$SOFI
When the news flow turns positive, this area can still work as a bottom base. But as the process gets longer, the pressure on the Fed also increases. Will this area become the right shoulder? It completely depends on US Iran war developments, because the Fed’s job is getting even harder
$spce @silicon_sky
I don't do unit testing unaware of it
I believe in math
I also believe in human nature: small grand fear hope greed generosity creativity stuburness
I was an engr
sharing my observations
Charts record human nature in mathematical way, not other way around
DD
$USAR --- $USAR locked in a landmark $1.6B federal funding package from U.S. Department of Commerce finalized June 3 under the CHIPS Program: consisting of $277M direct federal grants plus up to $1.3B senior guaranteed credit facility.
One day prior (June 2), the firm committed $1.2B capital expenditure to build a brand-new rare earth & NdFeB permanent magnet manufacturing complex in Cherokee County, South Carolina. Target annual output hits 6,400 tons finished magnets + 5,000 tons rare earth alloy by 2028, delivering massive domestic capacity expansion.
1. Hidden Must-Have Input for Physical AI & Hyperscale Data Center Infrastructure
Market consensus has reclassified rare earth beyond solely EV feedstock into core upstream of the entire AI supply chain. High-grade NdFeB permanent magnets serve as irreplaceable core components across humanoid robot servo motors, advanced semiconductor fabrication gear, plus thermal management & onsite power generation for large-scale hyperscale data centers. USAR perfectly captures Wall Street’s ongoing capital rotation out of pure AI software into tangible AI hardware buildout plays.
2. Unrivaled Geopolitical Tailwind Amid Supply Chain Reshoring
Asia dominates global rare earth and finished magnet processing capacity, prompting U.S. federal administration’s aggressive push to build independent domestic alternative supply chains. The combined CHIPS Act funding and supplementary DOE subsidy validate USAR’s irreplaceable national strategic status within America’s critical mineral industrial layout.
3. High-Margin Mine-to-Magnet Fully Verticalized Business Moat
Raw ore feedstock sourced from Texas-based Round Top Mine, paired with refining hubs in Oklahoma & newly constructed South Carolina plant plus acquired Serra Verde production capacity. USAR targets full closed-loop domestic vertical integration before 2030. This complete upstream-to-downstream setup delivers far superior gross margin resilience vs pure mining-only peers, forming an enduring industry competitive barrier.
$SOFI users can now sign up for a chance to buy SpaceX IPO shares before the expected June 12 debut.
Active Investing users can submit non-binding interest now and confirm orders before listing with limited allocations not guaranteed.
Poland recently signed a broad critical minerals agreement with the United States, which includes collaboration on responsible deep-sea mining. Like Japan, which has also signed a similar agreement with the U.S., Poland collaborated with American scientists at NOAA on research into the impacts of sediment plumes during the 1990s.
https://t.co/dAHWJU68ra #deepseamining $TMC