How would OpenAI and Anthropic trade if they IPO'd tomorrow? There are zero listed frontier AI labs in the US right now. But two Chinese labs - MiniMax and Z.AI - both IPO'd in Hong Kong in January. Both are up ~6x from day 1 pricing. Both sitting at ~$40B

Anyone that doesn’t support reciprocal tariffs wants other countries to rip the U.S. off. I can think of no other explanation for continuing bad trade deals.

msgbrngr I don’t accept constructive criticism from those that haven’t constructed anything.

$CRML $MP $UURAF Critical Metals Corp is quietly becoming a central element inthe DoD’s ongoing “strategic reshoring effort,” one thatgives Western militaries a way to rebuild theirown rare earths supply chain outside the long arm jurisdiction of Beijing: seekingalpha.com/article/487309…

$INFQ $IONQ There’s a lot of debate lately around gate fidelity and scalability across quantum architectures. Two qubit fidelity absolutely matters. But long term scalable systems are not determined by a single metric. Yes, control electronics and wiring density are real

Keith Edwards That won’t take long, since there is nothing. However, if I were Bill Clinton, I’d be peeing myself,

Betting on the fact that this “limbo” tariff income does not get refunded and instead goes to the US tax payers as tariff stimi-checks before the mid terms. Would be a great play, as Trump as already mentioned this several times anyway. With you on this John Kennedy

I agree, Infleqtion should tap into Physical AI and humanoid robots at some point…or why not now? Find a hole and start plugging it immediately. Figure AI would be a great company to consider partnering with. They are already partnered with @Nvidia and OpenAI Website:

$CRML

$MP $UUUU $UAMY $USAR $LAC $CRML | EXIM Chairman John Jovanovic on Project Vault: "The President challenged us to do something we’ve never had in American history: a Strategic Critical Minerals Reserve."

Critical mineral security is national security. US Department of the Interior’s 2025 list strengthens supply chains and protects American industry!

From “Tariffs Cancelled” to Potential 40% on China in 24 Hours $MP $USAR $UUUU $UAMY $TMC $AREC $NB $UURAF In less than 24 hours, we went from headlines saying tariffs were struck down to a proposal that could raise them even further. If the new 15% global tariff stacks on top

$CRML Pilot plant results don’t just validate the process, they de-risk the project, which is what drives better financing terms (less dilution, lower cost of capital). Pilot plant goes online in May. A lot of action ahead.

Chad Aitken cek Not here to dunk on anyone, but “short it” ignores what’s actually happening. Lots of action for $CRML and tons happening behind the curtain right now. Tanbreez is advancing the de-risking steps (validation work + pilot plant path). That’s the part that matters for financing

$CRML $MP $USAR $TMQ Could cery well could see another October 2025 run coming around the corner. No guarantees. Let the tape determine the next steps this coming week.

$CRML $UURAF $TMQ $MP $USAR Great thread from cek. Tariff noise flips fast, but if tensions escalate, REEs are one of China’s cleanest pressure points. Doesn’t guarantee anything - just explains why the sector reacts to headlines.