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![DevelopAll Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::47478750.png) Roman Iospa [@DevelopAll](/creator/twitter/DevelopAll) on x XXX followers
Created: 2025-07-09 15:40:08 UTC

@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.

![](https://pbs.twimg.com/media/GvbSxnzWcAAeOBE.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942972041667227910/c:line.svg)

**Related Topics**
[priceless](/topic/priceless)
[trade war](/topic/trade-war)
[stocks defense](/topic/stocks-defense)
[coins ai](/topic/coins-ai)
[nexus](/topic/nexus)
[$ura](/topic/$ura)
[$btc](/topic/$btc)
[$gld](/topic/$gld)

[Post Link](https://x.com/DevelopAll/status/1942972041667227910)