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[@DevelopAll](/creator/twitter/DevelopAll)
"@GReschenthaler @MPMaterials @DeptofDefense Appreciate your leadership @GReschenthaler. Securing the rare earth supply chain isnt just economic policy - its national security. MP Materials is a cornerstone of that mission. $MP"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1944865639325425991) 2025-07-14 21:04:36 UTC XXX followers, XXX engagements


"Fresh off the $AAPL & DoD headlines $MP just launched a $XXX M secondary 🔹 Size: $XXX M common stock (ALL primary) 🔹 Greenshoe: XX % ( $XX M) for the underwriters 🔹 Leads: JPM + Goldman (Morgan Stanley co-book) 🔹 Use of proceeds: accelerate & expand the XX magnet Independence facility in Fort Worth strategic growth/M&A general corp. purposes 🔹 Timing: deal subject to market conditions could price as soon as tonight Why it matters X. Fortifies the war-chest right after the stocks big Apple/DoD re-rating raises growth capital at $XX vs. last years $XX prints. X. Signals scale-up urgency"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945592524124401804) 2025-07-16 21:12:59 UTC XXX followers, 3504 engagements


"@MPMaterials 🚀 Todays history: Pentagon becomes MP Materials #1 shareholder anchoring a true U.S. rareearth supply chain. $400M equity + warrant  XX% ownership 10yr price floor & magnet offtake $150M DoD loan + $1B from JPM/Goldman to fund 10X magnet plant (operational by 2028) Thats supplychain sovereignty in real time. 🛡"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1943285271241351529) 2025-07-10 12:24:47 UTC XXX followers, XXX engagements


"Already more than $XXX M topline from concentrate sales today. Next: DoD heavy-REE contract revenue starts 2025 $AAPL just prepaid $XXX M; magnet shipments begin 2027 Texas XX kt line = $XXX M run-rate at current prices Mountain Pass recycling goes live 2026 Thats months not years away. #MPMaterials #RareEarths #Investing"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945346439049044190) 2025-07-16 04:55:08 UTC XXX followers, XX engagements


"@MPMaterials 6/🏗 The Reshoring & Infrastructure Investor Focus: U.S. industrial revival CHIPS Act Trump/Biden reshoring Portfolio: $SMR $LEU $OKLO $X $GE $CAT $MP fits perfectly in the reshoring thesis. Funded by the DoD and positioned to restore U.S. control of #RareEarths"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942969999087251581) 2025-07-09 15:32:01 UTC XXX followers, XXX engagements


"⚡ Electric Vehicles (EVs) All NEED Rear Earth = $MP🧲🪨 Tesla $TSLA General Motors $GM Ford Motor Company$F Rivian Automotive Inc.$RIVN Lucid Group Inc.$LCID Fisker Inc.$FSR Nikola Corporation$NKLA Canoo Inc.$GOEV Lordstown Motors $RIDE Proterra Inc.$PTRA"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1931210923798126836) 2025-06-07 04:45:39 UTC XXX followers, XXX engagements


"Past financials tell only half the story. $MP was priced as a raw-ore miner but it is converting into a vertically integrated magnet producer - much higher margins locked-in offtake and DoD + $AAPL capital de-risk the build-out. Texas line = XX XXX t magnets/yr enough to replace nearly all US imports. DoD guarantees heavy-rare-earth pricing; Apple guarantees recycled feedstock. Value-add magnets sell at 5-7 ore value so operating margin flips positive once production ramps. ESG and tech ETFs are already adjusting to the new supply-chain reality. Respectfully the numbers you quoted will look"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945343677653770387) 2025-07-16 04:44:10 UTC XXX followers, XXX engagements


"One of my longtime favorites $OKLO reminds me of $MP: $OKLO and $MP share the same playbook: 🔹 AI + infrastructure tailwinds (reactors for data centers magnets for GPUs) 🔹 Reshoring & national-security backing (DoD $$$ in both names) 🔹 Early but scalable tech that policy is pushing hard 🔹 Government-linked financing + ESG credibility Two different sectors one thesis: critical supply chains moving home. #AI #Infrastructure #Reshoring #longOKLO #longMP"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945825665569505559) 2025-07-17 12:39:25 UTC XXX followers, 1123 engagements


"Strategic Capital at Work. The Pentagon isnt just investing - its underwriting Americas rare earth future. $400M equity stake $1B+ financing (JPM + GS) 10-year offtake + $110/kg floor DoD becomes $MPs largest shareholder Congrats #TeamMP A national supply chain just got its backbone"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1943297504432234592) 2025-07-10 13:13:24 UTC XXX followers, XXX engagements


"Apple to Buy $XXX Million of Magnets From U.S. Supplier" Date: July XX 2025 Location: Page A8 of The Wall Street Journal @WSJ Main Companies Involved: #MPMaterials #Apple Inc. 🔹 Key Points: X. Apples Deal with MP Materials Apple has agreed to purchase $XXX million worth of rare-earth magnets from MP Materials a U.S.-based company. These magnets will be used in Apple devices and electric vehicles providing a critical U.S. source for a component heavily dominated by China. X. Strategic Manufacturing Expansion MP Materials will build a new commercial-scale magnet production facility in Fort"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945619980894019821) 2025-07-16 23:02:05 UTC XXX followers, XXX engagements


"🚨 What Deutsche Bank Might Be Missing at XX PT on $MP @MPMaterials has hinted at further strategic agreements beyond #Apple and #DoD - possibly automotive OEMs AI/data center developers or foreign governments (e.g. India/Japan/Europe diversification). Their Fort Worth 10X #magnet facility is being pre-positioned for scale suggesting MP is preparing for multi-customer delivery - not just Apple. @GoldmanSachs and @jpmorgan may be intentionally quiet pre-pricing but could release updated coverage post-secondary close particularly if the deal is oversubscribed. JPMorgan & Goldmans Potential"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1946146872583651420) 2025-07-18 09:55:46 UTC XXX followers, XXX engagements


"🧲 Rare-earth boom 🚀 As #MPMaterials scales U.S. mining & processing it's not just $MP stock that stands to gain: $CAT excavation & haul equipment $EPIAF drill & automation systems $SDVKY crushing screening digital mining tech Broader criticalminerals buildout also supports: $KMTUY $METSO $WEGRY This is a classic **ecosystem trade**- rare earths + machinery + tech = longterm infrastructure uplift"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1937301970848567665) 2025-06-24 00:09:17 UTC XXX followers, XXX engagements


"Take a look at how wide the influence of $MP Materials 🧲 magnets is:"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945369881144156553) 2025-07-16 06:28:17 UTC XXX followers, XXX engagements


"The real rare earth crisis isnt mining - its refining and magnet production. China controls 90%+ of the global rare earth processing market. Even with U.S. deposits without domestic refining and downstream integration were still dependent. MP Materials Lynas (Texas) and a few others are building capacity - but the timeline gap is real. The revolution wont be televised - itll be refined"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1943166051073540223) 2025-07-10 04:31:03 UTC XXX followers, 2746 engagements


"@lachlanscards @MPMaterials I'm glad you found the earlier posts. Yes I've been trying to share with the world re $MP & this Asymmetric opportunity"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945301213496352938) 2025-07-16 01:55:25 UTC XXX followers, XX engagements


"2/ 🔒 X. The National Security Investor Focus: Defense strategic autonomy geopolitical risk Portfolio might include: $LMT $RTX $PLTR $NOC $MP owns the only rare earth mine in the U.S. It supplies the DoD and is vital for missiles jets and advanced radar"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942948550490403096) 2025-07-09 14:06:47 UTC XXX followers, 1391 engagements


"🧲MP Materials Expanding Economic Footprint📈 Quantifying the value $MP brings to US industry and the market share it is reclaiming from China By Roman Iospa / X @DevelopAll X. Why @MPMaterials matters MP Materials operates Mountain Pass the only integrated rare-earth mine and processor in North America and it is finishing a Texas plant that will produce and recycle up to XX XXX t per year of finished NdFeB magnets. Those magnets power everything from iPhones to Patriot missiles. Recent investments by the Department of Defense and $AAPL make MP a core node in the United States technology and"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945334405595086991) 2025-07-16 04:07:19 UTC XXX followers, 2317 engagements


"6 Balance-sheet kicker: Apples $XXX M pre-payment funds $MPs Texas magnet line up-front = Zero dilution faster execution. $AAPL + $MP #MPMaterials #Apple #RareEarths #Manufacturing #Texas #Investing #Reshoring"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945300494601093395) 2025-07-16 01:52:34 UTC XXX followers, XXX engagements


"📊 Update on $MP: Not just holding technical support - big money is flowing in. ✔ $5.6M in large-scale inflows in just the last X sessions (7/7 & 7/8) ✔ Zero large outflows on 7/8 ✔ Total net inflow: $8.31M vs $5.70M out Institutions are quietly positioning. A small shakeout so larger players could position #RareEarths #MPMaterials #SupplyChainSecurity"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942600404002332863) 2025-07-08 15:03:22 UTC XXX followers, XXX engagements


"First Apple + DoD backing of a U.S. rare-earth miner - $MP graduates from niche to strategic. Every index retirement fund & ESG basket that holds $AAPL will now eye @MPMaterials driving steady passive inflows. Bigger growth path stronger shield vs. Chinas supply leverage. #MPMaterials #Apple #DoD #RareEarths #Reshoring #Investing"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945304197169140009) 2025-07-16 02:07:17 UTC XXX followers, XX engagements


"A curated list of Top XX companies that are heavily reliant on #RareEarths and/or permanent magnets particularly neodymium (Nd) praseodymium (Pr) dysprosium (Dy) & terbium (Tb) - all critical to EV motors high-performance turbines defense platforms & computing Ref: $MP"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1931208601273545193) 2025-06-07 04:36:25 UTC XXX followers, 4610 engagements


"MP 3.0: Re-valuing $MP after Apple + DoD" X Apples $500M magnet deal & the Pentagons equity stake are not isolated headlines - they mark the beginning of MP XXX the next phase of U.S. rare-earth independence. Heres why the market is still underpricing $MP. $AAPL + #MP #RareEarth"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945221488962936965) 2025-07-15 20:38:38 UTC XXX followers, 4985 engagements


"Historic alignment: $AAPL capital + DoD equity puts $MP at the center of a US-controlled rare-earth magnet chain. Texas production and Mountain Pass recycling mean secure supply high-tech jobs and cleaner domestic output that replaces XX %+ of magnets we import from China. Big win for American manufacturing and national security. #MPMaterials #Apple #RareEarths #Reshoring #AmericanGrowth"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945344456485486601) 2025-07-16 04:47:15 UTC XXX followers, XX engagements


"@MPMaterials 🧠 Robotics & Automation Co's that NEED Rear Earth = $MP 🧲🪨 iRobot $IRBT Teradyne $TER Rockwell Automation$ROK Zebra Technologies$ZBRA Cognex$CGNX AeroVironment $AVAV L3Harris$LHX Honeywell $HON Amazon Robotics $AMZN"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1931213385003069656) 2025-06-07 04:55:25 UTC XXX followers, XXX engagements


"@MPMaterials 💎 X. The Contrarian Macro Investor Focus: Asymmetry strategic bottlenecks geopolitical mispricing Portfolio: $GLD $BTC $LEU $OKLO $URA $MP is overlooked - but sits at the nexus of AI EVs defense & trade war. When supply chains snap this becomes priceless"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942972041667227910) 2025-07-09 15:40:08 UTC XXX followers, XXX engagements


"FYI Public pre-application meeting is on July XX - $Oklo & NRC staff review remaining information gaps before the company files its Aurora COLA. Slides and a teleconference Q&A will post to ADAMS the same morning. X. Reg-risk read-through: If staff say the submission is complete for acceptance review the market immediately upgrades the probability of docketing"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945830685681557771) 2025-07-17 12:59:21 UTC XXX followers, XXX engagements


"@TraderJohnny_ Yes gaps over extensions new share offering /dilution. I was looking at my earlier charts and i'm not believing that I was still long. This asymmetric trade has been developing for a while. Thus such a springboard occurred. $MP still has plenty of room.📈"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1946284056137617412) 2025-07-18 19:00:53 UTC XXX followers, XX engagements


"Rare earths AI chips and tariff risks - the U.S.China standoff is reshaping global markets. This #Ainvest article breaks it down: ✔ @MPMaterials for rare earth security $MP ✔ $NVIDIA + $AMD for #AI dominance ✔ Caution on auto & semis amid trade risk #RareEarths #MP #NVIDIA #AMD #Tariffs #China #TechIndependence"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942573206268740031) 2025-07-08 13:15:18 UTC XXX followers, XXX engagements


"India is now racing to build its own rareearth magnet ecosystem in response to Chinas export chokehold. That's a global structural shift. India will take years to catch up. Meanwhile in the U.S. $MP Materials is already building that stack - now. This isn't just supply reassurance - it's an investable frontier in action. #RareEarths #MPMaterials #CriticalMinerals #SupplyChain #Reshoring"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1943068237740040655) 2025-07-09 22:02:22 UTC XXX followers, XXX engagements


"🚨 Update on my $OKLO thesis: NRC just finished its Phase-1 readiness assessment for the Aurora COLA and found no gaps that would block acceptance. ✅ That clears the runway for the full application ➜ docketing - and historically this step alone has added 10-15 % to peer SMR names. Next stop: file docket and watch the probability line jump again. #nuclear #AIpower #reshoring"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945833023166931255) 2025-07-17 13:08:39 UTC XXX followers, XXX engagements


"5⛏ The Commodities & Materials Investor Focus: Critical minerals supply/demand imbalance cyclical plays Portfolio: $FCX $RIO $VALE $ALB $LTHM $MP is more than a dig-and-ship miner. Its building magnet & processing infrastructure on U.S. soil. Vertical integration = long-term value"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942968939593539796) 2025-07-09 15:27:48 UTC XXX followers, XXX engagements


"@MPMaterials 4/ 🤖 The AI & #Robotics Investor Focus: Hardware scaling automation robotics sensors Portfolio: $NVDA $TSLA $IRBT $PATH $AVAV #AI doesnt move without electric motors. And electric motors need #RareEarth magnets. $MP = upstream leverage in the AI industrial stack"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942951833615405435) 2025-07-09 14:19:50 UTC XXX followers, XXX engagements


"Great call early @MarketMaestro1 + Great summary and the macro drivers have only strengthened since that April call. DoD equity + guaranteed NdPr purchases lock in baseline demand $AAPLs $XXX M Texas magnet JV shifts MP from ore seller to high-margin magnet producer Texas Phase-1 capacity (10 XXX t/yr) covers nearly all current U.S. magnet imports and reshapes every EV defense and tech supply chain Passive flows are already building as ESG and reshoring ETFs rebalance Technical levels mattered at $XX but the business model has re-rated. The chart is catching up to a much larger fundamental"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945345382533439526) 2025-07-16 04:50:56 UTC XXX followers, XX engagements


"Why MP Materials $MP Belongs in More Portfolios Than You Think By Roman Iospa As global tensions intensify and the demand for critical technologies accelerates few assets are as strategically positioned as MP Materials $MP. Nestled in the Mojave Desert at Mountain Pass California MP Materials operates the only active rare earth mine in the United States. But its not just a miner it's the upstream linchpin in a rapidly emerging industrial value chain. Investors often chase innovation downstream: electric vehicles AI chips defense systems automation and clean energy. But these sectors are"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942976474513867011) 2025-07-09 15:57:44 UTC XXX followers, 11.7K engagements


"This is Huge $MP Materials deal with Pentagon Great Job James Litinsky & Team @MPMaterials 😉👍👍🚀📈 This is a monumental shift in the United States+ MP vs China Thank you for all your efforts A happy #MPLong 🚀"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1943280499251925363) 2025-07-10 12:05:50 UTC XXX followers, 1392 engagements


"@MPMaterials 🌬 Wind Turbine Co's that NEED Rear Earth = $MP General Electric $GE American Superconductor$AMSC Broadwind$BWEN TPI Composites $TPIC Siemens $GCTAY Vestas Wind $VWDRY Nordex SE $NRDXF NextEra Energy $NEE Avangrid$AGR Pattern Energy Group $PEGI"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1931211553522532395) 2025-06-07 04:48:09 UTC XXX followers, 3053 engagements


"🚨 THREAD: Why @MPMaterials just became a National Champion - and why my base $MP PT is now $80+ before Wall Street even recalculates. Buckle up. 👇"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1944055320780685498) 2025-07-12 15:24:41 UTC XXX followers, 19.1K engagements


"🧵 THREAD: What Type of Investor Buys $MP & Why It Might Belong in Your Portfolio X. Not all #RareEarth stocks are created equal. If you're holding $NVDA $TSLA $LMT $SMR $OKLO or $XOM You may want to take a closer look at $MP @MPMaterials Heres 👇 why & what kind of investor it attracts"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942947592561639496) 2025-07-09 14:02:58 UTC XXX followers, 6387 engagements


"MP Materials is the quiet linchpin behind the magnets that make iPhones EVs drones and fighter jets work. Apples $XXX M dealand the DoDs equity stakecreate the first fully U-S. mine-to-magnet supply chain replacing imports from China. A game-changer for tech defense and clean energy. #MPMaterials #Apple #RareEarths #SupplyChain #MadeInUSA"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945396182714552684) 2025-07-16 08:12:48 UTC XXX followers, XX engagements


"@TheValueTrade Do you have an updated chart on $MP With 62sh prices and above"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945308200699314396) 2025-07-16 02:23:11 UTC XXX followers, XXX engagements


"@MPMaterials 3/ 🌱 X. The Green Energy / ESG Investor Focus: Clean energy EVs sustainability Portfolio: $TSLA $ENPH $NEE $PLUG $FSLR Rare earths power wind turbines & electric motors. $MP feeds the supply chain behind the entire energy transition"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942951005152522566) 2025-07-09 14:16:32 UTC XXX followers, XXX engagements


"Wow $MP Front page Wall Street Journal @WSJ is a Big deal Today's offering is at a perfect timing = things are going as planned by @MPMaterials - are my post for offering details:"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945616718505640082) 2025-07-16 22:49:08 UTC XXX followers, 1301 engagements


"@TheMarketBullAU @MPMaterials @IlukaResources @LynasRareEarths @NorthernMins @NewFrontierMin Absolutely - the Pentagons $MP deal is a wake-up call: the US cant de-risk magnets without Aussie feedstock. 🤝 Watch capital rotate into WA & NT names next $LYC $ILU $ARU $NTU $ASM - because Mt Weld Eneabba & Nolans are now mission-critical to both nations"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1943630609122775238) 2025-07-11 11:17:02 UTC XXX followers, XXX engagements


"The $AAPL deal is more than a supply contractit caps a DoD-backed shift that makes $MP the only fully integrated US NdFeB magnet supplier. Texas output can replace most US magnet imports unlocking higher margins and de-risked cash flow. Expect analyst upgrades ESG-tech ETF buys and eventual index inclusion to drive a sustained re-rating. #MPMaterials #RareEarths #Reshoring #ETFflows"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945397237976342864) 2025-07-16 08:16:59 UTC XXX followers, XX engagements


"1 The Deal That Changed Everything @MPMaterials / $MP  DoD invests $XXX M in non-voting preferred + warrants 10-yr $110/kg NdPr price floor 10-yr XXX % offtake for the new XX kt/yr magnet plant Translation Washington literally wrote in cash-flow certainty"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1944056005777875169) 2025-07-12 15:27:25 UTC XXX followers, XXX engagements


"@MPMaterials X Risk Profile: Flipped @MPMaterials / $MP Pre-deal: cyclical miner X EBITDA hostage to Chinas price. Post-deal: infrastructure play w/ government floor XX multiple already (TD Cowen & Canaccord both moved to $55)"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1944057735949299868) 2025-07-12 15:34:17 UTC XXX followers, XXX engagements


"Another key day for $MP as it defends the $XX zone. X. Weekly MACD just crossed bullish for the first time in years X. RSI rising with volume support X. Large order inflow +News Pending. If this holds it could be the base before the next leg. Eyes on $35$39 breakout zone. #RareEarths #MPMaterials #CriticalMinerals"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942598442804515021) 2025-07-08 14:55:35 UTC XXX followers, XXX engagements


"Great chart - lets walk through this weekly $OKLO chart & what it reveals about supply resistance and future potential.📈 Volume Profile Analysis The right-hand volume bars represent volume-at-price which shows where most shares have been traded. You can clearly see a thick "volume shelf" at $50$58 this is a major demand/supply zone where buyers and sellers previously agreed on value. This area often acts as a launchpad because it offers strong support. Price has now moved cleanly above this shelf which is bullish. Breakout and Resistance The dashed diagonal line shows a prior"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1946153215478947868) 2025-07-18 10:20:59 UTC XXX followers, XXX engagements


"@topsecretstocks @MPMaterials Yes I know $qs i remember when they got the patent pretty unique stuff.I'm glad it's doing better. If I recall volkswagen invested into them heavily in the early days. Good luck with it"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945581717776990484) 2025-07-16 20:30:03 UTC XXX followers, XX engagements


"@MPMaterials @POTUS @SecretaryBurgum @Interior @WSJ @business @CNBCClosingBell @FT @Benzinga @SeekingAlpha America is reshoring chipmaking to win the AI race. But AI hardware needs #RareEarth magnets - and China controls 90%. $MP is the missing link in making AI truly American. +🧲 #MPMaterials #AI #Semiconductors #Reshoring #RareEarths #USvsChina"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942078353374130298) 2025-07-07 04:28:56 UTC XXX followers, XXX engagements


"@MPMaterials X Why That XX Is Just the Floor Ref @MPMaterials / $MP Defense/infrastructure comps ( $LMT $BWXT $RTX ) trade 1623. Price floor + offtake give $MP the same visibility market WILL re-rate"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1944062365873353068) 2025-07-12 15:52:41 UTC XXX followers, XXX engagements


"@MPMaterials X Ref: $MP + $AAPL That implies 50150 % upside from todays PT $12B - Before scarcity premiums or China-supply wildcards even kick in. #RareEarths #MPMaterials #Apple #Reshoring #SupplyChain @MPMaterials"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945230075663700278) 2025-07-15 21:12:45 UTC XXX followers, XXX engagements


"#Apple just injected $500M into @MPMaterials on top of the Pentagons earlier $400M to build U.S. rareearth magnet capacity and recycling. This marks a turning point: every American is now indirectly funding our domestic supply chain and reducing dependence on China. A true publicprivate success story for future case studies in economics & industrial strategy. $MP + $AAPL 📈 #MPmaterials #RareEarth #investing #China #SupplyChain #NationalSecurity"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945105496823730280) 2025-07-15 12:57:43 UTC XXX followers, XXX engagements


"The $PLTR comparison makes sense - but what makes $MP even more profound is that every American is already invested in it through DoD support. This isn't just a stock story it's a blueprint for economic independence. $MP will be studied in policy supply chain and economic history books for decades. Blue skies More like a national moonshot"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945126841720713296) 2025-07-15 14:22:32 UTC XXX followers, XXX engagements


"$MP saw a X million share block print at the close today at $XXXXX. Thats $60M - likely institutional. This came after a down day suggesting accumulation not distribution. *** 2:1 Large Inflow today As U.S. mineral diplomacy ramps up (Africa Gabon Trump meetings) Smart money may be positioning early. @MPMaterials #Africa #Trump #Gibon #MPMaterials"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1943076734070300825) 2025-07-09 22:36:08 UTC XXX followers, 10.2K engagements


"From iPhones to F-35s from EVs to AI chips - rare earth magnets are everywhere. Here's who depends on them the most: Phones: $AAPL $QCOM $SSNLF $SONY $LOGI 🛰 Defense: $LMT $RTX $NOC $GD $LHX $AVAV AI/Chips: $NVDA $AMD $INTC $TSM $AMAT $ASML EVs: $TSLA $GM $F $TM $LCID $RIVN Wind: $NEE $DNNGY $VWDRY $BEP $ENPH Drones/Aero: $AVAV $JOBY $ACHR $EH $TDY $RCAT Rare earths = the new oil. $MP is the gateway. #RareEarths #MPMaterials #CriticalMinerals #AI #EVs #Defense"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1942087172921708942) 2025-07-07 05:03:58 UTC XXX followers, XXX engagements


"Apples $500M commitment plus DoD equity turns $MP into the only end-to-end U.S. NdFeB magnet supplier + Texas output can replace most magnet imports so tech and ESG ETFs will need exposure. Valuation still treats the company like a raw minerthe re-rating is just starting. #MPMaterials #Apple #RareEarths #Reshoring #SupplyChain"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945372393569939458) 2025-07-16 06:38:16 UTC XXX followers, XX engagements


"Gabon: Were rich in raw materials but need help processing them. U.S. firms with processing + magnet know-how like $MP are the key to building global rare earth alliances. This isnt competition. Its the world asking America to lead"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1943074697622823397) 2025-07-09 22:28:03 UTC XXX followers, XXX engagements


"America's Unseen Shield: You're Already Invested in $MP Materials - Now Amplify Your Stake How a 10-year Pentagon price floor made every American a shareholder in the rare-earth revival - and why boosting your personal stake now could power the nation's Al EV and defense future @MPMaterials #rareearth #investing #business #economics #ev #ai #stocks"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1944520699399610682) 2025-07-13 22:13:56 UTC XXX followers, 3690 engagements


"Unprecedented - $AAPL and the DoD joining forces with $MP means every American now has a stake in rebuilding strategic supply chains. Expect fresh capital via index & ETF inflows stronger growth and new resilience vs. Chinas rare-earth chokehold. @MPMaterials #MPMaterials #Apple #DoD #RareEarths #Reshoring #Investing #NationalSecurity"  
![@DevelopAll Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::47478750.png) [@DevelopAll](/creator/x/DevelopAll) on [X](/post/tweet/1945303462083801397) 2025-07-16 02:04:22 UTC XXX followers, XXX engagements