USAR · USA Rare Earth IncUSA Rare Earth Inc
🔬 US rare earths supply is critical for national security, and government funding for unprofitable efforts like USAR and MP is a necessary and positive policy move to secure supply chain sovereignty
US rare earths supply is critical for national security, and government funding for unprofitable efforts like USAR and MP is a necessary and positive policy move to secure supply chain sovereignty.
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@RonDeSantis Hi Ron, so there's two different parts to it: 1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception, and $AAPL isn't really spending much relatively). So markets are worried less worried it's transl…
Thesis: General discussion of hyperscaler AI spending, supply chain vulnerabilities, rare earth dependency, and geopolitical risks without specific actionable thesis on any ticker.
US rare earths supply is critical for national security, and government funding for unprofitable efforts like USAR and MP is a necessary and positive policy move to secure supply chain sovereignty.
source ↗No qualifying thesis event for 45+ days.