American Rare Earth Revival
This carefully curated group of stocks focuses on companies positioned to benefit from the U.S. government's push to secure domestic supply chains for rare earths and critical minerals. These resources are essential for defense systems, electric vehicles, and advanced technologies.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Energy Fuels Inc/Canada
UUUU
Current price
$9.79
This company is leveraging its White Mesa Mill to process and separate rare earth elements, making it a key player in the domestic critical minerals e...
This company is leveraging its White Mesa Mill to process and separate rare earth elements, making it a key player in the domestic critical minerals ecosystem.
Lithium Americas Corp.
LAC
Current price
$2.90
As the developer of the Thacker Pass project in Nevada, it represents a significant future source of domestic lithium, another critical mineral for na...
As the developer of the Thacker Pass project in Nevada, it represents a significant future source of domestic lithium, another critical mineral for national security and EV batteries.
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About This Group of Stocks
Our Expert Thinking
The U.S. Department of Defense has invested $400 million in MP Materials to revitalize America's rare earth supply chain. This strategic government backing creates a powerful tailwind for companies involved in mining, processing, and recycling critical minerals needed for defense, EVs, and technology.
What You Need to Know
This theme represents a long-term opportunity focused on geopolitical trends and industrial independence. The government's commitment to onshoring vital supply chains helps de-risk domestic projects in the rare earths sector, creating a more secure environment for growth.
Why These Stocks
We've selected companies across the entire critical minerals ecosystem. This includes the direct recipient of federal funding, alongside miners, processors, and manufacturers of rare earths, lithium, uranium, and other strategic materials vital to American security and technological advancement.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+172.26%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 172.26% over the next year.
Stocks Rated Buy by Analysts
11 of 13 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Government-Backed Potential
The $400 million Department of Defense investment creates a financial safety net that traditional mining ventures simply don't have. This government support signals long-term commitment to the sector.
The EV Connection
These critical minerals aren't just for defense. They're essential for electric vehicles, making this group a backdoor play on the EV revolution with the added stability of government priorities.
Supply Chain Reshuffling
As geopolitical tensions rise, countries are racing to secure their own supplies of strategic minerals. American companies with domestic production are suddenly finding themselves in the spotlight.
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Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
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