Company currently on my radar is $USAR

As U.S.-China tensions persist, USAR's domestic production becomes indispensable for the long-term AI super-cycle. China dominates the rare earth ecosystem because it controls many parts of refining, separation, alloying, downstream industrial processing, etc.
The West allowed that entire stack to consolidate inside China over decades because it was cheaper and environmentally easier politically.
Scaled Western capability in samarium-cobalt refining and alloy production is extremely limited and samarium is especially important because samarium-cobalt magnets are used in fighter jets, missile systems, aerospace systems, and other high-performance military applications.
Unlike some broader rare earth applications tied to consumer electronics, samarium-cobalt has outsized strategic defense relevance. This matters because when China tightened export controls and restrictions around critical rare earth materials and technologies, the market began realizing how little non-Chinese infrastructure actually exists.
The US, Europe, Japan, and NATO-aligned countries are all now trying to build parallel supply chains that are not dependent on geopolitical rivals for mission-critical materials. Naturally, governments are increasingly willing to subsidize that process.
Back in Jan 2026, $USAR signed a LOI with US Dept of Commerce for a $1.6B funding package ($277M in fed funding + $1.3B loan under the CHIPS Act). In exchange, US gov took an equity stake in the company...Look at what happened to $INTC
On the technical front, what's constructive here is that the stock continues making higher lows off the broader trend support while defending that blue support zone around the high teens.
It may want to consolidate a bit more after a failed breakout attempt but $17-20 is my area of accumulation
You can see that waiting for OBV to lead and meet that trendline is also something to keep an eye on