@FurkanGozukara Don’t care if we get some RE from China for the time being. But without price floors every company in US will go bankrupt. Need to ramp up. USA made only. $MP
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MLS Trading
7.9K posts
MLS Trading
@MuddyLocker1
Sports Betting and BTFD!- Former Wall Street Sales Trader - Twitter - Please give me an edit button
Katılım Aralık 2015
693 Takip Edilen407 Takipçiler
The Pentagon is in absolute panic. Famous Prof. Zhang Weiwei confirms China has officially cut off all rare earth exports to the US military.
He exposes how Washington's disastrous tech war completely backfired, leaving their weapons manufacturing severely crippled.
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@webcav1 We need price floors from China. No more dumping $MP $USAR $ABAT
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@cekdrew By dumping low cost minerals and killing all of the competitors. And US kicks the can down the road.
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China’s Foreign Ministry did not mention any truce, extension, or new agreements related to rare earths or critical minerals.
$MP $USAR $UUUU $UAMY $TMC
“China has always been committed to maintaining the stability and security of global industrial and supply chains.”
That was the response when asked whether China and the U.S. reached a new understanding on rare earth supply.
CN Wire@Sino_Market
🇨🇳🇺🇸CHINA’S FOREIGN MINISTRY ON WHETHER CHINA AND THE US REACHED A NEW UNDERSTANDING ON RARE EARTH SUPPLY: CHINA HAS ALWAYS BEEN COMMITTED TO MAINTAINING THE STABILITY AND SECURITY OF GLOBAL INDUSTRIAL AND SUPPLY CHAINS (mktnews.com/flashDetail.ht…)
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Polymarket odds (actually 32% btw) making it seem like this sell off in the rare earth sector may end up an incredible long term buying opportunity $UAMY $USAR $MP $UUUU
Polymarket@Polymarket
10% chance Trump & Xi agree to rare earth export relief. polymarket.com/event/trump-xi…
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@cekdrew Everything that relies on $MP and RE is ripping today. Soon they will realize….100$ incoming
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…and NOTHING about Rare Earths / Critical Minerals yet the stocks still dump. $MP $USAR $UAMY $UUUU
Leading Report@LeadingReport
Chinese President Xi has agreed to the following for President Trump, per Fox News. - Give the US anything Trump needs for Iran - Buy more soybeans - Buy more US oil - Buy more LNG - Buy 200 Boeing jets
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@cekdrew @patelab2610 Market ripping and Minerals are getting crushed. Rotation will happen but hopefully not in the 40$. 🤮
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@patelab2610 @MuddyLocker1 You’d think. Especially with DFARS incoming January 2027.
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@webcav1 @MPMaterials Washout weak hands for Hedges to scoop up. Reminder US Govt has stake in $MP and $AAPL huge investment. Short term China volatility.
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$MP @MPMaterials what the heck is going on with the stock price???? WTF!!
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$PLTR
Karp literally went on CNBC and said he’s planning for ~100% sales growth next year while scaling with fewer employees and generating more FCF than last year’s total revenue…
but it seems like the market still wants a “formal guide” before they believe it. Which is ridiculous at this point.
If Palantir executes anywhere close to that trajectory, you’re looking at a potential $15B+ revenue company with elite software margins ~60%+ NEXT YEAR.
It’s not “growing into its valuation” it’s literally blowing past all expectations of what is “fair value”
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@SeanBrodrick Does market really think Trump will screw over US RE companies $MP $USAR. If anything price floors coming. Anti dumping from China.
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A list of the CEOs going on trip to China with Trump. Of these, Elon Musk is most sensitive to China's heavy rare earths ban (suspended until November). Tim Cook (or Tim Apple, as Trump calls him) has short-term sensitivity, but has a deal with US producer MP Materials $MP
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@The_Bob_Gnarly There was a lot of bitching about $ABAT the last couple of weeks. Everybody wants their hand held. Trust the process!!! Nice work @abt_company
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@cekdrew If anything they will agree on price floors. No more dumping $MP
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Apple is Hiring a Global Supply Manager (GSM) - Recycled Rare Earths $APPL $MP
In this role, you will lead end-to-end program management for Apple’s new Mountain Pass recycling and magnet block facility, ensuring operational readiness and mass production ramp. You will oversee the qualification process for magnet blocks (including heavy rare earth–free designs), manage integration with downstream vendors, and partner closely with suppliers to secure reliable supply.
You will develop and implement Apple’s global sourcing strategy for recycled rare earth materials, identifying and qualifying new sources worldwide. This includes negotiating strategic commercial agreements, mitigating geopolitical risk, and serving as Apple’s subject matter expert on the REE recycling market. You will own supplier relationships, manage performance against important metrics, and work cross-functionally with Magnet GSMs, engineering, and environmental teams to ensure materials meet Apple’s technical and sustainability requirements.
The base pay range for this role is between $172,100 and $258,600, and your base pay will depend on your skills, qualifications, experience, and location.
jobs.apple.com/en-au/details/…
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$MP DROPS 11% IN 3 HOURS
What did I say the other day?
“The sector won’t be easy. There will be twists, turns, chaos, and things nobody expects… but the story is only just beginning.”
cek@cekdrew
I’ve gone so deep into rare earth research that underground monster sightings barely phase me anymore. $MP $USAR $UAMY The sector won’t be easy. There will be twists, turns, chaos, and things nobody expects… but the story is only just beginning.
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Anyone else having TOS Mobile issues? cc @CharlesSchwab @SchwabTrading
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MP expects demand for some of the most expensive rare earth materials to drop sharply as magnet makers adopt alternative metals bloomberg.com/news/articles/…
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