#  @probzunknown Unknown 🦛 Unknown 🦛 posts on X about $arec, $rklb, china, $mp the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1544642993281540097/interactions)  - [--] Week [------] -12% - [--] Month [------] +90% - [--] Year [-------] +29,327% ### Mentions: [--] [#](/creator/twitter::1544642993281540097/posts_active)  - [--] Week [--] -13% - [--] Month [---] +100% - [--] Year [---] +5,871% ### Followers: [---] [#](/creator/twitter::1544642993281540097/followers)  - [--] Week [---] +3.40% - [--] Month [---] +18% - [--] Year [---] +242% ### CreatorRank: [---------] [#](/creator/twitter::1544642993281540097/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 20.54% [stocks](/list/stocks) 14.29% [countries](/list/countries) 13.39% [financial services](/list/financial-services) #1748 [cryptocurrencies](/list/cryptocurrencies) 3.57% [automotive brands](/list/automotive-brands) 0.89% [travel destinations](/list/travel-destinations) 0.89% [social networks](/list/social-networks) 0.89% [technology brands](/list/technology-brands) 0.89% **Social topic influence** [$arec](/topic/$arec) #4, [$rklb](/topic/$rklb) 15.18%, [china](/topic/china) 7.14%, [$mp](/topic/$mp) 7.14%, [space](/topic/space) 6.25%, [$prme](/topic/$prme) 6.25%, [generational](/topic/generational) 5.36%, [elements](/topic/elements) 4.46%, [market](/topic/market) 4.46%, [ai](/topic/ai) 4.46% **Top accounts mentioned or mentioned by** [@amerresources](/creator/undefined) [@reelementtech](/creator/undefined) [@cekdrew](/creator/undefined) [@johhnywalkeraz](/creator/undefined) [@markcjensen](/creator/undefined) [@tscotriverside](/creator/undefined) [@mattcarl91](/creator/undefined) [@peterjbeck](/creator/undefined) [@nfl](/creator/undefined) [@pepsi](/creator/undefined) [@tbpn](/creator/undefined) [@tjparker](/creator/undefined) [@ustraderep](/creator/undefined) [@potus](/creator/undefined) [@alvaromysterio](/creator/undefined) [@molikeyou](/creator/undefined) [@realmattmoney](/creator/undefined) [@stanfr31](/creator/undefined) [@marsstarship](/creator/undefined) [@scotto2050](/creator/undefined) **Top assets mentioned** [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [MP Materials Corp. (MP)](/topic/$mp) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [BlackRock Inc (BLK)](/topic/blackrock) [PepsiCo, Inc. (PEP)](/topic/$pep) [UBS Group AG (UBS)](/topic/$ubs) [Goldman Sachs (GS)](/topic/goldman-sachs) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) ### Top Social Posts Top posts by engagements in the last [--] hours "I love these prices. Been scooping up $AREC aggressively. I think that the winners in the space will begin to emerge soon and trade separately from the market. Right now this sector is trading weirdly in-line with a lot of other high-beta names but this will change once production updates and off-take deals become public. The winners are 100% executing and getting things done behind the scenes. Once they share those updates we diverge from high-beta and I think we run. But hey - who knows 🤷 https://twitter.com/i/web/status/2022064356708483177" [X Link](https://x.com/probzunknown/status/2022064356708483177) 2026-02-12T21:44Z [---] followers, [---] engagements "BlackRock Inc. reports 75.16% increase in ownership of $AREC On February [--] [----] - BlackRock Inc. filed a 13F-HR form disclosing ownership of [-------] shares of $AREC as of December [--] [----]. The entity filed a previous 13F-HR on November [--] [----] disclosing [------] shares of American Resources Corporation. This represents a change in shares of 75.16% during the quarter. Very nice from BlackRock. https://fintel.io/so/us/arec/blackrock https://fintel.io/so/us/arec/blackrock" [X Link](https://x.com/probzunknown/status/2022073050284667339) 2026-02-12T22:19Z [---] followers, [---] engagements "Predicting a Fisker type outcomes here I have many thoughts https://t.co/wqjNdwmRvv I have many thoughts https://t.co/wqjNdwmRvv" [X Link](https://x.com/probzunknown/status/1778439719644180755) 2024-04-11T15:07Z [---] followers, [---] engagements "$AREC American Resources and their subsidiary ReElement Technologies making great progress on their Marion Supersite (phase [--] = [-----] sq fr) and Noblesville site. Marion Supersite completion is a MAJOR milestone and catalyst to unlock +$100m in revenues. Exciting progress" [X Link](https://x.com/probzunknown/status/1979527163045937258) 2025-10-18T12:37Z [---] followers, [----] engagements "Keep it simple folks. Buy $RKLB" [X Link](https://x.com/probzunknown/status/1980998787293479186) 2025-10-22T14:04Z [---] followers, [----] engagements "$AREC Brutal day but broadly for most REE names. Remember - Marion buildout unlocks scale. CEO Mark Jensen said We are confident that this will be the largest facility outside of China for rare earth oxide production and defense elements within the next three years 🚀" [X Link](https://x.com/probzunknown/status/1982859661562061000) 2025-10-27T17:19Z [---] followers, [---] engagements "$AREC Only the beginning. Get in now folks. Dont get left behind. 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. Lets go 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](https://x.com/anyuser/status/1983582541538894119) 2025-10-29T17:11Z [---] followers, [----] engagements "@NFL @pepsi" [X Link](https://x.com/probzunknown/status/1983940184300298326) 2025-10-30T16:52Z [---] followers, [----] engagements "You sold $RKLB Oh" [X Link](https://x.com/probzunknown/status/1985419033898799185) 2025-11-03T18:49Z [---] followers, [---] engagements "$AREC In the month of October following the REE decoupling scare the company moved quickly to raise cash. They had two PIPE transaction that enabled to company to raise $73.7 million. This money was used to fund rapid buildout of Marion supersite. This was GREAT news. But following today's news - I'm even MORE bullish than before. Marion's first phase was already north of 60% complete. With this government loan and increased spotlight they will move even quicker than before. Given that cash was the biggest roadblock that the company had in terms of Marion buildout we will likely see them blow" [X Link](https://x.com/anyuser/status/1985515146563768452) 2025-11-04T01:11Z [---] followers, [---] engagements "Be $AREC Raise $73.7M in PIPE financing Citadel takes 9.5% ownership stake at $65.7M ReElement gets an $80m OSC loan as a part of a broader $1.4B Department of War deal to scale to [-----] metric tons/year NdFeB production capacity Be up +40% in pre-market then finish the day up 4% Next day be down +9% pre-market Bro what 😭" [X Link](https://x.com/anyuser/status/1985711957710663800) 2025-11-04T14:13Z [---] followers, [----] engagements "On Oct [--] there is a really information packed S1 filing for $AREC. I wrote briefly about it before but I wanted to take another deeper look at it since it sheds some more light on institutional action regard $AREC. The filing is in regards to the two PIPE financings that raised $73.3M in funding. Here are the key findings in the document: [--]. Citadel CEMF Investments Ltd.: - Amount Beneficially Owned: [--------] Shares - Percent of Class: 10.95% - Note: This entity is a portfolio under management by Citadel Advisors LLC with Kenneth Griffin holding a controlling interest through related" [X Link](https://x.com/anyuser/status/1987217130111033538) 2025-11-08T17:54Z [---] followers, [---] engagements "The market is quite literally asleep on $AREC. My oh my 😌" [X Link](https://x.com/anyuser/status/1987917067031589143) 2025-11-10T16:15Z [---] followers, [---] engagements "These short term losses will only make the long term wins feel that much better. 🫡 $RKLB $AREC $PRME" [X Link](https://x.com/probzunknown/status/1989021002022449574) 2025-11-13T17:22Z [---] followers, [---] engagements "Once $RKLB launches Neutron they will see an absolutely explosion in new business. So many new applications and businesses will be unlocked. I know I say it a lot but I am so bullish on $RKLB. There's a reason why it makes up a majority of my portfolio. 🚀" [X Link](https://x.com/probzunknown/status/1989082055167398399) 2025-11-13T21:24Z [---] followers, [---] engagements "If a company has to resort to AI slop ads its a shitco Im sorry but this is embarrassing and unprofessional. $BURU is no longer positioning its executing led by the vision of Alessandro Zamboni & Dario Barisoni. Global defense programs activated [----] revenue visibility across NATO APAC MENA & the U.S. Operating blue-laser industrial business in a $20B+ market Recurring https://t.co/lcjz3DMXFB $BURU is no longer positioning its executing led by the vision of Alessandro Zamboni & Dario Barisoni. Global defense programs activated [----] revenue visibility across NATO APAC MENA & the U.S. Operating" [X Link](https://x.com/probzunknown/status/2016571565509329144) 2026-01-28T17:58Z [---] followers, [---] engagements "So for January Im up 17.23%. Ill take it given all the craziness. Super happy with those returns and hoping to continue into February. Upwards and onwards 🚀" [X Link](https://x.com/probzunknown/status/2017364750179430415) 2026-01-30T22:30Z [---] followers, [---] engagements "UBS Group AG reports 1582.06% increase in ownership of $AREC On January [--] [----] - UBS Group AG filed a 13F-HR form disclosing ownership of [------] shares of $AREC as of December [--] [----]. The entity filed a previous 13F-HR on November [--] [----] disclosing [-----] shares of American Resources Corporation. This represents a change in shares of 1582.06% during the quarter. Interesting. https://twitter.com/i/web/status/2018499450075762822 https://twitter.com/i/web/status/2018499450075762822" [X Link](https://x.com/probzunknown/status/2018499450075762822) 2026-02-03T01:39Z [---] followers, [---] engagements "Brokering via $AREC just like the US did with Uzbekistan and South Korea Wouldnt shock me 😉 *EU TO OFFER US CRITICAL MINERALS PARTNERSHIP TO COUNTER CHINA *EU TO OFFER US CRITICAL MINERALS PARTNERSHIP TO COUNTER CHINA" [X Link](https://x.com/probzunknown/status/2018724375847965053) 2026-02-03T16:32Z [---] followers, [---] engagements "$AREC Something to keep an eye on We know that $AREC/ReElement has a deep relationship with POSCO and this is a nameplate relationship that the US government emphases (it was named in the US-SK trade deal) Why this matters for Argentina: POSCO is one of the largest investors in Argentine lithium (specifically the Sal de Oro project). The Synergy: ReElement and POSCO are already working together on a vertically integrated magnet supply chain in the U.S. It's highly probable that POSCOs raw lithium or REE concentrates from Argentina could be the "feedstock" that flows into the ReElement-POSCO" [X Link](https://x.com/probzunknown/status/2019179602296332563) 2026-02-04T22:41Z [---] followers, [----] engagements "Once the market cools off I fully expect miners and refiners to recover. There's quite literally no reason some of these companies should be trading alongside the rest of the market. Western governments are insulating this sector from manipulation. $AREC $MP $NB $UAMY" [X Link](https://x.com/probzunknown/status/2019570012252750293) 2026-02-06T00:33Z [---] followers, [----] engagements "Yea I agree. I think the biggest concerns driving the selling is the jobs market being weak new fed chair (won't be a new chair until May-June) and capex spend from the Mag [--]. Then you have AI disruption to a lot of SaaS names then BTC is just dying. I wonder we we see continued suppression of prices until a new Fed chair or some clarity there. If not that maybe a rate cut Idk. I am trying to figure out what the next market catalyst is. https://twitter.com/i/web/status/2019580212317434194 https://twitter.com/i/web/status/2019580212317434194" [X Link](https://x.com/probzunknown/status/2019580212317434194) 2026-02-06T01:13Z [---] followers, [---] engagements "Not sure if its just me but I actually hate how in your face predication markets are on $HOOD. I find it tacky and its so annoying. I dont want to gamble/bet. Its a shame but Im probably going to end up transferring all of my accounts elsewhere" [X Link](https://x.com/probzunknown/status/2019932480837431790) 2026-02-07T00:33Z [---] followers, [---] engagements "@cekdrew The fact that there isn't a way to turn it off tells me that they really want people to funnel into it. I don't appreciate it. I've actually been looking into Public. Similar features to Hood and I prefer the nicer UI tbh" [X Link](https://x.com/probzunknown/status/2019937207109468179) 2026-02-07T00:52Z [---] followers, [--] engagements "RT @tbpn: PillPack founder @tjparker says Hims' Wegovy pill alternative is a $50 drug that doesn't work and a financial Hail Mary. "Th" [X Link](https://x.com/probzunknown/status/2019967733279126013) 2026-02-07T02:53Z [---] followers, [--] engagements "$AREC It'll all fall into place. We're only beginning the super cycle. Get ready. America's own critical minerals stockpile -a new era of PROSPERITY for American workers.💎 https://t.co/m5NrK6E9s2 America's own critical minerals stockpile -a new era of PROSPERITY for American workers.💎 https://t.co/m5NrK6E9s2" [X Link](https://x.com/probzunknown/status/2020228707877884281) 2026-02-07T20:10Z [---] followers, [----] engagements "Time to get back in. The FinX hype has largely died down and I can build my position. Not sure where the market heads this week thinking lower generally but thats perfect for getting back into $OSS at a discount. Looking to do in-depth dives like I do for $AREC 🫡 Sold $OSS and used profits for more $AREC 😎 Might get back in after it cools off Sold $OSS and used profits for more $AREC 😎 Might get back in after it cools off" [X Link](https://x.com/probzunknown/status/2020614414072697298) 2026-02-08T21:43Z [---] followers, [---] engagements "@cekdrew $AREC / ReElement are very well known by EXIM 👀 $150M LOI https://www.ksnt.com/business/press-releases/accesswire/1036749/reelement-technologies-corporation-receives-150-million-letter-of-interest-from-united-states-exim-bank-to-advance-the-nations-largest-critical-mineral-refinery/ https://www.ksnt.com/business/press-releases/accesswire/1036749/reelement-technologies-corporation-receives-150-million-letter-of-interest-from-united-states-exim-bank-to-advance-the-nations-largest-critical-mineral-refinery/" [X Link](https://x.com/probzunknown/status/2021046264637366495) 2026-02-10T02:19Z [---] followers, [---] engagements "$AREC To remind folks - just last year ReElement received a $150 Million Letter of Interest from United States EXIM Bank to "Advance the Nations Largest Critical Mineral Refinery" This is where the value truly is. https://www.ksnt.com/business/press-releases/accesswire/1036749/reelement-technologies-corporation-receives-150-million-letter-of-interest-from-united-states-exim-bank-to-advance-the-nations-largest-critical-mineral-refinery/ EXIM CEO clearly saying their core focus is not on upstream but the midstream: processing and refining. Hello $UURAF $MTMCF $AREC $UUUU $UAMY" [X Link](https://x.com/probzunknown/status/2021046627398484101) 2026-02-10T02:20Z [---] followers, [----] engagements "This company is shady. AI ad slop every other day. Incorrect spelling in that AI slop. Alongside continued shifting targets. Stay clear. NUBURU continues to execute on balance sheet improvement. The completion of the first tranche of the preferred equity restructuring reduces legacy liabilities by $8.4M and represents a meaningful step toward long-term financial stability and value creation 🔗 https://t.co/HAbz0iU6jK NUBURU continues to execute on balance sheet improvement. The completion of the first tranche of the preferred equity restructuring reduces legacy liabilities by $8.4M and" [X Link](https://x.com/probzunknown/status/2021216580219097517) 2026-02-10T13:35Z [---] followers, [---] engagements "It's nice to see the seemingly constant emphasis on the sector being critically important. Remember we're early. There is so much happening behind the scenes that we aren't aware of. I expect a lot of action throughout the remainder of the year. .@USTradeRep Ambassador Greer on the recent mineral agreements brokered by @POTUS and his administration: "The Trump Administration is taking a whole-of-government approach. to align other countries with our policy of diversifying our critical mineral supply." https://t.co/5AZjpL0bQZ .@USTradeRep Ambassador Greer on the recent mineral agreements" [X Link](https://x.com/probzunknown/status/2021219192918155559) 2026-02-10T13:46Z [---] followers, [---] engagements "I personally think that it's highly likely that $AREC and its subsidiary ReElement Technologies are being positioned as key contributors to this new national strategy. Here's how. IntroducingProject Vaulta critical mineral stockpile for American businesses unaffected bymarket disruptions.💎 https://t.co/Hd14JxujdP IntroducingProject Vaulta critical mineral stockpile for American businesses unaffected bymarket disruptions.💎 https://t.co/Hd14JxujdP" [X Link](https://x.com/probzunknown/status/2021224458233491853) 2026-02-10T14:07Z [---] followers, [---] engagements "2. Why American Resources is a "Prime" Candidate American Resources (and specifically ReElement) has several strategic advantages that align perfectly with Project Vault's requirements: Refining Capability: While many companies "mine" ReElement specializes in chromatographic separation which can refine minerals to the high purities (99.9%+) required for magnets and batteries. The government needs refined products for its stockpile not raw ore. Magnet Supply Chain: In late [----] American Resources entered a massive $1.4 billion deal via ReElement and Vulcan Elements to build a domestic rare" [X Link](https://x.com/probzunknown/status/2021224462566256705) 2026-02-10T14:07Z [---] followers, [---] engagements "3. The "Supplier" Reality While American Resources is a "prime" contender its important to distinguish between a vendor and a partner: Stockpile Supplier: They will likely sell refined minerals directly to the Reserve. Strategic Hub: Because Project Vault is decentralized ReElements facilities (like the one in Marion Indiana) could potentially serve as one of the "secure facilities" where these stockpiles are physically housed and maintained" [X Link](https://x.com/probzunknown/status/2021224464692772885) 2026-02-10T14:07Z [---] followers, [--] engagements "Goldman Sachs Group Inc reports 354.58% increase in ownership of $AREC On February [--] [----] - Goldman Sachs Group Inc filed a 13F-HR form disclosing ownership of [------] shares of $AREC as of December [--] [----]. The entity filed a previous 13F-HR on November [--] [----] disclosing [------] shares of $AREC. This represents a change in shares of 354.58% during the quarter. Smart money continuing to accumulate sizable positions. 👀 https://fintel.io/so/us/arec/goldman-sachs-group https://fintel.io/so/us/arec/goldman-sachs-group" [X Link](https://x.com/probzunknown/status/2021345803139510741) 2026-02-10T22:09Z [---] followers, [---] engagements "For decades the "African mining narrative" was simple: dig the rocks out of the ground and ship them to China for refining. Today African nations are demanding beneficiation - the local processing http://x.com/i/article/2021350314226720768 http://x.com/i/article/2021350314226720768" [X Link](https://x.com/probzunknown/status/2021359567670493557) 2026-02-10T23:04Z [---] followers, [----] engagements "$AREC https://x.com/probzunknown/status/2021359567670493557 https://t.co/sW7fb0bJna https://x.com/probzunknown/status/2021359567670493557 https://t.co/sW7fb0bJna" [X Link](https://x.com/probzunknown/status/2021359689548865739) 2026-02-10T23:04Z [---] followers, [---] engagements "Mining coal to add additional power generation to the grid makes sense. Critically though coal waste is no longer "waste". It can be refined into valuable rare earths. Only possible via $AREC & ReElement. America's premier refining platform. @Amerresources @ReElementTech Trump will unveil plans to use government funding and Pentagon contracts to sustain US coal-fired power plants. The marquee initiative set to be announced Wednesday will come through an executive order according to a White House official. https://t.co/K7J0kuNP4B Trump will unveil plans to use government funding and Pentagon" [X Link](https://x.com/probzunknown/status/2021414181124309504) 2026-02-11T02:41Z [---] followers, [---] engagements "@tscotriverside Yep. Smart money knows where we are headed. Its such an asymmetric bet" [X Link](https://x.com/probzunknown/status/2021428725523546414) 2026-02-11T03:38Z [---] followers, [--] engagements "@MattCarl91 Well thats your prerogative. Citadel the Department of War Transition Equity Partners UBS and Vanguard all seem to be convinced" [X Link](https://x.com/probzunknown/status/2021539685869498701) 2026-02-11T10:59Z [---] followers, [--] engagements "$AREC "turn natural resources into American riches" Maybe I am going crazy but that sure sounds like what $AREC is doing with refining coal waste into heavy rare earth elements with ReElement. @Amerresources @ReElementTech President Trump on beautiful clean coal: "You heat our homes fuel our factories and turn natural resources into American riches and dreams." https://t.co/lqhF1DP4Np President Trump on beautiful clean coal: "You heat our homes fuel our factories and turn natural resources into American riches and dreams." https://t.co/lqhF1DP4Np" [X Link](https://x.com/probzunknown/status/2021742325286703425) 2026-02-12T00:25Z [---] followers, [---] engagements "Janney Montgomery Scott LLC reports 12.40% increase in ownership of $AREC On February [--] [----] - Janney Montgomery Scott LLC filed a 13F-HR form disclosing ownership of [------] shares of $AREC as of December [--] [----]. The entity filed a previous 13F-HR on October [--] [----] disclosing [------] shares of $AREC. This represents a change in shares of 12.40% during the quarter. Nice nice nice. https://fintel.io/so/us/arec/janney-montgomery-scott-llc https://fintel.io/so/us/arec/janney-montgomery-scott-llc" [X Link](https://x.com/probzunknown/status/2021765386480332987) 2026-02-12T01:56Z [---] followers, [---] engagements "JP Morgan Chase & Co files for new ownership in $AREC On February [--] [----] - JP Morgan Chase & Co filed a 13F-HR form disclosing ownership of [------] shares of $AREC of December [--] [----]. The entity filed a previous 13F-HR/A on November [--] [----] disclosing [--] shares of $AREC. Looks like we have a new entrant 😎 https://fintel.io/so/us/arec/jpmorgan-chase- https://fintel.io/so/us/arec/jpmorgan-chase-" [X Link](https://x.com/probzunknown/status/2021766832022073506) 2026-02-12T02:02Z [---] followers, [---] engagements "$AREC 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 https://t.co/EhZYI0mKT5 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 https://t.co/EhZYI0mKT5" [X Link](https://x.com/probzunknown/status/2021890405520855479) 2026-02-12T10:13Z [---] followers, [---] engagements "The Ultimate Thesis on $AREC and ReElement I post a lot about $AREC and ReElement and have written various threads on why I personally invest but I never was able to get into much depth. I wanted to sit down before I believe it becomes more http://x.com/i/article/2008915330509180928 http://x.com/i/article/2008915330509180928" [X Link](https://x.com/anyuser/status/2012543932001828931) 2026-01-17T15:13Z [---] followers, [----] engagements "I wholeheartedly believe that $AREC will be the premier refining platform in the Western world. I could be totally wrong but everything points to the platform that they're building being the dominant supplier of not rare earths and minerals" [X Link](https://x.com/probzunknown/status/2021418185455698144) 2026-02-11T02:57Z [---] followers, [---] engagements "$AREC I found an interesting link between the currently ongoing Indaba Mining in Africa summit that ReElement is currently attending. The link is Tony Carroll. He is a key figure in both Indaba (the summit) and ReElement. Carroll is a co-founder of Investing in African Mining Indaba which is the worlds largest African mining investment conference held annually in Cape Town. He continues to serve on the events executive board. He is also a board member of ReElement Africa. In May [----] ReElement appointed Carroll to the Board of Directors of ReElement Technologies Africa Ltd. Ok but why is this" [X Link](https://x.com/probzunknown/status/2021724013480095890) 2026-02-11T23:12Z [---] followers, [---] engagements "HITE Hedge Asset Management LLC files new ownership in $AREC On February [--] [----] - HITE Hedge Asset Management LLC filed a 13F-HR form disclosing ownership of [-------] shares of $AREC as of December [--] [----]. As an energy-focused hedge fund HITEs disclosure - representing roughly 23% of the company - indicates a significant bet on $AREC. https://fintel.io/so/us/arec/hite-hedge-asset-management-llc https://fintel.io/so/us/arec/hite-hedge-asset-management-llc" [X Link](https://x.com/probzunknown/status/2022344903087227243) 2026-02-13T16:19Z [---] followers, [---] engagements "For those of you who are feeling a bit nervous with $RKLB - remember this company is generational. Don't let the institutions shake you out of anything. Hold strong and those with conviction will win" [X Link](https://x.com/anyuser/status/1984003191386861905) 2025-10-30T21:03Z [---] followers, [---] engagements "I like $MP and they are the undisputed REE leader without a doubt. But I believe that $AREC has the potential to quickly catch up and potentially surpass MP in terms of production. For full-year [----] MP produced [----] MT of NdPr oxide. In Q3 alone MP reported NdPr oxide production of [---] metric tons. They're growing very quickly and to continue on that trend MP plans to begin commissioning its new heavy rare earth separation facility at Mountain Pass in mid-2026 with estimated Dy/Tb output of [---] mt per year. But AREC/ReElement are building out the Marion super site rapidly. The companies will" [X Link](https://x.com/anyuser/status/1989098467663265793) 2025-11-13T22:30Z [---] followers, [----] engagements "Late night research and all I can say is that I need more $AREC A lot more 😅" [X Link](https://x.com/probzunknown/status/2022520587197751697) 2026-02-14T03:57Z [---] followers, [---] engagements "BIG AH movements from $AREC Seeing a large 36k order. Whales are moving while people continue to sleep" [X Link](https://x.com/probzunknown/status/1984047761470452200) 2025-10-31T00:00Z [---] followers, [---] engagements "Here are my production and market price/share estimates for $AREC: There are only a few companies in the US that have rare earths refining capabilities - $MP is an established player here. But what makes $AREC so unique is its wholly owned subsidiary ReElement Technologies. ReElement Technologies the refinement subsidiary of $AREC is positioned for rapid capacity expansion over the next several years as its advanced refining and separation facilities come online. The companys strategy centers on scaling from pilot validation at its Noblesville Indiana facility to industrial-scale output at" [X Link](https://x.com/anyuser/status/1984075470682398777) 2025-10-31T01:50Z [---] followers, [----] engagements "Here are different numbers for my $AREC estimates including around 100M (99.55M) shares outstanding (I think I was using an older number). I will show 10x p/s and half of $MP level p/s which is around [--] p/s. Again these numbers all depend on execution and scale of production output. [----] Revenues: $777M - $1.08B Capacity: [----] - [----] MT Marion Phase [--] fully operational; Noblesville supports specialty refining. Market Cap (10x): $7.77B - $10.8B Implied Share Price (10x): $77.79 - $108 Market Cap (20x): $15.54B - $21.6B Implied Share Price (20x): $155.40 - $216.00 [----] Revenues: $1.554B -" [X Link](https://x.com/anyuser/status/1984223766193291418) 2025-10-31T11:39Z [---] followers, [----] engagements "Let's say ReElement gets to $500m in revenues - assuming a similar p/s ratio of 49x to $MP it would be valued at a little over $21bn. $AREC's 20% ownership stake would be worth $4bn. That would be around $40 per share. $500m in revenue for ReElement is an important metric to keep in mind because CEO Mark Jensen mentioned that they would shoot for that amount before filing for a ReElement IPO. I expect ReElement to hit this number with around [----] metric tons of annual production which according to statements from the company should be complete within the first phase of development in early" [X Link](https://x.com/anyuser/status/1984370375657210135) 2025-10-31T21:22Z [---] followers, 10.7K engagements "Literally begging you to buy the one scalable refining company - $AREC and ReElement 🔥 The grumpy old men at The Wall Street Journals editorial board think Chinas rare earth restrictions were a surprise. China has been planning this for [--] years while the U.S. was asleep at the switch. Were wide awake now rallying our allies and de-risking global supply https://t.co/fjkoRuY8bI The grumpy old men at The Wall Street Journals editorial board think Chinas rare earth restrictions were a surprise. China has been planning this for [--] years while the U.S. was asleep at the switch. Were wide awake" [X Link](https://x.com/anyuser/status/1985053287343648831) 2025-11-02T18:35Z [---] followers, [----] engagements "$AREC BANGGGGG" [X Link](https://x.com/probzunknown/status/1985343217559121930) 2025-11-03T13:48Z [---] followers, [---] engagements "$AREC ReElement Technologies Forges $1.4 Billion Partnership with U.S. Department of War and Vulcan Elements to Advance Fully Integrated Domestic Rare Earth Magnet Supply Chain LETS GOOOOO https://www.accessnewswire.com/newsroom/en/metals-and-mining/reelement-technologies-forges-1.4-billion-partnership-with-u.s.-department-of-war-1096148 https://www.accessnewswire.com/newsroom/en/metals-and-mining/reelement-technologies-forges-1.4-billion-partnership-with-u.s.-department-of-war-1096148" [X Link](https://x.com/anyuser/status/1985344930756042760) 2025-11-03T13:54Z [---] followers, [---] engagements "$AREC and ReElement are generational. Buy and dont sell. Western independence from China will be built on $AREC. Simple as that" [X Link](https://x.com/anyuser/status/1985349631971303471) 2025-11-03T14:13Z [---] followers, [----] engagements "$RKLB The government needs to reopen so that RKLB can get these contracts. Ugh 😑" [X Link](https://x.com/anyuser/status/1985358652073501031) 2025-11-03T14:49Z [---] followers, [---] engagements "$AREC Imagine they let this get below $4 🤯🤯 Ill be absolutely amazed and grateful since Ill be grabbing a TON more" [X Link](https://x.com/probzunknown/status/1985373748338495592) 2025-11-03T15:49Z [---] followers, [----] engagements "I bought more $AREC today. Did you" [X Link](https://x.com/anyuser/status/1985450002999837093) 2025-11-03T20:52Z [---] followers, [---] engagements "@AlvaroMysterio Beautiful" [X Link](https://x.com/probzunknown/status/1986241433741779247) 2025-11-06T01:17Z [---] followers, [---] engagements "$RKLB is a sleeping giant. Its not often that you can invest in generational companies. Rocket Lab has world class leaders employees and investors. The future of space will be built on Rocket Lab. The power of being a true end to end company is yet to be fully realized" [X Link](https://x.com/anyuser/status/1986274281643298870) 2025-11-06T03:27Z [---] followers, [----] engagements "@Mo_likeyou 🤣 I would buy some now and then wait for more opportunities. I wouldnt be totally shocked we continue to see drops over the next few weeks" [X Link](https://x.com/probzunknown/status/1986537050410221584) 2025-11-06T20:51Z [---] followers, [---] engagements "@RealMattMoney This is the way" [X Link](https://x.com/probzunknown/status/1986537244551774270) 2025-11-06T20:52Z [---] followers, [---] engagements "@Stan_Fr31 Let them sell. Theyre not built for this" [X Link](https://x.com/probzunknown/status/1986539162724430252) 2025-11-06T21:00Z [---] followers, [---] engagements "@Mars_Starship_ Real investors are those who invest at any price for the long term" [X Link](https://x.com/probzunknown/status/1986565898514100440) 2025-11-06T22:46Z [---] followers, [---] engagements "$AREC AREC subsidiary ReElement Technologies continues to execute. "Among the agreements is a cooperation deal in the production of rare-earth elements between the Ministry of Geology of Uzbekistan and Denali Exploration Group as well as a similar agreement on rare-earth metal projects between the Reconstruction and Development Fund of Uzbekistan and Re Element Technologies." https://www.uzdaily.uz/en/uzbekistan-and-the-us-sign-multiple-agreements-with-leading-companies/ https://www.uzdaily.uz/en/uzbekistan-and-the-us-sign-multiple-agreements-with-leading-companies/" [X Link](https://x.com/anyuser/status/1986819400461160835) 2025-11-07T15:33Z [---] followers, [----] engagements "$AREC We've had an interesting past few weeks so I spent some time reading through SEC filings to analyze institutional selling. Interestingly after major events there is a consistent institution that frequently sells millions of shares - causing high selling pressure. The entity I am referring to is Golden Properties (GPL). Golden Properties appears to have followed a disciplined venture capital-style strategy with their investment in $AREC. Their involvement began a few years ago through debt financing that later converted into roughly [---] million shares giving them a large low-cost core" [X Link](https://x.com/anyuser/status/1987166365728342142) 2025-11-08T14:32Z [---] followers, [---] engagements "@johhnyWalkerAZ $RKLB" [X Link](https://x.com/probzunknown/status/1987543243748237714) 2025-11-09T15:30Z [---] followers, [---] engagements "pov: it's [----] and you're a $RKLB investor" [X Link](https://x.com/anyuser/status/1987603459751702694) 2025-11-09T19:29Z [---] followers, [----] engagements "$AREC American Resources Corporation and ReElement Technologies Forge Strategic Partnership with Republic of Uzbekistan to Advance Critical Mineral Supply Chain Beginning with Tungsten Slowly then all at once. I love this https://feeds.issuerdirect.com/news-release.htmlnewsid=8234659627713753&symbol=AREC https://feeds.issuerdirect.com/news-release.htmlnewsid=8234659627713753&symbol=AREC" [X Link](https://x.com/anyuser/status/1987886054976712949) 2025-11-10T14:12Z [---] followers, [---] engagements "Bought $PRME this morning 🧬🧬" [X Link](https://x.com/probzunknown/status/1987894428405469441) 2025-11-10T14:45Z [---] followers, [---] engagements "@scotto2050 @redwire @edge_autonomy What a dumpster fire Poor management leads to poor outcomes unfortunately" [X Link](https://x.com/probzunknown/status/1987953574219796697) 2025-11-10T18:40Z [---] followers, [---] engagements "@Chimp_Capital" [X Link](https://x.com/probzunknown/status/1988004211213430873) 2025-11-10T22:01Z [---] followers, [---] engagements "$AREC Great interview from @markcjensen that sheds some light on today's announced deal with Uzbekistan and potential upcoming feedstock announcements American Resources strengthens role in global critical metals with Uzbekistan tungsten partnership https://www.youtube.com/watchv=8Fcg138EEzI https://www.youtube.com/watchv=8Fcg138EEzI" [X Link](https://x.com/anyuser/status/1988043170249069026) 2025-11-11T00:36Z [---] followers, [----] engagements "$AREC ReElement continuing to get recognition. Things like this aren't splashy signed deals but they help in establishing industry reputation and trust. I am loving it https://finance.yahoo.com/news/reelement-technologies-honored-2025-trusted-140000070.html https://finance.yahoo.com/news/reelement-technologies-honored-2025-trusted-140000070.html" [X Link](https://x.com/anyuser/status/1988273417569923408) 2025-11-11T15:51Z [---] followers, [---] engagements "I think I have an addiction to $AREC 😉" [X Link](https://x.com/anyuser/status/1988278339942097153) 2025-11-11T16:11Z [---] followers, [---] engagements "American refining capabilities are an absolute necessity over the next 1-2 years. The West is racing to find technologies and companies that can satisfy this massive gap. I believe $AREC and ReElement Technologies can fill this gap. Here is my full updated and complete bull thesis on $AREC and ReElement Technologies: American Resources Corporation (AREC) operates as a diversified supplier of battery metals rare earth elements and carbon products essential for electrification and infrastructure development. The company focuses on extracting value from various feedstock sources including their" [X Link](https://x.com/anyuser/status/1988331841435353374) 2025-11-11T19:43Z [---] followers, [----] engagements "The recent drop in $AREC was because Golden Properties continues to sell. If you read my recent analysis on GPL this isn't shocking. Thesis remains unchanged. Bullish $AREC https://www.sec.gov/Archives/edgar/data/1590715/000147793225008031/xsl144X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1590715/000147793225008031/xsl144X01/primary_doc.xml" [X Link](https://x.com/anyuser/status/1988591859095220239) 2025-11-12T12:57Z [---] followers, [---] engagements "@johhnyWalkerAZ Missing jobs data. Short term fix to shutdown. Tariff uncertainty. Rate cut uncertainty. And continued layoffs" [X Link](https://x.com/anyuser/status/1989008430636625928) 2025-11-13T16:32Z [---] followers, [---] engagements "@GiantsNationPod" [X Link](https://x.com/probzunknown/status/1989110140864512473) 2025-11-13T23:16Z [---] followers, [----] engagements "$AREC is a confusing stock at first since there are a bunch of subsidiaries that all do something a bit different. But when you break it down it makes sense. Let's break it down 👇" [X Link](https://x.com/anyuser/status/1989176826623586510) 2025-11-14T03:41Z [---] followers, [----] engagements "On Jan [--] [----] the U.S. prohibition on purchasing Chinese-origin rare earth magnets and critical minerals for defense applications (Section [---] of the NDAA) goes into full effect. This creates a "Compliance Cliff." Defense primes (Lockheed Raytheon General Dynamics) cannot wait until [----] to secure supply; they must audit and lock in non-Chinese feedstock during [----] to ensure their [----] deliveries are compliant. We are about to see a scramble for "compliant tons" - supply that is verified to be mined refined and separated outside of China. https://twitter.com/i/web/status/1997781777520501207" [X Link](https://x.com/probzunknown/status/1997781777520501207) 2025-12-07T21:34Z [---] followers, 11.1K engagements "@Campbell_Bri I have. I just prefer the nucleus of the $AREC platform - being $AREC. $CGRA will do well since they theyre all related 😎" [X Link](https://x.com/probzunknown/status/1998004053263991200) 2025-12-08T12:17Z [---] followers, [---] engagements "Sold $OSS and used profits for more $AREC 😎 Might get back in after it cools off" [X Link](https://x.com/anyuser/status/2011087647624884287) 2026-01-13T14:47Z [---] followers, [----] engagements "@NatalieNeptune1 Hi 👋🏾 Im Alex Im building something pretty cool at @hellomoneyup. Would love to chat" [X Link](https://x.com/anyuser/status/1590902928667455488) 2022-11-11T03:03Z [---] followers, [--] engagements "With all the new innovation and competition thats probably coming now to the AR/VR space Id argue we are now on a collision course with a Ready Player One or Sword Art Online reality. Kinda exciting to see" [X Link](https://x.com/anyuser/status/1666066000578506754) 2023-06-06T12:54Z [---] followers, [--] engagements "This piques my interest far more than @Humane ngl Introducing Limitless: a personalized AI powered by what youve seen said or heard. Its a web app Mac app Windows app and a wearable. 0:06 Reveal 0:48 Why Limitless 1:39 Demo 3:05 Pendant 4:27 Privacy 5:23 Confidential Cloud 6:36 Rewind 7:12 Roadmap 9:25 Vision https://t.co/zCjIr215Wd Introducing Limitless: a personalized AI powered by what youve seen said or heard. Its a web app Mac app Windows app and a wearable. 0:06 Reveal 0:48 Why Limitless 1:39 Demo 3:05 Pendant 4:27 Privacy 5:23 Confidential Cloud 6:36 Rewind 7:12 Roadmap 9:25 Vision" [X Link](https://x.com/anyuser/status/1779880642420838904) 2024-04-15T14:33Z [---] followers, [--] engagements "$RKLB and $PRME are two generational companies. Were still unbelievably early for both. Dont be shaken. Dont sell. Continue to buy. Continue to accumulate. Thats all you need to do. Unprecedented growth awaits 🫡" [X Link](https://x.com/probzunknown/status/1968305121324146753) 2025-09-17T13:24Z [---] followers, [---] engagements "$RKLB $PRME $AREC Those who stay committed disciplined and stick to the underlying thesis will be rewarded. Sure it hurts to see a bit of red (or a lot) in when you zoom out and imagine where we will be 5-10 years from now this moment will be completely forgotten" [X Link](https://x.com/anyuser/status/1979248878999204107) 2025-10-17T18:11Z [---] followers, [---] engagements "@RocketLab Internet on Mars - Powered by Rocket Lab 🚀" [X Link](https://x.com/anyuser/status/1983682699375350076) 2025-10-29T23:49Z [---] followers, [----] engagements "We ride 😉 Lets go $RKLB" [X Link](https://x.com/anyuser/status/1987987996625281504) 2025-11-10T20:57Z [---] followers, [---] engagements "$RKLB THE GREATEST SPACE COMPANY IS BEING BUILT 😈" [X Link](https://x.com/probzunknown/status/1987993269762929019) 2025-11-10T21:18Z [---] followers, [---] engagements "@markcjensen Actions speak louder than words. Keep up the great work Mark 🫡" [X Link](https://x.com/anyuser/status/1988414974973341790) 2025-11-12T01:14Z [---] followers, [---] engagements "$AREC As the only US-based commercial-ready and scalable refining platform American Resources and ReElement will win. In [----] the market will catch up. Were early US House report accuses China of minerals market interference $MP $UAMY $UUUU https://t.co/PHw3VnbqfV US House report accuses China of minerals market interference $MP $UAMY $UUUU https://t.co/PHw3VnbqfV" [X Link](https://x.com/probzunknown/status/1989012197960278083) 2025-11-13T16:47Z [---] followers, [----] engagements "Great post from @ArkadiBaudelair on $PRME that I think everyone should read What is $PRME and why is it the superior gene editing tool compared to $BEAM and $CRSP 🧬 When $CRSP (CRISPR-Cas9) first appeared it was hyped as a miracle discovery it was a way to slice DNA at precise sites and correct mutations. It worked in labs but in humans it was https://t.co/0OkaO96f0n What is $PRME and why is it the superior gene editing tool compared to $BEAM and $CRSP 🧬 When $CRSP (CRISPR-Cas9) first appeared it was hyped as a miracle discovery it was a way to slice DNA at precise sites and correct" [X Link](https://x.com/anyuser/status/1961487692673257626) 2025-08-29T17:54Z [---] followers, [---] engagements "@drbagholder @johhnyWalkerAZ Loaded up on $MP calls. Thankfully $HOOD has it" [X Link](https://x.com/anyuser/status/1977438081700761847) 2025-10-12T18:15Z [---] followers, [---] engagements "@Peter_J_Beck Goat 🐐" [X Link](https://x.com/anyuser/status/1978140232164766141) 2025-10-14T16:45Z [---] followers, [---] engagements "$RKLB is the future end to end space platform. $PRME is the future of medical technology and treatments. $AREC is the future of the American rare earths supply chain. Buy people. Generational opportunities are right here" [X Link](https://x.com/anyuser/status/1978387712269848712) 2025-10-15T09:09Z [---] followers, [----] engagements "@fpl_nc @slo__xx Short term over the next few weeks $AREC will be at the TDK Ventures 100X Conference [----] Economic Statecraft Summit and the ThinkEquity Conference (all Oct.) All good exposure. Other than that earnings will be the big one. Hoping for big updates on Marion progress" [X Link](https://x.com/anyuser/status/1979994826364879008) 2025-10-19T19:35Z [---] followers, [---] engagements "Following the announcement today by the Trump administration on the deals made in South Korea I wanted to write up a quick summary on the continued bullish sentiment that I have for $AREC and REEs in the U.S. more broadly. President Trump's administration directly name-dropped $AREC's subsidiary ReElement Technologies. "Americas ReElement Technologies and POSCO International will partner to launch a U.S.-based vertically integrated rare earth separation refining and magnet production complex focused on high-value mobility magnets." This isn't some obscure press release it's on the White House" [X Link](https://x.com/anyuser/status/1983694094825320850) 2025-10-30T00:35Z [---] followers, [---] engagements "$PRME Big day from Prime. Still so unbelievably early its crazy" [X Link](https://x.com/anyuser/status/1984290306473545903) 2025-10-31T16:04Z [---] followers, [---] engagements "$AREC Korea Recap 👀 CEO Mark Jensen posted on LinkedIn this morning highlighted the trip that he and the @Amerresources @ReElementTech team had in South Korea. This company is building a truly unique machine that will enable Western rare earths independence. I love it 🚀 @markcjensen https://www.linkedin.com/posts/mcej1979_rareearth-criticalmineral-activity-7390375811650019328--Kgeutm_source=share&utm_medium=member_desktop&rcm=ACoAADQyMuIBSSwS7RVyDrIQGw70CAvwfe2X4ZY" [X Link](https://x.com/anyuser/status/1984622924045615276) 2025-11-01T14:05Z [---] followers, [----] engagements "$RKLB This doesnt phase me. Real investors know that this is a test of patience. Stay the course folks. Dont get shaken out. 💪" [X Link](https://x.com/anyuser/status/1986535712078823899) 2025-11-06T20:46Z [---] followers, 21.3K engagements "The US and China will never see eye to eye. Dont get fooled by pleasant headlines. Decoupling is happening. The ball is already rolling. Invest in companies that are resilient and enable decoupling. Its an AI rare earths energyand space race. Invest accordingly" [X Link](https://x.com/anyuser/status/1986651402165248424) 2025-11-07T04:26Z [---] followers, [----] engagements "The world will eventually realize how important $AREC and ReElement are. In the past two weeks we've seen ReElement Technologies get announced in multiple massive deals. [--]. Vulcan - $1.4B Government Partnership with Vulcan Elements and $80M loan. [--]. South Korea/POSCO/APEC - 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. [--]. Uzbekistan - "Rare-earth metal projects agreement between the Reconstruction and Development Fund of" [X Link](https://x.com/anyuser/status/1986989064420040874) 2025-11-08T02:48Z [---] followers, [----] engagements "Today is $RKLB earnings. I love this company and will stick with them through thick and thin. This company is on a path towards building the biggest space company in the world. I have absolute trust in @Peter_J_Beck and I recommend you do as well. Generational. 🚀" [X Link](https://x.com/anyuser/status/1987867465318371713) 2025-11-10T12:58Z [---] followers, [----] engagements "@beavinvests @Kemp He might literally have no clue whats going on. He needs to worry about launching a rocket correctly. 🤭" [X Link](https://x.com/anyuser/status/1988010657242075524) 2025-11-10T22:27Z [---] followers, [--] engagements "$AREC Tomorrow November 13th are earnings. I think they will report in the morning before market open. The conference call is scheduled for after market close at 4:30pm. I'm expecting negative EPS and heavy capex. With all of the airfare and hotels meetings with foreign dignitaries and executives etc that they've had to do aren't cheap but I am not upset with this at all. I would rather the short term pain for long term success. I am focused entirely on forward looking outlook for the next couple of quarters which I is most levered to commercial capacity buildout at Marion. How is buildout" [X Link](https://x.com/anyuser/status/1988764637609795934) 2025-11-13T00:23Z [---] followers, [----] engagements "Imagine selling $RKLB. Weak" [X Link](https://x.com/anyuser/status/1988981456438542724) 2025-11-13T14:45Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@probzunknown Unknown 🦛Unknown 🦛 posts on X about $arec, $rklb, china, $mp the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 20.54% stocks 14.29% countries 13.39% financial services #1748 cryptocurrencies 3.57% automotive brands 0.89% travel destinations 0.89% social networks 0.89% technology brands 0.89%
Social topic influence $arec #4, $rklb 15.18%, china 7.14%, $mp 7.14%, space 6.25%, $prme 6.25%, generational 5.36%, elements 4.46%, market 4.46%, ai 4.46%
Top accounts mentioned or mentioned by @amerresources @reelementtech @cekdrew @johhnywalkeraz @markcjensen @tscotriverside @mattcarl91 @peterjbeck @nfl @pepsi @tbpn @tjparker @ustraderep @potus @alvaromysterio @molikeyou @realmattmoney @stanfr31 @marsstarship @scotto2050
Top assets mentioned Rocket Lab USA, Inc. Common Stock (RKLB) MP Materials Corp. (MP) Prime Medicine, Inc. (PRME) Energy Fuels Inc. (UUUU) Robinhood Markets, Inc. (HOOD) BlackRock Inc (BLK) PepsiCo, Inc. (PEP) UBS Group AG (UBS) Goldman Sachs (GS) JPMorgan Chase (JPM) USA Rare Earth, Inc. Class A Common Stock (USAR) TMC the metals company Inc. Common Stock (TMC)
Top posts by engagements in the last [--] hours
"I love these prices. Been scooping up $AREC aggressively. I think that the winners in the space will begin to emerge soon and trade separately from the market. Right now this sector is trading weirdly in-line with a lot of other high-beta names but this will change once production updates and off-take deals become public. The winners are 100% executing and getting things done behind the scenes. Once they share those updates we diverge from high-beta and I think we run. But hey - who knows 🤷 https://twitter.com/i/web/status/2022064356708483177"
X Link 2026-02-12T21:44Z [---] followers, [---] engagements
"BlackRock Inc. reports 75.16% increase in ownership of $AREC On February [--] [----] - BlackRock Inc. filed a 13F-HR form disclosing ownership of [-------] shares of $AREC as of December [--] [----]. The entity filed a previous 13F-HR on November [--] [----] disclosing [------] shares of American Resources Corporation. This represents a change in shares of 75.16% during the quarter. Very nice from BlackRock. https://fintel.io/so/us/arec/blackrock https://fintel.io/so/us/arec/blackrock"
X Link 2026-02-12T22:19Z [---] followers, [---] engagements
"Predicting a Fisker type outcomes here I have many thoughts https://t.co/wqjNdwmRvv I have many thoughts https://t.co/wqjNdwmRvv"
X Link 2024-04-11T15:07Z [---] followers, [---] engagements
"$AREC American Resources and their subsidiary ReElement Technologies making great progress on their Marion Supersite (phase [--] = [-----] sq fr) and Noblesville site. Marion Supersite completion is a MAJOR milestone and catalyst to unlock +$100m in revenues. Exciting progress"
X Link 2025-10-18T12:37Z [---] followers, [----] engagements
"Keep it simple folks. Buy $RKLB"
X Link 2025-10-22T14:04Z [---] followers, [----] engagements
"$AREC Brutal day but broadly for most REE names. Remember - Marion buildout unlocks scale. CEO Mark Jensen said We are confident that this will be the largest facility outside of China for rare earth oxide production and defense elements within the next three years 🚀"
X Link 2025-10-27T17:19Z [---] followers, [---] engagements
"$AREC Only the beginning. Get in now folks. Dont get left behind. 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. Lets go 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 2025-10-29T17:11Z [---] followers, [----] engagements
"@NFL @pepsi"
X Link 2025-10-30T16:52Z [---] followers, [----] engagements
"You sold $RKLB Oh"
X Link 2025-11-03T18:49Z [---] followers, [---] engagements
"$AREC In the month of October following the REE decoupling scare the company moved quickly to raise cash. They had two PIPE transaction that enabled to company to raise $73.7 million. This money was used to fund rapid buildout of Marion supersite. This was GREAT news. But following today's news - I'm even MORE bullish than before. Marion's first phase was already north of 60% complete. With this government loan and increased spotlight they will move even quicker than before. Given that cash was the biggest roadblock that the company had in terms of Marion buildout we will likely see them blow"
X Link 2025-11-04T01:11Z [---] followers, [---] engagements
"Be $AREC Raise $73.7M in PIPE financing Citadel takes 9.5% ownership stake at $65.7M ReElement gets an $80m OSC loan as a part of a broader $1.4B Department of War deal to scale to [-----] metric tons/year NdFeB production capacity Be up +40% in pre-market then finish the day up 4% Next day be down +9% pre-market Bro what 😭"
X Link 2025-11-04T14:13Z [---] followers, [----] engagements
"On Oct [--] there is a really information packed S1 filing for $AREC. I wrote briefly about it before but I wanted to take another deeper look at it since it sheds some more light on institutional action regard $AREC. The filing is in regards to the two PIPE financings that raised $73.3M in funding. Here are the key findings in the document: [--]. Citadel CEMF Investments Ltd.: - Amount Beneficially Owned: [--------] Shares - Percent of Class: 10.95% - Note: This entity is a portfolio under management by Citadel Advisors LLC with Kenneth Griffin holding a controlling interest through related"
X Link 2025-11-08T17:54Z [---] followers, [---] engagements
"The market is quite literally asleep on $AREC. My oh my 😌"
X Link 2025-11-10T16:15Z [---] followers, [---] engagements
"These short term losses will only make the long term wins feel that much better. 🫡 $RKLB $AREC $PRME"
X Link 2025-11-13T17:22Z [---] followers, [---] engagements
"Once $RKLB launches Neutron they will see an absolutely explosion in new business. So many new applications and businesses will be unlocked. I know I say it a lot but I am so bullish on $RKLB. There's a reason why it makes up a majority of my portfolio. 🚀"
X Link 2025-11-13T21:24Z [---] followers, [---] engagements
"If a company has to resort to AI slop ads its a shitco Im sorry but this is embarrassing and unprofessional. $BURU is no longer positioning its executing led by the vision of Alessandro Zamboni & Dario Barisoni. Global defense programs activated [----] revenue visibility across NATO APAC MENA & the U.S. Operating blue-laser industrial business in a $20B+ market Recurring https://t.co/lcjz3DMXFB $BURU is no longer positioning its executing led by the vision of Alessandro Zamboni & Dario Barisoni. Global defense programs activated [----] revenue visibility across NATO APAC MENA & the U.S. Operating"
X Link 2026-01-28T17:58Z [---] followers, [---] engagements
"So for January Im up 17.23%. Ill take it given all the craziness. Super happy with those returns and hoping to continue into February. Upwards and onwards 🚀"
X Link 2026-01-30T22:30Z [---] followers, [---] engagements
"UBS Group AG reports 1582.06% increase in ownership of $AREC On January [--] [----] - UBS Group AG filed a 13F-HR form disclosing ownership of [------] shares of $AREC as of December [--] [----]. The entity filed a previous 13F-HR on November [--] [----] disclosing [-----] shares of American Resources Corporation. This represents a change in shares of 1582.06% during the quarter. Interesting. https://twitter.com/i/web/status/2018499450075762822 https://twitter.com/i/web/status/2018499450075762822"
X Link 2026-02-03T01:39Z [---] followers, [---] engagements
"Brokering via $AREC just like the US did with Uzbekistan and South Korea Wouldnt shock me 😉 *EU TO OFFER US CRITICAL MINERALS PARTNERSHIP TO COUNTER CHINA *EU TO OFFER US CRITICAL MINERALS PARTNERSHIP TO COUNTER CHINA"
X Link 2026-02-03T16:32Z [---] followers, [---] engagements
"$AREC Something to keep an eye on We know that $AREC/ReElement has a deep relationship with POSCO and this is a nameplate relationship that the US government emphases (it was named in the US-SK trade deal) Why this matters for Argentina: POSCO is one of the largest investors in Argentine lithium (specifically the Sal de Oro project). The Synergy: ReElement and POSCO are already working together on a vertically integrated magnet supply chain in the U.S. It's highly probable that POSCOs raw lithium or REE concentrates from Argentina could be the "feedstock" that flows into the ReElement-POSCO"
X Link 2026-02-04T22:41Z [---] followers, [----] engagements
"Once the market cools off I fully expect miners and refiners to recover. There's quite literally no reason some of these companies should be trading alongside the rest of the market. Western governments are insulating this sector from manipulation. $AREC $MP $NB $UAMY"
X Link 2026-02-06T00:33Z [---] followers, [----] engagements
"Yea I agree. I think the biggest concerns driving the selling is the jobs market being weak new fed chair (won't be a new chair until May-June) and capex spend from the Mag [--]. Then you have AI disruption to a lot of SaaS names then BTC is just dying. I wonder we we see continued suppression of prices until a new Fed chair or some clarity there. If not that maybe a rate cut Idk. I am trying to figure out what the next market catalyst is. https://twitter.com/i/web/status/2019580212317434194 https://twitter.com/i/web/status/2019580212317434194"
X Link 2026-02-06T01:13Z [---] followers, [---] engagements
"Not sure if its just me but I actually hate how in your face predication markets are on $HOOD. I find it tacky and its so annoying. I dont want to gamble/bet. Its a shame but Im probably going to end up transferring all of my accounts elsewhere"
X Link 2026-02-07T00:33Z [---] followers, [---] engagements
"@cekdrew The fact that there isn't a way to turn it off tells me that they really want people to funnel into it. I don't appreciate it. I've actually been looking into Public. Similar features to Hood and I prefer the nicer UI tbh"
X Link 2026-02-07T00:52Z [---] followers, [--] engagements
"RT @tbpn: PillPack founder @tjparker says Hims' Wegovy pill alternative is a $50 drug that doesn't work and a financial Hail Mary. "Th"
X Link 2026-02-07T02:53Z [---] followers, [--] engagements
"$AREC It'll all fall into place. We're only beginning the super cycle. Get ready. America's own critical minerals stockpile -a new era of PROSPERITY for American workers.💎 https://t.co/m5NrK6E9s2 America's own critical minerals stockpile -a new era of PROSPERITY for American workers.💎 https://t.co/m5NrK6E9s2"
X Link 2026-02-07T20:10Z [---] followers, [----] engagements
"Time to get back in. The FinX hype has largely died down and I can build my position. Not sure where the market heads this week thinking lower generally but thats perfect for getting back into $OSS at a discount. Looking to do in-depth dives like I do for $AREC 🫡 Sold $OSS and used profits for more $AREC 😎 Might get back in after it cools off Sold $OSS and used profits for more $AREC 😎 Might get back in after it cools off"
X Link 2026-02-08T21:43Z [---] followers, [---] engagements
"@cekdrew $AREC / ReElement are very well known by EXIM 👀 $150M LOI https://www.ksnt.com/business/press-releases/accesswire/1036749/reelement-technologies-corporation-receives-150-million-letter-of-interest-from-united-states-exim-bank-to-advance-the-nations-largest-critical-mineral-refinery/ https://www.ksnt.com/business/press-releases/accesswire/1036749/reelement-technologies-corporation-receives-150-million-letter-of-interest-from-united-states-exim-bank-to-advance-the-nations-largest-critical-mineral-refinery/"
X Link 2026-02-10T02:19Z [---] followers, [---] engagements
"$AREC To remind folks - just last year ReElement received a $150 Million Letter of Interest from United States EXIM Bank to "Advance the Nations Largest Critical Mineral Refinery" This is where the value truly is. https://www.ksnt.com/business/press-releases/accesswire/1036749/reelement-technologies-corporation-receives-150-million-letter-of-interest-from-united-states-exim-bank-to-advance-the-nations-largest-critical-mineral-refinery/ EXIM CEO clearly saying their core focus is not on upstream but the midstream: processing and refining. Hello $UURAF $MTMCF $AREC $UUUU $UAMY"
X Link 2026-02-10T02:20Z [---] followers, [----] engagements
"This company is shady. AI ad slop every other day. Incorrect spelling in that AI slop. Alongside continued shifting targets. Stay clear. NUBURU continues to execute on balance sheet improvement. The completion of the first tranche of the preferred equity restructuring reduces legacy liabilities by $8.4M and represents a meaningful step toward long-term financial stability and value creation 🔗 https://t.co/HAbz0iU6jK NUBURU continues to execute on balance sheet improvement. The completion of the first tranche of the preferred equity restructuring reduces legacy liabilities by $8.4M and"
X Link 2026-02-10T13:35Z [---] followers, [---] engagements
"It's nice to see the seemingly constant emphasis on the sector being critically important. Remember we're early. There is so much happening behind the scenes that we aren't aware of. I expect a lot of action throughout the remainder of the year. .@USTradeRep Ambassador Greer on the recent mineral agreements brokered by @POTUS and his administration: "The Trump Administration is taking a whole-of-government approach. to align other countries with our policy of diversifying our critical mineral supply." https://t.co/5AZjpL0bQZ .@USTradeRep Ambassador Greer on the recent mineral agreements"
X Link 2026-02-10T13:46Z [---] followers, [---] engagements
"I personally think that it's highly likely that $AREC and its subsidiary ReElement Technologies are being positioned as key contributors to this new national strategy. Here's how. IntroducingProject Vaulta critical mineral stockpile for American businesses unaffected bymarket disruptions.💎 https://t.co/Hd14JxujdP IntroducingProject Vaulta critical mineral stockpile for American businesses unaffected bymarket disruptions.💎 https://t.co/Hd14JxujdP"
X Link 2026-02-10T14:07Z [---] followers, [---] engagements
"2. Why American Resources is a "Prime" Candidate American Resources (and specifically ReElement) has several strategic advantages that align perfectly with Project Vault's requirements: Refining Capability: While many companies "mine" ReElement specializes in chromatographic separation which can refine minerals to the high purities (99.9%+) required for magnets and batteries. The government needs refined products for its stockpile not raw ore. Magnet Supply Chain: In late [----] American Resources entered a massive $1.4 billion deal via ReElement and Vulcan Elements to build a domestic rare"
X Link 2026-02-10T14:07Z [---] followers, [---] engagements
"3. The "Supplier" Reality While American Resources is a "prime" contender its important to distinguish between a vendor and a partner: Stockpile Supplier: They will likely sell refined minerals directly to the Reserve. Strategic Hub: Because Project Vault is decentralized ReElements facilities (like the one in Marion Indiana) could potentially serve as one of the "secure facilities" where these stockpiles are physically housed and maintained"
X Link 2026-02-10T14:07Z [---] followers, [--] engagements
"Goldman Sachs Group Inc reports 354.58% increase in ownership of $AREC On February [--] [----] - Goldman Sachs Group Inc filed a 13F-HR form disclosing ownership of [------] shares of $AREC as of December [--] [----]. The entity filed a previous 13F-HR on November [--] [----] disclosing [------] shares of $AREC. This represents a change in shares of 354.58% during the quarter. Smart money continuing to accumulate sizable positions. 👀 https://fintel.io/so/us/arec/goldman-sachs-group https://fintel.io/so/us/arec/goldman-sachs-group"
X Link 2026-02-10T22:09Z [---] followers, [---] engagements
"For decades the "African mining narrative" was simple: dig the rocks out of the ground and ship them to China for refining. Today African nations are demanding beneficiation - the local processing http://x.com/i/article/2021350314226720768 http://x.com/i/article/2021350314226720768"
X Link 2026-02-10T23:04Z [---] followers, [----] engagements
"$AREC https://x.com/probzunknown/status/2021359567670493557 https://t.co/sW7fb0bJna https://x.com/probzunknown/status/2021359567670493557 https://t.co/sW7fb0bJna"
X Link 2026-02-10T23:04Z [---] followers, [---] engagements
"Mining coal to add additional power generation to the grid makes sense. Critically though coal waste is no longer "waste". It can be refined into valuable rare earths. Only possible via $AREC & ReElement. America's premier refining platform. @Amerresources @ReElementTech Trump will unveil plans to use government funding and Pentagon contracts to sustain US coal-fired power plants. The marquee initiative set to be announced Wednesday will come through an executive order according to a White House official. https://t.co/K7J0kuNP4B Trump will unveil plans to use government funding and Pentagon"
X Link 2026-02-11T02:41Z [---] followers, [---] engagements
"@tscotriverside Yep. Smart money knows where we are headed. Its such an asymmetric bet"
X Link 2026-02-11T03:38Z [---] followers, [--] engagements
"@MattCarl91 Well thats your prerogative. Citadel the Department of War Transition Equity Partners UBS and Vanguard all seem to be convinced"
X Link 2026-02-11T10:59Z [---] followers, [--] engagements
"$AREC "turn natural resources into American riches" Maybe I am going crazy but that sure sounds like what $AREC is doing with refining coal waste into heavy rare earth elements with ReElement. @Amerresources @ReElementTech President Trump on beautiful clean coal: "You heat our homes fuel our factories and turn natural resources into American riches and dreams." https://t.co/lqhF1DP4Np President Trump on beautiful clean coal: "You heat our homes fuel our factories and turn natural resources into American riches and dreams." https://t.co/lqhF1DP4Np"
X Link 2026-02-12T00:25Z [---] followers, [---] engagements
"Janney Montgomery Scott LLC reports 12.40% increase in ownership of $AREC On February [--] [----] - Janney Montgomery Scott LLC filed a 13F-HR form disclosing ownership of [------] shares of $AREC as of December [--] [----]. The entity filed a previous 13F-HR on October [--] [----] disclosing [------] shares of $AREC. This represents a change in shares of 12.40% during the quarter. Nice nice nice. https://fintel.io/so/us/arec/janney-montgomery-scott-llc https://fintel.io/so/us/arec/janney-montgomery-scott-llc"
X Link 2026-02-12T01:56Z [---] followers, [---] engagements
"JP Morgan Chase & Co files for new ownership in $AREC On February [--] [----] - JP Morgan Chase & Co filed a 13F-HR form disclosing ownership of [------] shares of $AREC of December [--] [----]. The entity filed a previous 13F-HR/A on November [--] [----] disclosing [--] shares of $AREC. Looks like we have a new entrant 😎 https://fintel.io/so/us/arec/jpmorgan-chase- https://fintel.io/so/us/arec/jpmorgan-chase-"
X Link 2026-02-12T02:02Z [---] followers, [---] engagements
"$AREC 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 https://t.co/EhZYI0mKT5 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 https://t.co/EhZYI0mKT5"
X Link 2026-02-12T10:13Z [---] followers, [---] engagements
"The Ultimate Thesis on $AREC and ReElement I post a lot about $AREC and ReElement and have written various threads on why I personally invest but I never was able to get into much depth. I wanted to sit down before I believe it becomes more http://x.com/i/article/2008915330509180928 http://x.com/i/article/2008915330509180928"
X Link 2026-01-17T15:13Z [---] followers, [----] engagements
"I wholeheartedly believe that $AREC will be the premier refining platform in the Western world. I could be totally wrong but everything points to the platform that they're building being the dominant supplier of not rare earths and minerals"
X Link 2026-02-11T02:57Z [---] followers, [---] engagements
"$AREC I found an interesting link between the currently ongoing Indaba Mining in Africa summit that ReElement is currently attending. The link is Tony Carroll. He is a key figure in both Indaba (the summit) and ReElement. Carroll is a co-founder of Investing in African Mining Indaba which is the worlds largest African mining investment conference held annually in Cape Town. He continues to serve on the events executive board. He is also a board member of ReElement Africa. In May [----] ReElement appointed Carroll to the Board of Directors of ReElement Technologies Africa Ltd. Ok but why is this"
X Link 2026-02-11T23:12Z [---] followers, [---] engagements
"HITE Hedge Asset Management LLC files new ownership in $AREC On February [--] [----] - HITE Hedge Asset Management LLC filed a 13F-HR form disclosing ownership of [-------] shares of $AREC as of December [--] [----]. As an energy-focused hedge fund HITEs disclosure - representing roughly 23% of the company - indicates a significant bet on $AREC. https://fintel.io/so/us/arec/hite-hedge-asset-management-llc https://fintel.io/so/us/arec/hite-hedge-asset-management-llc"
X Link 2026-02-13T16:19Z [---] followers, [---] engagements
"For those of you who are feeling a bit nervous with $RKLB - remember this company is generational. Don't let the institutions shake you out of anything. Hold strong and those with conviction will win"
X Link 2025-10-30T21:03Z [---] followers, [---] engagements
"I like $MP and they are the undisputed REE leader without a doubt. But I believe that $AREC has the potential to quickly catch up and potentially surpass MP in terms of production. For full-year [----] MP produced [----] MT of NdPr oxide. In Q3 alone MP reported NdPr oxide production of [---] metric tons. They're growing very quickly and to continue on that trend MP plans to begin commissioning its new heavy rare earth separation facility at Mountain Pass in mid-2026 with estimated Dy/Tb output of [---] mt per year. But AREC/ReElement are building out the Marion super site rapidly. The companies will"
X Link 2025-11-13T22:30Z [---] followers, [----] engagements
"Late night research and all I can say is that I need more $AREC A lot more 😅"
X Link 2026-02-14T03:57Z [---] followers, [---] engagements
"BIG AH movements from $AREC Seeing a large 36k order. Whales are moving while people continue to sleep"
X Link 2025-10-31T00:00Z [---] followers, [---] engagements
"Here are my production and market price/share estimates for $AREC: There are only a few companies in the US that have rare earths refining capabilities - $MP is an established player here. But what makes $AREC so unique is its wholly owned subsidiary ReElement Technologies. ReElement Technologies the refinement subsidiary of $AREC is positioned for rapid capacity expansion over the next several years as its advanced refining and separation facilities come online. The companys strategy centers on scaling from pilot validation at its Noblesville Indiana facility to industrial-scale output at"
X Link 2025-10-31T01:50Z [---] followers, [----] engagements
"Here are different numbers for my $AREC estimates including around 100M (99.55M) shares outstanding (I think I was using an older number). I will show 10x p/s and half of $MP level p/s which is around [--] p/s. Again these numbers all depend on execution and scale of production output. [----] Revenues: $777M - $1.08B Capacity: [----] - [----] MT Marion Phase [--] fully operational; Noblesville supports specialty refining. Market Cap (10x): $7.77B - $10.8B Implied Share Price (10x): $77.79 - $108 Market Cap (20x): $15.54B - $21.6B Implied Share Price (20x): $155.40 - $216.00 [----] Revenues: $1.554B -"
X Link 2025-10-31T11:39Z [---] followers, [----] engagements
"Let's say ReElement gets to $500m in revenues - assuming a similar p/s ratio of 49x to $MP it would be valued at a little over $21bn. $AREC's 20% ownership stake would be worth $4bn. That would be around $40 per share. $500m in revenue for ReElement is an important metric to keep in mind because CEO Mark Jensen mentioned that they would shoot for that amount before filing for a ReElement IPO. I expect ReElement to hit this number with around [----] metric tons of annual production which according to statements from the company should be complete within the first phase of development in early"
X Link 2025-10-31T21:22Z [---] followers, 10.7K engagements
"Literally begging you to buy the one scalable refining company - $AREC and ReElement 🔥 The grumpy old men at The Wall Street Journals editorial board think Chinas rare earth restrictions were a surprise. China has been planning this for [--] years while the U.S. was asleep at the switch. Were wide awake now rallying our allies and de-risking global supply https://t.co/fjkoRuY8bI The grumpy old men at The Wall Street Journals editorial board think Chinas rare earth restrictions were a surprise. China has been planning this for [--] years while the U.S. was asleep at the switch. Were wide awake"
X Link 2025-11-02T18:35Z [---] followers, [----] engagements
"$AREC BANGGGGG"
X Link 2025-11-03T13:48Z [---] followers, [---] engagements
"$AREC ReElement Technologies Forges $1.4 Billion Partnership with U.S. Department of War and Vulcan Elements to Advance Fully Integrated Domestic Rare Earth Magnet Supply Chain LETS GOOOOO https://www.accessnewswire.com/newsroom/en/metals-and-mining/reelement-technologies-forges-1.4-billion-partnership-with-u.s.-department-of-war-1096148 https://www.accessnewswire.com/newsroom/en/metals-and-mining/reelement-technologies-forges-1.4-billion-partnership-with-u.s.-department-of-war-1096148"
X Link 2025-11-03T13:54Z [---] followers, [---] engagements
"$AREC and ReElement are generational. Buy and dont sell. Western independence from China will be built on $AREC. Simple as that"
X Link 2025-11-03T14:13Z [---] followers, [----] engagements
"$RKLB The government needs to reopen so that RKLB can get these contracts. Ugh 😑"
X Link 2025-11-03T14:49Z [---] followers, [---] engagements
"$AREC Imagine they let this get below $4 🤯🤯 Ill be absolutely amazed and grateful since Ill be grabbing a TON more"
X Link 2025-11-03T15:49Z [---] followers, [----] engagements
"I bought more $AREC today. Did you"
X Link 2025-11-03T20:52Z [---] followers, [---] engagements
"@AlvaroMysterio Beautiful"
X Link 2025-11-06T01:17Z [---] followers, [---] engagements
"$RKLB is a sleeping giant. Its not often that you can invest in generational companies. Rocket Lab has world class leaders employees and investors. The future of space will be built on Rocket Lab. The power of being a true end to end company is yet to be fully realized"
X Link 2025-11-06T03:27Z [---] followers, [----] engagements
"@Mo_likeyou 🤣 I would buy some now and then wait for more opportunities. I wouldnt be totally shocked we continue to see drops over the next few weeks"
X Link 2025-11-06T20:51Z [---] followers, [---] engagements
"@RealMattMoney This is the way"
X Link 2025-11-06T20:52Z [---] followers, [---] engagements
"@Stan_Fr31 Let them sell. Theyre not built for this"
X Link 2025-11-06T21:00Z [---] followers, [---] engagements
"@Mars_Starship_ Real investors are those who invest at any price for the long term"
X Link 2025-11-06T22:46Z [---] followers, [---] engagements
"$AREC AREC subsidiary ReElement Technologies continues to execute. "Among the agreements is a cooperation deal in the production of rare-earth elements between the Ministry of Geology of Uzbekistan and Denali Exploration Group as well as a similar agreement on rare-earth metal projects between the Reconstruction and Development Fund of Uzbekistan and Re Element Technologies." https://www.uzdaily.uz/en/uzbekistan-and-the-us-sign-multiple-agreements-with-leading-companies/ https://www.uzdaily.uz/en/uzbekistan-and-the-us-sign-multiple-agreements-with-leading-companies/"
X Link 2025-11-07T15:33Z [---] followers, [----] engagements
"$AREC We've had an interesting past few weeks so I spent some time reading through SEC filings to analyze institutional selling. Interestingly after major events there is a consistent institution that frequently sells millions of shares - causing high selling pressure. The entity I am referring to is Golden Properties (GPL). Golden Properties appears to have followed a disciplined venture capital-style strategy with their investment in $AREC. Their involvement began a few years ago through debt financing that later converted into roughly [---] million shares giving them a large low-cost core"
X Link 2025-11-08T14:32Z [---] followers, [---] engagements
"@johhnyWalkerAZ $RKLB"
X Link 2025-11-09T15:30Z [---] followers, [---] engagements
"pov: it's [----] and you're a $RKLB investor"
X Link 2025-11-09T19:29Z [---] followers, [----] engagements
"$AREC American Resources Corporation and ReElement Technologies Forge Strategic Partnership with Republic of Uzbekistan to Advance Critical Mineral Supply Chain Beginning with Tungsten Slowly then all at once. I love this https://feeds.issuerdirect.com/news-release.htmlnewsid=8234659627713753&symbol=AREC https://feeds.issuerdirect.com/news-release.htmlnewsid=8234659627713753&symbol=AREC"
X Link 2025-11-10T14:12Z [---] followers, [---] engagements
"Bought $PRME this morning 🧬🧬"
X Link 2025-11-10T14:45Z [---] followers, [---] engagements
"@scotto2050 @redwire @edge_autonomy What a dumpster fire Poor management leads to poor outcomes unfortunately"
X Link 2025-11-10T18:40Z [---] followers, [---] engagements
"@Chimp_Capital"
X Link 2025-11-10T22:01Z [---] followers, [---] engagements
"$AREC Great interview from @markcjensen that sheds some light on today's announced deal with Uzbekistan and potential upcoming feedstock announcements American Resources strengthens role in global critical metals with Uzbekistan tungsten partnership https://www.youtube.com/watchv=8Fcg138EEzI https://www.youtube.com/watchv=8Fcg138EEzI"
X Link 2025-11-11T00:36Z [---] followers, [----] engagements
"$AREC ReElement continuing to get recognition. Things like this aren't splashy signed deals but they help in establishing industry reputation and trust. I am loving it https://finance.yahoo.com/news/reelement-technologies-honored-2025-trusted-140000070.html https://finance.yahoo.com/news/reelement-technologies-honored-2025-trusted-140000070.html"
X Link 2025-11-11T15:51Z [---] followers, [---] engagements
"I think I have an addiction to $AREC 😉"
X Link 2025-11-11T16:11Z [---] followers, [---] engagements
"American refining capabilities are an absolute necessity over the next 1-2 years. The West is racing to find technologies and companies that can satisfy this massive gap. I believe $AREC and ReElement Technologies can fill this gap. Here is my full updated and complete bull thesis on $AREC and ReElement Technologies: American Resources Corporation (AREC) operates as a diversified supplier of battery metals rare earth elements and carbon products essential for electrification and infrastructure development. The company focuses on extracting value from various feedstock sources including their"
X Link 2025-11-11T19:43Z [---] followers, [----] engagements
"The recent drop in $AREC was because Golden Properties continues to sell. If you read my recent analysis on GPL this isn't shocking. Thesis remains unchanged. Bullish $AREC https://www.sec.gov/Archives/edgar/data/1590715/000147793225008031/xsl144X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1590715/000147793225008031/xsl144X01/primary_doc.xml"
X Link 2025-11-12T12:57Z [---] followers, [---] engagements
"@johhnyWalkerAZ Missing jobs data. Short term fix to shutdown. Tariff uncertainty. Rate cut uncertainty. And continued layoffs"
X Link 2025-11-13T16:32Z [---] followers, [---] engagements
"@GiantsNationPod"
X Link 2025-11-13T23:16Z [---] followers, [----] engagements
"$AREC is a confusing stock at first since there are a bunch of subsidiaries that all do something a bit different. But when you break it down it makes sense. Let's break it down 👇"
X Link 2025-11-14T03:41Z [---] followers, [----] engagements
"On Jan [--] [----] the U.S. prohibition on purchasing Chinese-origin rare earth magnets and critical minerals for defense applications (Section [---] of the NDAA) goes into full effect. This creates a "Compliance Cliff." Defense primes (Lockheed Raytheon General Dynamics) cannot wait until [----] to secure supply; they must audit and lock in non-Chinese feedstock during [----] to ensure their [----] deliveries are compliant. We are about to see a scramble for "compliant tons" - supply that is verified to be mined refined and separated outside of China. https://twitter.com/i/web/status/1997781777520501207"
X Link 2025-12-07T21:34Z [---] followers, 11.1K engagements
"@Campbell_Bri I have. I just prefer the nucleus of the $AREC platform - being $AREC. $CGRA will do well since they theyre all related 😎"
X Link 2025-12-08T12:17Z [---] followers, [---] engagements
"Sold $OSS and used profits for more $AREC 😎 Might get back in after it cools off"
X Link 2026-01-13T14:47Z [---] followers, [----] engagements
"@NatalieNeptune1 Hi 👋🏾 Im Alex Im building something pretty cool at @hellomoneyup. Would love to chat"
X Link 2022-11-11T03:03Z [---] followers, [--] engagements
"With all the new innovation and competition thats probably coming now to the AR/VR space Id argue we are now on a collision course with a Ready Player One or Sword Art Online reality. Kinda exciting to see"
X Link 2023-06-06T12:54Z [---] followers, [--] engagements
"This piques my interest far more than @Humane ngl Introducing Limitless: a personalized AI powered by what youve seen said or heard. Its a web app Mac app Windows app and a wearable. 0:06 Reveal 0:48 Why Limitless 1:39 Demo 3:05 Pendant 4:27 Privacy 5:23 Confidential Cloud 6:36 Rewind 7:12 Roadmap 9:25 Vision https://t.co/zCjIr215Wd Introducing Limitless: a personalized AI powered by what youve seen said or heard. Its a web app Mac app Windows app and a wearable. 0:06 Reveal 0:48 Why Limitless 1:39 Demo 3:05 Pendant 4:27 Privacy 5:23 Confidential Cloud 6:36 Rewind 7:12 Roadmap 9:25 Vision"
X Link 2024-04-15T14:33Z [---] followers, [--] engagements
"$RKLB and $PRME are two generational companies. Were still unbelievably early for both. Dont be shaken. Dont sell. Continue to buy. Continue to accumulate. Thats all you need to do. Unprecedented growth awaits 🫡"
X Link 2025-09-17T13:24Z [---] followers, [---] engagements
"$RKLB $PRME $AREC Those who stay committed disciplined and stick to the underlying thesis will be rewarded. Sure it hurts to see a bit of red (or a lot) in when you zoom out and imagine where we will be 5-10 years from now this moment will be completely forgotten"
X Link 2025-10-17T18:11Z [---] followers, [---] engagements
"@RocketLab Internet on Mars - Powered by Rocket Lab 🚀"
X Link 2025-10-29T23:49Z [---] followers, [----] engagements
"We ride 😉 Lets go $RKLB"
X Link 2025-11-10T20:57Z [---] followers, [---] engagements
"$RKLB THE GREATEST SPACE COMPANY IS BEING BUILT 😈"
X Link 2025-11-10T21:18Z [---] followers, [---] engagements
"@markcjensen Actions speak louder than words. Keep up the great work Mark 🫡"
X Link 2025-11-12T01:14Z [---] followers, [---] engagements
"$AREC As the only US-based commercial-ready and scalable refining platform American Resources and ReElement will win. In [----] the market will catch up. Were early US House report accuses China of minerals market interference $MP $UAMY $UUUU https://t.co/PHw3VnbqfV US House report accuses China of minerals market interference $MP $UAMY $UUUU https://t.co/PHw3VnbqfV"
X Link 2025-11-13T16:47Z [---] followers, [----] engagements
"Great post from @ArkadiBaudelair on $PRME that I think everyone should read What is $PRME and why is it the superior gene editing tool compared to $BEAM and $CRSP 🧬 When $CRSP (CRISPR-Cas9) first appeared it was hyped as a miracle discovery it was a way to slice DNA at precise sites and correct mutations. It worked in labs but in humans it was https://t.co/0OkaO96f0n What is $PRME and why is it the superior gene editing tool compared to $BEAM and $CRSP 🧬 When $CRSP (CRISPR-Cas9) first appeared it was hyped as a miracle discovery it was a way to slice DNA at precise sites and correct"
X Link 2025-08-29T17:54Z [---] followers, [---] engagements
"@drbagholder @johhnyWalkerAZ Loaded up on $MP calls. Thankfully $HOOD has it"
X Link 2025-10-12T18:15Z [---] followers, [---] engagements
"@Peter_J_Beck Goat 🐐"
X Link 2025-10-14T16:45Z [---] followers, [---] engagements
"$RKLB is the future end to end space platform. $PRME is the future of medical technology and treatments. $AREC is the future of the American rare earths supply chain. Buy people. Generational opportunities are right here"
X Link 2025-10-15T09:09Z [---] followers, [----] engagements
"@fpl_nc @slo__xx Short term over the next few weeks $AREC will be at the TDK Ventures 100X Conference [----] Economic Statecraft Summit and the ThinkEquity Conference (all Oct.) All good exposure. Other than that earnings will be the big one. Hoping for big updates on Marion progress"
X Link 2025-10-19T19:35Z [---] followers, [---] engagements
"Following the announcement today by the Trump administration on the deals made in South Korea I wanted to write up a quick summary on the continued bullish sentiment that I have for $AREC and REEs in the U.S. more broadly. President Trump's administration directly name-dropped $AREC's subsidiary ReElement Technologies. "Americas ReElement Technologies and POSCO International will partner to launch a U.S.-based vertically integrated rare earth separation refining and magnet production complex focused on high-value mobility magnets." This isn't some obscure press release it's on the White House"
X Link 2025-10-30T00:35Z [---] followers, [---] engagements
"$PRME Big day from Prime. Still so unbelievably early its crazy"
X Link 2025-10-31T16:04Z [---] followers, [---] engagements
"$AREC Korea Recap 👀 CEO Mark Jensen posted on LinkedIn this morning highlighted the trip that he and the @Amerresources @ReElementTech team had in South Korea. This company is building a truly unique machine that will enable Western rare earths independence. I love it 🚀 @markcjensen https://www.linkedin.com/posts/mcej1979_rareearth-criticalmineral-activity-7390375811650019328--Kgeutm_source=share&utm_medium=member_desktop&rcm=ACoAADQyMuIBSSwS7RVyDrIQGw70CAvwfe2X4ZY"
X Link 2025-11-01T14:05Z [---] followers, [----] engagements
"$RKLB This doesnt phase me. Real investors know that this is a test of patience. Stay the course folks. Dont get shaken out. 💪"
X Link 2025-11-06T20:46Z [---] followers, 21.3K engagements
"The US and China will never see eye to eye. Dont get fooled by pleasant headlines. Decoupling is happening. The ball is already rolling. Invest in companies that are resilient and enable decoupling. Its an AI rare earths energyand space race. Invest accordingly"
X Link 2025-11-07T04:26Z [---] followers, [----] engagements
"The world will eventually realize how important $AREC and ReElement are. In the past two weeks we've seen ReElement Technologies get announced in multiple massive deals. [--]. Vulcan - $1.4B Government Partnership with Vulcan Elements and $80M loan. [--]. South Korea/POSCO/APEC - 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. [--]. Uzbekistan - "Rare-earth metal projects agreement between the Reconstruction and Development Fund of"
X Link 2025-11-08T02:48Z [---] followers, [----] engagements
"Today is $RKLB earnings. I love this company and will stick with them through thick and thin. This company is on a path towards building the biggest space company in the world. I have absolute trust in @Peter_J_Beck and I recommend you do as well. Generational. 🚀"
X Link 2025-11-10T12:58Z [---] followers, [----] engagements
"@beavinvests @Kemp He might literally have no clue whats going on. He needs to worry about launching a rocket correctly. 🤭"
X Link 2025-11-10T22:27Z [---] followers, [--] engagements
"$AREC Tomorrow November 13th are earnings. I think they will report in the morning before market open. The conference call is scheduled for after market close at 4:30pm. I'm expecting negative EPS and heavy capex. With all of the airfare and hotels meetings with foreign dignitaries and executives etc that they've had to do aren't cheap but I am not upset with this at all. I would rather the short term pain for long term success. I am focused entirely on forward looking outlook for the next couple of quarters which I is most levered to commercial capacity buildout at Marion. How is buildout"
X Link 2025-11-13T00:23Z [---] followers, [----] engagements
"Imagine selling $RKLB. Weak"
X Link 2025-11-13T14:45Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::probzunknown