Leverage Shares 2X Long MP Daily ETF

$MP Materials(MP.US)

Context: The U.S. is in desperate need of rare earths for clean energy transition, electric vehicles, defense systems, and emerging technologies, such as robotics and data centers. All of which is a solid catalyst for stocks, such as Eastport Critical Metals Corp. and MP Materials. In February, the Trump administration announced "Project Vault," a nearly $12 billion strategic reserve for rare earth elements. In June 2026, the Department of Energy announced $134 million to strengthen domestic rare earth supply chains. In fact, the Rare Earth Elements Demonstration Facility Program supports integrated extraction and separation facilities intended to reduce reliance on foreign suppliers. In addition, just recently, President Trump announced that massive oil, gas, and mineral exploration is preparing to begin in Greenland following security and mineral agreements.

My Trade: Waiting for lower prices to average down and patiently waiting for the long game. It's understandable for the share price weakness as most traders have shifted their attention to other stocks after MP ran up 200% last year.

Takeaway: Such actions could help break U.S. dependence on China, which controls about 80% of the world’s rare earth supply. After all, without rare earths, the world can’t produce smartphones, computers, flat panel televisions, wind turbines, electric vehicle batteries, computer chips, defense equipment, semiconductors, digital cameras, or catalytic converters. @Captain's Treasure

$MP Materials(MP.US)

Context: MP Materials (MP) fell massively last week, closing at $47.26. The late-week pressure looked like profit-taking after a long advance.

Valuation: a Sept 15 report flagged that MP might trade above fair value after a 142% run, which matched the stock’s pullback this week. The second was a shareholder disclosure the same day, showing California State Teachers Retirement System held $516.73m worth of MP stock. Some commentary framed that as a sign of patient institutional interest, but no company filings indicate a change in the fund’s position during the week. Beyond that, several cross-market pieces mentioned rare earth supply chains and global fragmentation, though those were mostly macro commentary rather than company-specific developments.

My Trade: I started a new position in MP as I believe metals are essential for industrial usage and the stock has retraced substantially after a higher bullish run last year.

Takeaway: Nineteen institutions cover MP Materials. Of those, 13 rate it buy, 5 rate it outperform, and 1 rates it hold, with no underperform or sell ratings. The consensus recommendation is strong buy, with a consensus target price of $74.The target range is wide: a low of $57 against a high of $100. @Captain's Treasure

$MP Materials(MP.US) Q2 EARNINGS

$MP Materials(MP.US) | 𝐌𝐏 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬: DA Davidson reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟐

$MP Materials(MP.US)

$MP Materials(MP.US)

26feb

$USA Rare Earth(USAR.US)

$US Antimony(UAMY.US)

$Critical Metals(CRML.US)

$MP Materials(MP.US)

$Lithium Americas(LAC.US)

$Energy Fuels(UUUU.US)

The rare earth predicted yesterday has already started soaring in the night market

Many stocks are not randomly chosen, but based on the strategic logic for 2026

The market has now entered the era of "hard tech hegemony". The upward momentum of these targets in early 2026 is no longer solely based on financial data, but on their irreplaceability in the national interest chain

Rare earth is not just for batteries, but also essential for F-35 and guided weapons. These companies are the only trump card for "domestic supply in the US"

Although this does not guarantee a "buy with eyes closed" market, standing on the side of policy trends will be more favorable for investment

China’s grip on the rare earth supply chain has become one of the most powerful strategic advantages in the modern world. While the U.S. shows strength through military power and sanctions, China built control over the raw materials that power nearly all advanced technology. It now mines 70% of rare earths, refines 91%, and produces 94% of the magnets used in EVs, chips, and weapons turning resources into geopolitical leverage.

Source: StockMarket.News