$USAR

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Win rate (3m)

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1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 11, 4:30 PM ET

$USARSEC 13Dbullish

VB (Rare Earths) Ltd · beneficial owner of USA Rare Earth, Inc. · 5h agono track record yet

Long 29,544,227 shares of USAR

29,544,227 shares · 7.9% of class · 2026-09-03

Schedule 13D: VB (Rare Earths) Ltd disclosed a stake in USAR

VB (Rare Earths) Ltd disclosed a 7.9% stake of 29,544,227 shares in USA Rare Earth, Inc. (USAR) in a Schedule 13D filed 2026-09-11.

At post $15.56Now $15.560.0% since postedas of Sep 11, 4:30 PM ET

View filing on SEC.gov →

$USARr/wallstreetbetsDDbullish

u/nickman23 · 7d 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 $17.61Now $15.56-11.6% since postedas of Sep 11, 4:30 PM ET

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1w-11.6%

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original post →

End of results.