US USAR USA Rare Earth, Inc. Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions

Capacity expansion and technical breakout (resistance taken out) point to continued upside toward all-time highs.

Author discloses an active long position in USAR entered around $17, currently up ~78%; position remains open as part of a disclosed portfolio of ongoing holdings.

The author shares past positions and losses across several tickers but provides no forward-looking directional view or current conviction, making these watch-only mentions.

Buy USAR on rare earth price surge from AI/semis demand, first revenue year underway with a multi-year ramp to billions, and technical breakout nearing all-time highs.

U.S. Rare Earths (USAR) is a domestic leader benefiting from reshoring trends and robotics demand for critical minerals.

Buy $USAR on China's near-total control of yttrium; 2025 export restrictions caused a shortage essential for defense/aerospace alloys, semiconductors, and lasers, driving severe price upside over 1–2 years.

The author suggests USAR, Tesla, and BlackBerry as potential investment opportunities in the magnet and automotive software sectors.

Author increased their USAR position, aligning with the strategy of staying positioned in asymmetric setups and letting time and execution work.

The author recaps past trades on HIMS, UUUU, USAR, BTC, and BB with price entries and outcomes but expresses no forward-looking opinion or new trade thesis.

States that USAR is pivoting to magnets, a strategic update, without expressing a personal trade stance.

Long USAR following speaker's held position and explicit plan to buy more on pullbacks, signaling bullish outlook.

The author includes USAR among top portfolio performers, indicating it is a current long holding in the conviction-driven basket.

Part of the author's conviction basket; a top performer.

Long USAR expecting a breakout soon based on favorable chart structure and low supply overhead above current levels.

Buy USAR on potential US government stake and national security-driven shift away from Chinese rare earth dominance, with clear macro/geopolitical tailwinds.

Author's highest-conviction pick due to heavy rare earth focus at Round Top, backed by $1.6B government package and private capital; expects 5x return by 2028-2029.

The author holds USAR as part of the 10x portfolio, with strong performance and upside potential.

The author mentions holding MP and USAR positions in a reply without providing any forward-looking opinion or market analysis.

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.

USAR is a profitable holding, contributing to overall portfolio gains.

The push to reduce reliance on Chinese minerals for defense creates growth opportunities for domestic rare earth and metal producers.

USAR is acquiring Serra Verde, giving it control of a major producing rare earth mine in Brazil with access to the world's second-largest deposits. This could make USAR a key Western supplier in a geopolitically critical sector, potentially driving investor interest and re-rating. The deal is presented as a positive, strategic expansion that may increase USAR's value. Deal may not close; market may react negatively to dilution from share issuance; execution and integration risks.

A user deployed a $100K YOLO into USAR. The trade is entirely dependent on an impending deal being signed by Howard Lutnick. Speculative long play anticipating a major deal announcement or merger catalyst. Highly speculative binary event; user admits it is a reckless trade.

Re-shorted $USAR at $17.1 — got back short into the rip.