Rare earths remain overlooked, but the U.S.–Ukraine minerals deal and domestic subsidies point to future opportunities. MP Materials leads with government backing, Energy Fuels adds rare earth exposure to uranium, and Fluor offers speculative upside in Ukraine’s post-war rebuild.

Rare earth minerals are quietly becoming one of the most critical — and overlooked — investment opportunities of our time. While investors are fixated on buzzwords like AI and chips, the U.S. is struggling to keep pace with China, which dominates both mining and refining. With Washington now pushing for in-house refining despite its heavy costs, rare earth companies may soon see a surge in growth.

On August 11, 2025, Trump and NVIDIA struck a deal allowing exports of the H20 chip to China, with the US taking 15 percent of sales revenue. This move is expected to boost NVIDIA’s revenue and stock, while raising concerns about national security.

In a world where Reddit users rally behind tickers like $OPEN and $DNUT for reasons ranging from real analysis to pure chaos, the line between manipulation and momentum gets blurry. Dive into my latest post where I break down how internet-driven investing is reshaping what we think we know about equilibrium, agency, and the market itself.

Why is MicroStrategy ($MSTR) trading at a premium to its Bitcoin holdings? I explain the hype and whether it’s a smart investment or just euphoria.

Is Ai going to be the .com bubble 2.0?

is crypto here to stay?

Understadning the markets under Trump.