbara Minerals (ASX: PLS) – A major lithium producer in Australia
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Lynas Rare Earths (ASX: LYC) – The largest rare earth producer outside China, based in Malaysia and Australia
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Ganfeng Lithium (HKG: 1772) – A key lithium player supplying battery manufacturers
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Lithium Americas (NYSE: LAC) – Developing large-scale lithium projects in Argentina and the U.S.
The ETF's holdings span across China, Australia, Canada, the U.S., and South Korea — offering broad exposure to both upstream and downstream companies in the critical minerals space.
With a 0.56% expense ratio, REMX is reasonably priced and highly liquid, making it easy for both short- and long-term investors to gain thematic exposure to the rare earth boom.
Since China’s export ban took effect, REMX has started to rebound — and if global supply chains begin a broader decoupling from China, this ETF stands to benefit significantly from the capital rotation.
Bottom line: REMX offers an easy, diversified way to play the global scramble for rare earths and critical materials — with exposure to both established producers and emerging innovators.
Crypto 101
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Do you have your eye on any other rare earth stocks or ETFs? What other sectors of the market do you think are particularly interesting right now? Hit "reply" to this email and let us know your thoughts!
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