Tyler Keung

@USAC_Bull Very cool stuff!

@KeungTyler Yes sir mainly cursor! Part of a larger side project I’ve been working on. Zero chance I could ever build this in a single artifact 🤝

$UAMY MARCH 2026

$AREC BREAKING Mitsubishi Materials Corporation (the "Company") hereby announces that it has decided to make an investment in ReElement Technologies Corporation ("ReElement"), a company headquartered in Indiana, the U.S., engaged in the recycling of rare earth elements and other critical resources, through the acquisition of preferred shares of ReElement (the "Investment"), and has executed a Memorandum of Understanding (the "MOU") concerning Japan-U.S. collaboration in the field of rare earth and rare metal recycling. This matter constitutes a strategic investment made with a view to accelerating the global expansion of the Company's secondary smelting business, while also considering the creation of new resource circulation businesses in Japan, under the basic policy of becoming a company committed to "creating the future through resource circulation," as set forth in the Company's Mediumterm Management Strategy (FYE March 2027-2029). THIS IS HUGE 🚀 mmc.co.jp/corporate/en/n…

@probzunknown Very nice saw this coming. Just more confirmation that $AREC will be huge.

@probzunknown Yea tough situation now

@KeungTyler Yea it just doesn’t make any logical sense. I don’t think that’s happening. At this point he has to finish what he started. Such an unfortunate situation because it will lead to more lives lost

Realistically, though, I don’t think that this is true. And even if it was a leak, I think it’s a distraction from the fact that he’s probably going to be putting boots on the ground in a matter of time. You don’t put 50,000 troops into the Middle East just to back out for no reason. You also don’t consume massive amounts of munition stockpiles to achieve very limited objectives. The administration pretty much told us that the casus belli was because Iran was close to developing a nuclear weapon so I don’t believe that this will end until that is dealt with.

@aleabitoreddit Do you have any longs in the rare earth sector?

Can we please… just secure our rare earths supply chains first before we do this? How are we able to spend billions on glass towers in Miami? But not subsidize all our most important AI, Robotics, and Space rare earth upstream supply chains… That are entirely dependent on China/Russia? We literally have no domestic processing at scale for some of the most vital chokepoints from Humanoids bodies to indium/germanium/gallium for AI applications. Picking a few like $MP to $USAR and saying “we did something” is not enough. The Rare Earths chokepoint is a ticking time bomb that China set over the US. America has its prioritizes completely wrong

@cekdrew It definitely pulled an $OKLO 😭

October 13th-14th, 2025 $MP $USAR $CRML

@eliassaghbini @infleqtion Macro news….

@infleqtion All of these news and why is the stock bleeding

Infleqtion CEO Matthew Kinsella has described Infleqtion's strategy as "following in the footsteps of NVIDIA." Sherwood News spoke with Matt about what that looks like in practice: sherwood.news/markets/infleq… #Quantum #QuantumComputing #QuantumTiming #QuantumSensing #QuantumTech

@probzunknown It looks sad 😔

Just checked my YTD 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🥲🥲🥲🥲🥲🥲🥲

@cekdrew Good thing we have plenty of rare earths and critical minerals stockpiled. Oh wait it’s basically empty…

Damn $MP The United States canceled the 10-year deal, price floors are gone, Apple pulled out, and China lifted all restrictions. Oh wait… none of that actually happened.

@probzunknown Maybe good earning report coming today

Rare earth processors doing ok today! $AREC $UURAF

If the rare earths and critical minerals stop flowing, the AI buildout would be completely stalled. $MP $AREC $NB $UURAF $UAMY $UUUU

@probzunknown EV supply chain also gets more expensive when oil spikes.

With the price of gas spiking up, one would think to be long EV makers like $TSLA, $RIVN, or $LCID, but how can people buy EVs if we are kind of entering a recession if everything more broadly is far more expensive 😵‍💫

Mitsubishi looking to work with ReElement… $AREC meti.go.jp/press/2025/03/…

@cekdrew Didn’t get wrecked as hard as the rest of the market last week 😅 Not feeling to optimistic for this week tho

A couple of months 😂… $MP $UAMY $UUUU $USAR $NB $AREC $UURAF The Trump Xi meeting will never happen. Rare Earth & Critical mineral super-cycle is loading…

@cekdrew Bruh what the helly

Chinese media just dropped a 1:40 parody video mocking the United States over Iran:

@cekdrew Metals and materials showing some decent strength despite the bloodbath occurring today

Are we having fun yet? I have cash ready if we see a further dip ($40) on $MP and my other positions, but in no rush to add until that target is hit. My plan was and is to continue to build up a portfolio during weakness. I even have cash set aside for 2027. Everyone can panic now, but I’m thinking in decades.

@probzunknown Maybe it will affect the margins since there is more competition between suppliers?

@KeungTyler Doesn't really make much sense to me. Vulcan is simply diversifying its suppliers, not cancelling their massive deal with $AREC. One is backed by the Department of War, and the other isn't. I know which one I like.

Is the $UURAF partnership with Vulcan really affecting $AREC that much?