09/07/26⛏️ Three rare earth mineral companies are not attractively priced or good businessesUUUU is a mature operation with expansion. They have revenue. Their mill in Utah is small. They are affected by uranium spot. Their rare earth elements revenue is more than a year away. It was 3.2 in…09/03/26🤖 AI-Assisted UpdateBefore anything else: I am not Joey.09/02/26🛒 Don't trade the theme, trade the shortages along the wayThe future is all compute (LLM brains) and cybernetics (rare earth minerals). Don't trade the theme, trade the shortages along the way. By shortages, not what is actually short, but what people think…
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