of a rare earth share

After $MP (-3,33%) also made it yesterday $UUUU (-1,72%) and added another one today. Here, too, it only took 2 months. But there is still more to come than the 120%. Even if there will be some profit-taking for the time being.

It's no longer a big secret that commodity stocks make up a large part of my portfolio, as I've often written posts about them.

Right now, the conflict between China and the USA is once again about rare earths for heavy magnets. Trump is threatening 200% tariffs if China does not deliver. One thing is clear: if China does not supply rare earths to the USA, everything in the automotive, technology and defense sectors will come to a standstill in a relatively short space of time. You could say that the 200% tariff would not generate any revenue for the USA, because China would no longer export anything there and, on the other hand, the US economy would come to a standstill in large parts.

I am therefore convinced that the US government will continue to do everything it can to reduce this dependency. The main beneficiaries of this will be

$MP (-3,33%)

$UUUU (-1,72%)

$A412UH USA Rare Earth Inc.

and also $LYC (-7,56%)

Trump's tariff threats fizzle out in China

Asia's stock markets were predominantly negative on Tuesday. While Japan, South Korea and Malaysia are down by up to 0.9%, other markets are little changed. Shenzhen even rose by 0.7 percent. China's stock markets are thus ignoring the latest threats from US President Trump. The previous evening, he threatened the country with tariffs of up to 200% if it did not supply magnetic building blocks made from rare earths.

After I posted again last week about commodities in general and rare earths in particular, I would like to take stock of the stocks I have in my portfolio today.

$MP (-3,33%) The next stage is being ignited again today. This is the largest position in this area, as a savings plan is running there. So far + 65%

https://de.tradingview.com/news/reuters.com,2025:newsml_L8N3T70NZ:0/

$SCZ (+3,58%) with 15% in 2 weeks a solid start

$PMET (-2%) 20% in the first two weeks also good

$MTM (-0,23%) good start, today a setback of 9%, resulting in a loss of approx. 10%

$UUUU (-1,72%) with 8% + also after 2 weeks.

In addition, savings plans are still running $PPTA (+2,06%) so far + 53% and

$CDE (+4,35%) + 24%.

So I think commodities should not be missing from any portfolio as an addition, and not just for dividend reasons.

$UUUU (-1,72%) With its White Mesa Mill, Energy Fuels has a decisive competitive advantage and could benefit disproportionately from the rising uranium market in the future thanks to its almost unique position in the USA. In addition, it is debt-free and, besides vanadium, also active in rare earths pre-production.

Uranium trade thus ended for the time being 🚀

Momentum probably over. Found my conscience again. is like investing in coal mining. Earned - 12%

Pair of gains taken 🍾

Fuck nuclear power, everyone wants electricity. Nobody wants nuclear waste. Nuclear power is only so cheap because society cross-finances it.