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@AlamoInvesting Avatar @AlamoInvesting 🅰️lamo Investing

🅰️lamo Investing posts on X about $mp, $uuuu, $crml, $usar the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance XX% countries X% currencies X% cryptocurrencies X% stocks X% technology brands X%

Social topic influence $mp #135, $uuuu 4%, $crml 4%, $usar 4%, $uamy 4%, $nb 4%, $idr 4%, momentum 4%, $zeta 4%, $pgy X%

Top accounts mentioned or mentioned by @webcav1 @mpmaterials @ebitdaddies @huddleandhedge @spacanpanman @astspacemobile @goddreng10

Top assets mentioned MP Materials Corp. (MP) Energy Fuels Inc. (UUUU) Critical Metals Corp. Ordinary Shares (CRML) USA Rare Earth, Inc. Class A Common Stock (USAR) ZetaChain (ZETA) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) AeroVironment, Inc. (AVAV) Kratos Defense & Security Solutions, Inc. (KTOS) Ondas Holdings Inc. Common Stock (ONDS)

Top Social Posts #

Top posts by engagements in the last XX hours

"A visual on the "trendy" US Rare Earth Basket. While most names remain highly speculative $MP $UUUU & $UAMY are all projected to be profitable businesses in 2026.@MPMaterials appears to have the clear edge. $CRML $NB $IDR. $USAR"
X Link @AlamoInvesting 2025-10-16T02:04Z XXX followers, 9482 engagements

"$ZETA MIGHT be on the verge of it's first ever GAAP profitable quarter. analysts are projecting the following: revenue: 327.70M ebidta: 70.44M XXXX% margin FCF: 35.77M XXXX% margin net income GAAP: 846.88k very exciting times & hopefully a catalyst for sustained momentum"
X Link @AlamoInvesting 2025-10-17T01:02Z XXX followers, 1336 engagements

"$PGY - after the recent selloff Pagaya is now trading for a WHOPPING 7.2x fwd EV/EBITDA. And yes that multiple is for a company with a 3YR revenue CAGR of almost 30%. What is going on here Does not make sense to me at all. Will be buying more"
X Link @AlamoInvesting 2025-10-11T15:24Z XXX followers, 2842 engagements

"$MP analysts are predicting 53mil in revenue for Q3. this feels. low ran some quick numbers & I am getting around 66mil in revenue. key assumptions: mgmt sells XX% of upstream volume @ $4600/MT midstream sales volumes are XXX MTs @ 62000/MT magnetics rev is up XX% QoQ"
X Link @AlamoInvesting 2025-10-17T00:51Z XXX followers, XXX engagements

"In May the CCP placed XX U.S. companies on their export control list. Among those were General Atomics Leidos Shield AI Inc. & AeroVironment. I wonder who will supply their NdFeB magnets The thesis for $MP is so clear. Don't be a panican :)"
X Link @AlamoInvesting 2025-10-17T01:14Z XXX followers, XXX engagements

"$MP does not care what China is doing. The Chinese have made it clear they will not support US defense companies regardless - that market ALONE is big enough to justify $MP's valuation. Anduril $AVAV $KTOS $ONDS etc. These are $MP's future customers don't be bearish"
X Link @AlamoInvesting 2025-10-17T02:20Z XXX followers, XXX engagements

"Today $MP announced new RSU's tied to performance conditions (CEO - 15M COO - 7.5M CFO - 3.5M). Performance metrics are as you expect mostly tied to magnetics production at Independence & 10X NdPr production and recycling capacity. However - one thing caught my eye: 1/n"
X Link @AlamoInvesting 2025-10-18T00:38Z XXX followers, XXX engagements

"In the first tranche of RPSUs (ending at X yrs) the FIRST performance goal is as follows: "heavy rare earth element refinement objectives". $MP currently stockpiles (SEG+) which is a heavy rare earth concentrate but has no refinement capability. 2/n"
X Link @AlamoInvesting 2025-10-18T00:38Z XXX followers, XXX engagements

"Some history: In 2022 $MP was awarded $35M to design & build a facility to process heavy rare earth elements (HREEs). This facility is expected to be brought online in 2026 & will be the first time in many years that commercial-scale processing of HREEs exists in the USA. 3/n"
X Link @AlamoInvesting 2025-10-18T00:38Z XXX followers, XXX engagements

"Furthermore $MP will have pricing power over any heavies oxide (specifically in the US defense space). Nobody is anywhere close. This is beginning to remind me of Nvidia at the beginning of the AI fervor. The scale of what $MP could be is getting harder to comprehend. 7/n"
X Link @AlamoInvesting 2025-10-18T00:38Z XXX followers, XXX engagements

"We are talking about a business that will own: a) all NdPr oxide production in the US b) all NdFeB magnet production in the US c) all heavy rare earth separation + refinement capabilities in the US & no this is not far-fetched - this is a 2026 reality for $MP. Wow. 8/8"
X Link @AlamoInvesting 2025-10-18T00:38Z XXX followers, XXX engagements