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[@TannersTrades](/creator/twitter/TannersTrades)
"Why are Rare Earth Metals Important Below I have put together why. You will find: - key investments from Trump such as $MP $LAC $TMQ and $CRML - Where Neodymium is used: $SMCI $DELL $VRT - Copper supply chain: $SCCO $FCX $TECK $TGB - Lithium: $TSLA $FSLR $NRG - The truth that China does have a dominant rare earth stash and more. Bookmark to save this you will want it as this theme is only now starting to feel the supply pinch"  
[X Link](https://x.com/TannersTrades/status/1976341905307742466) [@TannersTrades](/creator/x/TannersTrades) 2025-10-09T17:40Z 6904 followers, 536.9K engagements


"@ConnorJBates_ Nice of you to join us Goldman Sachs"  
[X Link](https://x.com/TannersTrades/status/1978447195083846062) [@TannersTrades](/creator/x/TannersTrades) 2025-10-15T13:05Z 6653 followers, XXX engagements


"@marketplunger1 Happened to me with $OZON in XX (Russian). Never had another on my book. Lost 2ish% overnight"  
[X Link](https://x.com/TannersTrades/status/1976747130426368218) [@TannersTrades](/creator/x/TannersTrades) 2025-10-10T20:30Z 6703 followers, 2710 engagements


"The way I see it is this: Charts and graphs aside Trump has laid the foundation for an equities bull cycle via the direct purchase of securities and these geopolitical bickering matches will not end it. Additionally CoreWeave OpenAI and NVIDIA have set in motion AI compute facilities development that industry friends have informed me is only just beginning. So either the market dies here a couple Months after a US stock portfolio is created and hundreds of billions of capex is spent or Big Don is going to continue to cut checks to keep this cat purring. In any case my portfolio activity will"  
[X Link](https://x.com/TannersTrades/status/1977035036223230383) [@TannersTrades](/creator/x/TannersTrades) 2025-10-11T15:34Z 6843 followers, 3406 engagements


"@dennisc230 $NRG is a peer to $VST. Similar look slightly better weekly and less headline risk with VST recently coming under some pressure for potentially overpaying for new plants. No double inside day though. (I own both)"  
[X Link](https://x.com/TannersTrades/status/1977871237884826059) [@TannersTrades](/creator/x/TannersTrades) 2025-10-13T22:57Z 6858 followers, XXX engagements


"@Speculator_io Rare earth is just the tip of the iceberg"  
[X Link](https://x.com/TannersTrades/status/1976352177246568929) [@TannersTrades](/creator/x/TannersTrades) 2025-10-09T18:20Z 6902 followers, 40.7K engagements


"I just finished writing my newsletter about: - Rare Earth Ecosystem - AI Compute - Individual names I like for next week: $STX $USAR $GEV $ANET $TAC $OKLO - $HIMS super run analysis Check it out"  
[X Link](https://x.com/TannersTrades/status/1977425684923650198) [@TannersTrades](/creator/x/TannersTrades) 2025-10-12T17:26Z 6903 followers, 5519 engagements


"The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO Bookmark this and thanks to @HankRuehl for helping"  
[X Link](https://x.com/TannersTrades/status/1977757397947961503) [@TannersTrades](/creator/x/TannersTrades) 2025-10-13T15:24Z 6904 followers, 199.9K engagements


"Im not entirely sure why there is so much confusion around $OKLO Later last year the power problem was widely recognized as real in the datacenter ecosystem. Players that stood to gain included $VST $CEG $NRG $TLN as IPPs all of which move pretty slow and only have moderate nuclear portfolios. Speculation ran hot then and its running hot now as individuals seek to add exposure to this industry/thesis with a faster moving vehicle. OKLO satiates that niche perfectly. It has Sam Altmans paws on it reasonably structured despite being a SPAC and has proven to be liquid for over a year now. Is it"  
[X Link](https://x.com/TannersTrades/status/1978225868565565805) [@TannersTrades](/creator/x/TannersTrades) 2025-10-14T22:26Z 6903 followers, 3654 engagements


"The CEO of an OTC mining company worth $XX mil has offered me financial compensation to shill their pink sheet to my audience. The top is in"  
[X Link](https://x.com/TannersTrades/status/1978915473153540487) [@TannersTrades](/creator/x/TannersTrades) 2025-10-16T20:06Z 6904 followers, 11K engagements


"What is The Space Economy In the graphic below I have laid out: - Launch and Propulsion: $RKLB $FLY $GE SpaceX - Satellites: $PL $ASTS $BA $MNTS - Components: $CMI $HON - Data Analytics: $BKSY $PLTR $SPIR - Materials: $USAR $ATI - Comms: $VSAT $IRDM $SATS - Networks: $VZ $T $TMUS - Defense: $NOC $LMT $LHX - Sensors & Power: $MOG.A $STI $BWXT $TDY If you enjoyed be sure to bookmark this for later use"  
[X Link](https://x.com/TannersTrades/status/1979195981976490318) [@TannersTrades](/creator/x/TannersTrades) 2025-10-17T14:41Z 6904 followers, 63.2K engagements


"@DippertheRipper He quoted mine"  
[X Link](https://x.com/TannersTrades/status/1979390455373598778) [@TannersTrades](/creator/x/TannersTrades) 2025-10-18T03:33Z 6897 followers, XX engagements


"@thomasthedeal @TedHZhang Bruh"  
[X Link](https://x.com/TannersTrades/status/1979739770344607747) [@TannersTrades](/creator/x/TannersTrades) 2025-10-19T02:41Z 6888 followers, X engagements