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u/nickman23

3 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$USARr/wallstreetbetsDDbullish
u/nickman23 · 6h ago2 prior · awaiting results

China is secretly restricting rare-earth shipments - $MP, $UUUU and $USAR will escalate up to the Sept. 24 talks and rip if they fail.

USAR offers highest-risk/highest-beta exposure to rare-earth supply constraints through its mine-to-magnet supply chain as China restricts shipments to the U.S. Geopolitical scarcity anxiety ahead of September 24 talks could drive violent repricing if formal trade restrictions are announced.

At post $17.64Now $17.61-0.1% since postedas of Sep 4, 4:30 PM ET
original post →
$UUUUr/wallstreetbetsDDbullish
u/nickman23 · 6h ago2 prior · awaiting results
Long 37,000 shares of UUUU

China is secretly restricting rare-earth shipments - $MP, $UUUU and $USAR will escalate up to the Sept. 24 talks and rip if they fail.

China's covert rare-earth supply restrictions to the U.S. will create a geopolitical scarcity premium that UUUU—producing NdPr and building commercial dysprosium/terbium capacity—is positioned to capture. With 21% short interest and a September 24 catalyst date, the stock could spike significantly if trade negotiations deteriorate or China formally restricts exports.

At post $14.49Now $14.47-0.1% since postedas of Sep 4, 4:30 PM ET
original post →
$MPr/wallstreetbetsDDbullish
u/nickman23 · 6h ago2 prior · awaiting results

China is secretly restricting rare-earth shipments - $MP, $UUUU and $USAR will escalate up to the Sept. 24 talks and rip if they fail.

China is quietly restricting rare-earth shipments to the U.S. through licensing delays and supplier intimidation, creating a geopolitical scarcity premium for domestic producers. As anxiety mounts ahead of September 24 trade talks, MP—the cleanest and most established U.S. rare-earth play—should benefit from investor repositioning into domestic alternatives before any formal restrictions are announced.

At post $54.70Now $54.53-0.3% since postedas of Sep 4, 4:30 PM ET
original post →

End of results.