number five, USA Rareears USA. Now, this is very, very central to the talks that just happened in China between Trump and Xi Jini Ping. Xi doesn't want you to know about this one-trick stock. So, what do they do? Well, USAR is trying to break America's dependence on China for a set of materials called rare earth elements. These are metals that are used to make powerful magnets inside basically every modern military and tech product. F-35 fighter jets, missile guidance systems, electric vehicle motors, wind turbines, satellites, MRI machines, all of them need these specific rare earth metals. Here's the problem. As you probably have already heard, China controls about 70% of the world's rare earth mining and about 90% of the processing. So even if America wanted to make its own missiles and EVs without Chinese parts, we currently can't. USA owns a deposit in West Texas called Round Top and it's basically a giant pile of these rare earth metals sitting in American soil. They're also building a factory in Oklahoma where there ain't no love, but in Oklahoma to turn those metals into finished magnets so they don't have to ship anything to China to be processed. Now, why do I think this is worth a lot more than the market is thinking it is? You see, China has been gradually cutting off rare earth exports for the past year. Every time they tighten the screws, the stocks in this group jump. And considering that Trump just came back from this US China summit, well, right now is the time where they're going to be thinking and talking about new contracts. You see, again, you have to understand the US military literally cannot build the weapons it needs without Chinese rare earths. The Pentagon, Congress, and the White House have all said this is a national security crisis. The Trump administration has been signing executive orders, handing out government funding, and even buying stakes in mining companies, as you know. And this company has already been heavily backed by the US government. Here are four ways that the government is in on USR. Number one, the government owns 10% of the stock through 16. 1 million shares plus 17. 6 6 million warrants. Number two, $277 million in cash grants via the chips act. Three, $ 1. 3 billion senior secured loan also via the chips act. Then four, you have the DOE partnership working with national labs on rare earth separation tech at USAR's Colorado and Texas sites. The total package here is 1. 6 billion plus equity stake, part of a bigger $18. 6 billion critical minerals push under Trump. So the bottom line here is that Uncle Sam is a shareholder, a lender, and an R& D partner all at once. Any kind of tension between the US and China can move the stock a lot. So anyways, when you're looking at this company, you have to understand the overall tailwinds of the government wanting more and more rare earth production, and then you have to understand the narrative tailwinds, which is really where all the money is made. Markets move based on narratives first, fundamentals long term. If you go back to October 22nd, well, mustache Charlie broke down the structural case for US and specifically how US AR could potentially address some 93% of the neoagnet market, a market that's so incredibly important and central to the current rare earth tensions. Ironically, that video has made it a horrible time. Markets reached a top two weeks later and then didn't bottom until the end of March. Never trust mustache Charlie. Whenever the mustache grows out, that's a signal of the top. So, things that could move the stock in the next 6 to 8 weeks. Well, China tightening rare earth exports even more. Pentagon or Department of Energy announcing funding for US AR, a defense company like Loheed Martin or RTX signing a supply deal, a Trump executive order on critical minerals, and really quite frankly, any US China trade headline. Now, in terms of the risk, unfortunately, they're probably going to need to raise more money by selling shares at some point, which can drag the stock down. And mining projects always take a lot longer than companies say they will. So when it comes down to this stock, a lot of it is going to be driven by narrative. Narratives of the current market condition and then the long-term backing by the US government of the entire sector in one way, shape or form. Number
four, Coravee CRWV. This is still down quite a lot from its highs and I believe that June is setting up to be a great month for it. Now what are they exactly Charlie charito? Who's just looking for a rally rallito? Well, they are a leader in the neo cloud space. A neocloud is a new type of cloud company built specifically for AI. The old clouds AWS, Microsoft, Azour, Google Cloud were built to run regular business software like email, websites, and databases. Their general purpose, a Neocloud is very, very different. It's a cloud company built from scratch with one job, and that is running AI. Now, Neoclouds buy thousands of NVIDIA chips, stack them in giant warehouses, and rent that computing power out by the hour to companies like OpenAI, Anthropic, and Meta. AI companies then use that rented power to train and run their own models the same way you'd rent, say, a U-Haul instead of buying a moving truck. Now look, we've been talking about Cororeweave for years. It's been one of the main data center plays. However, you have to understand that the customer pipeline and the customer flow is insane right now. Meta has committed $35 billion to Coree through 2032. Jane Street, one of the smartest trading firms on Wall Street, just signed a $6 billion deal and put 1 billion of their own money into buy shares. Nvidia itself, invested 2 billion in Cororee and promised to buy any unused capacity through 2032. That's huge. The chipmaker is basically guaranteeing Cororee's business. Anthropic, the company that makes Claude AAI, signed a multi-year deal. OpenAI, the company that makes Chat GPT, of course, is a major customer. Cororeweave has more than 66 billion in deals already signed and waiting to flow in as revenue over the coming years. Now, why is this relevant right now and into June 2026? Well, you see, Nvidia is going to be reporting their earnings in about 3 days. This Wednesday, May 20th, is going to be a big doozy. when Nvidia gives their speech about how much AI infrastructure is being built. Well, Coreweave is going to move harder than almost any stock in the market. So, things that could move the stock in the coming weeks, Nvidia earnings May 20th, new customer announcements, one almost happens every single quarter. And this tends to really cause rally rallitos. Next generation Nvidia chips being deployed, AI capex announcements from big tech companies, which people will assume downstream flows into core. And then any major news about the AI buildout, the honest risk, of course, a lot of their revenue comes from just a few customers. If Microsoft, Ben, or Open AI pulls back or there's some fears about that, well, that's going to hurt the company. They've also borrowed a lot of money to build out all of these data centers. When the AI boom gets into a cycle downward, well, Coravee is going to get hit hard. I'm going to see that as a buying opportunity, assuming they continue to manage their capital in a smart way. Okay, number three, NBIS
for number one, SMR new scale power. So, let me explain this in the simplest way possible. Nuclear power plants the way we've been building them for 60 years, are absolutely massive. They take 10 to 15 years to build, cost $20 billion plus, and require giant custom engineered sites. That's why we barely build new nuclear in America anymore. New scale is trying to flip that whole model. Instead of one giant custom plant, they build small reactor modules in a factory, ship them on a truck or train, and assemble them on site. Each module makes 77 megawatts of electricity. You can stack four, six, or 12 modules together to make a full power plant up to 924 megawws. Now, here's the important thing. So, New Scale is the only company in the United States that has received approval from the nuclear regulators, the NRC for their reactor design. Every competitor, your Ollo, Xenergy, Chyros, BWXT, Terra Power, well, they are all still going through the approval process. New scale already finished it. That's a moat that no competitor can quickly catch up on. Now, the certification took New Scale over a decade and tens of millions of dollars to get. They have it. Nobody else does. So, that means they have a very beautiful first mover advantage. Now, why do I think there's going to be a reversal soon? Well, here's the thing. Every AI company in the world needs more electricity and they need it fast. Microsoft is restarting the 3M island. Amazon is paying for 5 gawatt of nuclear power from X Energy. Meta locked up 2. 6 gawatt from Vistra. Google is signing nuclear deals with Chyros. Why are they all going nuclear? Well, because nothing else really works at scale. Natural gas plants take 4 to 7 years and have permitting problems. Solar and wind don't work at night and AI computers can't go offline at night. And also, they just don't produce enough power. Coal is politically dead. Old school nuclear takes about 15 years to build. So, small modular reactors, the kind New Scale makes, are the only way to get clean, always on power fast enough to feed the AI buildout. And New Scale is the only public company with approved designs ready to go. And here's the thing. While markets think that SMR is way, way too risky. Well, the demand is already locked in. Every major AI company has publicly committed to nuclear. The political support is locked in. Trump has been signing executive orders to speed up nuclear approvals. The technology is locked in and their design is approved. Now, there's actually a SpaceX connection that's very, very important to keep in mind here. Elon Musk has said multiple times that he's a big fan of nuclear power and that Mars colonization will require it. And whether or not you think Mars colonization is going to happen anytime soon doesn't matter. I'm sure it'll happen right after that new Tesla Roadster comes out. But pretty much every level of SpaceX and their future missions are going to require more and more power. A lot of the money from SpaceX could find its way flowing into SMR. NASA has been funding small reactor designs for the moon and Mars through a program called Fision Service Power. The Department of Defense, DARPA is funding nuclear rocket engines for deep space. The US government and NASA both know the entire space economy, the moon, the Mars, asteroid mining, deep space only happens with nuclear power. And New Scale right now is the only American company with NRC certified small reactor designs. So, as the SpaceX theme plays out, you're going to see more and more people questioning the downstream effects of all of this money going into this SpaceX IPO and how SpaceX is going to use a chunk of money that they raise to really build out their power capacity for future missions. So, right now, I think there's three things that are going to move SMR. Number one, the nuclear comeback story. Nuclear power coming back as the answer to clean energy. Number two, the AI power story. AI companies desperately needing electricity. Number three, the space economy story. SpaceX, NASA, Mars, and the moon. I think these three things together could really, really do a lot in terms of moving SMR back up. Now, of course, this is another situation where you have the narrative story. Markets trade based on narratives most of the time, and then long-term fundamentals. And then you have the fundamental story, which is a whole other thing because the first commercial reactor isn't even going to be online until 2029 and 2030. So, when we're talking about this, we're talking about the story potential, right? The same thing that has caused SpaceX to have such a massive valuation. And largely a lot of Tesla's valuation is based on the story potential, not based on the fundamentals, right? And so if you ignore story and you only think about fundamentals, well, your only buys are going to be like C's Candy or Walmart. But if you're somebody that actually cares about story potential, narratives, and profiting off the narrative instead of just the fundamentals, well, I think the story with SMR right now is very much underpriced in. So anyways, that's something to consider. Okay, now it's