Calls
3
u/nickman23
Reddit r/wallstreetbets
Win Rate
33.3%
return
-0.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 04
$54.54
-0.8%
MP is the cleanest and most established U.S. rare-earth play and is government-backed. As the most direct domestic alternative, it will be the primary beneficiary of institutional capital seeking safe ex-China supply. Buy MP for a lower-risk, direct exposure to the geopolitical catalyst. Has the "least torque" so upside may be muted compared to higher beta peers.
MP is the cleanest and most established U.S. rare-earth play and is government-backed. As the most direct domestic alternative, it will be the primary beneficiary of institutional capital seeking safe ex-China supply. Buy MP for a lower-risk, direct exposure to the geopolitical catalyst. Has the "least torque" so upside may be muted compared to higher beta peers.
Metals & Mining
Long
Sep 04
$17.48
-2.3%
USAR is developing a mine-to-magnet supply chain and is government-backed. Its high-beta nature means it will reprice the most violently if ex-China rare-earth prices spike. Buy USAR for maximum risk/reward on the China restriction thesis. Highest risk option; execution risk on their planned supply chain.
USAR is developing a mine-to-magnet supply chain and is government-backed. Its high-beta nature means it will reprice the most violently if ex-China rare-earth prices spike. Buy USAR for maximum risk/reward on the China restriction thesis. Highest risk option; execution risk on their planned supply chain.
Critical Minerals
Long
Sep 04
$14.54
+0.4%
UUUU is producing NdPr in Utah, building heavy rare-earth separation capacity, and has 21% short interest. Quiet Chinese export restrictions will force a geopolitical premium and potentially trigger a massive short squeeze. Buy UUUU ahead of the Sept 24 talks for asymmetric upside. U.S.-China talks succeed, China resumes normal shipments, or broader market selloffs drag it down.
UUUU is producing NdPr in Utah, building heavy rare-earth separation capacity, and has 21% short interest. Quiet Chinese export restrictions will force a geopolitical premium and potentially trigger a massive short squeeze. Buy UUUU ahead of the Sept 24 talks for asymmetric upside. U.S.-China talks succeed, China resumes normal shipments, or broader market selloffs drag it down.
Critical Minerals
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u/nickman23 has 3 trade ideas tracked on Buzzberg across 3 tickers since September 2026. Most covered: MP, USAR, UUUU.
