[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@AlamoInvesting](/creator/twitter/AlamoInvesting)
"A visual on the "trendy" US Rare Earth Basket. While most names remain highly speculative $MP $UUUU & $UAMY are all projected to be profitable businesses in 2026.@MPMaterials appears to have the clear edge. $CRML $NB $IDR. $USAR"  
[X Link](https://x.com/AlamoInvesting/status/1978643288602374170) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-16T02:04Z XXX followers, 9060 engagements


"$ZETA MIGHT be on the verge of it's first ever GAAP profitable quarter. analysts are projecting the following: revenue: 327.70M ebidta: 70.44M XXXX% margin FCF: 35.77M XXXX% margin net income GAAP: 846.88k very exciting times & hopefully a catalyst for sustained momentum"  
[X Link](https://x.com/AlamoInvesting/status/1978989925740478933) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-17T01:02Z XXX followers, 1323 engagements


"$ZETA's CEO - "There are XXX publicly traded tech companies today. X of us have grown at an organic compounded growth rate of XX% over X years while simultaneously adding to operating margin every year. The other X trade at greater than 50x EBITDA. We obviously do not." BOOM"  
[X Link](https://x.com/AlamoInvesting/status/1976046788932141422) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-08T22:07Z XXX followers, 13K engagements


"@EBITDAddies -SpaceX has given us a duopoly. -Blue Origin is moving forward with NG. -Golden Dome contracts are imminent. -ATM has already been put in place. Stay the course Spacemob. $ASTS"  
[X Link](https://x.com/AlamoInvesting/status/1976066137285910991) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-08T23:24Z XXX followers, XXX engagements


"On Feb 3rd 2025 $ZETA was $18.19/share On Feb 18th 2025 $ZETA was $24.69/share That is a XXXX% move to upside in XX trading days. Once this thing gets going again it will move quick. Hoping for some closure on the lawsuit + a stellar earnings to really get it moving"  
[X Link](https://x.com/AlamoInvesting/status/1976068068670624117) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-08T23:31Z XXX followers, XXX engagements


"$PGY - after the recent selloff Pagaya is now trading for a WHOPPING 7.2x fwd EV/EBITDA. And yes that multiple is for a company with a 3YR revenue CAGR of almost 30%. What is going on here Does not make sense to me at all. Will be buying more"  
[X Link](https://x.com/AlamoInvesting/status/1977032685748097234) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-11T15:24Z XXX followers, 2840 engagements


"$MP analysts are predicting 53mil in revenue for Q3. this feels. low ran some quick numbers & I am getting around 66mil in revenue. key assumptions: mgmt sells XX% of upstream volume @ $4600/MT midstream sales volumes are XXX MTs @ 62000/MT magnetics rev is up XX% QoQ"  
[X Link](https://x.com/AlamoInvesting/status/1978987178400039141) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-17T00:51Z XXX followers, XXX engagements


"despite the fintwit celebration of the "collapse" of US rare earth companies the last X days (presumably because they missed the run themselves) we have roundtripped to where we were. X days ago. this is totally normal & healthy $MP $UUUU $UAMY $USAR $IDR $CRML $NB"  
[X Link](https://x.com/AlamoInvesting/status/1978991270006546919) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-17T01:07Z XXX followers, 1211 engagements


"In May the CCP placed XX U.S. companies on their export control list. Among those were General Atomics Leidos Shield AI Inc. & AeroVironment. I wonder who will supply their NdFeB magnets The thesis for $MP is so clear. Don't be a panican :)"  
[X Link](https://x.com/AlamoInvesting/status/1978993068532469971) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-17T01:14Z XXX followers, XXX engagements


"As a side note - I have been teaching a friend occasionally about the market & how I value various companies. Today he sent me a PowerPoint with DD on $EOSE. The market is a powerful tool in many ways - but it's ability to curate MEANINGFUL relationships is one of my favorites"  
[X Link](https://x.com/AlamoInvesting/status/1978996176801218623) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-17T01:27Z XXX followers, XXX engagements


"$SOFI - Q3 ER analyst predictions: revenue 894.42M ebitda 261.33M net income GAAP 105.5M on vibes alone give me 920M in revenue 280M in EBITDA and 115M in net income. the guide for FY25 will now be over $1B in EBITDA btw. incredible growth. incredible story"  
[X Link](https://x.com/AlamoInvesting/status/1979002066212114779) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-17T01:50Z XXX followers, XXX engagements


"$MP does not care what China is doing. The Chinese have made it clear they will not support US defense companies regardless - that market ALONE is big enough to justify $MP's valuation. Anduril $AVAV $KTOS $ONDS etc. These are $MP's future customers don't be bearish"  
[X Link](https://x.com/AlamoInvesting/status/1979009575782096915) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-17T02:20Z XXX followers, XXX engagements


"Today $MP announced new RSU's tied to performance conditions (CEO - 15M COO - 7.5M CFO - 3.5M). Performance metrics are as you expect mostly tied to magnetics production at Independence & 10X NdPr production and recycling capacity. However - one thing caught my eye: 1/n"  
[X Link](https://x.com/AlamoInvesting/status/1979346398475882561) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-18T00:38Z XXX followers, XXX engagements


"In the first tranche of RPSUs (ending at X yrs) the FIRST performance goal is as follows: "heavy rare earth element refinement objectives". $MP currently stockpiles (SEG+) which is a heavy rare earth concentrate but has no refinement capability. 2/n"  
[X Link](https://x.com/AlamoInvesting/status/1979346399734198290) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-18T00:38Z XXX followers, XXX engagements


"Some history: In 2022 $MP was awarded $35M to design & build a facility to process heavy rare earth elements (HREEs). This facility is expected to be brought online in 2026 & will be the first time in many years that commercial-scale processing of HREEs exists in the USA. 3/n"  
[X Link](https://x.com/AlamoInvesting/status/1979346401302843906) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-18T00:38Z XXX followers, XXX engagements


"The facility is expected to produce HREE products primarily for use in magnetics - but with China tightening restrictions on US defense cos (& limiting HREE exports outright) one would assume that $MP has a lucrative opportunity ahead as a midstream supplier to the US. 4/n"  
[X Link](https://x.com/AlamoInvesting/status/1979346402624032963) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-18T00:38Z XXX followers, XXX engagements


"Furthermore $MP will have pricing power over any heavies oxide (specifically in the US defense space). Nobody is anywhere close. This is beginning to remind me of Nvidia at the beginning of the AI fervor. The scale of what $MP could be is getting harder to comprehend. 7/n"  
[X Link](https://x.com/AlamoInvesting/status/1979346407384584231) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-18T00:38Z XXX followers, XXX engagements


"$MP's SEG+ contains HREEs including holmium erbium thulium europium ytterbium samarium gadolinium terbium dysprosium lutetium and yttrium. All of which are now export restricted by China as of October 9th. I expect US defense companies are scrambling right now. 5/n"  
[X Link](https://x.com/AlamoInvesting/status/1979346403907506392) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-18T00:38Z XXX followers, XXX engagements


"This presents a tailwind to $MP that I do not believe most are taking into account. $MP's midstream revenue comes almost entirely from NdPr oxide currently - but what if we added a heavies oxide into the mix in 2026 6/n"  
[X Link](https://x.com/AlamoInvesting/status/1979346405199434051) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-18T00:38Z XXX followers, XXX engagements


"We are talking about a business that will own: a) all NdPr oxide production in the US b) all NdFeB magnet production in the US c) all heavy rare earth separation + refinement capabilities in the US & no this is not far-fetched - this is a 2026 reality for $MP. Wow. 8/8"  
[X Link](https://x.com/AlamoInvesting/status/1979346408823230631) [@AlamoInvesting](/creator/x/AlamoInvesting) 2025-10-18T00:38Z XXX followers, XXX engagements