$USAR

3 theses
bullish 67%neutral 0%bearish 33%
Avg return (3m)
—
Win rate (3m)
— (0 resolved)

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

Recent theses

Prices as of Nov 2, 10:45 AM ET
$USARSEC Form 4bearish
Sold 88,391 @ $13.75 avg · $1,215,376 · 2026-10-02

Form 4: Humpton Barbara sold USAR

Humpton Barbara (Former Chief Executive Officer at USA Rare Earth, Inc.) reported an open-market sale of 88,391 shares of USAR at an average $13.75, roughly $1,215,376, in a Form 4 filed 2026-10-05.

At post $13.65Now $9.83-28.0% since postedas of Nov 2, 10:45 AM ET
1d+0.7%
3d-7.5%
1w-13.4%
1m—
3m—
6m—
1y—
View filing on SEC.gov →
$USARSEC 13Dbullish
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 $9.83-36.9% since postedas of Nov 2, 10:45 AM ET
1d—
3d+1.0%
1w-1.2%
1m-19.3%
3m—
6m—
1y—
View filing on SEC.gov →
$USARr/wallstreetbetsDDbullish
u/nickman23 · 59d 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, a high-beta rare-earth play with a mine-to-magnet supply chain, stands to benefit from China's operational restriction of rare-earth shipments and the geopolitical scarcity premium building toward September 24 trade talks. If China formally restricts exports, ex-China prices could spike multiples.

At post $17.61Now $9.83-44.2% since postedas of Nov 2, 10:45 AM ET
1d—
3d—
1w-11.6%
1m-22.8%
3m—
6m—
1y—
original post →

End of results.