$MP

Does he own it?

In the robotics supply-chain post he names which names he is personally in (two others, not MP) and says he doesn't own the rest. MP recurs only as a thematic pick. Later lists are "stocks I like" / a hypothetical equal-weight return, not a real position. No first-person buy/hold/add or weight disclosure for MP.

His thesis

MP is framed as a cornerstone of the US domestic rare-earths program: it mines bastnasite at Mountain Pass and is vertically integrating into domestic NdFeB magnet production. He treats it as strategically vital for robotics, AI, and defense supply chains, comparing its national-security importance to Intel's foundry. He flags it as a dip-buy candidate on geopolitical selloffs (Greenland/tariff scenarios) and applauds US government funding of such upstream rare-earth efforts.

How his view evolved

Introduced as a tier-3 robotics-supply name on a watchlist, then repeatedly reinforced across rare-earth and national-security posts as a key domestic player, and later included in a broad "stocks I like" list with a positive 2-week hypothetical return. Consistently bullish, never disclosed as owned.

Key points

• Core US rare-earths / NdFeB magnet play tied to national security and robotics/AI demand
• Flagged as a dip-buy on geopolitical selloffs, not as a held position
• Excluded from his stated personal holdings; appears only on like/watch lists

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $MP on X ↗