Talk to me about your thesis. So, as we see a rare earth crackdown uh um where China's trying to limit the exports of rare earth to the US, you say Tesla's the best position to deal with that because they do about 40% of of their deliveries in China. >> Yeah.I mean, look, I this it speaks to why they made such a big bet on China, you know, with Gigafactory in Shanghai. This is going to really I think insulate them. You know, when you look at the raw materials, look that right now.I mean that's the biggest w ...

Shares of companies outside of China that produce rare earths and minerals surged Thursday as the country moved to tighten exports. https://t.co/RxaIGYeDxv ...

Core Viewpoint - Energy Fuels stock is experiencing a significant rise due to a bullish analyst report and news of China's export restrictions on rare earths, indicating strong investor interest in the stock [1][3][4]. Group 1: Stock Performance - Energy Fuels stock has seen three consecutive days of gains, with shares up 11.4% as of 10:43 a.m. ET [1]. - B. Riley raised its price target for Energy Fuels from $11 to $22, maintaining a buy rating, which has contributed to the stock's upward momentum [3]. Group 2: Market Catalysts - China's recent decision to impose export restrictions on rare earths is a significant factor driving the stock's rise, as China is the leading global producer of these materials [4]. - Energy Fuels is developing rare earth separation capabilities, aiming to increase its annual neodymium-praseodymium production to between 4,000 and 6,000 metric tons [4]. Group 3: Investment Considerations - Energy Fuels offers exposure to both uranium production and rare earth operations, appealing to investors interested in nuclear energy and rare earths [5]. - The company has not demonstrated consistent profitability, suggesting that it may be a higher-risk investment for those with lower risk tolerance [5].

RT Arnaud Bertrand (@RnaudBertrand)This is actually big, potentially huge, notably because China's new rare earth export controls include a provision (point 4 here: https://t.co/dbTVALE5Xf) whereby anyone using rare earths to develop advanced semiconductors (defined as 14nm-and-below) will require case-by-case approval.Which effectively gives China de-facto veto power over the entire advanced semi-conductor supply chain as rare earths are used at critical steps throughout - from ASML (who use rare earths fo ...

China tightens export rules for crucial rare earths https://t.co/5EOIjcMnaF ...

All right. So, can you just put these investments in context. How should investors be viewing these investments into an Intel lithium America's trilogy.Um, is this the the the White House essentially picking winners. Well, I think this is definitely novel, but at this point it seems more philosophical than practical in terms of how this is going to work. And and what I mean by that is uh the US government has not done something like this in recent memory.governments do make policy choices every single day t ...

Market Overview - Major U.S. indices closed lower, with the Dow Jones Industrial Average down 0.2% to 46,602.98, the S&P 500 down nearly 0.4% to 6,714.59, and the Nasdaq down about 0.7% to 22,788.36 [1] POET Technologies Inc. - POET Technologies shares increased by 23.51%, closing at $7.88, with an intraday high of $8.13 and a low of $6.47, within a 52-week range of $3.10 to $8.13 [2] - The company announced a non-brokered private placement, raising US$75 million through the sale of 13.6 million shares and accompanying warrants, marking the largest investment in its history. The funds will be used for corporate development, R&D expansion, and scaling its AI-related light source business [3] Oracle Corp - Oracle's stock fell by 2.52%, ending at $284.24, with fluctuations between $293.22 and $271, and a 52-week range from $118.86 to $345.72. The decline was attributed to financial challenges related to renting Nvidia chips, resulting in a nearly $100 million loss last quarter, with a gross profit margin from these rentals averaging around 16% over the past year [4] NUBURU Inc. - NUBURU's stock surged by 86.27%, closing at $0.48, with an intraday range of $0.50 to $0.30, and a 52-week high of $1.60 and low of $0.12. In after-hours trading, the stock spiked 24.5% to $0.59, following the announcement of its defense subsidiary's acquisition of Orbit S.r.l., enhancing its capabilities in defense software [5] Galecto Inc. - Galecto's stock skyrocketed by 383.02%, closing at $17.92, with an intraday high of $31.70 and a low of $16.40, within a 52-week range of $2.01 to $31.70. However, shares declined by 25.6% in after-hours trading to $13.33 [6] - The surge in Galecto's shares occurred despite the absence of company news, indicating speculative activity. The company reported having $10.2 million in cash at the end of June 2025 and anticipates needing additional capital for its cancer and liver disease programs [7] TMC The Metals Company - TMC The Metals Company shares rose by 20.21%, closing at $9.28, with an intraday high of $9.55 and a low of $7.96, and a 52-week range from $0.72 to $9.55. The rally was driven by investments in the metals sector by the Trump administration, increasing interest in rare earths and battery metals [8]

The Trump administration is not currently considering a deal that would see it take a stake in Critical Metals, a White House official said Monday, after a report suggesting Washington was considering a position in the rare earths company sent shares skyrocketing https://t.co/dm7HEc9B71 ...

Geopolitical & Economic Landscape - US and China lack experience living together, increasing global risk [1] - The current era is marked by the rise of transformational technologies like AI, comparable to the advent of electricity [1] Impact of AI and Technology - AI will transform all aspects of society, creating new winners and losers [2] - Countries hosting high-tech digital industries, like the United States and to a lesser extent Europe, are positioned to be winners [2] - Countries with natural resources, specifically rare earths, are also likely to be winners [2] Global Disparities - Isolated and lost countries, potentially including most of Africa and the developing world, are likely to be the losers [2]

USA Rare Earth (USAR) stock broke out on Thursday, then continued to fly higher Friday after new CEO Barbara Humpton confirmed talks with the White House in a CNBC interview. After federal investments in rare-earth play MP Materials (MP) and Lithium Americas (LAC) lit a fire under those stocks, traders are keen to get ahead of the next deal. "This… Related news 9/30/2025Lithium Americas stock surged late after Secretary of Energy Chris... 9/30/2025Lithium Americas stock surged late after Secretary of Energy ...