USAR
4 tracked calls · 4 long · 0 short · last 90d: 3L/0S
first called by Dwarkesh Podcast 5mo ago
LONG1mo ago
“Elon has solved this by building practically everything inside of his own companies.”Not Boring
Westmag becomes the winning American motor and actuator maker for drones and robots by scaling first.
USARLONG@ $30.49
$15.16-50.29%
since call Jun 2
LONG2mo ago
“And that's why we are embarking on this enormous... we as a country are embarking on this enormous effort to industrialize in order to add magazine depth to…”Invest Like the Best
US defense industrial base needs massive multi-year buildout of magazine depth, lifting ordnance and missile makers.
USARLONG@ $25.83
$15.16-41.31%
since call May 26
LONG2mo ago
“Beijing responded with a shotgun blast … restricting rare earth exports”Navigating Uncertainty
China weaponizing rare earth exports hands pricing power and strategic value to ex-China producers like USAR.
USARLONG@ $26.51
$15.16-42.82%
since call May 10
LONG5mo ago
“If you take like refining of ore, I'd say roughly China does more, does twice as much ore refining on average as the rest of the world combined.”Dwarkesh Podcast
US lacks domestic ore refining; closing that gap means a re-rating for the lone mine-to-refine player.
USARLONG@ $21.06
$15.16-28.03%
since call Feb 5