(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, Chinaâs dominance lies not only in mining but, more https://t.co/T8T9hokmU4" / X
x.com/mvcinvesting/status/1977707439345533148
Oct 13, 2025
1
(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
(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. đ§”đđ» https://t.co/xRHK8F3jTe" / X
x.com/mvcinvesting/status/1977707425701519543
Oct 13, 2025
1
GMâs 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
3
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
1
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
7
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
5
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
1
Westâs 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
6
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
2
The Metals Company Hits A $23.6 Billion NPV Milestone: Why The Market Must Reprice It
seekingalpha.com/article/4813900-the-metals-company-hits-23-6-billion-npv-milestone-why-the-market-must-reprice-it
Oct 13, 2025
7
(1) Kaya Finance on X: "$MP | MP Materials MP Materials biraz sessiz ama Amerikaânın teknoloji altyapısında çok kritik bir oyuncu. Nadir toprak elementlerinin %90 Ăin'in elinde olmasi mp stratejik bir hale getiriyor. Ćirketin iĆi ânadir toprak elementleriâ ĂŒretmek yani bugĂŒnĂŒn teknolojisinin görĂŒnmeyen https://t.co/g5LsNag8Sf" / X
x.com/ProfKayaFinance/status/1977438042190180461
Oct 12, 2025
1
(1) Mont Blanc Research on X: "3/11 Quantum Sensing Segment Atomic Clock Infleqtionâs atomic clocks offer precision, accuracy, and stability that are 10â1000Ă greater than existing systems. They provide âbetter-than-GPSâ 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
2
(1) Michael Szerencsy on X: "Only ~1% of U.S. homes were sold through iBuyers in 2024. If Opendoor captures even 5â10% market share, youâre talking about tens of billions in annual transaction volume. $open - This is MASSIVE." / X
x.com/mszerencsy/status/1960037859898913223
Oct 12, 2025
1
(1) Michael Szerencsy on X: "Think of Opendoor as the âAmazon of housing.â $amzn đč Instant offers on your home đč Liquidity in a market thatâs always been illiquid đč A platform for mortgages, title, renovations & more Theyâre not just flipping homesâtheyâre building a housing exchange." / X
x.com/mszerencsy/status/1960037858602868911
Oct 12, 2025
1
(1) Michael Szerencsy on X: "đ Housing is a $2.3 TRILLION annual market in the U.S. alone. But the way people buy/sell homes hasnât changed in decades: slow, expensive, and full of friction. Thatâs where Opendoor ($OPEN) comes in. https://t.co/GIw4bjDVxY" / X
x.com/mszerencsy/status/1960037856430432525
Oct 12, 2025
1
AGI is an Engineering Problem | Vinci Rufus
www.vincirufus.com/posts/agi-is-engineering-problem/
Oct 12, 2025
5
âGoogle Gemini
gemini.google.com/app/0497b43b66c16ce0
Oct 12, 2025
4
(1) Michael Szerencsy on X: "6/ This follows IonQâs pattern of smart acquisitionsâQubitekk, Oxford Ionics, Capella, ID Quantique, etc. Each adds a piece: talent, tech, IP, deployment capability. With Vector Atomic, IonQ isnât just scaling; itâs filling essential capability gaps. $ionq" / X
x.com/mszerencsy/status/1968299378466259094
Oct 12, 2025
1
(1) Michael Szerencsy on X: "1/ đ Big news in quantum: @IonQ_Inc is acquiring Vector Atomic, a pioneer in advanced quantum sensors for Position, Navigation & Timing (PNT). This isnât incremental â itâs transformative. $ionq https://t.co/ydRu0YXMw5" / X
x.com/mszerencsy/status/1968299368282546551
Oct 12, 2025
1
(1) Michael Szerencsy on X: "1/10 Everyoneâs 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. 𧔠https://t.co/loBxWESEg3" / X
x.com/mszerencsy/status/1973833922929963455
Oct 12, 2025
1
Yapay Zeka PekiĆtirme BoĆluÄu Analizi - Grok
grok.com/c
Oct 12, 2025
2
Michael Szerencsy on X: "1/ đš $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 Andurilâs innovation and ramp-up success. đ§”đ https://t.co/Zlk2ADtGg8" / X
x.com/mszerencsy/status/1975901437654954282
Oct 12, 2025
1
âGoogle Gemini
gemini.google.com/app/8a2ca6e853831b43
Oct 12, 2025
1
(1) Michael Szerencsy on X: "3ïžâŁ $CLSKâs expansion mirrors what $IREN and $CIFR did before they exploded. Before pivoting into HPC, $IREN and $CIFR traded in lockstep with $CLSK. After pivot â both ripped far ahead. History rhymes. $CLSK may be next. https://t.co/EciQL1XwLj" / X
x.com/mszerencsy/status/1976400320415879484
Oct 12, 2025
1
(1) Michael Szerencsy on X: "7/ The Bull Thesis on $CCCX / Infleqtion Youâre 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
(1) Michael Szerencsy on X: "6/ Catalysts That Could Send $CCCX Higher â Merger completion â once the deal closes, liquidity & institutional coverage rise. đ New defense / space contracts â quantum sensors & timing systems are in high demand. đ§ NVIDIA / AI stack integration â Infleqtion could become a https://t.co/9zM8kZqwSp" / X
x.com/mszerencsy/status/1976468143384981903
Oct 12, 2025
4
(1) Michael Szerencsy on X: "5/ Why the Market Is Missing This Hereâs where the asymmetry lies đ $CCCX current market cap is dramatically lower than most quantum peers â 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
3
Quantum Sensors: Principles and Applications - Grok
grok.com/c/1ceb5901-7c65-448f-bffa-d74d91472902
Oct 12, 2025
3
(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
8
(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 boomâpredicting an imminent slowdown or bust. Many of these commentators, however, appear to be" / X
x.com/dylan_teeter/status/1977368434569547884
Oct 12, 2025
4
Western Rare Earth Independence Challenges | Shared Grok Conversation
grok.com/share/bGVnYWN5_f525e4f2-743c-4dd4-a880-d776223d7868
Oct 12, 2025
7
Western Rare Earth Independence Challenges - Grok
grok.com/c/8e9b5463-289f-4044-b2ca-9bd7308cf3c1
Oct 12, 2025
1
(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
6
(1) M. V. Cunha on X: "I just published a new write-up on Rare Earth Elements â 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
(1) Framework Investment on X: "$ALMU Aeluma's hack: đ€ŻThey 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
2
Aeluma: Contracts Fueled Growth, Buy (NASDAQ:ALMU)
seekingalpha.com/article/4823725-aeluma-contracts-fueled-growth-buy
Oct 12, 2025
5
(1) Framework Investment on X: "$CLPT ClearPoint has 60+ Active BioPharma Programs across 20+ indications including DBS, LiTT. Just 1 of these 60 programs succeeding will send $CLPT soaring. Today $QURE is 1 of these BioPharma Programs. $CLPT went up close to 60%. $ALMU is in a similar position as $CLPT. https://t.co/37kkN70BYO" / X
x.com/FrameworkWisely/status/1970951553889488897
Oct 12, 2025
4
China Is Beating the US in the Battle for Energy Export Dominance
www.bloomberg.com/news/articles/2025-10-05/china-s-clean-energy-exports-are-beating-us-fossil-fuels?taid=68e9a3e3ffe7d0000175bdbf&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
Oct 11, 2025
1
(1) Jim Liu on X: "Looking at $IREN's recovery in after hoursfrom $51.43 to $58 and now $62. This is a strong sign that there are strong active buyers IREN options had high gamma due to the large number of calls that became in the money from it's rapid price movement. Gamma drives the need for" / X
x.com/jiahanjimliu/status/1976774764485394905
Oct 11, 2025
1
(1) Kaya Finance on X: "$CEG | Constellation Energy Constellation Energy Ću an ABD enerji piyasasında sessiz ama çok bĂŒyĂŒk bir oyuncu. Hani bazı Ćirketler sĂŒrekli âyeĆil enerjiye geçiyoruzâ diye reklam yapar ya, $CEG onlardan deÄil. O daha çok sahnede deÄil ama sahnenin altındaki bĂŒtĂŒn kabloları o https://t.co/9d2ke6NyYi" / X
x.com/ProfKayaFinance/status/1976509068844945666
Oct 11, 2025
2
(1) JJS on X: "@onechancefreedm Iâm just here âcause Pomp said you do the thinky stuff! Call it a currency swap, Bessent; history will call it positioning." / X
x.com/JJS36038159/status/1976639444032844258
Oct 11, 2025
1
(1) EndGame Macro on X: "Argentina is one of the worldâs largest holders of lithium, copper, and rare earth minerals, critical materials for electric vehicles, semiconductors, and defense systems. Whoever secures Argentinaâs mineral trade secures leverage in the clean energy and tech future. By setting" / X
x.com/onechancefreedm/status/1976495688302186730
Oct 11, 2025
1
(1) Posts liked by Mert Nuhoglu 2 (@mertnuhoglu2) / X
x.com/mertnuhoglu2/likes
Oct 9, 2025
1
(1) J Keynes on X: "$PRME Prime Medicine headed for the $30s, then $100+. Patience. People ask why I bought 16,000 shares. I ask why I havenât bought more?! Why Prime Medicine is "gods technology" for real: -It does what nature never gave us, a true DNA search and replace, the ability to correct, https://t.co/9UYhfSEmuh" / X
x.com/JKeynesAlpha/status/1959000646239334719
Oct 9, 2025
2
Recursion Pharmaceuticals: Bullish Breakout Signals - Grok
grok.com/c/1d03aaae-d24c-4495-a0ec-26f974e56323
Oct 9, 2025
3
(1) J Keynes on X: "$RXRX đRecursion Is The Next Moonshot In My Speculative AI Portfolio: Nvidia Is In, Big Pharma Is Paying, And Wall Street Has No Clue đ This stock is sitting at all-time lows, but under the hood itâs building the most complete AI-first drug discovery platform in existence. The https://t.co/EoeEVzxTWb" / X
x.com/JKeynesAlpha/status/1972024013225709643
Oct 9, 2025
6
âGoogle Gemini
gemini.google.com/app/7a65e07f88d14f9c
Oct 9, 2025
4
AI Agent Startup N8n Nets $2.5 Billion Valuation With Backing From Nvidia
www.bloomberg.com/news/articles/2025-10-09/ai-agent-startup-n8n-nets-2-5-billion-valuation-with-backing-from-nvidia?taid=68e75155399eb60001a957b6&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
Oct 9, 2025
1
Vertical Integration Outshines Cloud Hype - Grok
grok.com/c/4b177273-f378-4bde-b2b7-418e2428182e
Oct 7, 2025
1
(1) Dulce on X: "Anyone who argued that $IREN was at a structural disadvantage compared to $CRWV and even $ORCL was willfully blind to the obvious consequences of vertical integration. Take the $MSFT-$NBIS deal for example. Assume MSFT is paying NBIS $17.4B to use 300MW of GB300s over 5 years." / X
x.com/litigious_dulce/status/1975601517802422293
Oct 7, 2025
1