🚨 HEAVY RARE EARTH STOCKS ARE CRASHING. Meanwhile, the U.S. is fighting to break China’s grip on the supply chain. 🇺🇸 Here are 5 stocks to watch: 🧵👇 1/ $MP — MP MATERIALS 🇺🇸 America’s leading rare earth producer is expanding into magnet manufacturing, positioning itself at the center of the U.S. push to rebuild domestic supply chains.

Not just me right? 😭

AI, energy, and speculative growth got absolutely SMOKED this week. 📉 🔻 $FPS −26% 🔻 $BE −17% 🔻 $CRWV −14% 🔻 $LEU −10.87% 🔻 $VST −7.80% 🔻 $IREN −7.71% 🔻 $CEG −6.60% 🔻 $VRT −5.86% 🔻 $OKLO −5.79% 🔻 $NBIS −4.07% 🔻 $AMD −2.26% 🔻 $AVGO −2.15% 🔻 $ASTS −2.14% 🔻 $NVDA −1.48% The most speculative, capital-hungry names took the biggest hits. Geopolitical tensions are rising. AI spending fears are growing. Is this the dip everyone’s waiting for or the trap that wipes them out?

If $AMZN dips next week on capex fears, I’m buying aggressively. The level of spending reflects just how strong AWS demand is. Expecting close to 50% AWS growth next year. 🚀

🚨 7 STOCKS INVESTORS WILL GIVE UP ON AND REGRET IT. 🔹 $META → $1,100+ 🔹 $SOFI → $30 🔹 $AMZN → $350 🔹 $AVGO → $500 🔹 $NVDA → $300 🔹 $CEG → $350 🔹 $VST → $200 THEY’LL LOSE PATIENCE BEFORE MOMENTUM KICKS IN, THEN WATCH FROM THE SIDELINES AS THESE STOCKS TAKE OFF. 📈

I can’t see anyone surpassing $AMZN in revenue in my lifetime. AWS alone could hit $1T in annual revenue by 2035. The only potential challenger? $NVDA. Who else even has a chance? 🚀

CRAMER IS BEARISH $AVGO DID WE BOTTOM? 🚀

🚨 Is $BE being slept on? 🔹 $4.5B revenue projected for 2026 🔹 $16B revenue projected by 2029 🔹 3.5x 2029 price-to-sales at a $56B market cap If Bloom Energy hits its targets, $BE could look CHEAP in hindsight. On-site energy demand is exploding. 🔥 Are you buying here?

🚨 6 STOCKS THAT COULD BE STEALS 🔹 $AMZN — ATH: $287 | NOW: $250 🔹 $VRT — ATH: $380 | NOW: $196 🔹 $FPS — ATH: $66 | NOW: $25 🔹 $CEG — ATH: $413 | NOW: $255 🔹 $META — ATH: $796 | NOW: $649 🔹 $AVGO — ATH: $495 | NOW: $323 WHICH ONE IS THE BIGGEST STEAL?

$META is on track to surpass Google in ad revenue and become the #1 ad giant. And people still aren’t pricing in the returns on its capex. 😂