Photo by Mohamed Nohassi on Unsplash

Uncle Sam is going in big into rare earth elements…

News broke yesterday that the Department of Defense is investing in one of America’s only rare earth miners and Freeport Investor model portfolio holding MP Materials (MP).

This sent its shares up 50% in short order. 

And as a sweetener, the government is also mandating a price floor on American rare earths, meaning China won’t be able to flood the market with cheap supply. 

This is a big deal.

Rare earths are critical to America’s AI ambitions. These elements contain unique magnetic, heat-resistant, and phosphorescent properties that make them critical for most next-gen tech… including the chips that run AI.

Frankly, without a stable supply of rare earths we have no AI ambitions.  

So, what happens next?

We’re about to find out…

As Freeport Society cofounder Louis Navellier explains in today’s video interview, President Trump will be making a major announcement later this month about how the U.S. can lead the world in AI.

And giving rare earth and other critical minerals producers “priority status” is going to be at the center of these announcements.

That’s why Louis has been targeting small, under-the-radar stocks like MP Materials.

Unlike Nvidia and other mega cap AI players, they’re still small and have a lot of explosive upside ahead.

In fact, on Wednesday night, Louis hosted a special broadcast, highlighting this opportunity. And he gave away the name of one of his favorite ways to play the set-up.

That company was MP Materials. Hours later, the stock surged on news of its major deal with the U.S. Department of Defense to “dramatically accelerate the build-out of an end-to-end U.S. rare earth magnet supply chain and reduce foreign dependency.”

For more on the overall investment opportunity here and how to play it, Louis’ team has made the replay available for a limited time. You can watch it here.

Then check out my interview with him by clicking the image below at my site. We get into more detail on…

• How Louis identified Nvidia as the stock to own back in 2016 already, when it was a name only known to gaming geeks.
• Why we’ll see the launch of the second phase of the AI revolution starting July 22.
• What stocks are in line to take off next as we move into this next phase.
• And, for fun, how Elon Musk could well save the looming social security crisis.

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