r/wallstreetbets
稀土股是真的死了，还是人们只是等得不耐烦了？
作者认为稀土股并未死亡，而是处于痛苦的瓶颈前周期，并看好MP、USAR、UUUU和UAMY在未来AI和电动车需求中的前景。
- 稀土和关键矿物是AI、电动车、芯片和国防不可或缺的物理投入，将造成长期的供应瓶颈。
- 该板块正处于投资者疲惫的周期阶段，在机构资金回归前提供了逆向投资的机会。
- 该板块有着令人失望的历史，包括股票稀释、许可证延迟以及缺乏资金或政府支持。
- 该领域的许多公司管理不善、项目薄弱，且依赖炒作而非扎实的基本面。
I know this sector has been painful. A lot of these names had big stories, big expectations, then nothing really happened for a while. Some got diluted. Some are still waiting for permits, funding, processing, offtakes, government help, all of it.
So I understand why people call it a dead trade.
But I keep thinking about it differently.
The wheel came before the car.
At the time, the wheel was not exciting because there were no highways, no gas stations, no auto industry, no global supply chain built around it. But once the world found more uses for it, everything changed.
That is kind of how I see rare earths and critical minerals right now.
Everyone is talking about AI, drones, robotics, EVs, defense, wind, chips, data centers and the next industrial boom. But all of those things still need physical inputs. Magnets. Metals. Processing. Refining. Supply chain security.
Nobody wants to talk about the boring part until the boring part becomes the bottleneck.
I am not saying every rare earth stock will win. Most probably will not. There are plenty of bad companies in this space. Bad management, dilution, weak projects, hype, all of that is real.
But companies like $MP or $USAR or $UUUU or $UAMY and more seem very promising to me.
I think people just got exhausted because the story is taking longer than expected.
Maybe that means the trade is over. Or maybe this is the part of the cycle where everyone gives up before the real money starts paying attention again.
Curious what people here think. Are rare earth stocks actually done, or is this one of those sectors that only looks dead because the timing has not caught up with the need yet?