Author argues TMC is a binary play on a NOAA exploration license that could unlock a 700% move, with Trump potentially bypassing the UN ISA authority to speed up mining for national security rare earths.
TMC — LONG The author claims TMC is a binary play where a granted NOAA exploration license could unlock value equal to a 700% increase to roughly $56. The mechanism is that the minerals and technology are already in place, so the only missing piece is the 'license to drill,' and the author expects Trump to bypass the UN's ISA authority to accelerate mining for national security rare earth metals. The stated risk is that the position could lose a bit if the license does not come through.
The simplest binary play of the year. NOAA exploration license granted, unlock value = 700% increase/$56\~ price. The minerals are there, the technology is there, just waiting for the "license to drill."
This Reddit post, published January 13, 2026, features u/MelvinDeezNuts discussing TMC. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/MelvinDeezNuts · Tickers: TMC