The Assembly@InTheAssembly
In August 2025, the US government purchased a 9.9% stake in Intel for $8.9 billion.
Today, it’s worth $41 billion.
What else are they holding? Here it is:
MP Materials (+104%). Only domestic rare earth processor in the US. China controls 85% of global supply.
USAR (+28%). The Department of Commerce took an 8% equity stake and gave it a $1.3 billion loan.
LAC (+46%). Building one of the largest lithium mines in US history.
TMQ (+90%). Copper and cobalt in Alaska. The government put $35 million in to fast-track permitting.
Semiconductors, rare earths, lithium, copper, cobalt.
Every single one is a supply chain China currently dominates.
Do you notice the pattern?
Every time the US government takes a position in a stock, it goes up.
Because when the government becomes your customer, your lender, and your co-owner at the same time, the downside gets a lot smaller.
These four names are still early. Intel already turned $8.9 billion into $41 billion.
The question is not whether this strategy works, the question is which position moves next.
We’re tracking their holdings in real time.
The moment something interesting shows up, you’ll hear it here first. Turn on notifications.
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