REM

REMX

8 tracked calls · 7 long · 1 short · last 90d: 4L/1S

first called by Jordi Visser 6mo ago

REMREMXLONG4w ago

“rare earths, uh, getting into that, you know, on this pullback here. um and some other sort of you know uh strategic resources... I just again I think there's a a global uh cold war for resources that”

Thoughtful Money · Adam Taggart | Thoughtful Money®

With oil prices set to spike after November, the accelerating global cold war is triggering a massive structural bid to hoard rare earths.

REMREMXLONG@ $88.07

$65.82-25.27%

since call Jun 30

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REMREMXSHORTPOSITION1mo ago

“if you're heavily allocated to the America First defense contractor thesis, maybe you need to get out a little bit … we might just see less conflict in the…”

1000x · Avi Felman

America-first / rare earth thesis weakening as Trump eases off geopolitical fights into midterms

REMREMXSHORT@ $93.78

$65.82+29.82%

since call Jun 17

peak +32.8%

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REMREMXLONG1mo ago

“The Wall Street Journal has estimated another $1 trillion in rare earth minerals, at today's prices … And let's not forget the Arctic already produces 40% of…”

Navigating Uncertainty

Arctic minerals worth $1T+ make rare earths a strategic-secure-supply prize.

REMREMXLONG@ $97.48

$65.82-32.48%

since call Jun 14

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REMREMXLONG2mo ago

“The countries that lock up copper, uranium, rare earths, processing capacity, and grid hardware win the buildout. The countries that do not become dependent.”

The Ascent · happyprofit

Rare earths reprice higher as China controls processing and the West scrambles to secure supply.

REMREMXLONG@ $99.85

$65.82-34.08%

since call May 30

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REMREMXLONG2mo ago

“The bipartisan American consensus on critical-minerals decoupling has created a Western premium for non-Chinese supply of copper, nickel, lithium, cobalt…”

Navigating Uncertainty

US-China decoupling creates Western premium for non-Chinese critical minerals supply

REMREMXLONG@ $105.05

$65.82-37.34%

since call May 4

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REMREMXLONGPOSITION4mo agoFLIPPED

“I've been talking about REMX since $65. It is now $98. I'm still bullish. I think it's going to $200. … it's a no-brainer to me.”

1000x · Avi Felman

Rare earth minerals a no-brainer long, REMX going to $200 from $98

REMREMXLONG@ $97.38

EXIT—

since call Mar 10

flipped Jun 17 · held 99d · record frozen

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REMREMXLONG5mo agoFLIPPED

“you have these two megatrends … you have this AI megatrend and this geopolitical megatrend”

1000x · Avi Felman

Rare earth minerals are a crossover bet on AI infrastructure and a multipolar geopolitical shift

REMREMXLONG@ $91.92

EXIT—

since call Feb 12

flipped Jun 17 · held 126d · record frozen

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REMREMXLONG6mo ago

“100% everything in the world is about securing the supply chains right now... we have access to critical minerals 'cause these will be in a shortage for a…”

Jordi Visser

Critical minerals stay in shortage for years, geopolitics drives a securing scramble

REMREMXLONG@ $97.27

$65.82-32.34%

since call Jan 25

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