$USAR suffered massive dilution, following its funding round of $3 billion. While some more dilution might come along the way to 2030, the biggest one is done.

At this point, the market found balance, and it seems that it is set to rally and potentially squeeze much higher with potential upcoming clients contracts to secure long term rare earth supply.

China is seriously staging a war over these supply chains and that is a huge catalyst.

The stock is highly volatile so unless you can stomach 10% move every day in either direction, stay away or hedge yourself – but it’s definitely worth the risk.

You see rare earth are very important for the government because they are the basis of high-tech and military equipment.

At this point, I’m very positive and LONG since last Friday.