Pinned Tweet
๐จ HEAVY RARE EARTH STOCKS ARE CRASHING.
Meanwhile, the U.S. is fighting to break Chinaโs grip on the supply chain. ๐บ๐ธ
Here are 5 stocks to watch: ๐งต๐
1/ $MP โ MP MATERIALS ๐บ๐ธ
Americaโs leading rare earth producer is expanding into magnet manufacturing, positioning itself at the center of the U.S. push to rebuild domestic supply chains.
LongGameEquity retweeted
๐จ AI STOCKS THAT ARE IN A BEAR MARKET ๐จ
Here are 8 stocks down massively from their 52-week high. ๐งต๐
1/ $CRWV โ 61% below its 52-week high
CRAMER IS BEARISH $AVGO DID WE BOTTOM? ๐
๐ค Made with AI
5/ $ALOY โ REALLOYS ๐งฒ
A speculative play to research in the advanced materials space as North America looks to strengthen its rare earth and magnet supply chains.
๐ +68% YTD | +282% SINCE 2024
See my portfolio ๐
๐น Buy & sell alerts
๐น Personalized portfolio reviews
๐น In-depth investment research
๐น Early access to announcements + DMs
๐ Join the community
xitter.cf/LongGameEquity/creatorโฆ
$META is on track to surpass Google in ad revenue and become the #1 ad giant.
And people still arenโt pricing in the returns on its capex. ๐
๐ค Made with AI
$QCOM is holding up well on the dip ๐
๐ค AI at the edge
๐ฑ Smartphones
๐ฅฝ AI glasses
๐ Automotive
๐ฆพ Robotics
The AI story isnโt just about data centers. Itโs also about bringing intelligence directly to the devices we use every day.
The edge could be the next big AI trade.
$META growing 20%+ a year at this scale, with AI, MUSE, messaging, e-commerce, subscriptions, and wearables still ahead.
How many non-cyclical businesses grow this fast at this scale?
Itโs almost unheard of. And people are bearish?
๐ +68% YTD | +282% SINCE 2024
See my portfolio ๐
๐น Buy & sell alerts
๐น Personalized portfolio reviews
๐น In-depth investment research
๐น Early access to announcements + DMs
๐ Join the community
xitter.cf/LongGameEquity/creatorโฆ
๐ +68% YTD | +282% SINCE 2024
See my portfolio ๐
๐น Buy & sell alerts
๐น Personalized portfolio reviews
๐น In-depth investment research
๐น Early access to announcements + DMs
๐ Join the community
xitter.cf/LongGameEquity/creatorโฆ
๐ +68% YTD | +282% SINCE 2024
See my portfolio ๐
๐น Buy & sell alerts
๐น Personalized portfolio reviews
๐น In-depth investment research
๐น Early access to announcements + DMs
๐ Join the community
xitter.cf/LongGameEquity/creatorโฆ
๐ +68% YTD | +282% SINCE 2024
See my portfolio ๐
๐น Buy & sell alerts
๐น Personalized portfolio reviews
๐น In-depth investment research
๐น Early access to announcements + DMs
๐ Join the community
xitter.cf/LongGameEquity/creatorโฆ















