USA Rare Earth is building the West's only fully integrated rare earth supply chain with $1.5B cash and Pentagon backing, yet it remains unprofitable with negative margins and a valuation that already prices in flawless execution through 2030. With the stock down 80% from highs and analyst targets implying 4x upside, is the market underestimating the geopolitical premium or overpaying for a pre-revenue growth story?
$USAR $MP $UUUU.US
https://robopub.substack.com/p/usa-rare-earth-the-rare-earth-play