The $1.55 Billion Rare Earth Boom Could Create 2 Huge Winners
USA Rare Earth has middling to horrible fundamentals and is not one of the legitimate plays
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredUS stock market (broad equities) 2 →USA Rare Earth 1 →Energy Fuels 1 →
USA Rare Earth has middling to horrible fundamentals and is not one of the legitimate plays
Energy Fuels has middling to horrible fundamentals; chasing this news blindly is a mistake
MP Materials has middling to horrible fundamentals and is not a legitimate way to play the rare earth catalyst
Intel's turnaround is backed by Nvidia's stake growing from $5B to nearly $30B, and the alliance could reshape the chip industry
Oracle's debt-fueled AI buildout may weigh harder on the stock than headlines suggest; three companion stocks score dramatically higher
Taiwan Semiconductor deserves more attention than Nvidia right now, with earnings growth and analyst price targets supporting the case
Generac is highlighted as a robotics/automation play rated highly by the quant system with serious upside potential
Seanergy Maritime (SHIP) is presented as a growth stock under $20 with serious upside, riding a favorable dry bulk supply-and-demand cycle with a 19-quarter earnings beat streak and earnings forecast to grow over 40% a year.
MYR Group (MYRG) is named as a company set to benefit from the $17.5B federal nuclear loan program, building transmission lines to data centers, backed by 7 straight earnings beats.
Nvidia is named as one of three winners from a potential 100% chip tariff, protected by its $500 billion domestic infrastructure pledge while earnings accelerate at triple-digit rates.
Dell Technologies (DELL) is a standout Q3 outperformer benefiting from the AI infrastructure boom, with meaningful upside still ahead.
Quantum Computing Inc. is described as far riskier than it appears and is excluded from the five quantum stocks worth buying.
D-Wave is described as far riskier than it appears and is excluded from the five quantum stocks worth buying.
IonQ is described as far riskier than it appears and is excluded from the five quantum stocks worth buying.
Despite being at the center of the $5.34B behind-the-meter power deal, Williams Companies' Zen Rating puts it in the bottom 16% of tracked stocks on weak value and growth, and it is not a great buy today.
Bloom Energy, a fuel cell maker that graduated into the Russell 1000, is presented as a beneficiary of index reconstitution with a Wall Street 'Buy' consensus.
Despite the $500 million Army counter-drone contract, AVAV may already be too late to buy; two other supply-chain names are favored instead.
Copper demand is entering a generational commodity supercycle that could run for a decade.
SanDisk remains a Buy-rated holding in the Zen Investor portfolio despite the chip stock selloff.
Micron remains a Buy-rated holding in the Zen Investor portfolio despite the chip stock selloff.
Amprius is included in the group of hyped drone-related stocks described as having weak revenue, cash burn, dilution and low quant scores.
Ondas is grouped with the drone hype names whose story 'cracks' on weak revenue, cash burn and dilution, and which score poorly in the ratings system.
Red Cat is called out as AI drone hype with weak revenue, heavy cash burn and brutal dilution, scoring poorly in the quant system — presented as a name to avoid rather than own.
Gold's post-all-time-high selloff is framed as 'the real opportunity,' with de-dollarization support and the Fed's next move deemed irrelevant to the bull case.
The true oil supply disruption is still weeks away, so the oil shock/prices are not behind us and worsen from here.
Silver miners are set to soar with silver having ripped past $85; creator is buying three top-rated silver miners before they rise.
Multiple historical pre-crash warning patterns are showing up at once right now, implying a major market downturn/depression ahead.
2026 forecast: S&P 500 target of 7,500, a 7-8% gain from 7,000.