ひかりちゃん
2026.04.02 09:27

To be honest, keeping an eye on the recent wave of MP Materials and USA Rare Earth has been like a roller coaster ride. The rare earth/critical metals sector is completely driven by hype, changing by the minute, one day at a time. It's a bit surprising to see Critical Metals manage to rally against the trend, but I don't have the courage to cut my losses on those falling stocks in my portfolio... Lithium Americas' lithium has already flatlined, and Energy Fuels is still the same old story. It's supposed to be about seizing new energy opportunities, but in reality, I'm just being led around by the market. I don't want to move; I'll just treat it as a portfolio convalescence.

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