MP MP Materials Corp. Loading... : Bullish and Bearish Analyst Opinions
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16:10
Jul 10
Jul 10
The author lists companies in which the Trump Administration has taken equity stakes as factual examples of sovereign wealth fund activity, not as personal trade positions.
LOW
11:34
Jul 01
Jul 01
Co-mentioned alongside LPTH as a US rare-earth processing name in a physical AI / commodity inflection thesis.
LOW
00:18
Jun 25
Jun 25
The author compares CXL and MP to insurance for a Ferrari, suggesting they are complementary products that will do well without replacing memory, but no explicit position is stated.
00:17
Jun 25
Jun 25
Author argues CXL and memory pooling are complementary products that will see parabolic demand as high memory margins and AI capex sustainability drive need for ROI-softening solutions.
LOW
16:30
Jun 23
Jun 23
MP Materials files a lawsuit against USA Rare Earth highlighting the competitive battle for America's future in critical minerals.
15:40
Jun 22
Jun 22
China added MP Materials and USA Rare Earth along with eight other US entities to its export-control list in retaliation for US restrictions on Chinese companies.
11:52
Jun 22
Jun 22
US pre-market movers include Getty Images up 105% on an OpenAI display deal, Apple down 1% on device price pressures, and Apogee up 50% on an AbbVie acquisition agreement.
05:20
Jun 22
Jun 22
China added MP Materials and USA Rare Earth along with eight other US entities to its export control list in retaliation for US restrictions on Chinese companies.
23:46
Jun 18
Jun 18
Government-backed MP Materials is the safer play.
MP Materials is the traditional rare earths play with government backing, preferable to more speculative names like Niakore Developments.
LOW
10:59
Jun 16
Jun 16
Buy MP as the primary US rare earth miner; AI infrastructure buildout requires rare earth magnets in motors, turbines, and cooling systems, creating a direct demand link to capex growth.
MED
07:47
Jun 11
Jun 11
Buy MP as the only US rare earth miner with exposure to AI infrastructure materials; rare earth magnets are embedded in the motors, turbines, and cooling systems that power every data center.
MED
00:00
Jun 10
Jun 10
Bought 10,000 shares @ $54.30
Open market purchase: 10,000 shares at $54.30 ($543,000 total)
HIGH
22:44
Jun 08
Jun 08
Buy MP Materials as a neodymium supplier benefiting from structural robotics demand growth; author frames rare earth materials as the preferred indirect exposure to the robotics buildout rather than direct robotics equities.
MED
01:20
Jun 05
Jun 05
The author summarizes crowd-sourced AI supply-chain bottlenecks in cooling, optics, glass substrates, and power, treating all names as research watchlist items rather than personal positions.
LOW
23:16
May 28
May 28
Buy MP and LAC because they have government equity investments but have not yet benefited from potential political favoritism.
MED
12:45
May 27
May 27
MP Materials (MP) is a domestic rare earth champion, benefiting from structurally tight supply for cables, magnets, and robots in the AI physical infrastructure stack.
HIGH
12:41
May 22
May 22
MP Materials risky, avoid.
MP Materials is a small, cyclical, unprofitable rare-earth miner. It has no buybacks and highly volatile cash flows. He does not recommend investing, comparing it to his losing trade in Albemarle.
MED
03:03
May 21
May 21
Rare earths benefit from US-China rivalry
Rare earth elements are structurally in demand due to US-China rivalry and complex refining processes, and companies like MP Materials, which receives US government support, will benefit. The PLUS Global Rare Earth ETF and individual stocks like MP Materials are good long-term holdings with dividends.
HIGH
17:50
May 20
May 20
Notes that MP is shifting focus toward magnets, a fundamental development, but no directional view from speaker.
HIGH
17:49
May 20
May 20
Long MP based on speaker's existing position and willingness to add on dips, indicating conviction in the stock's upside.
HIGH
17:52
May 17
May 17
China's pledge to address US concerns on rare earth supply chains is noted but the tweet lacks a forward-looking directional view or trade idea.
HIGH
16:15
May 16
May 16
Long MP for permanent magnets essential in data center HVAC and AI robotics.
HIGH
22:56
May 13
May 13
The author advocates for scaling domestic rare earth projects beyond MP Materials to reduce costs, but expresses no explicit forward-looking trade view.
HIGH
21:25
May 13
May 13
Brad Setser notes China's dominant refining share for heavy rare earths remains a strategic chokepoint despite lower mineral ownership.
HIGH
23:54
May 05
May 05
Only rare earth pick
MP Materials is the only rare earth stock Cramer recommends, benefiting from demand for magnets in data centers and other applications.
MED
12:45
May 05
May 05
Operates only producing U.S. rare earth mine, has DoD equity stake, price floor, and magnet capacity; lowest-risk exposure to U.S. rare earth policy.
HIGH
02:48
May 03
May 03
The author mentions holding MP and USAR positions in a reply without providing any forward-looking opinion or market analysis.
HIGH
21:51
Apr 30
Apr 30
The author asks if the recipient owns USAR, MP, LAC, and TMQ for metals exposure, but the question is a factual inquiry without any forward-looking directional view.
HIGH
23:45
Apr 29
Apr 29
Government-backed rare earths play.
MP Materials is the only rare earths stock Cramer blesses because it has the government's backing, solid management, and is doing many good things.
HIGH
About MP Analyst Coverage
Buzzberg tracks MP (MP Materials Corp.) across 28 sources. 30 bullish vs 1 bearish calls from 42 analysts. Sentiment: predominantly bullish (48%). 60 total trade ideas tracked. Latest voices: Jim Bianco, CryptoCondom, tacticzh.