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Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending after announcing a new licensing agreement with Pfizer for its Matrix-M adjuvant technology, which the community sees as a major validation for its platform. Investors are keenly discussing the potential for a substantial short squeeze, fueled by high short interest and expectations of more partnerships for Matrix-M as a multi-billion dollar asset.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is seeing significant activity as President Trump's announcement of a Greenland "framework" and the suspension of EU tariffs fueled a rapid market rebound. Traders are actively discussing the "TACO trade," where initial geopolitical uncertainty quickly reversed, leaving bears burned and reinforcing the "buy the dip" strategy amidst perceived market manipulation. This volatility underscores how headline-driven events continue to create dramatic swings in market sentiment.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

The Metals Company (TMC) is generating significant buzz as investors keenly follow recent U.S. regulatory updates, including streamlined deep-sea mining permit processes and an upcoming Congressional hearing featuring TMC's CEO. The community anticipates a major breakout, driven by increasing recognition of deep-sea minerals as a national security priority and the potential for expedited commercial recovery.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is experiencing significant market attention following recent Saudi FDA approval for its Anktiva lung cancer treatment and ongoing dialogue with the FDA for a bladder cancer resubmission. The community is intensely focused on the escalating cost to borrow and diminishing share availability, widely anticipating a massive short squeeze that could propel the stock higher. Many investors are actively "loading the boat," confident in the company's cancer immunotherapy advancements and viewing current market dynamics as a temporary battle against "trapped" short sellers.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is actively discussed amidst evolving geopolitical developments surrounding Greenland's rare earth mineral rights, particularly following recent statements from former President Trump and upcoming business updates. Investors are closely watching for definitive outcomes, with many anticipating a significant boost from any potential deal securing U.S. access to Greenland's vast critical metal deposits, despite notable short-term volatility and accusations of market manipulation.

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SPY is trending sharply higher after President Trump announced a "framework" deal with NATO regarding Greenland and unexpectedly reversed course on potential new tariffs against Europe. This geopolitical de-escalation is sparking a significant market rally, with many traders labeling it a "TACO" (Trump Always Chickens Out) trade as market fears rapidly dissipate. Community discussion highlights the immediate bullish reaction, while some question the broader implications of such swift policy reversals on market stability.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed is trending following news that its subsidiary, Lucid Diagnostics, has secured a significant contract with the U.S. Department of Veterans Affairs for its EsoGuard Esophageal DNA Test, broadening access to precancer screening. This development, combined with the stock's low float, is fueling intense community discussion about a potential short squeeze and substantial upside, although some express concerns about possible dilution.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending due to a significant partnership with Primary Digital Infrastructure for a massive AI data center campus in West Texas, coupled with a key acquisition. The community is actively discussing strong price action and anticipating an imminent announcement regarding a hyperscaler tenant, fueling speculation of continued upward momentum and a potential short squeeze within the burgeoning AI infrastructure sector.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is experiencing a notable surge, primarily fueled by promising 5-year clinical data for its personalized cancer vaccine in collaboration with Merck and recent global regulatory submissions for its seasonal flu vaccine. The community is actively discussing the company's improved financial outlook and strategic shift towards its diverse mRNA pipeline beyond prior vaccine products. This reevaluation is amplified by a significant short interest, with many anticipating continued momentum in the broader biotech sector.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is currently trending amidst significant investor apprehension, fueled by reports of a bondholder lawsuit concerning a 2025 offering and growing concerns over its substantial debt funding ambitious AI infrastructure projects. Community sentiment is largely bearish, questioning management's strategy and the long-term profitability of AI commitments, particularly those linked to OpenAI. However, a contrasting view points to Oracle's considerable cloud backlog and speculative upcoming deals, like a potential TikTok transaction, as reasons for a significant rebound from recent lows.

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Is TMC The Metals Company a Smart Speculative Bet on Critical Minerals?

Key PointsThe demand for domestically sourced critical minerals and rare-earth elements is increasing...

1 Stock I'd Buy Before TMC The Metals Company

Key PointsTMC stock has soared as countries prioritize diversifying their mineral supply chains...

Is TMC The Metals Company Stock Your Ticket to Becoming a Millionaire?

Key PointsTMC The Metals Company is, at its core, a mining business, aiming to find critical minerals...

Rio Tinto Climbs 38.5% in 6 Months: Should Investors Ride the Rally?

RIO posts 10% YoY copper output growth as Nuton technology hits first production, while major iron ore and aluminum projects advance.

TMC the metals company Inc. (NASDAQ:TMC) Given Consensus Rating of "Hold" by Brokerages

TMC the metals company Inc. (NASDAQ:TMC - Get Free Report) has been assigned an average recommendation of "Hold" from the five brokerages that are presently covering the firm, MarketBeat reports. One...

TMC the metals (NASDAQ:TMC) Stock Price Up 11.4% - What's Next?

TMC the metals (NASDAQ:TMC) Stock Price Up 11.4% - Here's Why...

Is TMC The Metals Co Inc Gaining or Losing Market Support?

TMC the metals (NASDAQ:TMC) Trading Down 4.8% - Time to Sell?

TMC the metals (NASDAQ:TMC) Stock Price Down 4.8% - Time to Sell...

<ul class="summary-bullets"><li>China’s export controls heightened supply risks, pushing rare earths and critical metals into strategic focus.</li><li>U.S. policy support, partnerships, and funding accelerated momentum across the sector.</li><li>Valuations diverged after the rally, with analysts still seeing selective upside despite execution risks.</li></ul>China’s hard line against President Donald Trump’s tariffs proved a blessing in disguise for at least one industry. Rare earth elements (REE) manufacturers and those making other critical metals shot to prominence amid the&nbsp;bilateral bickerings that threatened to derail the supply chain.&nbsp;China accounted for roughly 70% of global rare earth production and more than 85% of processing capacity in 2024, JPMorgan said in a report. As trade tensions between the U.S. and China escalated, Beijing&nbsp;tightened controls on the export of critical metals, stoking fears of supply shortages. These metals are essential for manufacturing high-performance permanent magnets, key components in electric motors, wind turbines, and a wide range of electronic devices.Against this backdrop, the Trump administration shifted its focus to strengthening domestic supply chains for REEs—a group of 17 metals that includes scandium, yttrium, and the 15 lanthanides—to ensure long-term supply security. Highlighting their strategic importance, JPMorgan, citing Oxford Economics, warned that even a partial disruption in REE supplies could shave around one percentage point off U.S. economic growth over two years.<h2 class="st-heading-2">Critical Metal Stocks Take Spotlight</h2>The&nbsp;<a href="https://stocktwits.com/symbol/REMX">VanEck Rare Earth and Strategic Metals ETF (REMX)</a>, which had been in a secular downtrend since early 2022, regained momentum amid rising geopolitical tensions over rare earth elements. The ETF bottomed in early April before staging a strong rally.<img src="https://news.stocktwits-cdn.com/REMX_5_YEAR_c_HART_png_c5249a3d5b.webp" alt="REMX 5-YEAR cHART.png">Source: KoyfinThe ETF has generated an 83% return this year, notably outperforming the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> (+16%) and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> (+14.4%).&nbsp;<img src="https://news.stocktwits-cdn.com/REMX_vs_SPY_vs_DIA_png_1354bd76dc.webp" alt="REMX vs SPY vs DIA.png">Source: koyfinThe industry's strong performance reflects the government’s focus. The U.S., which is heavily reliant on China for its REEs, has begun to look elsewhere. It has invested $400 million in MP Materials (MP), the only company to have a REE processing facility in the U.S. The Trump administration has also negotiated partnerships with countries such as Australia and Malaysia. While China dominated production, untapped reserves are found globally.<h4 class="st-heading-4" style="text-align:center;">Global Rare Earth Production &amp; Supply&nbsp;</h4><img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_at_5_12_17_AM_png_50c1095f36.webp" alt="Screenshot 2025-12-19 at 5.12.17 AM.png">Source: JPMorgan<h2 class="st-heading-2">Top-Performing Critical Metal Stocks</h2>Riding on the wave, some of the rare earth miners have notched up mindboggling gains this year. The&nbsp;<a href="https://stocktwits.com/symbol/TMC">Metals Company’s (TMC) stock</a> has jumped over 475% this year.&nbsp; TMC is not a rare earth miner, but is nevertheless engaged in the mining of other critical metals. Canada-based TMC is a deep-sea mining exploration company that mines polymetallic nodules, comprising nickel, cobalt, copper, and manganese in the Pacific.In June, Korea Zinc announced a strategic equity investment of $85.2 million in TMC, in exchange for 19.6 million common shares.<a href="https://stocktwits.com/symbol/TMQ">Trilogy Metals (TMQ)</a> follows with a 290% year-to-date gain. Among&nbsp;other standout REE miners are&nbsp;<a href="https://stocktwits.com/symbol/NB">NioCorp Developments</a> (NB) and&nbsp;<a href="https://stocktwits.com/symbol/MP">MP Materials (MP)</a>.<img src="https://news.stocktwits-cdn.com/Critical_mining_stocks_png_3093e33cd7.webp" alt="Critical mining stocks.png">Source: KoyfinMP Materials’ stock received a bullish upgrade from Morgan Stanley earlier this month. Analyst Carlos De Alba also increased the price target for the stock to $71 from $69.50. The analyst attributed the action to permanent magnets, and REEs such as Dysprosium and Terbium remained restricted by China.<blockquote>“We think MP is well positioned to benefit as the US looks to develop a robust ex-China supply chain with MP at the center.”</blockquote>Morgan Stanley’s bullish stance stems from MP Materials’ partnership with the Department of Defense, which materially de-risks the company’s business model. The firm noted that the company plans to begin commercial production of permanent magnets used in critical military platforms and in green energy applications such as electric vehicles (EVs), wind turbines, and humanoids/robotics by the end of 2025. That said, the firm remains wary of execution risk.&nbsp;MP Materials recently announced a joint venture with Saudi mining company Maaden in November that could significantly boost its ability to expand its magnetics business. The JV aims at developing a rare earth refinery in Saudi Arabia.Peer, NioCorp, focuses on developing several critical minerals from the proposed Elk Creek, Nebraska, Project, with a particular focus on three commercial mineral products — Niobium, Scandium, and Titanium — from a single ore body.Recently, H.C. Wainwright raised the price target for NioCorp to $9.40 from $8.25 and maintained a ‘Buy’ rating, citing the growing popularity of rare earths, the company’s current liquidity position, and its timeline with the U.S. Export-Import Bank,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/niocorp-stock-price-target-raised-to-950-from-825-at-hc-wainwright-93CH-5142253">according</a> to Investing.com.&nbsp;<a href="https://stocktwits.com/symbol/TMQ">Trilogy Metals (TMQ)</a>&nbsp; is an exploration and development company operating in the Ambler mining district located in northwestern Alaska, with a focus on critical metals such as high-grade copper, cobalt, zinc, lead, gold, and silver. Much of the company's gains came in early October, when Trump announced that the government would take a 10% stake in the company by investing $35.6 million to support mining exploration in Alaska’s Ambler Mining District.<h2 class="st-heading-2">Retail Mood Muted</h2>On Stocktwits, retail sentiment toward&nbsp;TMC was ‘neutral,’ while retailers held a ‘bearish’ view of the other three. While a bullish watcher&nbsp;<a href="https://stocktwits.com/Wolf0vs/message/639665730">said</a> he has never sold a TMC stock since 2023, a few held an outright negative opinion of the stock.<h2 class="st-heading-2">Valuations After Run-up</h2>In terms of trailing price-to-book ratio, MP Material’s valuation is 4.7 times compared to 5.9 times for Triliogy Metals and 4.3 times for NioCorp. TMC trades at a hefty 35.35 ratio.According to Koyfin, the average analyst price target suggests upside potential of 27% for TMC Metal, 52% for MP Materials, 35% for Trilogy Metals and 142% for NioCorp.Considering the current valuation and upside potential, NioCorp appears to be a better bet, followed by MP Materials.The industry is set to make waves yet again in 2026. Morgan Stanley named REEs and critical minerals as one of the key themes for 2026.<blockquote>“Consensus view is that the U.S. govt will continue to provide financial support for REE/CM reshoring efforts.”</blockquote>The firm also flagged other efforts the Trump administration has taken to prop up the critical mineral industry, apart from taking direct equity stakes in some companies. These include implementing a 10-year price floor for MP Materials Neodymium &amp; Praseodymium, REEs crucial for magnets, and materials-specific tariffs.Going forward, Morgan Stanley expects the government support to come in the form of “a more targeted, fiscally contained government framework in which support is delivered through project-level grants/loans and potentially complemented by a Section 232-equivalent mechanism for rare earths and critical minerals.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-inflation-ushers-santa-onto-wall-street-will-seasonal-trends-follow/cLeiYWMRErM">Soft Inflation Ushers Santa Onto Wall Street — Will Seasonal Trends Follow?</a>

Samples of rare-earth minerals from Baiyun'ebo or Bayan Obo mining district are on display at the Institute of Geology and Geophysics, Chinese Academy of Sciences (IGGCAS) on May 17, 2025, in Beijing, China. 

TMC Vs TMQ Vs NioCorp Vs MP Materials: These 4 Critical Metal Stocks Delivered Standout Gains In 2025 — Which Has the Best Risk-Reward Now?

Geopolitical tensions lifted critical metal stocks as U.S. reshoring efforts, government backing, and supply fears drove gains.

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Geopolitical tensions lifted critical metal stocks as U.S. reshoring efforts, government backing, and supply fears drove gains.


Mirador Capital Partners LP Acquires 339,174 Shares of TMC the metals company Inc. $TMC

Mirador Capital Partners LP grew its holdings in TMC the metals company Inc. (NASDAQ:TMC - Free Report) by 306.1% in the 3rd quarter, according to its most recent disclosure with the Securities...

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Traders are eagerly anticipating NOAA's modernized deep-sea mining permit rules, viewing them as a critical and accelerated step towards commercial recovery for the company.

Many traders predict a massive short squeeze as the regulatory landscape clears, urging "diamond hands" to capitalize on trapped bearish positions.

Bullish traders are pushing for a decisive break above the $8 resistance level, anticipating a strong upward move into double-digits and new price floors.

The stock is garnering attention as a pivotal player in securing vital deep-sea critical metals like copper, nickel, and cobalt, essential for national security.

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