CRWV+4.2%USAR-1.1%ASTS+2.8%MP+0.6%IREN-3.0%SOFI+1.4%NXE+0.9%AVAV-0.4%CRWV+4.2%USAR-1.1%ASTS+2.8%MP+0.6%IREN-3.0%SOFI+1.4%NXE+0.9%AVAV-0.4%

Deep Dive No. 014 — RARE EARTHS

Ucore Rare Metals: the West's answer to China's rare earth grip.

Full breakdown of the RapidSX separation tech, DoD funding path, and dilution risk through 2030.

Mister Invest Score

8.2 / 10

Price Target

$14.60

Verdict

BUY

01 — Latest Deep Dives

Full breakdown of the RapidSX separation tech, DoD funding path, and dilution risk through 2030.

Revisiting forward P/S against hyperscaler capex commitments and GPU depreciation risk.

Backlog growth vs. current multiple, and what the next Pentagon budget cycle could mean.

02 — Portfolio Snapshot

MR.INVEST Portfolio — livesynced from Google Sheets

Ticker	Position	Weight	P/L
USAR	Rare Earths	9.4%	+61.2%
CRWV	AI Infra	7.8%	+112.4%
SOFI	Fintech	6.1%	-4.3%
NXE	Uranium	5.5%	+18.9%