Touhou 12: Undefined Fantastic Object

$MP - 23% short float Only Rare Earth Mine in the US Apple Partnership & Investment: Apple reportedly commits $500M to build a domestic rare earth magnet facility with MP Materials to secure its U.S. supply chain and reduce reliance on China. Department of Defense Commitment: The DoD makes a $400M equity investment and promises a $150M loan, alongside a 10-year “price floor” on rare earth materials, de-risking MP’s business. Strategic National Initiative: MP and DoD will construct a new U.S.-based magnet plant, targeting 10,000 metric tons/year output by 2028, securing high-tech and defense industry requirements.

$MP +28% [The DoD partnered with MP Materials to build a U.S. rare earth magnet supply chain and reduce foreign dependency. MP Materials will construct a new magnet facility & expand rare earth separation. DoD provides "multi-billion" dollar investment, becoming largest shareholder.]

$MP شركة تمتلك وتدير منجم ماونتن باس، وهو المنجم الوحيد العامل ومنشأة معالجة المعادن الارضية النادرة في الولايات المتحدة. تركز إم بي ماتيريالز إنتاجها على النيوديميوم-براسيوديميوم، وهي مادة أرضية نادرة تُستخدم في المغناطيسات الدائمة عالية القوة التي تُشغّل محركات الجر المستخدمة في المركبات الكهربائية، والروبوتات، وتوربينات الرياح، والطائرات بدون طيار، وغيرها من تقنيات الحركة المتقدمة. في 11 يوليو 2025، أعلنت وزارة الدفاع الأمريكية عن صفقة تجعلها أكبر مساهم في الشركة ابل $AAPL اعلنت اليوم انها ستشتري 500 مليون دولار من مغناطيسات الأرض النادرة من الشركة

$DTREF -when they produce the final assay report, I wouldn’t be surprised to see at least one of these monsters do what $AAPL did with $MP. It will be a race to lock in supply for years to come. Essentially part of their survival. I can’t emphasize enough how clear this is to me.

$MP collaboration with $AAPL and DoD $UBER $BIDU collaborate to deploy autonomous vehicles

America just made a big move in Rare Earths. The largest Rare Earth operation in North America is operated by $MP. The DoD just invested $400M for a 15% equity stake with a $150M loan. DoD taking equity is very unique. They now share in the upside. It also come with a long-term commitment like a 10-year price floor and magnet offtake agreements. $MP is up over 60%. These are the types of bold moves needed to secure Western supply of critical raw materials.

In one week, $MP added $5 billion in market cap. Not because of revenue or profitability, but because the market is forward looking. Critical minerals are being domesticated. $DTREF is the ONLY next logical one to get the spotlight… even the @WhiteHouse knows.

[Breaking] Pentagon's Power Play: Grabs Largest Stake in Rare Earth Powerhouse $MP Materials, Igniting 50% Stock Surge! Defense Department pours $400 million into preferred stock, claiming 15% ownership and top shareholder spot. Investment fuels expansion of U.S. rare earth processing and magnet production to slash China dependence.

AI, Chips, Data-centers, Denfese, Crypto…All tied together with critical minerals. None of these multi-mega-trillion dollar markets would exist without rare earth. $NVDA $AAPL $TSLA $MSFT $LMT $NOC There are 2 mines in the US. $MP and $DTREF According the the US Govt 👇🏻

🧲MP Materials’ Expanding Economic Footprint📈 Quantifying the value $MP brings to US industry – and the market share it is reclaiming from China By Roman Iospa / X @DevelopAll 1. Why @MPMaterials matters MP Materials operates Mountain Pass, the only integrated rare-earth mine and processor in North America, and it is finishing a Texas plant that will produce and recycle up to 10 000 t per year of finished NdFeB magnets. Those magnets power everything from iPhones to Patriot missiles. Recent investments by the Department of Defense and $AAPL make MP a core node in the United States technology and security stack. 2. Sectors that rely on NdFeB magnets Public companies whose products will depend on MP output once the Texas line ramps: Consumer electronics and cloud – $AAPL, $MSFT, $GOOGL, $AMZN, $META – combined market value about 12 trillion USD AI and semiconductors – $NVDA, $AMD, $INTC – about 4.4 trillion USD Electric vehicles and mobility – $TSLA, $BYDDY, $GM, $F, $RIVN – roughly 1 trillion USD Aerospace and defense – $LMT, $RTX, $BA, $NOC, $GD – about 630 billion USD Wind and renewables – $GE, $VWSYF, $SGREY – around 330 billion USD Industrial automation and robotics – $SIEGY, $ABB, $ROK, $FANUY – nearly 280 billion USD Add those figures and more than 18 trillion USD in public-market value sits downstream of reliable NdFeB supply. 3. How much supply can MP repatriate China still provides roughly 80 percent of global NdFeB magnets. The United States imported about 7 500 t of sintered magnets in 2021, plus thousands more embedded in finished goods. MP’s Phase 1 capacity of 10 000 t per year covers the entire current direct import volume. At a spot alloy price near 80 USD per kilogram, that equals roughly 800 million USD of product value reshored each year. Planned expansions to 20 000 t per year would double that figure and cover a growing share of embedded demand. 4. Often-overlooked segments Medical devices – MRI scanners, robotic surgery arms, cochlear implants HVAC and smart-building pumps – high-efficiency BLDC motors Drones and eVTOL – propulsion and gimbal motors Quantum-computing hardware – cryogenic pumps and actuator arrays 5. Why the DoD and Apple moved first National-security hedge – the Pentagon secures domestic supply for advanced missiles, radar and drones. Circular ESG supply – $AAPL locks in audited, recycled magnets and cuts Scope 3 risk. Passive-flow magnet – index and ESG funds that already hold $AAPL, $MSFT or $TSLA will increasingly align with the same secure supply chain, driving indirect inflows to $MP. 6. Key metrics after Texas Phase 1 US sintered magnet self-sufficiency could rise from near zero to full coverage of direct imports. MP’s share of global NdFeB supply would lift from under 2 percent to roughly 5 percent. Annual product value reshored - about 800 million USD. Public-market value relying on MP-grade magnets — over 18 trillion USD. 7. Bottom line $MP may trade near 10 billion USD today, yet it influences an industrial universe whose public companies alone exceed 18 trillion USD in value. As the Texas plant ramps, every kilogram sourced from Mountain Pass displaces Chinese supply and embeds MP deeper into the balance sheets of America’s most valuable enterprises. That leverage explains why the Department of Defense and $AAPL moved first and why more OEMs, index providers and institutional funds are likely to follow. *Disclosure: The author holds positions in $MP.* #MPMaterials #RareEarths #CriticalMinerals #Reshoring #SupplyChain #NationalSecurity #Apple #DoD #EVs #CleanEnergy #Semiconductors #AIHardware #DefenseTech #IndustrialAutomation #ESGInvesting #MadeInUSA #CriticalMaterials

Rare earth minerals such as NdFeB is an essential component for the production of humanoid robots. The amount of NdFeB required for a humanoid robot is estimated at 2-4 kg. $MP plays a crucial role in supplying NdFeB. NdFeB magnets for example are the strongest and most efficient permanent magnets in the world. They are an essential component of electric motors ❗ and generators that power hybrid and electric vehicles, robots, wind turbines, drones, electronics, and defense systems. I will BUY $MP after a healthy pull-back. This company is creating generational wealth 💰

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America’s Biggest Rare-Earth Producer Makes a Play to End China’s Dominance $MP Huge WSJ expose on $MP Materials

GREEN EDGE clean energy portfolio had an incredible week +18.76%. $MP $SMR $EOSE $IREN $ENVX $FSLR $CLSK $GSRT $RIVN