VL

#gold #silver #preciousmetals 📌Do Not Confuse a Bull Market with Skill The MARKET, the indisputable judge, not your RELIGIOUS FOLLOWERS, not the IRRESPONSIBLE YouTubers, has once again determined that you are probably the only one who doesn't have a clue. The PM industry has a short memory. We witnessed the same “pattern” before. At almost every previous major high (2011, 2012, 2013, 2014, 2016, 2020), you argued that any correction was weeks away. You ignored any warning signs and called for new highs or monster rallies. All these years, the PM industry has offered you a perpetual call option with zero margin requirements. You and [other widely followed PM analysts] know very well that no matter how bad your calls will be, you will always be back on the show. "Confidence is a weapon. Arrogance is a trap" The very next day after the crash, you predicted that silver would reach a new ATH within a month. You encouraged leverage, FOMO (“once in a lifetime opportunity”), holding on to losing positions, and averaging down. For the past six months, you appeared in many videos, posted several arrogant posts, were sure several times that the bottom was in, and called parabolic moves to new highs. When PM started to break down, you insisted that the parabolic phase was starting. You exhausted every possible indicator and pattern to support your bias that the low was in (confirmation bias, not recency bias). In February, you predicted that silver would run to $300-$500 within 3-6 months. Instead of $500, by trading into the mid-$50s, the market almost slashed a zero from that target. That is not a marginal error. That is a totally new reality, and you still refuse to admit it. You shared many tweets about how most traders can’t handle their emotions and how brave you were to stick your head out and call another bottom. However, when things went wrong, you didn’t have the courage to face any criticism. You closed your comment section and potentially blocked every critic. Instead of apologizing, showing up just to pick another low is ridiculous. You did so because one of the "masterminds" you are following came out again and said gold would make a low here (see my next post). The same mastermind that tricked you into calling the bottom in late January. Almost every call you made this year has been wrong. Every attempt to call the collapse in the USD again has marked a meaningful low. I have seen some comments in which you supposedly told your subscribers that you would close your service and that you sold your physical position below $60 because the next bull run would be 3-4 years away. Two weeks after, you showed up again to educate us. What is going on here? I think you owe your followers an explanation. At some point you will have to accept that the tools and cycles you are using do not map this territory. You owe an apology to your followers and to all of us “the clueless analysts”. You owe yourself a break. Do not engage in revenge tweeting, hoping to call the low to erase what happened again. Examine what went wrong, reset, and come back stronger. And no more "I told you so's". We will know very soon if the break you and other analysts took a few days ago marked an important low. These YouTube channels will need to do a better job next time. @CapitalCosm @VladGrabarskyy @PalisadesRadio @INN_Resource @capnek123 @maneco1964 @jessebday @JrMiningGuy @_freeamerican_ Disclaimer: 100% long gold

IMO sky is not the limit for $BB stock if QNX Software is adopted globally across many Robotic devices,then you are talking of a possible 3 digit USD price with patient hold over a few years. But we are happy to see USD 30 range in $BB, my clients are in from much earlier 😎👍

„Es gibt keine Gesellschaft mehr. Was es gibt, ist eine transnationale Sicherheitselite, die damit beschäftigt ist, die Welt mit Ihren Steuergeldern unter sich (und ihresgleichen) aufzuteilen. Die Kriegstreiber in diesem Land und anderen Ländern haben ein Bündnis geschlossen, um Geld aus den USA, der EU, aus jedem NATO-Staat heraus- und zu den eigenen (Finanz-)Eliten zurückzuschleusen, indem sie es im Blut der Menschen waschen, das in den Kriegen in Afghanistan, dem Irak, Somalia, dem Jemen, Pakistan vergossen wird.“ Jüngere werden vielleicht erschrecken, und vielleicht auch Vergessliche unter den Älteren, weil die Sätze, die Julian Assange 2011 auf der Antikriegsdemonstration in London gesagt hat, Sätze sind, die er gestern gesagt haben könnte. Sie beschreiben nämlich ein Muster: das Muster westlicher Wertekriege und ihrer drei wiederkehrenden Wesensmerkmale: Die Werte, mit denen sie legitimiert werden, gibt es nämlich nicht - jedenfalls nicht bei denen, die vorgeben, sie mit vorgehaltener Waffe zu vertreten. Und: Sie - ausnahmslos Angriffs- & Profitkriege - werden von der als „Verteidigungsbündnis“ vermarkteten NATO „antizipiert“, orchestriert & exekutiert und ziehen die weitere Vermögenskonzentration in den Händen Weniger nach sich, womit sie - ausnahmslos, aber nicht ausschließlich - der Profitmehrung professioneller Kriegsprofiteure dienen. Immer dasselbe - in zeitlichen Schleifen, auratischen Wellen, historischen Episoden. Dasselbe eine Muster, wieder und wieder: dieselben knarzenden Argumentationsschemata & Narrationsabsolutismen. Dieselben Behauptungen, Tatsachenverdrehungen, Selbstvergewisserungen. Dazu der immer selbe Raub an der Gesellschaft und den Menschen, die sie tragen. Dieselbe soziale Verarmung, dieselbe geistige Leere und dieselbe ethische Verelendung. Und immer dasselbe Elitenbereicherungs-, „Sicherheits“-, „Feindes“- & Tötungsmuster. Wieder und wieder und wieder. Wir, die wir alt genug sind, uns (mit Assange) an die letzte Welle westlicher Wertekriege zu erinnern, können den erinnerungslosen Jüngeren heute nur eines sagen, nämlich: dass sie sich einmal erinnern werden. Wenn sie, nachdem (in 15 Jahren) die nächste Welle westlicher Wertekriege losgebrochen sein wird, ihrerseits auf erinnerungslose Junge treffen. Assange hatte schon damals und hat noch heute recht. Wir müssen eigene Netzwerke und Bündnisse schließen, um unsere Werte gegen den eigennützigen Zynismus der Kriegstreiber zu behaupten. In diesem Land und anderen Ländern. Heute vor 2 Jahren war Julian Assange nach 14jähriger politischer Verfolgung & Haft endlich wieder frei.

#silver #TradingPsychology Some thoughts. 🔷ACCEPT 1/ There is no guaranteed trade 2/ There is no perfect stop loss 3/ We [all] take losses = lessons 4/ Βest way to avoid a big loss is to take a small loss 5/ Every trade is unique. Anything is possible 6/ Be happy with "good enough" (profits) and "close enough" (entry) 7/ "If you want to catch the big fish, you've got to go deeper" - David Lynch 8/ The goal should be to make money, not to be right. 🔷KNOW YOURSELF What triggers you most? Review your past trades and find which P/L scenarios irritate you most (eg. taking a loss, leaving money on the table, letting a profit turn into a loss, closing a trade for a nice profit but watch the market go higher, missing a great trade waiting for the perfect entry etc). 🔷STOP LOSS / POSITION SIZE We have to let the market show us first that we have a LOW in place and then decide where is the safest place to put our stop loss. The EGO wants to be right. Resist the urge to try and prick the low. How much you will bet should balance all the (7) points mentioned above (see "Accept"). 📌When you define the amount of ($) that you are willing to risk, you must [trully] accept that you have the possibility of being wrong and losing that amount. Make a contract with yourself and sign it. See if you are a person who honors his word (see attached image- extract from my trading journal). 🔷 HOW I WOULD HANDLE THE SITUATION Is the situation worth the risk? Yes 🔹Investors / Long-term Traders I would slowly scale in and buy into weakness as we start retesting the 1980/2011 highs. 🔹Short-term Traders I would start with a small position. When the market shows that it has made a bottom and the trend has clearly charnged, I would press the gear. 🔷POSSIBLE SCENARIOS Be open to various scenarios. a. Silver does not test the $47-$54 area and turn up. b. Silver tests that $47-$54 area and reverses. c. Silver bounces from that area but turn back down You must have a plan for each scenario. Social media will only make the decision much more difficult.

@whyyoutouzhele 在中国 警察来的目的是抓维权的人

$GEV CEO at Bernstein 42nd Conference GEV is generating 25% of the world's electricity and about 50% the US electricity

Reminder that AmpliTech Group $AMPG is the only US-based producer of cryptogenic LNAs that can withstand temperatures of around 4 Kelvin (approx. -273 degrees Celsius). This is crucial for quantum computers, because qubits must be kept around this temperature to prevent data errors, and this temperature is where almost all LNA hardware fails. $AMPG is the exception.

@DavidLe76335983 Right, but as a HK taxpayer, I'd rather the city's incompetent leaders, who were groomed by the Brits, not waste money, when Beijing can negotiate much better deals on our behalf. HK has monopoly re: offshore Yuan, there's no need to market this.

@Vincent91189591 I would not say that They may not need HK, China needs HK to be a separate pool from mainland. This provides a linkage of onshore and offshore RMB

Those who followed Hong Kong for a while knows that Hong Kong govt officials only visited western countries, NE and SE Asia in the past as those were the target partners the colonial govt identified. The practice continues for over 2 decades, 4 Chief Executives Only in recent years that Hong Kong Chief Executive would visit BRI countries like Middle East and Central Asia. Hong Kong Govt is pivoting because they know where the new partners would be That was why western bankers believe Hong Kong is dead Indeed, the era of overpaid western expats running the show in Hong Kong is over Hong Kong’s John Lee on Central Asia mission to explore new markets, expand ties scmp.com/news/hong-kong…

The US just got its first and only domestic producer of two metals the entire defense industry runs on. Stock IPO’d at $14 in April and nobody is talking about it. Here it is:

I will CHANGE your life. If you want to become a multi-millionaire in LESS than a decade, listen to me. Once the AI-trade takes a breather, the NEXT super-cycle will rotate into nuclear-related stocks: 1. Layer 1 - uranium miners • $CCJ - Cameco (blue chip uranium provider) • $UEC - Uranium Energy Corp. (aggressive U.S. developer) • $UUUU - Energy Fuels (only conventional U.S. mill) • $DNN - Dennison Mines (Wheeler River/Phoenix ISR project advancing to construction) 2. Layer 2 - fuel cycle / enrichment (the real bottleneck - especially HALEU and SMRs) • $ASPI - ASP Isotopes (using proprietary quantum enrichment tech to produce HALEU) • $LEU - Centrus Energy Corp. (only US company producing HALEU, big Department of Energy money) • $BWXT - BWX Technologies (reactor components + services + defensive overlap) 3. Layer 3 - SMR & advanced reactors (highest risk-to-reward; the picks & shovels of the future) • $OKLO - Oklo (Sam Altman-backed, already signed $META deal) • $SMR - NuScale Power (first US - approved SMR design) • $NNE - Nano Nuclear (microreactors - portable power) • $IMSR - Terrestrial Energy (heat + power hybrid) • $GEV - GE Vernova (BWRX-300 SMR tech + nuclear services Safer ETF's include: 4. Layer 4 - nuclear operators / utilities (real cash-flow and massive data center contracts) • $CEG - Constellation Energy (largest US nuclear fleet) • $DUK - Duke Energy (best risk-adjusted layer 4 name) • $VST - Vistra (insane $META 20-year PPA and nuclear restarts) ETF's include $URA, $URNM, and $NLR. Please invite me to your yacht once I make you $4M.

Every humanoid robot being built right now depends on a $88M Japanese company that almost nobody in Western markets has looked at. While capital is flooding into robot software, AI brains, and system integrators, everyone is ignoring the one company that decides whether robotic joints actually function. And that oversight is the opportunity. The name is $6464.T — Tsubaki Nakashima Co., Ltd. Tesla Optimus requires 14 to 16 planetary roller screws per unit to actuate its limbs. Each screw is only as precise as the rolling elements housed inside it. Sub-micron Silicon Nitride ceramic balls and specialty steel rollers are the foundational material the entire physical AI execution layer runs on. Tsubaki Nakashima is the dominant global supplier of those elements. They supply SKF, Schaeffler, NSK, and Timken without competing with any of them. That neutral upstream position makes them the one indispensable node in the entire advanced motion industry. Every major bearing manufacturer on earth is their customer. Their proprietary in-house grinding and sintering equipment ensures no competitor can replicate their yield at scale. The Si3N4 precision ceramic ball market grows from $267M in 2025 to $612M by 2032 at a 12.54% CAGR. Their engineered plastics division, TN Plastics, adds another layer: a collaboration with a major robotics manufacturer achieved a 20% reduction in robot weight and a 1.3x improvement in operational speed by replacing steel elements with precision polymer components. In February 2026, TN Plastics launched microfluidic plate manufacturing, entering a medical diagnostics market projected to grow from $40B to $75B by 2030. Now the financials, because this is where most investors got it completely wrong: The company reported a ¥27.21B GAAP net loss in FY2025. Screeners flagged it as distressed. Most investors stopped reading there. What they missed: ¥16.7B was non-cash goodwill impairment. ¥6.4B was a non-cash inventory write-down on legacy steel stock. ¥2.9B was a deferred tax adjustment. None of it touched the cash account. Actual FY2025 cash generation: Operating Cash Flow ¥10.52B. Free Cash Flow ¥11.64B — an all-time company record. Q1 2026 confirmed the full return to GAAP profitability: Operating Profit: ¥1.13B (up 214.6% YoY) Net Profit: ¥308M (vs. a net loss of ¥559M in Q1 2025) EBITDA: ¥2.00B (up 62.1% YoY) The CEO executing this is Itaru Matsuyama — BCG, DuPont Electronic Materials, KKR Capstone. Appointed July 2024 with one mandate: private-equity-style transformation. He has divested the entire ball screw division to MinebeaMitsumi, closed plants in the Netherlands, Korea, and Tennessee, and suspended all dividends to direct 100% of cash toward debt reduction. The valuation: Tsubaki Nakashima trades at 0.31x to 0.34x Price-to-Book and 0.17x Price-to-Sales. Harmonic Drive Systems, supplying reducers for the same robotic joints, trades at 4.23x P/B and 10.24x P/S. A re-rating to just 0.8x P/S — still a massive discount to every robotics peer — implies 470% upside from current levels. The risks, because a real thesis requires them: European auto stagnation drove a 2.7% revenue decline in Q1 2026. Net debt sits at ¥58.2B. Tariff exposure is real across global facilities. Mitigations: Indian manufacturing expansion and TN Plastics medical microfluidics buffer the auto cyclicality. The ¥20B in subordinated debt is rated BBB Stable by R&I and doesn't mature until 2051. A Local for Local manufacturing model with US plants in Michigan and Georgia neutralizes tariff risk by supplying American customers from domestic, tariff-exempt soil. The market is pricing this as a failing cyclical auto supplier. What it actually is: the material science chokepoint of the entire physical AI supply chain, run by a KKR-trained CEO generating record cash and trading at a fraction of liquidation value. A $88M company sitting underneath the entire humanoid robotics buildout. NFA. Do your own due diligence.

6146 cuts the chips. 6920 inspects the masks. 5803 connects the data centers. 3436 makes the wafers. 7011 protects the country making them all.

@TaviCosta Also, look at their total dividends.

@angeloinchina I presume US-style taxation on the basis of citizenship will be more prevalent as well, and the competing model....

3/3 Simple Layman Explanation Imagine you break up with your country… but it still follows you around demanding money for years. Right now, the normal rule is pretty clean: •You live in a high-tax country (like France). •You build your money there. •One day you say “I’m out!” and move to a cheap-tax place like Dubai. •After you officially leave, that old country usually stops taxing your future earnings and wealth. You’re free (except maybe one final exit bill). The new idea changes that completely. Countries want to say: “Because you lived here a long time and got rich here, you still belong to us a little bit even after you leave.” So they created this thing called “Extended Tax Residency” — basically a long tail of taxes that follows you. How it works in plain English: 1.You lived in France for 20–30 years → You built up €200 million. 2.You move to Dubai (0% tax on wealth). 3.France says: “Nice try, but for the next 10 or 15 years, you still have to pay us a big annual bill — like a 2% wealth tax.” 4.Year 1 after leaving: You pay almost the full amount (maybe €5–6 million). 5.Each year after that it slowly gets smaller (like a decreasing payment plan). 6.After 15 years: Finally, you’re completely free. It’s not going back in time to tax old years you already paid. It’s taxing your future years as if you never really left. Why are they doing this? Governments are scared rich people will just run away when new taxes hit. This rule makes running away very expensive and slow — like putting a long leash on you. Realistic view: •This is still mostly proposals and talks at the UN — not fully law yet. •It starts with super-rich people (billionaires and those with €100M+). •But history shows these things often expand to smaller fortunes later. •Even if your new country didn’t sign the treaty, keeping any small connection (bank account, apartment, etc.) in the old country might still trigger the rules. Bottom line in one sentence: Moving abroad might no longer give you a clean break — your old country could keep taxing you for up to 15 years after you leave, like an expensive ex that won’t let go. This is why many wealthy people and expats are watching this closely and planning earlier or smarter moves. Always talk to a real tax lawyer if this affects you — rules can be complicated and change quickly.

The New Global Tax Convention: How Extended Tax Residency Could Reshape Expatriation 1/3 A revolutionary international tax treaty currently under negotiation at the United Nations could fundamentally alter the rules of global mobility for high-net-worth individuals. Under the proposed framework, emigrating from your home country may no longer free you from its tax obligations. Instead, you could remain liable for taxes in your country of origin for up to 15 years after departure. The French Origins of a Global Idea The concept traces back to France. Just over a year ago, the French National Assembly voted in first reading on the so-called “Zucman tax” — a proposal inspired by economist Gabriel Zucman. The plan aimed to impose a minimum 2% annual tax on the wealth of France’s richest residents (those with over €100 million in assets), affecting roughly 1,800 households. The most controversial element wasn’t the tax rate itself, but the mechanism: even if individuals moved abroad to low-tax jurisdictions like Dubai, Lisbon, or Bangkok, France could continue taxing them for five years after departure. Although the bill was ultimately rejected by the Senate and later amendments failed, polls showed strong public support (86% in favor according to IfOP). Many observers expect similar proposals to resurface in future French budgets. Scaling Up: From National Proposal to UN Treaty What began in France has now evolved into a global initiative. In 2024, Brazil — then presiding over the G20 — commissioned a report from Gabriel Zucman. His findings highlighted that the world’s billionaires pay an effective tax rate of just 0.3% on their total wealth, far below the rates paid by average citizens. Zucman’s approach focuses not only on realized income and dividends but also on unrealized wealth growth. He argues that large fortunes held in companies or assets should be taxed annually, regardless of whether money is withdrawn. This report became the foundation for negotiations on a new UN framework treaty. Now in its fourth negotiation round (with the fifth scheduled for August), the treaty could be adopted as early as September 2027. If ratified and implemented, it would mark a major shift toward coordinated global taxation of high-net-worth individuals. The Core Mechanism: Extended Tax Residency The treaty’s most significant innovation is the concept of extended tax residency. Under this system, taxation would be based on past residency duration: •The longer you lived in a country, the longer you remain taxable there after leaving. •A “degressive” scale would gradually reduce the tax burden over time (e.g., 15 years). •Countries would not be forced to adopt a specific wealth tax; they could choose their method as long as the minimum 2% effective rate on wealth is achieved. Example: Jean-Marc, a French resident with €200 million in net worth who lived in France for 30 years, decides to move to Dubai. Even after leaving, he could face taxes starting at nearly €6 million in the first year, gradually decreasing over 15 years — potentially paying €50–70 million to France long after relocating.

Taiwan - China passports. Both have in English and Chinese languages clearly written > CHINA. I am not even going into other obvious points > - Culture - shared DNA - Language - Historical evidence - Taiwan constitution related to “one China”. - International recognition / UN Anyone saying Taiwan is a country can be equated to people who believe the earth is flat.

@DarioCpx Li Ka-Shing is bearish with the the UK and Hong Kong now.

The last time he cashed out big, especially real estate assets, was late 2018 / early 2019. We all know what happened shortly afterwards. Li Ka-Shing is one of the best at anticipating change in cycles and I’d keep a close eye on his moves.

1 year ago, $LITE was at $40. It's up 2600% so far at $1040. Here's 15 stocks surging right now like $LITE: 1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for me) Signed a major MOU with $AMD to build a governed Enterprise AI Cloud for regulated industries. Returned to GAAP profit for the first time in years. $PLTR partnership added. Wall Street scrambled to reprice the whole story overnight. 2/ $MRAM — Everspin Technologies up +285% this quarter Locked in a $40M defense subcontract to supply Toggle MRAM memory technology to the U.S. defense industrial base. Then signed a foundry deal with Microchip Technology for onshore production. Defense + AI memory + domestic supply chain. Perfect catalyst stack. 3/ $DGXX — Digi Power X up +258% this quarter Announced a $2.5B colocation deal with Cerebras Systems to power an AI data center campus in Alabama. Then Cerebras filed for the biggest IPO of 2026. Retail flooded in. AI infrastructure on a thin float — you do the math. Stocktwits 4/ $AMBQ — Ambiq Micro up +125% this quarter Revenue surged 59.3% driven by new product launches and higher average selling prices. Makes ultra-low-power edge AI chips that run AI workloads directly on devices without the cloud. Every smart wearable, AR headset, and sensor needs this. TradingView 5/ $VPG — Vishay Precision Group up +59% this quarter Precision sensors and measurement tech riding the industrial automation and defense spending wave. Onshoring is forcing manufacturers to upgrade equipment. Quiet compounder that finally got re-rated as reshoring capital floods in. 6/ $VSTS — Vestas Wind Systems up +41% this quarter Record 2025 revenue and EBIT driven by strong onshore performance, a robust order backlog, and improved cash flow. Europe's AI data center buildout needs massive clean power around the clock. Wind is the answer and Vestas builds the turbines. StockAnalysis 7/ $FCEL — FuelCell Energy up +130% this quarter Surged after investor optimism grew around massive electricity demand from AI-focused data centers, driving a broad rally across the fuel cell sector. Just launched a 12.5MW fuel cell platform built specifically for data centers that can't wait on the grid. StockStory 8/ $BAK — Braskem up +17% this quarter Brazil's largest petrochemical company obliterated earnings estimates that expected a loss. Commodities recovery + falling Brazilian interest rates + China trade deal optimism. Classic beat-and-gap setup on a name nobody was watching. 9/ $DDD — 3D Systems up +38% this quarter US-China trade tensions are forcing manufacturers to reshore production fast. 3D printing is the fastest way to rebuild domestic supply chains. Defense, aerospace, and medical contracts are accelerating. Trump tariff trade with a real catalyst behind it. 10/ $ROMA — Romeo Power up +286% this quarter EV battery tech turnaround story on a thin float with heavy retail attention. Classic small-cap momentum squeeze. The quarterly gain tells you everything about what happens when retail finds a low-float name with a clean chart and a good story. 11/ $IPI — Intrepid Potash up +36% this quarter America's largest domestic potash producer quietly returned to profitability. Iran war is choking global fertilizer supply chains. Food security is now a national security issue. Domestic ag inputs just became a geopolitical trade. 12/ $Q — Quintana Energy Services up +54% this quarter Oil and gas field services company printing money as drilling activity surges. Iran war keeps oil above $80. Every barrel needs to be drilled and Quintana provides the equipment to do it. Picks-and-shovels on the energy price shock. 13/ $KOPN — Kopin Corporation up +127% this quarter Secured a Fabric.AI deal with a $15M initial order, exclusive manufacturing rights, and a 19.9% equity stake, dropping Kopin into the AI data center buildout. Then added a $21.5M follow-on defense contract. AI + defense on a single micro-cap ticker. StocksToTrade 14/ $BUUU — B2Digital up +114% this quarter MMA and combat sports media platform getting swept up in the small-cap momentum wave. Retail traders found it, the float is thin, and the quarterly chart did the rest. Pure momentum — respect the move but know what you own. 15/ $ESOA — Energy Services of America up +50% this quarter Revenue hit a company record with full-year revenue of $411M, up 16.8% year-over-year. Builds pipelines, utility infrastructure, and power systems. Every AI data center and energy project needs ground-level construction. The boring pick that keeps winning. My favorite one on this list and I want to add $RXT Nov 2026 $7 call options here (or shares). They have a big deal with $AMD. ♻️RESHARE this post and make 1 comment for my top 20 beaten down stocks like $POET $QS $SOFI

While everyone chases Nvidia and the same handful of names, 4 stocks are quietly sitting on real setups nobody has figured out yet. If the catalysts hit, the upside is real. Here they are:

Rare earths are the quiet bottleneck behind the next hardware cycle. AI data centers. EV motors. Wind turbines. Humanoid robots. Drones. Night vision. Radar. Sensors. Software scales fast. Physical supply chains do not. Rare earths turn the AI boom into a mining, refining, and magnet story. Core Rare Earths–Focused (Producers / Midstream): $MP — MP Materials $MP is the cleanest U.S. rare earth pure play. Mountain Pass is America’s only scaled rare earth mine, but the real bull case is mine-to-magnet integration. Q1 2026 NdPr oxide output hit 917 MT, NdPr sales reached 1,006 MT, and total REO output hit 12,983 MT. Heavy rare earth separation commissioning in Q2 2026 adds Dy/Tb upside. $LYSDY / $LYSCF — Lynas Rare Earths $LYSDY / $LYSCF is the largest rare earth producer outside China. Mt. Weld feeds Malaysia’s Kuantan hub, where purified dysprosium and terbium are already online. Malaysia extended Lynas’ license through March 2036. Add a US$180M HRE expansion toward 5,000 tpa capacity, and Lynas becomes the West’s most important non-China Dy/Tb supplier. $NEO — Neo Performance Materials $NEO sits in the rarest part of the Western stack: processing, alloying, and magnet materials. It has commercial-scale NdFeB magnetic powder production outside China, plus rare earth assets across Canada, Europe, China, and Estonia. The March 2026 Cyclic Materials MOU creates a closed-loop magnet scrap → recovered oxides → Neo alloy/magnet supply chain. $ILKAY / $ILU — Iluka Resources $ILKAY / $ILU is a refinery bet. Eneabba aims to become Australia’s first fully integrated rare earth refinery, built for light and heavy rare earths from monazite and xenotime. Peak construction arrives in H2 2026, commissioning targets 2027, and AU$1B+ has already been spent. A AU$1.25B government loan lowers financing risk. $UUUU — Energy Fuels $UUUU owns one of the most strategic U.S. rare earth assets: White Mesa Mill in Utah. It can accept monazite, produce mixed rare earth carbonate, and move toward separated oxide output. Q1 2026 uranium output reached ~220,000 lbs, helping fund REE capex. Arizona separation work targets initial NdPr oxide output later in 2026. Earlier-Stage Rare Earths (Developers & Recycling): $USAR — USA Rare Earth $USAR is building the U.S. vertical rare earth stack: mine, separation, and magnets. The CHIPS Program LOI proposed $277M in direct funding plus a $1.3B senior secured loan. Stillwater targets 10,000 MT of annual NdFeB magnet capacity by June 2030. Buying TMRC’s Round Top stake gives USAR 100% control of a major heavy REE deposit. $REEMF — Rare Element Resources $REEMF is a Wyoming rare earth optionality play. Bear Lodge offers one of North America’s higher-grade REE deposits, weighted toward magnet materials. The DOE-backed Upton demo plant was tracking toward full operations in early 2026. A $30.9M rights offering funds plant operations, permitting, and third-party feedstock tech. Small cap. Real catalysts. $IDR — Idaho Strategic Resources $IDR is a self-funded rare earth explorer with operating gold cash flow. It controls three properties across the Idaho Rare Earth Belt: Mineral Hill, Diamond Creek, and Lemhi Pass. The belt spans roughly 70 miles by 8 miles. Lemhi Pass hosts high-grade thorium-REE mineralization, giving IDR rare domestic exposure without pure exploration financing pressure. $CRML — Critical Metals Corp $CRML is a Greenland heavy rare earth bet. Tanbreez is positioned as one of the world’s largest known HRE resources. February 2026 drilling delivered the highest re-assay TREO grades since inception across 33 holes and expanded Area B plus Fjord Deposit potential. Dy, Tb, and Ho exposure matters because heavy rare earths remain the tightest segment. $AREC — American Resources $AREC attacks rare earths from recycling and refining, not mining. ReElement is building a Marion, Indiana refining campus designed to process recycled magnets and ore concentrates into 16,000+ MT per year of separated, purified rare earth oxides at full scale. Initial production targets Q3 2026. Mitsubishi Materials’ MOU adds validation. $NB — NioCorp Developments $NB is rare-earth-adjacent through Elk Creek, a Nebraska project with niobium, scandium, titanium, and REE upside. The Board approved a $44.6M Mine Portal Project in January 2026. EXIM advanced Elk Creek to Independent Technical Review. DoD-funded drilling covered 7,000+ core samples, and Stellantis has a rare earth offtake term sheet. $IPX — IperionX $IPX is not a classic rare earth stock, but Titan in Tennessee gives it U.S. titanium, rare earth, and zircon mineral sands optionality. The DFS was tracking for H1 2026 with support from a $47.1M U.S. government award. Virginia titanium operations reached 24/7 production in March 2026, creating a commercial base before rare earth upside is priced in.