@cekdrew Avatar @cekdrew cek

cek posts on X about $mp, $uuuu, $arec, $uamy the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence countries 26.56% finance 21.88% stocks 8.59% cryptocurrencies 3.13% musicians 1.56% financial services #1541 currencies 0.78% travel destinations 0.78% exchanges 0.78%

Social topic influence $mp #5, $uuuu #8, $arec #1, $uamy #6, $nb #5, $mtmcf #1, $usar #5, $uuraf #1, $crml #10, china 14.06%

Top accounts mentioned or mentioned by @prettypositron @metalliummtm @pkilly901 @atlasshrug1 @keungtyler @stonksurfing @miscomputate @reuters @webcav1 @probzunknown @potus @polarizinglit @ravietweet @datelinedtr @mattsocall @grok @greymonqueen @aaaochon @organichuman007 @edw4rdcrypto

Top assets mentioned MP Materials Corp. (MP) Energy Fuels Inc. (UUUU) USA Rare Earth, Inc. Class A Common Stock (USAR) Critical Metals Corp. Ordinary Shares (CRML) TMC the metals company Inc. Common Stock (TMC) Lithium Americas Corp. Common Shares (LAC) Bitfarms Ltd. (BITF) Luckycoin (LKY) SPDR S&P [---] ETF Trust (SPY) SPDR GOLD ETF (GLD)

Top Social Posts

Top posts by engagements in the last [--] hours

"BREAKING: Processed Critical Minerals Declared a National Security Risk $MP $UURAF $UUUU $MTMCF $AREC The new Section [---] proclamation escalates U.S. policy: for the first time processed critical minerals and their downstream products including rare earth magnets refined battery metals and defense alloys are officially deemed a national security threat. The President has directed negotiations with trading partners under a 180-day timeline and if those talks fail tariffs import restrictions and price floors could be imposed. This shifts the focus from raw mining to processing and downstream"
X Link 2026-01-14T21:45Z [----] followers, 85.9K engagements

"POV: You full ported Rare Earth & Critical Mineral Stocks $MP $UUUU $UAMY $USAR $NB $TMC $AREC"
X Link 2026-02-04T18:16Z [----] followers, [----] engagements

"BREAKING: House Passes The Securing Americas Critical Minerals Supply Act $MP $UUUU $USAR $UAMY $AREC $TMC $UURAF Today Chairman Brett Guthrie and Congressman John James announced House passage of key Energy and Commerce legislation designed to fortify Americas energy supply chains curb dependence on adversarial nations and protect the critical resources that underpin our economy and national security. H.R. [----] titled Securing Americas Critical Minerals Supply Act requires the Department of Energy to assess critical energy resource supply chains including critical minerals and rare earth"
X Link 2026-02-12T04:11Z [----] followers, 27.5K engagements

"@Pkilly901 Price action doesnt change my personal thesis. But yeah theres going to be crazy volatility. Im in this for the longterm. Im bearish on CRML though that company is a a scam"
X Link 2026-02-13T00:32Z [----] followers, [---] engagements

"HUGE UPCOMING CATALYST FOR $DTREF + $LKYRF & other Australian owned mines in and outside of the USA: Australian Prime Minister Anthony Albanese is scheduled to meet with President Donald Trump Monday October 20th to discuss the AUKUS Project. Critical Minerals will be a major discussion. "There's much that we can do together in the area of critical minerals and all of these issues and I'm very much looking forward to it - Prime Minister Anthony Albanese"
X Link 2025-10-11T20:35Z [----] followers, [----] engagements

"BREAKING: $EUR Trading Halt Until Monday. Interesting. Does anyone known if $EULIF will also be halted $CRML"
X Link 2025-10-16T00:14Z [----] followers, [----] engagements

"You think the Rare Earth sector is over It hasnt even started Weve streamlined permitting updated the Critical Minerals List & unlocked resources to power our economy & defend our nation but Congressional Democrats are jeopardizing this over health careforillegals. Adversaries WILL capitalize on the shutdown. FUND THE GOVERNMENT Weve streamlined permitting updated the Critical Minerals List & unlocked resources to power our economy & defend our nation but Congressional Democrats are jeopardizing this over health careforillegals. Adversaries WILL capitalize on the shutdown. FUND THE GOVERNMENT"
X Link 2025-10-18T16:55Z [----] followers, [----] engagements

"Havent sold a single share of $DTREF yeah the recent price action has been frustrating but the thesis hasnt changed at all. We just got massive news for Australian Mining Companies this is unprecedented action that we are about to see between Australia and the United States. We know Dateline has been in DC and is involved in conversations and will reveal more when permitted to do so just seems obvious where this is heading"
X Link 2025-10-24T17:03Z [----] followers, [----] engagements

"$MP $UUUU $UAMY The United States isnt trusting China for another year. They are simply buying time as they begin a massive shift to secure a domestic supply chain which includes: mining processing refining and recycling. The agreement does not stop whats coming. This process wont happen overnight so a pause on restrictions for one year makes sense but keep in mind that agreement can fall apart at any moments notice if it even stands at all. @cekdrew One year of trusting China on this doesnt seem like a lot to exhale over. At the very least it makes sense to follow the real estate does it not"
X Link 2025-11-02T16:52Z [----] followers, 10K engagements

"@hansmast USARW got called for redemption so you may wanna stay away from them"
X Link 2025-11-03T17:01Z [----] followers, [---] engagements

"The good news about $MP is that if it drops as much as it did the past [--] trading days the stock will literally be worth close to zero. $100+ to $53 in [--] trading days"
X Link 2025-11-04T22:06Z [----] followers, [----] engagements

"The Rare Earth Bloodbath $UAMY Red [--] of last [--] days $CRML Red [--] of last [--] days $MP Red [--] of last [--] days $NB Red [--] of last [--] days $UUUU Red [--] of last [--] days"
X Link 2025-11-05T21:38Z [----] followers, 20.4K engagements

"How much longer until the truce is completely void $MP $UUUU $UAMY Discrepancies have emerged over the details of China's agreement with the U.S. to pause rare-earth export restrictions: Nikkei Truce on the rocks Discrepancies have emerged over the details of China's agreement with the U.S. to pause rare-earth export restrictions: Nikkei Truce on the rocks"
X Link 2025-11-06T19:54Z [----] followers, [----] engagements

"So is the government re-opening tonight Asking for a friend $MP $UAMY $BITF"
X Link 2025-11-12T22:11Z [----] followers, [----] engagements

"Glad to see the rare earth deal going well $MP $UUUU $UAMY $CRML CHINA'S EXPORT CONTROLS ON RARE EARTH YTTRIUM CAUSING SHORTAGES RAISING PRICES FOR USERS IN AEROSPACE CHIPMAKING but don't we have is a "rare earths deal" after all RRE stocks are plunging CHINA'S EXPORT CONTROLS ON RARE EARTH YTTRIUM CAUSING SHORTAGES RAISING PRICES FOR USERS IN AEROSPACE CHIPMAKING but don't we have is a "rare earths deal" after all RRE stocks are plunging"
X Link 2025-11-14T15:03Z [----] followers, 14.5K engagements

"Increased my position of $LKYRF by 60% here. Ive already gone into detail why Im super bullish here and my thesis has only grown stronger. $MP $DTREF $LKYRF are the ultimate trio. I expect them all to be massive players in the future"
X Link 2025-11-14T18:43Z [----] followers, [----] engagements

"Nice to see Dr. James Tour on @MorningsMaria representing @Metallium_MTM and speaking about their Flash Joule Technology. Dont sleep on this one guys. $MTMCF $MTM"
X Link 2025-12-05T19:50Z [----] followers, [----] engagements

"NEWS: China Molybdenum to Acquire Equinox Golds Brazil Operations in $1.015B All-Cash Deal $DTREF $GLD In a decisive move that reshapes the landscape of the global mining sector China Molybdenum Company Limited (CMOC Group) has entered into a definitive agreement to acquire the entirety of Equinox Gold Corp.s mining operations in Brazil. The all-cash transaction valued at a headline price of US$1.015 billion signals a monumental shift for both entities. For Canadian-based Equinox Gold the deal represents a strategic contraction and balance sheet restructuring while for CMOC it marks an"
X Link 2025-12-19T23:36Z [----] followers, [----] engagements

"🚨 CHINESE MAGNETS ARE BEING BANNED JANUARY [--] [----] 🚨 $MP $USAR $AREC The DFARS magnet ban refers to restrictions under the Defense Federal Acquisition Regulation Supplement (DFARS) specifically DFARS [--------] and clause 252.225-7052 ("Restriction on the Acquisition of Certain Magnets Tantalum and Tungsten"). These rules prohibit the U.S. Department of Defense (DoD) from acquiring certain rare earth permanent magnets if they originate from: China Russia North Korea or Iran. The restrictions apply to: Samarium-cobalt (SmCo) magnets and Neodymium-iron-boron (NdFeB) magnets. These magnets are"
X Link 2025-12-29T21:43Z [----] followers, 21.2K engagements

"BREAKING: G7 Finance Chiefs to Meet Jan. [--] in Washington on Rare Earth Supply Risks Price Floors Under Review $MP $UUUU $TMC $UAMY $NB Finance ministers from the Group of Seven nations will meet in Washington on January [--] to discuss rare earths supplies three sources familiar with the matter said on Tuesday. One of the sources added that price floors for rare earths would be a point of discussion among other critical mineral topics. G7 countries except Japan are heavily or exclusively reliant on China for a range of materials from rare earth magnets to battery metals. In June last year the"
X Link 2026-01-06T14:06Z [----] followers, 10.2K engagements

"Is $LKYRF $LKY $LKY.ax the only REE stock that hasnt recovered in the slightest Down around 70% from the peak. Recently received a $190M LOI from EXIM. Market Cap $49M. Volume has completely dried up with a ten day average of 180K on the OTCQF"
X Link 2026-01-07T03:21Z [----] followers, [----] engagements

"NEWS: $CRML Majority Holder $EULIF sells 10% of their $CRML holdings at $14.7/share. Interesting timing. https://www.sec.gov/Archives/edgar/data/1951089/000121390026004227/xsl144X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1951089/000121390026004227/xsl144X01/primary_doc.xml"
X Link 2026-01-14T17:31Z [----] followers, [----] engagements

"🚨 U.S. Miners May Face Tariffs If They Process Ore Overseas $MP $UURAF $UUUU $MTMCF $AREC $UAMY The Section [---] proclamation makes clear that any future tariffs or price floors will focus on processed critical minerals and downstream products not raw ore. That means material mined in the U.S. but sent overseas for refining separation or magnet production could face trade barriers when it comes back. The policy is aimed squarely at foreign-controlled processing chokepoints not extraction alone. Without domestic processing capacity U.S. mining projects remain vulnerable. Mining at home does"
X Link 2026-01-15T00:39Z [----] followers, 16.5K engagements

"$CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than answers but lets focus on their off-take agreements for now. They claim 100% of their off-take is committed which sounds impressive until you realize most of it is non-binding and could collapse at a moments notice. Lets pretend its guaranteed for a second: - 25% goes to Saudi Arabia specifically Tariq Abdel Hadi Abdullah Al-Qahtani & Brothers Company (TQB). They are a private industrial construction firm with zero mining or processing experience. Thats"
X Link 2026-01-15T16:39Z [----] followers, 37.3K engagements

"NEWS: Washington Moves to Build $2.5B Rare Earth Stockpile Bolstering EV and Defense Supply Chains $MP $UUUU $UURAF $AREC $USAR $TMC $UAMY A bipartisan group of U.S. lawmakers on Thursday introduced a bill to create a $2.5 billion stockpile of critical minerals a move aimed at stabilizing market prices and encouraging domestic mining and refining. The bill marks Washington's latest attempt to offset what policymakers view as Chinese manipulation of prices for lithium nickel rare earths and other critical minerals - vital for items from electric vehicles to high-tech weaponry - that has"
X Link 2026-01-15T17:49Z [----] followers, 10.5K engagements

"This is the part of the rare earth and critical minerals conversation that most investors fundamentally misunderstand and it applies directly to names like $MTMCF $UURAF $AREC $MP and $UUUU. An influx of new mines does not automatically create value for producers. In fact if multiple projects come online around the same time the most likely outcome is oversupply which historically leads to price compression not sustained windfalls for miners. Mining is a volume business with thin margins and commodity prices respond quickly when supply ramps faster than demand. The real bottleneck in the"
X Link 2026-01-19T02:55Z [----] followers, 10.4K engagements

"18-24 months $MP $UUUU $UURAF $AREC $MTMCF $UAMY + Korea Zinc Who else BESSENT SEES CRITICAL MINERALS REFINING INDEPENDENCE 18-24 MTHS BESSENT SEES CRITICAL MINERALS REFINING INDEPENDENCE 18-24 MTHS"
X Link 2026-01-20T16:55Z [----] followers, [----] engagements

"ICYMI: $CRML is riding the Greenland hype wave but beneath the headlines its arguably the sketchiest and most overvalued name in the entire sector. Bagholders are being minted as we speak. $CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than answers but lets focus on their off-take agreements for now. They claim 100% of their off-take is committed which sounds impressive $CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than"
X Link 2026-01-21T15:37Z [----] followers, [----] engagements

"2026 Rare Earth Portfolio from largest to smallest holdings: $MP $MTMCF $UURAF $NB $AREC $ARSMF $NAK $LKYRF New Rare Earth Portfolio: $MP $UURAF $NB $MTMCF $LKYRF $NAK New Rare Earth Portfolio: $MP $UURAF $NB $MTMCF $LKYRF $NAK"
X Link 2026-01-26T19:04Z [----] followers, 15K engagements

"$MP DOWN -10% EVEN THOUGH ITS BEEN CONFIRMED THE NEWS DOES NOT APPLY TO THEM"
X Link 2026-01-29T15:03Z [----] followers, [----] engagements

"NOW REUTERS IS REPORTING INCOMING MARKET-WIDE PRICE FLOORS FOR CERTAIN MINERALS $MP $UAMY $UUUU $USAR You cant make this up. This is the worst journalism Ive ever seen. Yet ANOTHER edit by Reuters. This is getting ridiculous just write a new story and retract the old one. Wild that I used to have respect for this organization. $UAMY $MP $USAR $UUUU @Reuters https://t.co/n1kRu1iky0 Yet ANOTHER edit by Reuters. This is getting ridiculous just write a new story and retract the old one. Wild that I used to have respect for this organization. $UAMY $MP $USAR $UUUU @Reuters https://t.co/n1kRu1iky0"
X Link 2026-01-29T16:36Z [----] followers, 23.8K engagements

"Looks like a government shutdown may be avoided. Overall positive for rare earths and critical minerals. $MP $UAMY $UUUU $USAR $NB $AREC $TMC BREAKING: Senate Democrats say they have reached a deal with President Trump to fund the government and avoid a government shutdown. BREAKING: Senate Democrats say they have reached a deal with President Trump to fund the government and avoid a government shutdown"
X Link 2026-01-30T00:44Z [----] followers, [----] engagements

"October Part [--] $MP $UAMY $CRML $USAR $UUUU $TMC $AREC"
X Link 2026-01-30T18:26Z [----] followers, [----] engagements

"BRUTAL WEEK $CRML -40% $UAMY -38% $AREC -33% $TMC -32% $NB -28% $USAR -27% $OMEX -21% $MP -19% $DREF -19% $MTMCF -16% $UUUU -16% $UURAF -14%"
X Link 2026-01-30T21:24Z [----] followers, [----] engagements

"Im tired boss $MP $UAMY $UUUU BREAKING: The US OMB confirms a government shutdown will begin at midnight. https://t.co/c4ET2LZ7z2 BREAKING: The US OMB confirms a government shutdown will begin at midnight. https://t.co/c4ET2LZ7z2"
X Link 2026-01-31T02:43Z [----] followers, 15.4K engagements

"NEWS: Washington to Host Second G7 Summit Focused on Critical Minerals Strategy on February 4th Ministers from the US EU UK Japan Australia and New Zealand will meet in Washington this week to discuss a strategic alliance over critical minerals. The summit is being seen as a step to repair transatlantic ties fractured by a year of conflict with Donald Trump and pave the way for other alliances to help countries de-risk from China including one centred on steel. It is the second summit on the matter within a month and involves about [--] countries including the G7 members the UK US Japan France"
X Link 2026-02-01T15:28Z [----] followers, 36.9K engagements

"BREAKING: Trump Launches $12 Billion Minerals Stockpile to Counter China $MP $UUUU $UAMY $USAR $NB $AREC The Trump administration is preparing to establish a $12 billion strategic stockpile of critical minerals to reduce U.S. dependence on Chinese supplies and protect American manufacturers from supply disruptions. The initiative known as Project Vault will combine $10 billion in financing from the U.S. Export-Import Bank with $1.67 billion in private capital to procure and store minerals essential for manufacturing according to Bloomberg News citing senior administration officials who"
X Link 2026-02-02T12:26Z [----] followers, 22.8K engagements

"I posted about this a few months ago. Knowing whats coming makes the volatility easier to sit through. Theres only so many domestic companies that can help meet this demand. $MP $UUUU $UURAF $AREC $USAR Morgan Stanley estimates that total rare earth magnet demand will grow [---] from [----] to [----] https://t.co/07H09EooYr Morgan Stanley estimates that total rare earth magnet demand will grow [---] from [----] to [----] https://t.co/07H09EooYr"
X Link 2026-02-02T16:04Z [----] followers, [----] engagements

"NEWS: EU Seeks U.S. Alliance on Critical Minerals as Chinas Supply Chain Dominance Looms $MP $USAR $UUUU $UAMY $TMC $NB $AREC The European Union is preparing to propose a critical minerals partnership with the United States aimed at reducing Chinas influence over global supply chains according to people familiar with the matter reported by Bloomberg. The EU is ready to sign a memorandum of understanding with the US to develop a "Strategic Partnership Roadmap" within three months. This partnership would focus on finding alternative sources for critical minerals which are essential components"
X Link 2026-02-03T15:37Z [----] followers, [----] engagements

"Government should be fully open again soon. Positive for Rare Earths / Critical Minerals ahead of the 2nd G7 Meeting. $MP $UUUU $UAMY $USAR $AREC $TMC $NB BREAKING: U.S. House passes government funding bill sending it to Trump's desk BREAKING: U.S. House passes government funding bill sending it to Trump's desk"
X Link 2026-02-03T19:44Z [----] followers, [----] engagements

"The Rare Earth & Critical Minerals sector is still in its very early innings. Remember the real bottleneck isnt mining its processing. Im excited to be invested in $MP $UURAF $MTMCF and $AREC and to watch how these companies execute over the next decade. The volatility will be extremely high. If price action shakes your conviction you never had any. Everything else is noise. https://twitter.com/i/web/status/2018794805317210228 https://twitter.com/i/web/status/2018794805317210228"
X Link 2026-02-03T21:12Z [----] followers, [----] engagements

"@AtlasShrug1 I believe it will IPO this year"
X Link 2026-02-03T22:39Z [----] followers, [---] engagements

"BREAKING: Senators Move to Expand EXIM to $205B to Support Critical Minerals $MP $UAMY $UUUU $USAR $NB $AREC $TMC Senators will introduce legislation on Wednesday to reauthorise funding for the US Export-Import Bank for the next decade as lawmakers try to inject an extra $70B into an agency that plays an increasingly central role in shoring up energy and minerals projects. Kevin Cramer the Republican senator from North Dakota who is co-sponsoring the reauthorisation legislation with Democrat Mark Warner told the FT that Donald Trump was all in on funding the EXIM Bank adding the US president"
X Link 2026-02-04T12:48Z [----] followers, 22.3K engagements

"Shoutout to @Reuters for last weeks generational reporting on rare earth price floors impacting $MP $UUUU $UAMY $USAR $NB $AREC & more. A complete disaster of a report. U.S. plans critical mineral price floors with Mexico EU and Japan per CNBC U.S. plans critical mineral price floors with Mexico EU and Japan per CNBC"
X Link 2026-02-04T18:50Z [----] followers, 11.7K engagements

"Down we go $MP $UUUU $UAMY $USAR $NB $TMC $AREC Youre not gunna shake me out POV: You full ported Rare Earth & Critical Mineral Stocks $MP $UUUU $UAMY $USAR $NB $TMC $AREC https://t.co/ZL9hbB1R5Z POV: You full ported Rare Earth & Critical Mineral Stocks $MP $UUUU $UAMY $USAR $NB $TMC $AREC https://t.co/ZL9hbB1R5Z"
X Link 2026-02-05T15:42Z [----] followers, [----] engagements

"@webcav1 Whoa Conviction on $MP"
X Link 2026-02-05T16:41Z [----] followers, [---] engagements

"This should be a bipartisan issue. Its simply common sense. $MP $UUUU $UAMY $USAR $AREC $NB This is not a joke. Inaction now carries serious long-term consequences for the United States and the clock is ticking. Why did [---] Democrats vote AGAINST the Critical Mineral Dominance Act For years Communist China has held a STRANGLEHOLD on the minerals used in our phones and cars. House Republicans and President Trump are UNLEASHING American production to end Chinas monopoly while Democrats https://t.co/6VStquf1Hv Why did [---] Democrats vote AGAINST the Critical Mineral Dominance Act For years"
X Link 2026-02-05T17:02Z [----] followers, 12.5K engagements

"@prettypositron None are producing besides $MP and its a macro-wide sell off all high-beta risk assets have seen a sharp sell off. This sector falls under that basket"
X Link 2026-02-05T19:15Z [----] followers, [---] engagements

"@probzunknown @KeungTyler I almost dont even want news when the market is in this kind of mood. Its pointless. Weve seen it before when $AREC got the massive deal"
X Link 2026-02-05T23:20Z [----] followers, [---] engagements

"Someones eating up anyone that sells there shares here $MP"
X Link 2026-02-06T00:25Z [----] followers, [----] engagements

"EXIM CEO clearly saying their core focus is not on upstream but the midstream: processing and refining. Hello $UURAF $MTMCF $AREC $UUUU $UAMY Supply chain security is economic security. Under @POTUS leadership Public + private sectors are working together to de-risk critical supply chains and boost U.S. resilience. https://t.co/7dCOrFCT38 Supply chain security is economic security. Under @POTUS leadership Public + private sectors are working together to de-risk critical supply chains and boost U.S. resilience. https://t.co/7dCOrFCT38"
X Link 2026-02-10T02:06Z [----] followers, [----] engagements

"$SPY is Green yet Rare Earths / Critical Minerals once again nuked at open. $USAR now below $20 for the first time since the Government Deal. They arent letting anything run yet"
X Link 2026-02-12T15:07Z [----] followers, 10.1K engagements

"Government took a stake in $USAR at $17.17/share. Current price is $19.75. I have to admit it is interesting at these levels. Would $USAR really dip below the price the government got in at $SPY is Green yet Rare Earths / Critical Minerals once again nuked at open. $USAR now below $20 for the first time since the Government Deal. They arent letting anything run yet. $SPY is Green yet Rare Earths / Critical Minerals once again nuked at open. $USAR now below $20 for the first time since the Government Deal. They arent letting anything run yet"
X Link 2026-02-12T15:37Z [----] followers, [----] engagements

"@Lord_Maximus69 I dont think $MP will ever go that low but who knows"
X Link 2026-02-12T15:44Z [----] followers, [---] engagements

"@PolarizingLit What exactly is going on right now thats causing this for $NAK"
X Link 2026-02-12T20:12Z [----] followers, [---] engagements

"No surprise the sell-off in Rare Earths and Critical Minerals continues even in the face of objectively strong news. $MP $UUUU $USAR $AREC $TMC $UURAF Imagine the reaction if the House had voted against the legislation. This is macro pressure weighing on high-beta names not a reflection of the fundamentals. The thesis remains intact but the question is: how much lower do we go BREAKING: House Passes The Securing Americas Critical Minerals Supply Act $MP $UUUU $USAR $UAMY $AREC $TMC $UURAF Today Chairman Brett Guthrie and Congressman John James announced House passage of key Energy and"
X Link 2026-02-12T21:26Z [----] followers, 10.9K engagements

"@prettypositron Everything is down yes but not necessarily all -50% from highs"
X Link 2026-02-12T21:27Z [----] followers, [--] engagements

"NEWS: Beijing to Brief Top Rare Earth and Metals Producers on Export Controls on March [--] $MP $UUUU $UAMY $USAR $NB $AREC $UURAF A Chinese metals industry body will hold a policy briefing next month on rare earth and other critical minerals exports as Beijing tightens controls on strategic materials and steps up oversight of dual-use goods according to an event notice. The China Chamber of Commerce of Metals Minerals & Chemicals Imports & Exports will hold the event on March [--] in Beijing. Officials from the Commerce Ministry and customs authority will brief metals firms on export controls"
X Link 2026-02-12T21:38Z [----] followers, [----] engagements

"@ravietweet Personally my top [--] holdings by far are $MP $MTMCF and $UURAF Ill post an updated portfolio later today"
X Link 2026-02-13T15:02Z [----] followers, [---] engagements

"Took a starter in $USAR [---] shares to just dip my toes in. Not my favorite REE name but after the government backing the valuation look attractive down here. Will scale in more if the dip continues"
X Link 2026-02-13T18:02Z [----] followers, [---] engagements

"New Rare Earth Portfolio: $MP $UURAF $NB $MTMCF $LKYRF $NAK A lot changed in [--] weeks. My new Rare Earth Portfolio from largest to smallest holdings: $MP $DTREF $UURAF $NB $MTMCF $LKYRF $RLMLF $NAK A lot changed in [--] weeks. My new Rare Earth Portfolio from largest to smallest holdings: $MP $DTREF $UURAF $NB $MTMCF $LKYRF $RLMLF $NAK"
X Link 2025-12-16T22:00Z [----] followers, 18.6K engagements

"BREAKING: DoE Announces Realignment of Critical Minerals and Energy Innovation Programs $MP $UUUU $USAR $UAMY Effective immediately The Office of Critical Minerals & Energy Innovation will be divided into three pillars each of which will be led by a corresponding Deputy Assistant Secretary. 1) The Office of Critical Minerals Materials and Manufacturing Will accelerate mining activities diversify supply chains for critical minerals and metals expand battery and magnet research stimulate innovation in processing and metallurgy and facilitate the recycling of black mass battery materials and"
X Link 2026-01-28T19:45Z [----] followers, 57K engagements

"and $CRML about -50% from this post. It was obviously going to go back down when the Greenland hype inevitably faded. Way too many baseless pumpers. $CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than answers but lets focus on their off-take agreements for now. They claim 100% of their off-take is committed which sounds impressive $CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than answers but lets focus on their off-take"
X Link 2026-02-12T14:34Z [----] followers, [----] engagements

"Safe to say the Theme has been on fire. First [--] weeks of 2026: $CRML +175% $UAMY +100% $USAR +87% $AREC +73% $UURAF +72% $UUUU +70% $DTREF +62% $MP +42% $LYSDY +42% $LAC +37% $NB +37% $MP +36% $TMQ +35% $OMEX +33% $LKYRF +11% $NAK +7% $MTMCF -13% Rare Earths: A Major Theme for [----] $MP $UUUU $TMC $UAMY $NB Could the market still pull back and take these names down with it Absolutely. But make no mistake the tide is turning. 1) No Official Deal Yet: The U.S. and China still havent formalized a Rare Earths agreement. Rare Earths: A Major Theme for [----] $MP $UUUU $TMC $UAMY $NB Could the market"
X Link 2026-01-22T19:40Z [----] followers, 35.1K engagements

"This still isnt priced in. Closer we get to [----] the masses will eventually connect the dots. IFKYK $MP $USAR $AREC 🚨 CHINESE MAGNETS ARE BEING BANNED JANUARY [--] [----] 🚨 $MP $USAR $AREC The DFARS magnet ban refers to restrictions under the Defense Federal Acquisition Regulation Supplement (DFARS) specifically DFARS [--------] and clause 252.225-7052 ("Restriction on the Acquisition of https://t.co/abnNxvwvyk 🚨 CHINESE MAGNETS ARE BEING BANNED JANUARY [--] [----] 🚨 $MP $USAR $AREC The DFARS magnet ban refers to restrictions under the Defense Federal Acquisition Regulation Supplement (DFARS)"
X Link 2026-02-01T14:51Z [----] followers, 17K engagements

"@mattt__00 What other REE stock is down 50% in the past few weeks Probably just $USAR which peaked over $40 after the government contract which Ive already called out. I never even shorted it I should have though But thanks for thinking my posts affect the stock price"
X Link 2026-02-13T00:17Z [----] followers, [---] engagements

"NEWS: @GoldmanSachs BECOMES A 5% SHAREHOLDER IN @Metallium_MTM It seems they have been accumulating for months reaching a total of 5.04% ownership of the company. $MTM.ax $MTMCF $UURAF I can confirm between @GoldmanSachs and I we own a total of 5.041% of the company"
X Link 2026-02-13T04:06Z [----] followers, [----] engagements

"$MP was just at $75 a few weeks ago and now were back around the mid-$50s. Im confident the stock will eventually hit $100+ again. ⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report. ⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report"
X Link 2026-02-13T13:09Z [----] followers, [----] engagements

"FOX: U.S. One Crisis Away From Rare Earth Supply Shock $MP $UUUU $USAR $AREC $NB $UAMY $TMC Industry experts warn the United States is "one crisis away" from losing access to the rare earth elements that power everything from fighter jets to electric vehicles a vulnerability President Donald Trumps new $12 billion "Project Vault" aims to address. The initiative backed by $1.67 billion in private seed money and a $10 billion loan from the Export-Import Bank would create a federally supported stockpile of rare earth elements and other critical minerals. The U.S. currently imports much of those"
X Link 2026-02-13T15:07Z [----] followers, [----] engagements

"3 weeks later a much different story. Rare Earth and Critical Minerals have pulled back significantly from highs. So far in 2026: $USAR +63% $UAMY +51% $DTREF +48% $UUUU +46% $LYSDY +38% $CRML +33% $UURAF +30% $AREC +24% $MP +15% $NB +9% $NAK +8% $LAC +5% $TMQ -2% $LKYRF -7% $OMEX -15% $MTMCF -15% Safe to say the Theme has been on fire. First [--] weeks of 2026: $CRML +175% $UAMY +100% $USAR +87% $AREC +73% $UURAF +72% $UUUU +70% $DTREF +62% $MP +42% $LYSDY +42% $LAC +37% $NB +37% $MP +36% $TMQ +35% $OMEX +33% $LKYRF +11% $NAK +7% $MTMCF -13% Safe to say the Theme has been on fire. First [--] weeks"
X Link 2026-02-14T16:21Z [----] followers, [----] engagements

"Whats coming soon for $NB directly from CEO Mark Smith yesterday: - Drilling Results coming shortly: very encouraging data were getting from that - Announcing Partnerships with Defense Prime Contractors: we are undertaking some development efforts with scandium which will drastically increase the safety of our fighter jet pilots Positive news coming very soon"
X Link 2025-10-16T13:51Z [----] followers, [----] engagements

"Most people dont know that the U.S. Defense Federal Acquisition Regulation Supplement (DFARS) clause 252.225-7052 prohibits Chinese-origin neodymium-iron-boron magnets in defense systems starting January [--] [----] extending to the entire supply chain from mining onward. So DoD contractors will be banned from using samarium-cobalt & neodymium-iron-boron magnets tungsten powders tungsten heavy alloys and tantalum metals/alloys if any part of their supply chain touches China Russia Iran or North Korea. It includes mining refining melting and production"
X Link 2025-10-17T17:25Z [----] followers, [----] engagements

"@Reformed_Trader $NB CEO literally just said theyre about to announce a partnership with a major defense prime contractor (likely Lockheed or Boeing) soon regarding fighter jets and the stock is selling off a gift"
X Link 2025-10-17T19:33Z [----] followers, [----] engagements

"$MP $CRML $NB $UURAF Even if a China Deal is reached the United States cannot let China hold such a monopoly on Rare Earths processing and refining going forward. If you disagree you arent America First. It has now become blatantly obvious that this is a national security threat finally reaching mainstream headlines but weve known about this for years. We are on the cusp of a AI Robotics & Energy Revolution not to mention the advanced military equipment that require niche rare earths such as Niobium and Scandium. All of these emerging industries require Rare Earths and the demand is only"
X Link 2025-10-18T17:07Z [----] followers, [----] engagements

"BREAKING: United States and Australia officially sign a Critical Mineral Deal. $DTREF $LKYRF $RLMLF [---] Billion Dollar Pipeline Ready-To-Go - Australian Prime Minister Anthony Albanese .@POTUS signs a critical minerals deal with Australian Prime Minister @AlboMP: "We're doing a real job on rare earth and many other things." https://t.co/clwDafPPk5 .@POTUS signs a critical minerals deal with Australian Prime Minister @AlboMP: "We're doing a real job on rare earth and many other things." https://t.co/clwDafPPk5"
X Link 2025-10-20T16:16Z [----] followers, 15.3K engagements

"$DTREF $LKYRF $RLMLF It includes investments in joint projects between the two counties on rare earths as well as U.S. investments in Australia to boost processing of critical minerals. It also includes planned projects among the U.S. Australia and other allies such as Japan"
X Link 2025-10-20T17:21Z [----] followers, [----] engagements

"NEW DETAILS: - The U.S. and Australian governments intend to invest more than $3 billion together in critical mineral projects in the next six months with recoverable resources in the projects estimated to be worth $53 billion. - The Export-Import Bank of the United States is issuing seven Letters of Interest for more than $2.2 billion in financing unlocking up to $5 billion of total investment to advance critical minerals and supply-chain security projects between our two countries. - The U.S. Department of War will invest in the construction of a [---] metric ton-per-year advanced gallium"
X Link 2025-10-20T18:59Z [----] followers, [----] engagements

"$LAC NEWS: Lithium Americas has received its first drawdown of $435 million from its $2.23 billion guaranteed loan from the U.S. Department of Energy. Lithium Americas receives first drawdown of $435M from U.S. Department of Energy ATVM Loan. Read the full news release https://t.co/un8nlUe95v $LAC #lithium #Nevada https://t.co/uA7F1VjL7f Lithium Americas receives first drawdown of $435M from U.S. Department of Energy ATVM Loan. Read the full news release https://t.co/un8nlUe95v $LAC #lithium #Nevada https://t.co/uA7F1VjL7f"
X Link 2025-10-20T22:24Z [----] followers, [----] engagements

"The tape right now is horrible. If $NB dropped that PR last Tuesday the stock would have probably jumped 50% now its red on the day. Pretty unbelievable how quick things can change"
X Link 2025-10-23T15:54Z [----] followers, [----] engagements

"Some thoughts on $NB price action: When a company prices an at-the-market or direct offering (like Niocorps $150m around $9.34/share on Oct 1315): [--]. Allocations are given to institutional investors by the underwriters. [--]. T + [--] days are typically needed for back-office clearanceshares must actually deliver to the investors custodians and the cash must post to the issuers account. [--]. During that week the syndicate and allocated buyers often run temporary hedgesusually short sales at or below the offer priceto lock in their effective entry price and avoid market risk before delivery. So until"
X Link 2025-10-23T19:49Z [----] followers, [----] engagements

"Look at the market makers driving the price down after hours $CRML This price action makes me feel like market makers & hedge funds are gobbling up cheap shares while retail unloads their bags then boom massive news or government deal. The Reuters article is still published"
X Link 2025-10-23T21:26Z [----] followers, [----] engagements

"It seems like there are two possible outcomes this week regarding Chinese Rare Earth Export Controls $MP $NB $DTREF $UUUU 1) A deal is reached and export controls are delayed by one year 2) No deal is reached and export controls begin on schedule either way the controls are coming. Neither outcome is bearish for the sector. The revolution is coming regardless"
X Link 2025-10-27T17:19Z [----] followers, 15.7K engagements

"BREAKING: $RLMLF $RML NEWS REAVEALED: $250M-$270M worth of gold discovered"
X Link 2025-10-27T23:04Z [----] followers, [----] engagements

"$DTREF $LKYRF $RLMLF The United States and Australia just signed a once in a lifetime critical mineral agreement and days later the entire sector tanks ala sell the news. The sentiment on the entire sector couldnt be WORSE right now but guess what Im still just as bullish if not more. Why Because we havent even started yet. https://twitter.com/i/web/status/1983175635464782306 https://twitter.com/i/web/status/1983175635464782306"
X Link 2025-10-28T14:14Z [----] followers, [----] engagements

"Gold. Tungsten. Antimony. Really great trio for a junior. $RML $RLMLF $TMG $RML Tungsten prices continue to climb in [----]. Another double digit increase in October. Feel free to share and stocks worth taking a look at. https://t.co/glgodYDYs6 https://t.co/pYFxlO13so $TMG $RML Tungsten prices continue to climb in [----]. Another double digit increase in October. Feel free to share and stocks worth taking a look at. https://t.co/glgodYDYs6 https://t.co/pYFxlO13so"
X Link 2025-10-29T15:26Z [----] followers, [----] engagements

"BREAKING: $AREC officially on the White House Website this is HUGE. Americas ReElement Technologies and POSCO International will partner to launch a U.S.-based vertically integrated rare earth separation refining and magnet production complex focused on high-value mobility magnets. https://www.whitehouse.gov/fact-sheets/2025/10/fact-sheet-president-donald-j-trump-brings-home-more-billion-dollar-deals-during-state-visit-to-the-republic-of-korea/"
X Link 2025-10-29T15:37Z [----] followers, [----] engagements

"BREAKING: G-7 to announce Critical Minerals Alliance to Counter China on Friday $MP $UUUU $CRML $UURAF Countries include: United States Canada UK Germany France Italy & Japan It aims to address Chinas manipulation of the market. The alliance will involve so-called off-take agreements price floors and stockpiling deals. The pact will encompass a range of critical minerals and firms in G-7 nations. Source: https://www.bloomberg.com/news/articles/2025-10-29/g-7-to-announce-critical-minerals-alliance-to-counter-china"
X Link 2025-10-29T20:58Z [----] followers, 27.7K engagements

"BREAKING: President Donald J. Trump Strikes Deal on Economic and Trade Relations with China $MP $UUUU $DTREF https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/ https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/"
X Link 2025-11-01T21:22Z [----] followers, [----] engagements

"$MP $UUUU $DTREF $CRML The China Deal isnt the end its an inflection point: the next few years will be the biggest for the rare earth sector in the history. Billions are being poured into the sector and multiple Countries are teaming up to finally take on China G7 just formed a critical minerals alliance. This deal gives the World more time to get things going and will eventually give China less leverage in trade negotiations. The simple fact is that the U.S. cannot rely on China for rare earths and critical minerals it is a massive national security threat that doesnt just affect the U.S."
X Link 2025-11-01T22:44Z [----] followers, 11.2K engagements

"Wow $UAMY is claiming China is actually further restricting antimony (+ tungsten silver) which is the opposite of the new White House fact sheet. $RLMLF $LKYRF Lets Clarify the Situation- Chinas Ministry of Commerce just confirmed new export restrictions. On Oct [--] MOFCOM announced that tungsten antimony and silver will be added to Chinas Key Export Supervision Catalog beginning November [----]. Exports will now require quota https://t.co/dHrZOoQOos Lets Clarify the Situation- Chinas Ministry of Commerce just confirmed new export restrictions. On Oct [--] MOFCOM announced that tungsten antimony"
X Link 2025-11-02T17:00Z [----] followers, 18.5K engagements

"BREAKING: $LKYRF l $LKY Receives a US$191M Letter of Interest from EXIM. That is 3x their current market-cap. Massive news. $LKY.ax $LKYRF Locksley secures a Letter of Interest from EXIM Bank for up to US$191M 🔋 100% American-made antimony 🏛 Aligned with White House policy ⚙ U.S. mine-to-market strategy @nathanlude @Stew_Walters #ASX #LKY #CriticalMinerals #Antimony #EXIMBank #MadeInAmerica $LKY.ax $LKYRF Locksley secures a Letter of Interest from EXIM Bank for up to US$191M 🔋 100% American-made antimony 🏛 Aligned with White House policy ⚙ U.S. mine-to-market strategy @nathanlude"
X Link 2025-11-02T22:12Z [----] followers, [----] engagements

"BREAKING: ReElement Technologies a unit of American Resources $AREC secured a $1.4B partnership with the U.S. Department of Wars Office of Strategic Capital to build [-----] tonnes of U.S. rare earth magnet capacity. The deal includes $620M in loans to Vulcan Elements and $80M to ReElement backed by private capital. https://www.accessnewswire.com/newsroom/en/metals-and-mining/reelement-technologies-forges-1.4-billion-partnership-with-u.s.-department-of-war-1096148"
X Link 2025-11-03T14:14Z [----] followers, [----] engagements

"Bounce when $MP $NB $UUUU $CRML"
X Link 2025-11-03T15:33Z [----] followers, [----] engagements

"$1.4B government deal and $AREC is now only up 4% The market is something else right now. Wow. BREAKING: ReElement Technologies a unit of American Resources $AREC secured a $1.4B partnership with the U.S. Department of Wars Office of Strategic Capital to build [-----] tonnes of U.S. rare earth magnet capacity. The deal includes $620M in loans to Vulcan Elements and BREAKING: ReElement Technologies a unit of American Resources $AREC secured a $1.4B partnership with the U.S. Department of Wars Office of Strategic Capital to build [-----] tonnes of U.S. rare earth magnet capacity. The deal includes"
X Link 2025-11-03T15:58Z [----] followers, 15.6K engagements

"I cant believe $AREC ended the day +4% on a $1.4B government deal If this news dropped October 13th I guarantee you the stock would have ran 400% $1.4B government deal and $AREC is now only up 4% The market is something else right now. Wow. $1.4B government deal and $AREC is now only up 4% The market is something else right now. Wow"
X Link 2025-11-03T21:47Z [----] followers, 13K engagements

"DID YOU KNOW $MP $CRML $NB China continues to restrict the export of rare earths for defense-related applications. They will not supply any materials tied to defense military or national security uses. For non-defense purposes the situation isnt much easier. China now requires companies to disclose blueprints data and other proprietary information before approving rare earth exports. In short if you want access to Chinas rare earths you may have to give up your intellectual property to China. This isnt a sustainable solution"
X Link 2025-11-06T15:24Z [----] followers, [----] engagements

"I think rare earth names may be popping because of this $MP $CRML $UUUU $UAMY $NB China-US deal to ease rare-earth controls hits snag over scope https://t.co/5kog8jqOCU China-US deal to ease rare-earth controls hits snag over scope https://t.co/5kog8jqOCU"
X Link 2025-11-06T18:17Z [----] followers, [----] engagements

"$MP isnt just a company its a strategic asset for the United States. In my opinion theres immense value in a domestic mine to magnet supplier thats deeper than just numbers. Think in decades. Vertical integration isnt something you can claim. Its something you must build. $MP did end to end. https://t.co/FmsFyc9rmT Vertical integration isnt something you can claim. Its something you must build. $MP did end to end. https://t.co/FmsFyc9rmT"
X Link 2025-11-07T16:45Z [----] followers, [----] engagements

"Updated Rare Earth Portfolio from largest to smallest holdings: $CRML + $EULIF $MP $UURAF $NB $DTREF $MTMCF $RLMLF $AREC $OMEX $LKYRF $UAMY $NAK Updated Rare Earth Portfolio from largest to smallest holdings: $CRML + $EULIF $NB $DTREF $MP $UURAF $OMEX $SOAR $LKYRF $MTMCF $RLMLF $USAR $AREC $NVX $LAC $TMQ $LITM $TMC Updated Rare Earth Portfolio from largest to smallest holdings: $CRML + $EULIF $NB $DTREF $MP $UURAF $OMEX $SOAR $LKYRF $MTMCF $RLMLF $USAR $AREC $NVX $LAC $TMQ $LITM $TMC"
X Link 2025-11-08T05:04Z [----] followers, 14.5K engagements

"Nice to see $DTR up 12% today extending to +25% past [--] trading days. $DTREF @Dateline_DTR will be presenting at the @OTCMarkets Australian Rare Earth & Critical Minerals Virtual Investor Conference Wednesday 19th November [----] 3:30pm EST Hopefully we get some news soon. Its been quiet but the thesis remains unchanged"
X Link 2025-11-12T03:53Z [----] followers, [----] engagements

"POV: Youre all in on Rare Earth Stocks $MP $CRML and $BITF and you keep buying the dip but the dip keeps dipping:"
X Link 2025-11-12T17:41Z [----] followers, 11.3K engagements

"US House report accuses China of minerals market interference $MP $UAMY $UUUU https://www.reuters.com/world/us/us-house-report-accuses-china-minerals-market-interference-2025-11-12/ https://www.reuters.com/world/us/us-house-report-accuses-china-minerals-market-interference-2025-11-12/"
X Link 2025-11-13T16:16Z [----] followers, [----] engagements

"When the dip has another dip and then dips even more but then that dip has yet another dip. $BITF $CRML $NB POV: Youre all in on Rare Earth Stocks $MP $CRML and $BITF and you keep buying the dip but the dip keeps dipping: https://t.co/9sPpp60wKi POV: Youre all in on Rare Earth Stocks $MP $CRML and $BITF and you keep buying the dip but the dip keeps dipping: https://t.co/9sPpp60wKi"
X Link 2025-11-13T19:12Z [----] followers, [----] engagements

"How it feels to be the only one left holding $CRML $EULIF Anyone still holding from $3 / $0.07"
X Link 2025-11-14T03:39Z [----] followers, [----] engagements

"BLOOMBERG China & US Yet to Agree on Rare Earth Deal Weeks After Talks $MP $UAMY $UUUU $CRML $NB The United States and China are still negotiating the exact terms of general licenses that would allow expanded rare-earth and critical-mineral exports to the United States even though Washington already framed this as a done deal after the TrumpXi summit. Both sides have set an end-of-November deadline for their teams to finalize the details but China has not yet publicly confirmed the general-license commitment. The US has already begun rolling back tariffs and pausing several national-security"
X Link 2025-11-14T21:43Z [----] followers, 22.7K engagements

"FORTUNE Theres still no evidence China is buying all the U.S. soybeans it promised under Trumps trade deal amid oversupply from South America $MP $UUUU $UAMY https://fortune.com/2025/11/14/us-soybean-farm-economy-crisis-us-china-trade-deal-trump-xi-summit/ https://fortune.com/2025/11/14/us-soybean-farm-economy-crisis-us-china-trade-deal-trump-xi-summit/"
X Link 2025-11-16T19:01Z [----] followers, [----] engagements

"This is actually pretty nuts $MTM $MTMCF 1.7% to 35% TREO is a 20x increase. Thats turning mostly waste to high grade REE concrete in a single step. Metallium (ASX: MTM) has secured exclusive technology rights over the heavy-REE Harts Range Project following successful FJH testwork. -1.7% 35% TREO in a single flash [---] Dy and [--] Tb enrichment -Complete removal of Fe/Si/Th -Exclusive FJH rights + licensing & royalty https://t.co/RNMW8Q6x1s Metallium (ASX: MTM) has secured exclusive technology rights over the heavy-REE Harts Range Project following successful FJH testwork. -1.7% 35% TREO in a"
X Link 2025-11-18T17:19Z [----] followers, [----] engagements

"This is why Im invested in $MTMCF $MTM 🚨There's a way to break Chinas rare earth stranglehold to do it (relatively) quickly cheaply cleanly and right here in the USA and allied countries. It's hard to believe but it's true. @DrJamesTour and his team have pioneered a method known as Flash Joule heating that can https://t.co/esdj1Ssrfi 🚨There's a way to break Chinas rare earth stranglehold to do it (relatively) quickly cheaply cleanly and right here in the USA and allied countries. It's hard to believe but it's true. @DrJamesTour and his team have pioneered a method known as Flash Joule"
X Link 2025-11-24T15:35Z [----] followers, [----] engagements

"Hello $MTM $MTMCF @Metallium_MTM Through this funding DOE will support projects that demonstrate the commercial viability of recovering and refining REEs from unconventional feedstocks including mine tailings e-waste and other waste materials. https://t.co/Fo54G4lwnW https://t.co/Fo54G4lwnW"
X Link 2025-12-01T16:31Z [----] followers, [----] engagements

"BREAKING: $MTMCF $MTM Trading Halt has been Requested Why 🔥 Pending an announcement concerning a collaboration + funding arrangements with a United States Partner related to the companys critical-metals recovery technology. Super excited to see who it is"
X Link 2025-12-09T00:42Z [----] followers, [----] engagements

"One Week Ago: @Metallium_MTM Signed A Binding Letter of Intent with ElementUSA to Collaborate on Recovery of Gallium and Scandium from Red Mud in Louisiana $MTM.ax $MTMCF $MTM 🚨 Louisiana: ElementUSA investing $850M to build a rare earth and critical minerals refining facility creating [---] jobs with an average salary of about $90000 a year expected to create an additional [---] indirect jobs. TRUMP EFFECT 🔥 https://t.co/iufpbxKSDV 🚨 Louisiana: ElementUSA investing $850M to build a rare earth and critical minerals refining facility creating [---] jobs with an average salary of about $90000 a"
X Link 2025-12-19T18:03Z [----] followers, [----] engagements

"Rare Earths: A Major Theme for [----] $MP $UUUU $TMC $UAMY $NB Could the market still pull back and take these names down with it Absolutely. But make no mistake the tide is turning. 1) No Official Deal Yet: The U.S. and China still havent formalized a Rare Earths agreement. The temporary pause could end at any moment and Washington is increasingly clear that China should no longer hold this leverage. 2) NdPr Ban Coming: Starting Jan [--] [----] the U.S. will prohibit Chinese NdPr imports for defense applications. Expect headlines to heat up in the second half of [----] as this deadline approaches"
X Link 2025-12-31T17:04Z [----] followers, 31.2K engagements

"How we fix this has little to do with mining itself New processing refining and recycling technologies is how. Thats the bottleneck. $UURAF $MTMCF China's iron grip on critical minerals is staggering ⛏⚡ Top minerals where China dominates global production: - Gallium: 98.7% - Magnesium: 95.0% - Niobium: 90.9% - Tungsten: 82.7% - Bismuth: 81.3% - Graphite: 79.4% - Silicon: 76.3% https://t.co/uq9SQRIt7L China's iron grip on critical minerals is staggering ⛏⚡ Top minerals where China dominates global production: - Gallium: 98.7% - Magnesium: 95.0% -"
X Link 2026-01-02T16:21Z [----] followers, [----] engagements

"China isnt happy at all. $MP $UUUU $UAMY $NB $AREC $UURAF What happens next China is deeply shocked by and strongly condemns the U.S.s blatant use of force against a sovereign state and action against its president. Such hegemonic acts of the U.S. seriously violate international law and Venezuelas sovereignty and threaten peace and security in Latin https://t.co/wjfRMhvNKP China is deeply shocked by and strongly condemns the U.S.s blatant use of force against a sovereign state and action against its president. Such hegemonic acts of the U.S. seriously violate international law and Venezuelas"
X Link 2026-01-04T05:52Z [----] followers, [----] engagements

"The company Im most excited about right now is @Metallium_MTM and its not even close. $MTMCF $MTM Not a mining company. A technology company. If they continue on this trajectory and successfully prove their Flash Joule heating technology at scale this could be truly transformative. Potentially a once-in-a-generation industry defining breakthrough coming at the perfect time. Metallium has executed its first binding e-scrap supply agreement with Glencore securing feedstock to support commissioning and scale-up of our U.S. Flash Joule Heating platform. A major step from development into"
X Link 2026-01-05T15:32Z [----] followers, [----] engagements

"$CRML is up more than 100% in just four trading days driven by speculation around a potential U.S. invasion of Greenland and/or U.S. government involvement in the Tanbreez project. Meanwhile their CEO has stated: - Any U.S. interference would delay not accelerate the NEWS: $CRML CEO Tony Sage Says U.S. Interference in Greenland Risks Project Delays and Complications When asked if the U.S decides to make a move on Greenland Tony said: What it does do is stall the process of going forward. For us who are our masters who we get our final NEWS: $CRML CEO Tony Sage Says U.S. Interference in"
X Link 2026-01-08T15:16Z [----] followers, [----] engagements

"The $UURAF x $MTMCF technology stack is what Im placing my highest-risk highest-reward bet on over the next decade. The risk is obvious: emerging processes brand new disruptive technology and scale-up uncertainty. but so is the upside. If their respective technologies work as intended and reach commercial scale they have the potential to fundamentally disrupt how rare earths & critical minerals are refined processed and recycled particularly outside of China. Im excited to see how these two companies deliver over the next few years. Im in this for the long haul. On the other end of the"
X Link 2026-01-09T15:24Z [----] followers, [----] engagements

"NEWS: Ares Strategic Mining (OTC: $ARSMF) Secures Landmark $168M Defense Contract to Supply Critical Fluorspar for U.S. National Security Ares Strategic Mining Inc. has secured a single-award IDIQ contract with the Defense Logistics Agency (DLA) marking a major milestone in U.S. critical minerals and national security strategy. The agreement positions Ares as a key domestic supplier of acid-grade fluorspar a material essential for semiconductor manufacturing and metallurgical processing. The contract carries a proposed value of $168.9 million over five years with a ceiling of up to $250"
X Link 2026-01-14T20:36Z [----] followers, [----] engagements

"$ARSMF has secured a government contract with a value exceeding its current market capitalization a development the company has not yet formally announced via press release. Ive had this name on my watchlist for several months and added today as the share price showed little reaction despite what appears to be a materially transformative event for the company going forward. @johhnyWalkerAZ been on this one. NEWS: Ares Strategic Mining (OTC: $ARSMF) Secures Landmark $168M Defense Contract to Supply Critical Fluorspar for U.S. National Security Ares Strategic Mining Inc. has secured a"
X Link 2026-01-14T20:39Z [----] followers, [----] engagements

"Section [---] explicitly acknowledges that mining alone is meaningless without processing. $MP $UURAF $MTMCF The document clearly states that domestic mining does not protect national security if processing is still done abroad. Thats a sharper stance than prior policy language and exactly why I pivoted my portfolio to focus on processing. Processing refining recycling is the bottleneck not minerals themselves. BREAKING: Processed Critical Minerals Declared a National Security Risk $MP $UURAF $UUUU $MTMCF $AREC The new Section [---] proclamation escalates U.S. policy: for the first time processed"
X Link 2026-01-14T21:48Z [----] followers, [----] engagements

"Huge $ARSMF CEO James Walker said "This award reflects the U.S. government's commitment to revitalizing a long-neglected critical mineral supply chain. We are proud to support the U.S. government's strategic material reserves by supplying domestically sourced high-grade acidspar. This contract confirms our leadership in rebuilding U.S. critical mineral capability and ensures our products directly contribute to national resilience industrial strength and long-term security. We are now a partner in America's strategic future." The contract establishes Ares as a sole-source domestic supplier of"
X Link 2026-01-16T14:48Z [----] followers, [----] engagements

"My take on $DTREF as of January [----]. The U.S. government is not going to fund a Gold Mine. That means the entire strategic and financial case lives or dies with the rare earth element component which notably the company has yet to clearly define quantify or economically validate. If the REEs turn out to be nonexistent low-grade or uneconomic then this project has zero strategic relevance from a national security or federal-funding standpoint. Gold alone does not qualify a project for government backing. The same applies to strontium. While it sounds compelling in headlines strontium is not"
X Link 2026-01-19T15:24Z [----] followers, [----] engagements

"$CRML $20 Overnight. Tony needs to see $30 again. Hes running out of copper powder $CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than answers but lets focus on their off-take agreements for now. They claim 100% of their off-take is committed which sounds impressive $CRML is without question the biggest red-flag junior in the market and not even close. At a $2.1B valuation theres more questions than answers but lets focus on their off-take agreements for now. They claim 100% of their off-take is committed"
X Link 2026-01-20T03:07Z [----] followers, 10.7K engagements

"BREAKING: $UUUU Energy Fuels to Acquire Australian Strategic Materials in $299M Deal Expanding U.S. Rare Earth Processing and Alloy Capabilities Energy Fuels Inc. (NYSE: UUUU) (TSX: EFR) a leading U.S. producer of uranium rare earth elements (REE) and other critical materials today announced it has entered into a Scheme Implementation Deed (SID) to acquire 100% of the issued share capital of Australian Strategic Materials Limited (ASX: ASM) (ASM) a leading producer of REE metals and alloys. The transaction values ASM at $299M and will be completed by way of a scheme of arrangement under"
X Link 2026-01-20T22:22Z [----] followers, 16.1K engagements

"@bftd2025 $MTMCF only down 1.7% here in the U.S. insane strength"
X Link 2026-01-21T20:47Z [----] followers, [---] engagements

"@stonksurfing Funny enough I own all three names at the bottom and am pretty heavy in $MTMCF and just using this opportunity to add on behind the scenes. And of course the name on the top of the list is one Im pretty vocal about being a scam"
X Link 2026-01-22T19:50Z [----] followers, [---] engagements

"@valuechainkoala Yep thats why my portfolio is mainly processors: $MP $UURAF $MTMCF $AREC is my stack"
X Link 2026-02-02T16:01Z [----] followers, [---] engagements

"@KeungTyler Yeah dont know why. I actually added more at $5.98 before close increased my position by 15%. Added some more $AREC and $MTMCF as well. Probably gunna chill for awhile now"
X Link 2026-02-03T21:16Z [----] followers, [---] engagements

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