Mert Nuhoglu's Highlights on 'TMC the metals company And Texas Mineral Resources: 2 High-Risk/High-Return Mining Stocks'

(1) Jostein Hauge on X: "One thing I do like about this year’s Nobel Prize in Economics is that it might encourage more students to read Joseph Schumpeter. Schumpeter is the foundational scholar in the study of innovation and entrepreneurship within the capitalist system. His dynamic view of https://t.co/0XCF71gvq4" / X

x.com/haugejostein/status/1978086969834955108

Oct 14, 2025

(1) Shay Boloor on X: "China produces ~60% of the world’s rare earths & handles ~90% of processing. The real challenge now is breaking that grip & the U.S. is slowly building the pieces to take some of that control back. Here’s what the U.S. rare earth supply chain is starting to look like: • $MP https://t.co/rkaXmmlkel" / X

x.com/StockSavvyShay/status/1978086507849089296

Oct 14, 2025

IperionX Limited Stock: A Small-Cap Titan With High Growth Potential (NASDAQ:IPX)

seekingalpha.com/article/4760906-iperionx-limited-a-small-cap-titan-with-high-growth-potential

Oct 14, 2025

(1) YeahDave on X: "$CCCX Infleqtion, Quantum but not vaporware -In development since 2007 -200 employees (130 PhD physicist and engineers) across offices in US, UK, and Australia -Already makes money, $30M trailing 12 month revenue -$88M in cash, about to raise >$540 million at listing -1.8B https://t.co/SVf69xos3d" / X

x.com/YeahDrDave/status/1974577772921319900

Oct 14, 2025

(1) Relearning Economics on X: "To practice economics is to study reality. Uncertainty, institutions, debt, system feedback loops, and expectations that don't optimize mathematically, because equilibrium conditions simply don't exist in the real economy. 🧵7/13" / X

x.com/RelearningEcon/status/1977982601622364226

Oct 14, 2025

(1) Relearning Economics on X: "Because when the task is modeling actual systems... The jargon disappears and reality sets in. 🧵6/13" / X

x.com/RelearningEcon/status/1977982599596585025

Oct 14, 2025

(1) Relearning Economics on X: "There’s a big difference between being an economist and practicing economics. Most outside the economics community don't see this. But it's why the field feels so detached from the real world. 🧵1/13 https://t.co/oK7SgeGR7w" / X

x.com/RelearningEcon/status/1977982589802815789

Oct 14, 2025

(1) Berk Ucmaz on X: "Piyasada paylaşılan şirketlerin çoğu, meme coinlerden farksız. Tek farkları, güzel sunumlarla gelecek hakkında abartı vaatlerle atıp tutmaları ve piyasayı coşturmaları. Bu şirketlerin yürümesi için devamlı iyi habere ihtiyaç var. Gelirleri yok, en az 3-5 yıl sonrası için" / X

x.com/BerkUcmz/status/1978137504919482566

Oct 14, 2025

(1) J Keynes on X: "$SERV 🤖🔥 The Robotics AI Sleeper That’s Quietly Training on Every Delivery So far in my Speculative AI Portfolio I’ve added $PATH, $RXRX, and $ASAN, but my next pick has a different kind of vision. Serve Robotics ($SERV), is my next pick, and it looks like just a delivery https://t.co/8QknhWMSJE" / X

x.com/JKeynesAlpha/status/1978166839734907262

Oct 14, 2025

(1) Gene on X: "We all know $IONQ has tracked financial milestones while growing >100% organically for the last few years. The early completion of Tempo proves that they've also hit every technology milestone. This makes their future roadmap credible. IonQ will maintain a lead of 3-5 years https://t.co/Fe7JfUaZzn" / X

x.com/genejchan/status/1978081101987098747/photo/1

Oct 14, 2025

(1) Gene on X: "We all know $IONQ has tracked financial milestones while growing >100% organically for the last few years. The early completion of Tempo proves that they've also hit every technology milestone. This makes their future roadmap credible. IonQ will maintain a lead of 3-5 years https://t.co/Fe7JfUaZzn" / X

x.com/genejchan/status/1978081101987098747

Oct 14, 2025

(2) Simon Maechling on X: "This year’s Nobel Prize in Economic Sciences goes to Joel Mokyr, Philippe Aghion, and Peter Howitt. Why? Because they explained something we often take for granted: Why the modern world keeps getting richer. The answer? Innovation. Let’s break it down 👇 For most of human https://t.co/U3GUIFC6dv" / X

x.com/simonmaechling/status/1977718211492606374

Oct 14, 2025

Symbotic: New Storage Platform Unlocks Growth Potential (NASDAQ:SYM)

seekingalpha.com/article/4828499-symbotic-new-storage-platform-unlocks-growth-potential

Oct 14, 2025

Ormat Technologies: Geothermal Is Getting Overdue Attention (NYSE:ORA)

seekingalpha.com/article/4810236-ormat-technologies-stock-geothermal-getting-overdue-attention

Oct 13, 2025

(1) M. V. Cunha on X: "4) China's Dominance and the Global Imbalance Over the past three decades, China has transformed itself into the undisputed leader of the global rare earth industry. While several countries possess rich geological reserves, China’s dominance lies not only in mining but, more https://t.co/T8T9hokmU4" / X

x.com/mvcinvesting/status/1977707439345533148

Oct 13, 2025

(1) M. V. Cunha on X: "3) The Real Rarity: Refining and Processing As I explained before, despite what their name suggests, REEs are not geologically rare. They are found in significant quantities across the globe, including in the United States, Australia, Canada, Brazil, parts of Africa, and https://t.co/lK3iZk9Y5a" / X

x.com/mvcinvesting/status/1977707435625177509

Oct 13, 2025

(1) M. V. Cunha on X: "Everyone's talking about Rare Earth Elements (REEs), but few truly understand why they matter. In this thread, I'll break down what makes REEs so critical, the global imbalance threatening supply chains, and the biggest challenge that still needs to be solved. 🧵👇🏻 https://t.co/xRHK8F3jTe" / X

x.com/mvcinvesting/status/1977707425701519543

Oct 13, 2025

GM’s Rare-Earth Gamble Pays Off as China Tightens Magnet Exports

www.wsj.com/business/autos/gms-rare-earth-gamble-pays-off-as-china-tightens-magnet-exports-b115ef72

Oct 13, 2025

The Magnequench Betrayal: How America Lost Control of Its Military Magnet Supply

rareearthexchanges.com/news/the-magnequench-betrayal-how-america-lost-control-of-its-military-magnet-supply/

Oct 13, 2025

USA Rare Earth: I'm Less Excited Than Many (NASDAQ:USAR)

seekingalpha.com/article/4827956-usa-rare-earths-stock-less-excited-than-many

Oct 13, 2025

TMC the metals company And Texas Mineral Resources: 2 High-Risk/High-Return Mining Stocks

seekingalpha.com/article/4637065-tmc-tmrc-2-high-risk-high-return-mining-stock-picks

Oct 13, 2025

My Interview With Texas Rare Earth Resources' Jack Lifton, Dan Gorski, And Anthony Marchese (OTCMKTS:TMRC)

seekingalpha.com/article/3259985-my-interview-with-texas-rare-earth-resources-jack-lifton-dan-gorski-and-anthony-marchese

Oct 13, 2025

West’s Critical Mineral Crisis: Why Perpetua Resources Is Antimony Stock To Own (PPTA)

seekingalpha.com/article/4778652-west-critical-mineral-crisis-why-perpetua-resources-is-the-antimony-stock-to-own

Oct 13, 2025

Critical Metals: Don't Let The Trilogy Deal Scare You (NASDAQ:CRML)

seekingalpha.com/article/4828528-critical-metals-dont-let-the-trilogy-deal-scare-you

Oct 13, 2025

The Metals Company Hits A $23.6 Billion NPV Milestone: Why The Market Must Reprice It

seekingalpha.com/article/4813900-the-metals-company-hits-23-6-billion-npv-milestone-why-the-market-must-reprice-it

Oct 13, 2025

(1) Kaya Finance on X: "$MP | MP Materials MP Materials biraz sessiz ama Amerika’nın teknoloji altyapısında çok kritik bir oyuncu. Nadir toprak elementlerinin %90 Çin'in elinde olmasi mp stratejik bir hale getiriyor. Şirketin işi “nadir toprak elementleri” üretmek yani bugünün teknolojisinin görünmeyen https://t.co/g5LsNag8Sf" / X

x.com/ProfKayaFinance/status/1977438042190180461

Oct 12, 2025

(1) Mont Blanc Research on X: "3/11 Quantum Sensing Segment Atomic Clock Infleqtion’s atomic clocks offer precision, accuracy, and stability that are 10–1000× greater than existing systems. They provide “better-than-GPS” timing for synchronisation without relying on satellite signals a critical advantage for https://t.co/mR8KBmIevt" / X

x.com/mblancresearch/status/1976596790444019873

Oct 12, 2025

(1) Michael Szerencsy on X: "Only ~1% of U.S. homes were sold through iBuyers in 2024. If Opendoor captures even 5–10% market share, you’re talking about tens of billions in annual transaction volume. $open - This is MASSIVE." / X

x.com/mszerencsy/status/1960037859898913223

Oct 12, 2025

(1) Michael Szerencsy on X: "Think of Opendoor as the “Amazon of housing.” $amzn 🔹 Instant offers on your home 🔹 Liquidity in a market that’s always been illiquid 🔹 A platform for mortgages, title, renovations & more They’re not just flipping homes—they’re building a housing exchange." / X

x.com/mszerencsy/status/1960037858602868911

Oct 12, 2025

(1) Michael Szerencsy on X: "🏠 Housing is a $2.3 TRILLION annual market in the U.S. alone. But the way people buy/sell homes hasn’t changed in decades: slow, expensive, and full of friction. That’s where Opendoor ($OPEN) comes in. https://t.co/GIw4bjDVxY" / X

x.com/mszerencsy/status/1960037856430432525

Oct 12, 2025

AGI is an Engineering Problem | Vinci Rufus

www.vincirufus.com/posts/agi-is-engineering-problem/

Oct 12, 2025

‎Google Gemini

gemini.google.com/app/0497b43b66c16ce0

Oct 12, 2025

(1) Michael Szerencsy on X: "6/ This follows IonQ’s pattern of smart acquisitions—Qubitekk, Oxford Ionics, Capella, ID Quantique, etc. Each adds a piece: talent, tech, IP, deployment capability. With Vector Atomic, IonQ isn’t just scaling; it’s filling essential capability gaps. $ionq" / X

x.com/mszerencsy/status/1968299378466259094

Oct 12, 2025

(1) Michael Szerencsy on X: "1/ 🚀 Big news in quantum: @IonQ_Inc is acquiring Vector Atomic, a pioneer in advanced quantum sensors for Position, Navigation & Timing (PNT). This isn’t incremental — it’s transformative. $ionq https://t.co/ydRu0YXMw5" / X

x.com/mszerencsy/status/1968299368282546551

Oct 12, 2025

(1) Michael Szerencsy on X: "1/10 Everyone’s chasing $NVDA, $SMCI, $AMD. Meanwhile, $CAN (Canaan Inc.) trades near liquidation value despite exposure to AI chips + Bitcoin mining hardware. This is an asymmetric setup hiding in plain sight. 🧵 https://t.co/loBxWESEg3" / X

x.com/mszerencsy/status/1973833922929963455

Oct 12, 2025

Yapay Zeka Pekiştirme Boşluğu Analizi - Grok

grok.com/c

Oct 12, 2025

Michael Szerencsy on X: "1/ 🚨 $KRKNF is the only way for public investors to get exposure to Anduril, the $28B defense-tech unicorn founded by Palmer Luckey. Kraken Robotics acts like a call option on Anduril’s innovation and ramp-up success. 🧵👇 https://t.co/Zlk2ADtGg8" / X

x.com/mszerencsy/status/1975901437654954282

Oct 12, 2025

‎Google Gemini

gemini.google.com/app/8a2ca6e853831b43

Oct 12, 2025

(1) Michael Szerencsy on X: "3️⃣ $CLSK’s expansion mirrors what $IREN and $CIFR did before they exploded. Before pivoting into HPC, $IREN and $CIFR traded in lockstep with $CLSK. After pivot → both ripped far ahead. History rhymes. $CLSK may be next. https://t.co/EciQL1XwLj" / X

x.com/mszerencsy/status/1976400320415879484

Oct 12, 2025

(1) Michael Szerencsy on X: "7/ The Bull Thesis on $CCCX / Infleqtion You’re buying into a quantum-and-sensing hybrid company before the crowd catches on. Real revenue, real partnerships, and real tech. The merger gives it capital and visibility to scale fast. Its market cap is still way below peers like https://t.co/eAz2iPStno" / X

x.com/mszerencsy/status/1976468145562124591

Oct 12, 2025

(1) Michael Szerencsy on X: "6/ Catalysts That Could Send $CCCX Higher ✅ Merger completion — once the deal closes, liquidity & institutional coverage rise. 🚀 New defense / space contracts — quantum sensors & timing systems are in high demand. 🧠 NVIDIA / AI stack integration — Infleqtion could become a https://t.co/9zM8kZqwSp" / X

x.com/mszerencsy/status/1976468143384981903

Oct 12, 2025

(1) Michael Szerencsy on X: "5/ Why the Market Is Missing This Here’s where the asymmetry lies 👇 $CCCX current market cap is dramatically lower than most quantum peers — despite stronger fundamentals. Compare it to Rigetti $RGTI or IonQ $IONQ: Infleqtion already has revenue and DoD contracts, yet trades https://t.co/0OR3k54t4B" / X

x.com/mszerencsy/status/1976468140893597984

Oct 12, 2025

Quantum Sensors: Principles and Applications - Grok

grok.com/c/1ceb5901-7c65-448f-bffa-d74d91472902

Oct 12, 2025

(1) Dylan on X: "Here is a little write up I did using Grok AI for fun the other day: Bullish Thesis: Cipher Mining and IREN - The Convergence of Bitcoin and AI Powerhouses Bitcoin mining stocks like Cipher Mining (CIFR) and IREN Ltd (IREN) are poised for a transformative rally, driven by" / X

x.com/dylan_teeter/status/1903088916510490643

Oct 12, 2025

(1) Dylan on X: "Since this post: CIFR Up 480.48% and IREN Up 736.08% Since March 21st! In the current market, it seems like countless participants are clamoring about a potential "top" for the AI boom—predicting an imminent slowdown or bust. Many of these commentators, however, appear to be" / X

x.com/dylan_teeter/status/1977368434569547884

Oct 12, 2025

Western Rare Earth Independence Challenges | Shared Grok Conversation

grok.com/share/bGVnYWN5_f525e4f2-743c-4dd4-a880-d776223d7868

Oct 12, 2025

Western Rare Earth Independence Challenges - Grok

grok.com/c/8e9b5463-289f-4044-b2ca-9bd7308cf3c1

Oct 12, 2025

(1) DaiWW on X: "Many people actually do not have the full picture of this rare earth crisis. Here it is: 1. Rare earth is not rare, but only China has the refining ability, especially the ability to refine heavy rare earths. Even rare earths from the United States need to be transported to" / X

x.com/BeijingDai/status/1977007625092190496

Oct 12, 2025

(1) M. V. Cunha on X: "I just published a new write-up on Rare Earth Elements — one of the most overlooked yet critical sectors in the global economy. It covers: - What REEs are and why they matter so much - How China came to dominate the market and how it's using that power - Why the U.S. is https://t.co/zZxsxLL3ag" / X

x.com/mvcinvesting/status/1912958656410489157

Oct 12, 2025

(1) Framework Investment on X: "$ALMU Aeluma's hack: 🤯They figured out how to grow these fancy materials on top of cheap silicon wafers, which dramastically reduces manufacturing cost. Dr. Shuji Nakamura, 2014 Nobel Prize winner in Physics for his blue LED work, is a seed investor in Aeluma. Furthermore, https://t.co/LJ3U8f6Ah5" / X

x.com/FrameworkWisely/status/1947786440147980659

Oct 12, 2025

Aeluma: Contracts Fueled Growth, Buy (NASDAQ:ALMU)

seekingalpha.com/article/4823725-aeluma-contracts-fueled-growth-buy

Oct 12, 2025