Serenity
2026.03.31 03:17

Can we please… just secure our rare earths supply chains first before we do this?

How are we able to spend billions on glass towers in Miami?

But not subsidize all our most important AI, Robotics, and Space rare earth upstream supply chains…

That are entirely dependent on China/Russia?

We literally have no domestic processing at scale for some of the most vital chokepoints from Humanoids bodies to indium/germanium/gallium for AI applications.

Picking a few like $MP Materials(MP.US) to $USA Rare Earth(USAR.US) and saying “we did something” is not enough.

The Rare Earths chokepoint is a ticking time bomb that China set over the US.

America has its prioritizes completely wrong

Source: Serenity

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