| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| REMX | ×1 | LONG | HIGH | $102.64 | Other | The US government's 15-year offtake agreement with floor prices for all four magnetic rare earths provides financial security and accelerates domestic production, making rare earths investment attractive due to reduced dependency on China. | Apr 20 | YOUTUBE |