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The creator discusses President Trump's initiative to boost US rare earth mineral companies due to China's...

Jun 22, 2026

The creator discusses President Trump's initiative to boost US rare earth mineral companies due to China's dominance in processing. Two companies are highlighted: USA Rare Earth Inc. (USAR) and MP Materials (MP).

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MPNeutralMedium ConvictionSignal-backedSecondary

MP Materials is presented as a more established company with factories mining and processing rare earth minerals, and the US Department of Defense took a 15% stake.

USARNeutralMedium ConvictionSignal-backedSecondary

USAR is mentioned as a company Trump invested $1.6 billion into, but it is currently unprofitable with a net loss of $440 million.

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