---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38356646.md"
description: "Haven't opened a new position for a long time, starting to build a position in $Critical Metals(CRML.US). The main theme of defense reindustrialization is still not enough with just application stocks.Although I previously looked at $Niocorp Developments(NB.US), NB's fundamentals are really too poor. The niobium mine hasn't started production yet, relying entirely on empty defense department orders to stay alive."
datetime: "2026-02-02T15:29:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38356646.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38356646.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38356646.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# Haven't opened a new position for a long time, sta…


### Related Stocks

- [CRML.US](https://longbridge.com/en/quote/CRML.US.md)
- [NB.US](https://longbridge.com/en/quote/NB.US.md)
- [CRMLW.US](https://longbridge.com/en/quote/CRMLW.US.md)
- [NIOBW.US](https://longbridge.com/en/quote/NIOBW.US.md)

## Comments (23)

- **Luyouyou · 2026-02-03T20:55:32.000Z · 👍 2**: This is your lucky place, you brought it to take off as soon as you arrived🛫🤝
  - **lyhalfway** (2026-02-04T01:02:20.000Z): This stock is really strong
  - **风风** (2026-02-04T01:15:50.000Z): Bought it the day before yesterday, haha
- **劉sir · 2026-02-03T13:44:20.000Z**: .. Another big shot is leading the trade
- **zag · 2026-02-03T06:22:06.000Z**: Is this the only stock for rare earth?
- **youtsuki.l · 2026-02-03T04:28:49.000Z**: Greenland concept stock
- **加零的过程 · 2026-02-02T21:33:08.000Z · 👍 2**: Uncle Yaren, I really like your focused mode. At the beginning of last year, it was PLTR, and in the middle of the year, it was Google. I wonder which one will be the chosen one this year. No rush to place a bet.
- **招财喵喵招财 · 2026-02-02T16:48:37.000Z**: USAR What do you think?
- **卢氏一族 · 2026-02-02T15:43:39.000Z**: Uncle Yaren. How much do you see for CRML?
  - **lyhalfway** (2026-02-02T15:49:24.000Z): I'm trying to get a feel for it, no target price yet
- **有耐心+幸运 · 2026-02-02T15:40:54.000Z**: I'll wait pl
- **哎呀 脚滑了 · 2026-02-02T15:40:41.000Z**: I started buying at 9 yuan, got shaken out a few times in the middle, but with Brother Yaren joining, I won't trade recklessly anymore😌
- **提钱退休小up · 2026-02-02T15:34:01.000Z**: Same car, same car, Uncle Yaren makes me feel much more at ease🤗🤗🤗
- **曦哥 · 2026-02-02T15:33:53.000Z**: What stock is this
  - **lyhalfway** (2026-02-02T15:36:49.000Z): Rare earth household register
- **幸运币 · 2026-02-02T15:33:32.000Z · 👍 1**: 🌚Uncle Yaren should have opened a new position long ago
- **恭喜发财999999999 · 2026-02-02T15:33:02.000Z**: Caveman, come up and chat about life😁🚀🚀🚀🚀🚀🚀🚀
- **保持学习 · 2026-02-02T15:32:37.000Z**: pltr seems to be at a good price
  - **lyhalfway** (2026-02-02T15:34:43.000Z): To be safe, you can wait for the earnings report
- **金钱龟龟 · 2026-02-02T15:32:11.000Z**: How to view PLTR's earnings report?
  - **lyhalfway** (2026-02-02T15:34:27.000Z): The performance is definitely no problem, but now software stocks are under the microscope, any slight flaw will be harshly criticized
- **风风 · 2026-02-02T15:32:01.000Z**: Follow the point
- **爱吃酱炒饭的井上春明 · 2026-02-02T15:31:12.000Z**: I sold a wave, ready to buy back slowly