- Entry
- $54.93
- Now
- $44.62 -18.8%
- Target
- —
- Score
- —
Mountain Pass | government backed asymetric play on critical mineral independence. basically a domestic monopoly. only rare earth mining site in north america. critical for breaking the 70% china monopoly on rare earth. sitting right in the middle of the ai data centers, semi conductor fabs, EV's, robotics, power storage, cooling systems, etc price hovering around $62-65 waiting for a reason to break out. extremely fair price. early cycle $2.5B in net cash flow. no debt issues.
— ORIGINAL POST ·
$MP - next bottleneck in the AI infrastructure build out
· r/stocks
· May 26, 2026