SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing heightened trading activity as the community anticipates critical updates on the NASA Lunar Terrain Vehicle contract and forward-looking guidance in the upcoming earnings report. Traders are actively debating the stock's potential for a short squeeze, fueled by bullish sentiment regarding the company's backlog expansion and its pivot toward deep space infrastructure.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is currently a focal point for investors debating its status as a defensive safe haven amid rising geopolitical tensions and broader market volatility. While some community members highlight the stock's potential for a technical breakout and long-term value, others express frustration over its persistent range-bound performance and ongoing regulatory pressures.

Satellogic, Inc. operates as a vertically integrated geospatial company. It is creating and continuously enhancing the first scalable, fully automated EO platform with the ability to remap the entire planet at both high-frequency and high-resolution, providing accessible and affordable solutions for customers. The company was founded by Emiliano Kargieman and Gerardo Richarte in July 2010 and is headquartered in Davidson, NC.

Satellogic Inc - Ordinary Shares - Class A

Satellogic is currently seeing significant momentum and high volume as investors react to the company's recent registered direct offering and ongoing expansion of its global satellite monitoring capabilities. The community is actively discussing the stock's potential for a broader rally, with many highlighting its strategic defense sector partnerships and speculative appeal as a potential acquisition target or long-term growth play within the aerospace space.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is generating intense retail interest and community debate as investors navigate recent earnings volatility, insider share sales, and anticipation surrounding a potential strategic partnership with POSCO. While some vocal retail investors are attempting to coordinate a short squeeze and accumulate shares at current support levels, others remain cautious due to debt concerns and ongoing leadership scrutiny.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund is trending due to significant price volatility and heavy trading volume following its recent NYSE listing, which provides retail investors with rare access to high-profile private AI companies like Anthropic, OpenAI, and SpaceX. Community discussion is polarized between optimistic traders anticipating further momentum and skeptical voices concerned about the fund trading at a substantial premium to its net asset value and the impact of the six-month lockup on existing shareholders.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is currently generating intense debate among retail investors regarding a perceived valuation disconnect, with many pointing to the company's substantial cash position and strategic asset pipeline versus its suppressed stock price. The community is actively discussing potential catalysts like upcoming US manufacturing tax credits and possible M&A activity, while simultaneously expressing deep frustration over alleged market manipulation and a lack of clear communication from leadership regarding shareholder value.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is facing intense volatility driven by geopolitical tensions in the Middle East and concerns over supply chain impacts, despite strong fundamental growth in AI memory demand. Community discussions are currently split between those frustrated by aggressive market manipulation and short-term volatility, and others who remain bullish on the long-term potential of the company's HBM capacity and upcoming inclusion in the S&P 100.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is currently in the spotlight as investors track the rare earth sector's growing importance to national security and domestic supply chains. The community is closely monitoring upcoming earnings and potential government-backed initiatives, while bullish sentiment persists around the company's long-term potential as a critical player in magnet production.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is experiencing heightened volatility and intense social media debate following conflicting reports about potential peace negotiations between the U.S. and Iran. While official claims of productive discussions have sparked a market rally, many community participants are expressing skepticism, labeling the situation as political posturing and market manipulation amid broader tensions over regional stability and energy prices.

Far below the surface, where light no longer reaches and noise collapses into silence, the Sperm Whale endures.  It does not rely on speed or spectacle. It survives through mass, intelligence, and absolute awareness of its surroundings.  This project is shaped by the same principle — strength formed under pressure, movement guided by understanding, and conviction built where others cannot remain.  While the surface reacts, the deep decides.

The Sperm Whale

Investors are closely monitoring $SPERMWHALE for signs of accumulation and steady momentum, though the community remains divided between those identifying a technical breakout and others expressing skepticism regarding the project's legitimacy.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Can Rio Tinto's Pilbara Facility Fuel Its Near-Term Momentum?

RIO shows resilient 2025 iron ore output as Pilbara rebounds from disruptions and major growth projects advance.

Can the Stillwater Facility Anchor USA Rare Earth's Growth Trajectory?

USAR advances its Stillwater magnet facility toward 2026 production, bolstered by $400M+ in cash and a key acquisition to boost NdFeB capacity.

Trilogy Metals Announces Expanded Management Team at Ambler Metals Joint Venture to Advance Upper Kobuk Mineral Projects in Alaska

Trilogy Metals Announces Expanded Management Team at Ambler Metals Joint Venture to Advance Upper Kobuk Mineral Projects in Alaska Trilogy Metals Announces Expanded Management Team at Ambler Metals...

Rising Development Expenses Pressure USAR: What's the Road Ahead?

USA Rare Earth remains pre-revenue as costs surge, but its Round Top project now targets commercial production in 2028, two years ahead of schedule.

Trilogy Metals Reports Fiscal 2025 Year-End Results and Highlights Strategic U.S. Federal Support for Domestic Critical Minerals Production

Trilogy Metals Reports Fiscal 2025 Year-End Results and Highlights Strategic U.S. Federal Support for Domestic Critical Minerals Production Trilogy Metals Reports Fiscal 2025 Year-End Results and...

Can USA Rare Earth's Stillwater Facility Accelerate Its Next Growth Phase?

USAR advances its Oklahoma magnet plant toward 2026 production, boosting capacity and vertical integration to strengthen the U.S. rare earth supply chain.

Trilogy Metals Strengthens Strategic Advisory and Leadership Capabilities Following US Federal Investment to Advance Alaska Projects

Trilogy Metals Strengthens Strategic Advisory and Leadership Capabilities Following US Federal Investment to Advance Alaska Projects Trilogy Metals Strengthens Strategic Advisory and Leadership...

USAR Impacted by High Project Development Spending: What's Next?

USA Rare Earth faces rising development costs and losses as it builds U.S. rare earth projects, even as Round Top's commercial start moves up to late 2028.

Can USAR's Stillwater Facility Power Its Next Phase of Strength?

USA Rare Earth advances its Oklahoma NdFeB magnet plant, targets early 2026 commissioning, expands capacity to 1,200 tons and builds a $400M+ cash base.

<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.

Equity

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


Trilogy Metals, Inc. engages in the exploration and development of the Upper Kobuk Mineral Projects. Its projects include Arctic Project, and Bornite Project. The company was founded on April 27, 2011 and is headquartered in Vancouver, Canada.

TMQ
Trilogy Metals Inc

Feed

News

Sentiment

Earnings

Fundamentals

Info

Poll

Latest TMQ News

TMQTrilogy Metals Inc