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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending following a massive insider share purchase by CEO Jeff Green, signaling strong executive confidence, alongside widespread rumors of an OpenAI partnership for ad sales. The community is buzzing with speculation about a potential short squeeze for the recently oversold stock, viewing these developments as a significant catalyst amidst competitive pressures in the ad-tech sector.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending due to widespread investor confusion regarding its unannounced earnings report and lingering concerns from a recent, though withdrawn, US Pentagon listing. While many express extreme frustration over its performance and geopolitical pressures, a strong counter-narrative highlights the stock as deeply oversold and poised for a rebound fueled by its Qwen AI developments.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as its highly anticipated earnings report approaches, fueling intense debate and frustration among investors over continuous price declines to new 52-week lows, even as discussions highlight its strong fundamentals and competitive advantages in logistics within the fierce Chinese e-commerce landscape.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as the community highlights its recent achievement of profitability and the significant growth of its direct revenue business, with Snapchat+ subscriptions now exceeding 25 million and reaching a substantial annualized run rate. Despite these strong financial and user engagement milestones, investors are expressing frustration over the stock's current valuation, fueling discussions of a potential rebound or strategic acquisition given its innovation in AI and AR.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending following its announcement of substantial orders for Nvidia GPUs to significantly expand its AI cloud fleet and ambitious revenue targets. This major expansion is largely to be funded by a new $6 billion At-The-Market offering, leading to intense community discussion about potential shareholder dilution versus the strategic need for capital to become a dominant AI infrastructure provider.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the community eagerly discusses its recently submitted BLA for Deramiocel, fueled by strong HOPE-3 trial data for Duchenne muscular dystrophy and intensifying political pressure on the FDA for accelerated rare disease approvals. Investors are closely watching for an imminent PDUFA date, anticipating a significant re-rating of the stock.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending due to a bullish analyst upgrade emphasizing its leadership in autonomy and future robotaxi services, amplified by Elon Musk's claims about the company's progress in artificial general intelligence. This sparks fervent community debate, with bulls envisioning a new growth era from these innovations, while skeptics highlight declining EV sales and FSD's supervised status, often accusing the stock of being 'manipulated' amidst ambitious projections.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU CRYPTO is trending as its highly engaged community actively promotes its unique 'permissionless brand' model, emphasizing continuous real-world product development and events, positioning it as a conviction play to accumulate amidst market dips.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is a hot topic following its multi-year deal with AMD for AI chips, a partnership that includes performance-based warrants and underscores Meta's extensive commitment to building out its AI infrastructure. The community is keenly focused on the company's strategy to diversify its chip supply and scale AI capabilities to enhance platform engagement and drive future growth.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925 and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is at the forefront of market discussion due to booming demand for its power generation equipment, specifically gas turbines, driven by the rapid expansion of AI data centers, which has prompted recent analyst upgrades and a partnership with Nvidia. While this new AI-adjacent narrative fuels strong bullish momentum and sector rotation, a significant portion of the community views the industrial stock as profoundly overvalued and ripe for a correction, citing high valuation metrics and insider selling.

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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.


USAR's Margins Hurt by High Project Development Costs: What's Ahead?

USA Rare Earth's margins face pressure as project development costs rise, with revenues still years away despite an accelerated timeline.

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	-$0.01	--	--	N/A
Q4 '25	-$0.11	-$0.22	-100.00%	MISSED
Q3 '25	-$0.01	-$0.01	--	EXPECTED
Q2 '25	-$0.01	-$0.01	--	EXPECTED
Q1 '25	-$0.01	-$0.02	-140.01%	MISSED

TMQ
Trilogy Metals Inc

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