Source Post

I sold my Meta shares for “Project Vault” stocks. This isn’t just mining; it’s the new “Federal Reserve” of...

Feb 3, 2026

The creator discusses three stock picks related to the Trump administration's "Project Vault" initiative, focusing on critical minerals and supply chain security. The picks are MP Materials (MP), Ivanhoe Electric (IE), and Google (GOOGL), with the creator explaining the rationale for each investment.

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Tickers discussed in this post

METABearishLow ConvictionResearch Only

The creator sold Meta shares to invest in "Project Vault" stocks, indicating a shift in investment focus away from Meta.

GOOGLBullishMedium ConvictionSignal-backedPrimary

Google is a "dark horse" pick because it's the ultimate user of critical minerals for AI infrastructure and will benefit from securing chips from the President's stockpile while rivals face shortages.

MPBullishHigh ConvictionSignal-backedPrimary

MP Materials is a primary pick due to its role in Project Vault, potential government stake, and guaranteed price floor providing a safety net against market volatility.

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Tracked calls opened from this post

MP
buy opened Feb 3, 2026
-28.34%