r/stocks
稀土股是真的没戏了，还是大家只是等得不耐烦了？
稀土是AI、电动车和芯片的关键投入。作者认为该板块正处于周期底部，并看好几只特定股票。
- 稀土和关键矿物是AI、电动车、芯片和国防等繁荣行业必不可少的物理投入。
- 该板块可能正处于周期底部，散户的疲惫为机构资金入场前创造了机会。
- 供应链安全和加工瓶颈最终将迫使市场重新评估这些实体资产。
- 板块内许多公司存在管理不善、股票稀释和项目薄弱等问题。
- 许可、资金和政府支持的落实时间远超预期，导致投资者感到疲惫。
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?