$USA Rare Earth (USAR.US)$ It’s merely that government officials, led by the Secretary of Commerce’s son, facilitated a government investment in the company—which should be public knowledge—as it constitutes a national security-related government investment involving $1.6 billion in financing. The government also received equity as follows: Common Stock: The U.S. Department of Commerce will receive 16.1 million shares of common stock. Warrants: Approximately 17.6 million warrants were issued. Pricing: The agreed-upon price per share is $17.17. This nearly $1.6 billion in funding is disbursed through配套 financing under the CHIPS Act (tied to specific milestones) and aims to strengthen the U.S. domestic supply chain for rare earths and permanent magnet materials to reduce reliance on foreign sources. Could this financing deal really justify such a sharp stock decline? That doesn’t make sense—even if the government reversed course and reclaimed the funding, private equity funds have already raised $1.5 billion, which is sufficient to launch rare earth production.
Regardless, at such a low price level, I will definitely add to my position, because this represents the only heavy rare earth vertically integrated production chain in Western countries. It’s impossible for the project to be shut down just because a single lawmaker raises objections. Moreover, numerous large institutional investors significantly increased their holdings in Q1—retail investors shouldn’t worry and should buy on dips. As long as you’re not using borrowed money, the stock price will certainly double within 1–2 years. This is solely my personal view and does not constitute investment advice.
Regardless, at such a low price level, I will definitely add to my position, because this represents the only heavy rare earth vertically integrated production chain in Western countries. It’s impossible for the project to be shut down just because a single lawmaker raises objections. Moreover, numerous large institutional investors significantly increased their holdings in Q1—retail investors shouldn’t worry and should buy on dips. As long as you’re not using borrowed money, the stock price will certainly double within 1–2 years. This is solely my personal view and does not constitute investment advice.
Translated
Huang邵黄
liked
$ASP Isotopes (ASPI.US)$
1. First Commercial Shipments of High-Value Isotopes ⭐⭐⭐⭐⭐
This is the company's biggest near-term catalyst.
ASP expects its first commercial shipments of several enriched isotopes during 2026, including:
– Silicon-28 (used in advanced semiconductors and quantum computing)
– Ytterbium-176 (used to produce Lutetium-177 for cancer therapies)
– Carbon-14
Moving from pilot production to commercial deliveries would be an important proof point tha...
1. First Commercial Shipments of High-Value Isotopes ⭐⭐⭐⭐⭐
This is the company's biggest near-term catalyst.
ASP expects its first commercial shipments of several enriched isotopes during 2026, including:
– Silicon-28 (used in advanced semiconductors and quantum computing)
– Ytterbium-176 (used to produce Lutetium-177 for cancer therapies)
– Carbon-14
Moving from pilot production to commercial deliveries would be an important proof point tha...
1
Huang邵黄
commented on
$USA Rare Earth (USAR.US)$ This is already the sixth round of entering this stock; as long as you're patient, the return is quite good.
Translated
3
2
$ASP Isotopes (ASPI.US)$ A Russian helium plant was bombed, and helium supplies from the Middle East have also failed to meet demand. The company, however, is producing relatively safely and collaborating with sectors such as healthcare, so it is expected to deliver strong results.
Translated
Huang邵黄
commented on
$SEALSQ Corp (LAES.US)$ AI rating: 8.5
Translated
2
1
Huang邵黄
liked
1
18
Huang邵黄
liked
$CoreWeave (CRWV.US)$ For a company like CoreWeave (CRWV), operating in the high-growth AI infrastructure sector, the concentrated share sales by insiders following a large lock-up expiration—sending the stock price tumbling from its peak of $187—can understandably leave investors frustrated with the perception that 'the IPO was just a cash grab.' This phenomenon is all too common among U.S. growth stocks and can generally be explained from several angles:
1. Early investors’ profit-taking behavior resembles restricted-share dynamics seen in A-shares. CRWV’s early backers—such as venture capital firms and angel investors—likely entered at extremely low costs through multiple funding rounds prior to the IPO. When the stock surged to highs like $187, the temptation to convert paper gains into hard cash became overwhelming. Once the lock-up period lifted, these investors often collectively exited to lock in returns that were multiples—or even tens of multiples—of their original investment. This isn’t merely about raising capital; it’s a classic example of profit realization in capital markets.
2. Institutional博弈: A brutal reshuffling between buyers and sellers
At the $187 level, the market may have already priced in several years’ worth of growth expectations. When large institutions began offloading shares en masse, supply overwhelmed demand, leaving retail investors as the primary buyers. The subsequent prolonged price decline was essentially the market repricing the so-called 'AI bubble.' At this point, institutional selling triggered a chain reaction, activating stop-loss orders and thereby...
1. Early investors’ profit-taking behavior resembles restricted-share dynamics seen in A-shares. CRWV’s early backers—such as venture capital firms and angel investors—likely entered at extremely low costs through multiple funding rounds prior to the IPO. When the stock surged to highs like $187, the temptation to convert paper gains into hard cash became overwhelming. Once the lock-up period lifted, these investors often collectively exited to lock in returns that were multiples—or even tens of multiples—of their original investment. This isn’t merely about raising capital; it’s a classic example of profit realization in capital markets.
2. Institutional博弈: A brutal reshuffling between buyers and sellers
At the $187 level, the market may have already priced in several years’ worth of growth expectations. When large institutions began offloading shares en masse, supply overwhelmed demand, leaving retail investors as the primary buyers. The subsequent prolonged price decline was essentially the market repricing the so-called 'AI bubble.' At this point, institutional selling triggered a chain reaction, activating stop-loss orders and thereby...
Translated
2
3
Huang邵黄
liked
Huang邵黄
liked
Energy Fuels Inc. (NYSE American: UUUU) is a leading US critical minerals company that primarily engages in uranium (U3O8) production while actively expanding into rare earth elements (REE, especially heavy rare earths) and heavy mineral sands businesses. It owns the only fully licensed conventional uranium mill in the United States, the White Mesa Mill in Utah, and operates multiple uranium assets across the western region, playing a key role in the domestic US nuclear fuel and critical minerals supply chain.
Fundamental Overview
Business positioning and strategy:
• Uranium operations (core): One of the largest uranium producers in the US, utilizing conventional mining and processing at the White Mesa Mill. Production/sales have significantly exceeded expectations in 2025, with plans to further expand in 2026.
• Rare earth operations: Producing light/heavy rare earths (including NdPr, dysprosium, terbium, etc.) using the same facility, aiming to become a major source of heavy rare earths in the Western world. Recent achievements include pilot production of terbium oxide, with plans to install infrastructure for commercial-scale heavy rare earth production.
• Other: Heavy mineral sands projects in Brazil, Australia, and Madagascar, with exploration into medical isotopes.
• Strategy: Vertical integration and localization of the US supply chain (benefiting from the nuclear renaissance and critical minerals policies), reducing dependence on China.
Latest operations and financials (Q1 2026):
• Uranium sales...
Fundamental Overview
Business positioning and strategy:
• Uranium operations (core): One of the largest uranium producers in the US, utilizing conventional mining and processing at the White Mesa Mill. Production/sales have significantly exceeded expectations in 2025, with plans to further expand in 2026.
• Rare earth operations: Producing light/heavy rare earths (including NdPr, dysprosium, terbium, etc.) using the same facility, aiming to become a major source of heavy rare earths in the Western world. Recent achievements include pilot production of terbium oxide, with plans to install infrastructure for commercial-scale heavy rare earth production.
• Other: Heavy mineral sands projects in Brazil, Australia, and Madagascar, with exploration into medical isotopes.
• Strategy: Vertical integration and localization of the US supply chain (benefiting from the nuclear renaissance and critical minerals policies), reducing dependence on China.
Latest operations and financials (Q1 2026):
• Uranium sales...
Translated
5
Huang邵黄
commented on
$USA Rare Earth (USAR.US)$ Every time I enter the market, it's when others are pessimistic or say that the price will continue to drop; after buying, I patiently wait. As a result, almost every time I manage to capture substantial gains, and each time I make around thirty thousand. Although I don't draw precise lines or use complex candlestick or moving average patterns, I've successfully achieved profits four times using the simplest methods. Let's see when the fifth opportunity will present itself. No predictions, just preparation. It's as simple as that.
Translated
2
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)