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QQQ is trending downwards as community members discuss concerns around potential market manipulation and an AI bubble, especially following earnings. Traders are debating whether to buy the dip or prepare for a larger correction, while monitoring key support levels. Some are pointing to macro factors like interest rate expectations and geopolitical concerns as potential catalysts for further volatility.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing volatility, sparking debates about a potential market bottom and the influence of large institutional players. Community discussions revolve around whether this dip presents a buying opportunity or signals a deeper correction, with some pointing to macro factors and potential liquidations as drivers. Sentiment is mixed, with bullish and bearish arguments clashing amidst the price swings.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's stock is trending amid upgrades from analysts, though some community members express concern over valuation relative to competitors and potential interconnect hurdles in the AI sector. Despite strong earnings, the stock experienced a selloff, leading to discussions about a possible short squeeze and whether AI constitutes a bubble.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending due to strong Q3 earnings and raised FY26 guidance, sparking bullish sentiment among investors; discussions include the impact of e-commerce growth and a planned move to the Nasdaq. Community members are debating whether Walmart's performance signals broader economic strength or if it's a safe haven during market uncertainty, while also pondering its valuation relative to tech companies.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing heavy volatility, sparking discussions about a potential market correction and whether dip-buying strategies will continue to pay off. Some community members are pointing to broader macroeconomic concerns and the influence of crypto markets, while others are eyeing key support levels for potential reversals. The conversation highlights uncertainty around near-term market direction.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending downwards, frustrating investors who cite strong deliveries and question the stock's valuation relative to peers. Community members speculate about market manipulation and potential short squeezes while bracing for upcoming earnings. Despite the negative price action, some investors remain optimistic, viewing the current dip as a buying opportunity based on the company's long-term potential.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as the price of Bitcoin fluctuates, impacting MicroStrategy's value as a major BTC holder; the community is closely watching key support levels. Discussions revolve around analyst Tom Lee's commentary and potential short squeezes, with some expressing concerns about solvency and potential liquidation. Recent whale activity and overall market sentiment add to the volatility.

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 trending following a target price increase from UBS and rising memory prices linked to AI data-center demand, fueling discussions about its growth potential. Community members are weighing the bullish outlook against concerns of an overbought condition after the stock's significant year-to-date gains. Discussions also focus on potential short-term pullbacks versus long-term opportunities in the semiconductor space.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending as traders assess its volatile movements amidst optimism in the AI sector. Community discussions revolve around dip-buying strategies and potential profit-taking points, especially with upcoming earnings from key semiconductor players like NVDA. The ongoing government shutdown and concerns about AI valuations add to the uncertainty surrounding this leveraged ETF.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amidst overall crypto market volatility and the launch of new ETFs, sparking debates on their potential impact. Community discussions revolve around whether XRP can decouple from Bitcoin's influence and the significance of upcoming ISO20022 compliance. Some traders express frustration with price stagnation, while others remain optimistic about long-term utility and institutional adoption.

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Trilogy Metals Surges 243.1% YTD: Should Investors Ride the Rally?

TMQ jumps 243.1% YTD as it advances work at the Ambler district, yet cash outflows and permitting hurdles still shadow its path forward.

<ul class="summary-bullets"><li>The VEU mechanism that Xi Jinping’s government is considering is reportedly modeled on existing U.S. laws and procedures, as is much of Beijing’s export-control architecture.</li><li>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.</li><li>Late last month, the U.S. and China reached an agreement to ease rare-earth exports for at least a year.</li></ul>China is reportedly designing a system for rare earth exports that will exclude companies with ties to the U.S. military while fast-tracking export approvals for other firms.According to a Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/china/china-hatches-plan-to-keep-u-s-military-from-getting-its-rare-earth-magnets-f349ee65">report</a>, citing people familiar with the plan, Beijing intends to deploy the “validated end-user” system, or VEU, which would enable China to follow through on a pledge to U.S. President Donald Trump to facilitate the export of rare earth materials while ensuring that they don’t end up with U.S. military suppliers, a core concern for China.The report added that if the system were strictly implemented, it could make it more difficult for automotive and aerospace companies with both civilian and defense clients to import certain Chinese materials. The report further highlighted that Beijing’s plan could still change, and its licensing system wouldn’t be certain until it is implemented.<h2 class="st-heading-2">Taking A Page Out Of The U.S. Playbook</h2>The VEU mechanism that Xi Jinping’s government is considering is reportedly modeled on existing U.S. laws and procedures, as is much of Beijing’s export-control architecture. Under the U.S. version of the VEU system, which took effect in 2007, some Chinese companies can purchase sensitive goods under a general authorization rather than obtaining individual licenses for each transaction.The U.S. rule facilitates the import of controlled goods, such as chemicals or chip-making equipment, by requiring participating companies to approve U.S. government inspections of their facilities. The report stated that it isn’t clear how long VEU protections would last.<h2 class="st-heading-2">What It Would Mean For U.S. Miners?</h2>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems. Late last month, the U.S. and China reached an agreement to ease rare-earth exports for at least a year.The White House has stepped up its efforts over the past months to increase domestic production of critical minerals. The U.S. has taken stakes in companies such as Lithium Americas, MP Materials, Critical Metals, and Trilogy Metals. The White House has also stated that it is in talks with many other companies over potential stakes. China’s reluctance to ship to defense firms could potentially ensure that the Trump administration continues its efforts to secure the domestic supply. &nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP Materials</a>, the top U.S. rare-earth producer, was in the ‘bullish’ territory.<figure class="image"><img style="aspect-ratio:807/105;" src="https://news.stocktwits-cdn.com/MP_Nov_11_JPG_a0267d16fe.webp" alt="GEVO’s Sentiment Meter and Message Volume as of 04:57 a.m. ET on Nov. 11, 2025 | Source: Stocktwits" width="807" height="105"><figcaption>GEVO’s Sentiment Meter and Message Volume as of 04:57 a.m. ET on Nov. 11, 2025 | Source: Stocktwits</figcaption></figure>MP Materials stock has more than quadrupled this year. Critical Metals stock and USA Rare Earth stock have gained nearly 53% and 25%, respectively.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-gevo-stock-rising-premarket-today/cLPdmczREPJ">Why Is Gevo Stock Rising Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, metal cubes representing rare earth elements stacked in a stepped formation in front of the national flag of China.

China Reportedly Planning To Keep Rare Earths Out Of The Reach Of U.S. Military — What Could It Mean For MP, TMC, TMQ Stocks?

The report added that if the system were strictly implemented, it could make it more difficult for automotive and aerospace companies with both civilian and defense clients to import certain Chinese materials.

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Can Ambler Metals' Growth Prospects Drive Trilogy's Momentum?

TMQ progresses with its Ambler mining district with steady growth, disciplined spending and a clear path toward future growth potential.

<ul class="summary-bullets"><li>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.</li><li>According to Trump, Beijing will enter into a one-year agreement each year for rare-earth exports.</li><li>MP Materials' stock is down 9.2% this week. The Metals Company stock has fallen 3.5%, Critical Metals stock slipped 8.5%, USA Rare Earth, and Trilogy Metals have fallen between 14.7% and 22.9%.</li></ul>Rare earth stocks were in focus on Thursday after U.S. President Donald Trump and Chinese President Xi Jinping struck several agreements, including one on critical minerals, to ease supply concerns.As per Trump, Beijing will create a one-year agreement each year for rare earth exports to be renegotiated during the time of renewal, and "work very hard to stop fentanyl," a synthetic opioid used medically for severe pain relief, but is also illegally produced and sold. At the same time, tariffs on Chinese exports will also be lowered to 47% from 57%.<h2 class="st-heading-2">Rare Earth Stocks In The Red For The Second Week Running</h2>MP Materials' stock is down 9.2% this week. The Metals Company stock has fallen 3.5%, Critical Metals stock slipped 8.5%, USA Rare Earth, and Trilogy Metals have fallen between 14.7% and 22.9%. Rare earths were part of a broader framework agreement between the two sides on the sidelines of an Association of Southeast Asian Nations meeting in Kuala Lumpur, Malaysia.<figure class="image"><img style="aspect-ratio:2400/1240;" src="https://news.stocktwits-cdn.com/koyfin_20251030_033824517_png_e0617a05b6.webp" alt="koyfin_20251030_033824517.png" width="2400" height="1240"><figcaption>Major rare earth producers in the U.S. have slipped this week after a trade truce between the U.S. and China.</figcaption></figure>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems. The latest dispute between the two countries began after China imposed export curbs on rare earths, especially to chipmakers and defense firms.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP Materials</a>, the top domestic producer, was in the ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:790/98;" src="https://news.stocktwits-cdn.com/MP_Oct_30_JPG_b7b0bcf210.webp" alt="MP’s Sentiment Meter and Message Volume as of 03:04 a.m. ET on Oct. 30, 2025 | Source: Stocktwits" width="790" height="98"><figcaption>MP’s Sentiment Meter and Message Volume as of 03:04 a.m. ET on Oct. 30, 2025 | Source: Stocktwits</figcaption></figure>“Regardless of a China-USA deal. We need MP to continue to advance production. We can't be held hostage in the future for rare earths. We need our own production,” one user wrote.<stembedurl>https://stocktwits.com/SPG565/message/599800333</stembedurl>“A kind of gallows deadline for the U.S., which must be renegotiated every year, and puts additional pressure on the U.S.,” said another trader.<stembedurl>https://stocktwits.com/Peeeer/message/634267867</stembedurl><h2 class="st-heading-2">Why Are Rare Earth Stocks Up This Year?</h2>The White House has stepped up its efforts over the past months to increase domestic production of critical minerals. The U.S. has taken stakes in companies such as Lithium Americas, MP Materials, Critical Metals, and Trilogy Metals. The White House has also stated that it is in talks with many other companies over potential stakes.MP Materials and Trilogy Metals stocks have more than quadrupled this year. Critical Metals stock and USA Rare Earth stock have gained nearly 72% and 45%, respectively.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/trump-orders-pentagon-to-restart-nuclear-tests-after-over-30-years-on-equal-basis-with-rivals/cLGFlHER3Dm">Trump Orders Pentagon To Restart Nuclear Tests After Over 30 Years ‘On Equal Basis’ With Rivals: Watch These Defense Stocks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump and Chinese President Xi Jinping shake hands as they depart following a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea. 

Rare Earth Stocks In Spotlight After Trump-Xi Agree To Critical Minerals Deal

MP Materials' stock is down 9.2% this week. The Metals Company stock has fallen 3.5%, Critical Metals stock slipped 8.5%, USA Rare Earth, and Trilogy Metals have fallen between 14.7% and 22.9%.

<ul class="summary-bullets"><li>U.S. Treasury Secretary Scott Bessent said on Sunday that Beijing is expected to delay the implementation of its licensing regime for rare earth minerals and magnets by a year.</li><li>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.</li><li>Trump and Xi are scheduled to meet on Thursday to take the final call on a trade deal.</li></ul>Critical Minerals stocks fell in premarket trading on Monday after the U.S. and China agreed to a framework agreement of a trade deal, which eased some concerns about Chinese critical minerals exports.MP Materials fell 5.3%, Critical Metals stock slipped 8.5%, USA Rare Earth, Lithium Americas, and Trilogy Metals fell between 4.3% and 7%.<h2 class="st-heading-2">Beijing To Pause Rare Earth Export Restrictions, Bessent Says</h2>According to a Reuters News <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/bessent-says-china-delay-rare-earths-rules-by-year-buy-us-soybeans-2025-10-26/">report</a>, U.S. Treasury Secretary Scott Bessent said on Sunday that Beijing is expected to delay the implementation of its licensing regime for rare earth minerals and magnets by a year while the policy is reconsidered.China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems. The latest dispute between the two countries began after China imposed export curbs on rare earths, especially to chipmakers and defense firms.Rare earths were part of a broader framework agreement between the two sides on the sidelines of an Association of Southeast Asian Nations meeting in Kuala Lumpur, Malaysia. &nbsp;“We are moving forward to the final details of the type of agreement that the leaders can review and decide if they want to conclude together,” Jamieson Greer, the United States trade representative, said to reporters, according to a New York Times report.While China’s top trade negotiator, Li Chenggang, described the talks between the two countries as “candid and in-depth discussions” on the trade deal, adding that the two sides had reached a “preliminary consensus.” Trump and Xi are scheduled to meet on Thursday to take the final call on a trade deal.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP Materials</a>, USA Rare Earth, and Lithium Americas moved to ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:797/96;" src="https://news.stocktwits-cdn.com/MP_Oct_27_JPG_ba13aaa1bf.webp" alt="MP’s Sentiment Meter and Message Volume as of 06:11 a.m. ET on Oct. 27, 2025 | Source: Stocktwits" width="797" height="96"><figcaption>MP’s Sentiment Meter and Message Volume as of 06:11 a.m. ET on Oct. 27, 2025 | Source: Stocktwits</figcaption></figure>However, some traders were looking to buy the dip, citing fundamentals. “I’m buying the dips. U.S. won’t depend on China regardless of trade deals. It would be fool[ish] of us to repeat the same mistake,” one trader said about MP stock.<stembedurl>https://stocktwits.com/qzz5013/message/633773893</stembedurl>“The core thesis for $USAR isn’t built on day-to-day politics — it’s built on structural demand, domestic policy momentum, and a longer-term shift toward U.S. mineral independence,” another user wrote.<stembedurl>https://stocktwits.com/SatuchusNakamoto/message/633772646</stembedurl><h2 class="st-heading-2">What Has The US Done To Navigate The Trade Restrictions?</h2>The White House has stepped up its efforts over the past months to increase domestic production of critical minerals. The U.S. has taken stakes in companies such as Lithium Americas, MP Materials, Critical Metals, and Trilogy Metals.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/argentina-focused-equities-rally-after-milei-s-crucial-election-victory/cLG0d52R3M9">Argentina-focused Equities Rally After Milei’s Crucial Election Victory — ‘That Was A Big Win,’ Trump Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Critical Minerals Stocks Fall Premarket As US, China Near Trade Deal

China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.

<ul class="summary-bullets"><li>Trilogy Metals said that the Ambler Access Project is a proposed 211-mile, industrial-use-only road from the Upper Kobuk Mineral Projects to the Dalton Highway.</li><li>The firm said on Friday that the issuance of these permits follows the October 6 Presidential decision under Section 1106 of the Alaska National Interest Lands Conservation Act.</li><li>In early October, the U.S. agreed to buy a 10% stake in Trilogy Metals.</li></ul>Trilogy Metals (TMQ) shares jumped nearly 20% after the company announced that the Alaska Industrial Development and Export Authority had executed the Right-of-Way permits for the Ambler Access Road.The company&nbsp;said that the permits have been executed with the U.S. Army Corps of Engineers, the National Park Service, and the Bureau of Land Management, formally re-establishing the federal authorizations required to advance the road project.Trilogy Metals said that the Ambler Access Project is a proposed 211-mile, industrial-use-only road from the Upper Kobuk Mineral Projects to the Dalton Highway. This project would enable the advancement of exploration and development at the Ambler Mining District in Northwest Alaska, home to some of the world's richest known copper-dominant polymetallic deposits, the company said.The company said that the issuance of these permits follows the October 6 Presidential decision under Section 1106 of the Alaska National Interest Lands Conservation Act, directing federal agencies to re-issue the authorizations necessary for the construction and operation of the Ambler Access Road.The executed permits restore the 50-year right-of-way across federally managed lands originally granted in 2020, the company said.<h2 class="st-heading-2">U.S. Stake In Trilogy Metals</h2>In early October, the U.S. agreed to buy a 10% stake in Trilogy Metals. The Trump administration reached a deal to purchase 8.2 million shares of the company from Australia’s South32 at $2.17 each.As part of the agreement, the U.S. also secured warrants to acquire an additional 7.5% stake in the Vancouver-based firm. The transaction is part of a larger $35.6 million investment package aimed at supporting critical energy initiatives in Alaska.<h2 class="st-heading-2">CEO Tony Giardini’s View</h2>Tony Giardini, CEO of Trilogy Metals, said that the execution of these federal permits marks a pivotal milestone for the Ambler Road and the State of Alaska.“The road will provide access to a mining district that has the potential to strengthen the United States’ ability to secure domestic supplies of copper and other critical minerals essential to national defense, energy infrastructure, advanced manufacturing and the rapid growth of AI data centers,” he said.Retail sentiment on Trilogy remained unchanged in the ‘bearish’ territory, with message volumes at ‘low’ levels, according to data from Stocktwits.<a href="https://stocktwits.com/symbol/TMQ">Shares of Trilogy Metals</a> have gained nearly 410% this year and soared 809% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nhtsa-reportedly-probing-tesla-mad-max-driver-assist-mode-for-safety-details/cLGJMJhR3th">NHTSA Reportedly Probing Tesla’s ‘Mad Max’ Driver Assist Mode For Safety Details</a>

 In this photo illustration, the Trilogy Metals logo is seen displayed on a smartphone screen. 

TMQ Stock Soars 20% After Issue Of Ambler Road Permits Following Presidential Decision

Trilogy Metals said that the Ambler Access Project is a proposed 211-mile, industrial-use-only road from the Upper Kobuk Mineral Projects to the Dalton Highway.

Ride the Rare Earth Stock's Trade Wave? 

The hottest trade of late hasn't been in AI, instead, stocks of companies that are engaged in the production or servicing of rare earth minerals and elements have taken the spotlight.

<ul class="summary-bullets"><li>Rare earth exports from China stood at 5,774 metric tons in September, compared with a seven-month high of 6,146 tons in August.</li><li>The critical minerals have become the focal point of growing trade tensions between Beijing and the U.S.</li><li>“I don’t want them to play the rare earth game with us.”- Trump fired a warning at Beijing on Sunday.&nbsp;</li></ul>Chinese rare earth exports declined in September, sequentially, after posting three straight months of gains, official data showed on Monday.According to a Reuters report, citing the General Administration of Customs, rare earth exports from the country stood at 5,774 metric tons in September, compared with a seven-month high of 6,146 tons in August. However, on a year-over-year basis, they rose 17.5%.The figures came amid already rising tensions between the U.S. and China over the curbs on rare earth exports, imposed by Beijing earlier this month.<h2 class="st-heading-2">Why Is China Putting Export Curbs On Rare Earths?</h2>Rare earth supplies from China, the top producer, have become the focal point of a growing trade dispute between Beijing and Washington, D.C. China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.While rare earth minerals are not particularly scarce, most of the world has grown to rely on China for these metals. China has invested heavily in its production amid a decline in non-Chinese sources, a situation that companies have blamed on China’s policy to set a low price floor.After implementing the export curbs, Beijing stated that some foreign organizations and individuals have transferred or supplied rare-earth materials originating from China to entities involved in military and other sensitive sectors, posing "serious harm" and potential threats to China's national security and global nonproliferation efforts.<h2 class="st-heading-2">What Is The U.S. Doing About It?</h2>The U.S. is looking to bolster its domestic production to meet the rapidly growing demand. The Department of Defense has taken a 15% stake in MP Materials, the top domestic producer. Washington has also agreed to acquire stakes in Trilogy Metals and Critical Minerals to help the companies advance their projects.On Sunday, Trump said that rare earths, soybeans, and fentanyl are expected to be key points of discussion with Beijing. “I don’t want them to play the rare earth game with us,” he reportedly told reporters on board Air Force One, days after he threatened to put 100% tariffs on Chinese exports to the U.S.<ul class="summary-bullets"><li><h2 class="st-heading-2">What Is Retail Thinking About US Rare Earth Stocks?</h2></li></ul>Retail sentiment on Stocktwits about rare earth miners, <a href="https://stocktwits.com/symbol/CRML">Critical Minerals</a>, MP Materials, and Trilogy Metals was in the ‘extremely bullish’ territory at the time of writing.Critical Minerals stock has more than tripled this year, while MP and Trilogy stocks have risen over fivefold.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/south-korea-says-substantial-progress-made-in-us-tariff-talks-ahead-of-apec-summit/ch6CNbiR3oM">South Korea Says ‘Substantial Progress’ Made In US Tariff Talks Ahead Of APEC Summit</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chinese Rare Earth Exports Drop 6% In September Amid Mounting Trade Tensions 

Rare earth exports from China stood at 5,774 metric tons in September, compared with a seven-month high of 6,146 tons in August.

Zacks Investment Ideas feature highlights: Lithium Americas, MP Materials, USA Rare Earth, Trilogy Metals and JPMorgan Chase

A rare earth surge is underway as LAC, MP, USAR, TMQ, and JPM capitalize on US supply chain initiatives.

Trilogy Metals stock (TMQ) hit a fresh all-time high of $11.29 on Tuesday as the stock continued to remain in the spotlight after&nbsp;the U.S.&nbsp;government agreed to buy a 10% stake in the company.The escalation in U.S.-China trade animosity, with China planning to impose rare earth export curbs and&nbsp;the U.S. responding with massive tariff hikes, is also contributing to the stock's upward momentum.&nbsp;At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/TMQ">Trilogy Metals’ stock</a> pared some of the gains and traded over 50% higher. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:935/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_125451_png_7836d080a8.webp" alt="TMQ’s Sentiment Meter and Message Volume as of 12:45 p.m. ET on Oct. 14, 2025 | Source: Stocktwits" width="935" height="106"><figcaption>TMQ’s Sentiment Meter and Message Volume as of 12:45 p.m. ET on Oct. 14, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 392% increase in user message count in 24 hours as of Tuesday morning. A bullish Stocktwits user expressed optimism about the government’s stake in the company.&nbsp;<stembedurl>https://stocktwits.com/crabappletree/message/632253636</stembedurl>Another user highlighted the importance of critical metals in AI and quantum computing.&nbsp;<stembedurl>https://stocktwits.com/royalsguy/message/632257515</stembedurl>The Trump administration agreed to purchase 8.2 million shares of Trilogy Metals at $2.17 each from South32, an Australian company.&nbsp;The U.S.&nbsp;government also has the option to acquire an additional 7.5% stake in the company in the future. This deal was part of a larger $35.6 million investment in important energy projects in Alaska.The administration also approved the Ambler Road Project, a proposed 211-mile industrial road from the Dalton Highway to Alaska’s remote Ambler Mining District (District) that would enable access to large deposits of copper, cobalt, gallium, germanium, and more.Trilogy Metals has a 50% interest in Ambler Metals LLC, which has a 100% interest in the Upper Kobuk Mineral Projects (UKMP) in northwestern Alaska.Trilogy Metals' stock has gained over 736% in 2025 and over 1,757% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-dgx-spark-lands-at-starship-hq/ch6mBL1R3la">Nvidia’s DGX Spark Lands At Starship HQ As Jensen Huang Hand-Delivers It To Elon Musk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trilogy Metals Stock Hits Fresh All-Time Highs On Optimism Around US Government’s Stake In The Company

The Trump administration agreed to purchase 8.2 million shares of Trilogy Metals at $2.17 each from South32, an Australian company. 

Trilogy Metals, Inc. engages in the development and exploration of mineral properties. The firm holds interests in the Upper Kobuk mineral projects that include the Arctic, a copper-zinc-lead-gold-silver and Bornite, a carbonate-hosted copper projects, which is located in the Ambler mining district in Northwest Alaska. The company was founded on April 27, 2011 and is headquartered in Vancouver, Canada.

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