USAR

USA Rare Earth, Inc.RESHORING

Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.

Current Price

$27.98

Market Cap

N/A

Scanner Status

Noisepolicy-driven, not technical

Status

VerifiedTIER_1_14DFUNDING

Winner Score

91 /100

Policy-catalyst strength, 0–100

Investment Thesis

Secured $1.6 billion in Department of Commerce funding for rare earths.

Directly benefits from aggressive federal push to reshore critical mineral supply chains.

Trading 36 percent below highs, offering an excellent entry before market repricing.

USA Rare Earth offers the best asymmetric setup due to a massive $1.6B Department of Commerce funding package that directly aligns with the administration's reshoring and critical minerals policy. While the market is rewarding high-beta momentum, USAR remains under the radar and 36% below its 52-week high, providing an excellent entry point for a long-term policy winner.

Policy Rationale

The $1.6B DoC funding agreement provides massive government backing to build out a vertically integrated domestic rare earth supply chain, a critical national security priority.

Technical Setup

Trading ~36% below its 52-week high with a modest 9.38% 1-month return, the stock has not yet priced in the magnitude of its policy catalyst.

Key Risks

–Execution risk on facility build-out

–Volatility in underlying rare earth commodity prices

Competitive Field — considered, not selected

LUNR

While the $4.8B NASA contract is massive and momentum is strong, the stock has already surged 33% in a month and is closer to its highs.

CTRI

The $300M contract is relatively small compared to its $3B market cap, and the stock is suffering from poor momentum.

Recent Performance History

79 total picks · 50% win (7d) · 60% win (30d) · Full history →

Date	Ticker	Theme	Entry	Last	Gain/Loss	7d	30d	60d
2026-06-02	PSN	INFRA	$60.84	$59.95	-1.46%	N/A	N/A	N/A
2026-06-01	ALMU	RESHORING	$26.21	$26.80	+2.25%	N/A	N/A	N/A
2026-05-29	LUNR	SPACE	$43.83	$33.83	-22.82%	N/A	N/A	N/A
2026-05-28	RGTI	RESHORING	$27.03	$24.09	-10.86%	N/A	N/A	N/A
2026-05-22	RDW	SPACE	$17.49	$18.62	+6.46%	+48.08%	N/A	N/A
2026-05-20	SAIC	SPACE	$96.54	$113.36	+17.42%	+5.30%	N/A	N/A
2026-05-19	STRL	INFRA	$728.29	$957.03	+31.41%	+7.58%	N/A	N/A
2026-05-18	ABM	INFRA	$40.17	$39.19	-2.44%	-0.35%	N/A	N/A
2026-05-15	RDW	DEFENSE	$14.06	$18.62	+32.43%	+24.40%	N/A	N/A
2026-05-14	PSN	ENERGY	$51.15	$59.95	+17.20%	+1.29%	N/A	N/A
2026-05-13	RDW	SPACE	$11.46	$18.62	+62.48%	+28.88%	N/A	N/A
2026-05-12	TPC	ENERGY	$82.69	$72.26	-12.61%	-9.41%	N/A	N/A
2026-05-11	RDW	SPACE	$12.16	$18.62	+53.13%	+14.80%	N/A	N/A
2026-05-08	TPC	INFRA	$82.85	$72.26	-12.78%	-4.06%	N/A	N/A
2026-05-07	GVA	INFRA	$141.23	$139.03	-1.56%	-0.21%	N/A	N/A

← Back to Dashboard View USAR Details →

Schema v1.0 | Pipeline v1.2.0