Once the hottest trade on Wall Street, rare earth stocks have been crushed in the last few weeks because Washington and Beijing called a short-term truce on rare-earth exports — and investors panicked, assuming that meant “crisis averted, problem solved.”
But here’s the paradox: that very “peace deal” is what makes this the best buying opportunity of 2025 in one of the world’s most strategically important sectors.
Because the reality is simple: the U.S. can’t run its AI boom on Chinese magnets forever. And this short-term calm doesn’t change the long-term mission — it just lets you buy the future of America’s AI supply chain at a discount.
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