REMX VanEck Rare Earth/Strategic Metals ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
21:00
Oct 03
Oct 03
Market Makers
Rare earths are strategic scarce assets
Terras raras são recursos estratégicos e escassos, e os EUA demonstram fome por terras raras, petróleo, energia e posição estratégica do Brasil. Ele acompanha onde governos e grandes investidores estão alocando capital, o que favorece o tema de terras raras.
REMX
VanEck Rare Earth/Strategic Metals ETF
Long
1ST
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20:57
Oct 02
Oct 02
TBPN
Favor boring industrial supply chain over defense.
Defense tech is crowded and expensive, making 100x returns harder, so he is more interested in boring upstream industrial supply chains including chemical production, steel production, rare earths, and magnets that are necessary for national missions.
REMX
VanEck Rare Earth/Strategic Metals ETF
Long
1ST
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20:07
Sep 29
Sep 29
Morgan Stanley
Bifurcation boosts parallel supply-chain capex
Even if the Trump-Xi summit is constructive, the structural trend of technology and supply-chain diversification is unlikely to reverse. As US-China bifurcation continues, investment in parallel ecosystems, semiconductor production capacity, data centers, cloud infrastructure, power, and critical minerals supply chains is likely to strengthen, creating a sustained capex tailwind for these areas.
REMX
VanEck Rare Earth/Strategic Metals ETF
Long
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About REMX Investor Commentary
Across the available history and selected sources, Buzzberg tracks REMX (VanEck Rare Earth/Strategic Metals ETF) across 50 sources: 206 bullish vs 0 bearish calls from 249 authors. Historical directional balance: 54% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 384 total trade ideas tracked. Past 7 days, before deduplication: 4 other directions. Latest voices: Daniel Lopes, Greg Castle, Ariana Salvatore.