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The creator discusses two stocks, MP Materials (MP) and US Rare Earths (USAR), as potential investments lin...

May 8, 2026

The creator discusses two stocks, MP Materials (MP) and US Rare Earths (USAR), as potential investments linked to Donald Trump's administration's strategy to reduce reliance on China for critical materials. The reel highlights the strategic importance of these companies in the defense and EV sectors.

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Tickers discussed in this post

USARBullishHigh ConvictionSignal-backedPrimary

US Rare Earths is highlighted as a key stock for its large untapped rare earth deposit on American soil, with the Commerce Department taking a 10% stake as part of a $1.6 billion deal.

MPBullishHigh ConvictionSignal-backedPrimary

MP Materials is a primary stock pick due to its ownership of the only operating rare earth mine in the Western Hemisphere and significant Pentagon contracts, with revenue up 49% last quarter.

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Tracked calls opened from this post

MP
buy opened May 8, 2026
-32.58%