$USAR

Does he own it?

No first-person buy/hold/add/size language anywhere across 5 tweets. USAR appears only inside thematic baskets and policy commentary as an example of US rare-earth/critical-mineral plays, often paired with MP. When he names a favorite western pick, it is a different name, not USAR. No portfolio weight or long disclosure.

His thesis

USAR is framed as a strategically important domestic rare-earth processor (heavy REE separation, sintered NdFeB magnets) and a beneficiary of US efforts to reduce China/Russia dependence after large government funding. He treats it as a national-security-critical chokepoint play alongside MP, central to AI, robotics and space supply chains. Bullish on the rare-earths theme broadly, but USAR is presented as one example within a wide universe of names rather than a singled-out conviction pick.

How his view evolved

Starts as one name in a critical-minerals list post government funding, recurs as an educational example of REE processing, then becomes a recurring illustration in policy/national-security arguments urging more US rare-earth subsidies. Consistently thematic, never positional.

Key points

• Always appears within baskets/lists of rare-earth and critical-mineral names, never as a standalone position
• Used as a national-security/policy example paired with MP, not a personal holding
• No ownership, long, add, or portfolio-weight language; favorite western pick is a different ticker

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