Veytics Intelligence
2026-09-14 · Yahoo

The Metals Company vs. USA Rare Earth: Which Speculative Materials Bet Actually Pays Off First?

Critical minerals are essential for such industries as defense, aerospace, technology, and alternative energy, and TMC The Metals Company (NASDAQ: TMC) and USA Rare Earth (NASDAQ: USAR) are two companies seemingly positioned to benefit from a transformative trend in this vital area of the mining industry. While the world has largely relied on China for the supply of critical minerals, this is becoming increasingly untenable for the U.S. and its allies amid shifting geopolitical dynamics and the threat of losing access to these resources. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.

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