China weaponized rare earths v. Japan in 2010; 16 years later, China reportedly still supplies ~60% of Japan's rare earths. Will the US do in < 2 years what Japan couldn't in 16 yrs? It just took Elon 3 years to build one lithium plant in Texas. Take the "over" on time & cost. https://t.co/EYFeu8OjVw
Original source ↗  |  January 20, 2026 at 15:51 UTC  |  Twitter - @lukegromen

IDEA 2 TICKER: BEEPLEGIGACHAD (NFT) DIRECTION: long THESIS: Raoul Pal believes these NFTs will become iconic and valuable, similar to Warhol's Marilyn series, making them a stupendous investment. SPEAKER: @raoulgmi TIMEFRAME: long-term

IDEA 5 TICKER: XAU (Gold) DIRECTION: long THESIS: Rising 10y UST yields despite mixed Fed signals suggests debt devaluation is coming, which Gold is starting to discount and could benefit from. SPEAKER: @lukegromen TIMEFRAME: medium-term

IDEA 16 TICKER: NFT (Diewiththemostlikes "negotiations with the abyss, vol

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