This Stock Could be Worth More than Palantir by 2026? Should You Buy?

About this Video

• Video Title: This Stock Could be Worth More than Palantir by 2026? Should You Buy?
• Channel: Felix & Friends (Goat Academy)
• Speakers: Felix (primary speaker), Albert (mentioned), Winston (mentioned)
• Duration: 00:09:50

Introduction

This video analyzes three rare earth stocks—Lynas Rare Earths, Ucore Rare Metals, and Ramaco Resources—in the context of increased US Department of Defense investment in domestic rare earth metal supply chains. The speaker discusses the companies' involvement in mining, processing, and magnet production, highlighting their potential for growth due to government support and market stabilization measures.

Key Takeaways

• The US Department of Defense is actively securing domestic and allied rare earth metal supply chains through funding, contracts, and price floor mechanisms.
• Lynas Rare Earths (LYC, LYSCF), an Australian company with US operations, is building US separation facilities with significant Department of Defense funding.
• Ucore Rare Metals (OCU, URF) possesses rare earth separation and refining technology and is developing a commercial refining facility in Louisiana, also backed by US government funding.
• Ramaco Resources (METC) extracts rare earths from coal mine waste and is positioned to benefit from increased demand, although it doesn't have direct Department of Defense funding.
• The speaker emphasizes the importance of understanding market patterns and risk management when investing in volatile stocks like these. A free live training session is advertised to help viewers improve their investment strategies.