One of the interesting sectors setting up are rare earths.

US rare earths supply is the #1 national security priority right now.

The United States owns almost none of the upstream capacity/refineries for AI, Robotics, to Space, they rely on other countries from Canada to China.

One of the more interesting setups right now is $UAMY, with others like $MP and $USAR looking compelling as well.

Keep in mind that this is a highly speculative sector.

The Setup:

• Policy support for critical minerals has accelerated

• New long-term strategic agreements as catalyst

• Classic VCP (volatility contraction pattern)