Critical Minerals & Rare Earths stocks on X

Critical Minerals & Rare Earths stocks trending on X

Top stocks by X chatter

Sociedad Química y Minera de Chile S.A.$SQMStrong Fundamentals

Chemicals - Specialty

$79.01+0.48%

1Y+82.1%

118 posts-9%

Bullish sentiment

Sociedad Quimica y Minera (SQM) sentiment is euphorically bullish. Users celebrate Q2 net income of $660M ($2.31/share, +646% YoY), record quarterly lithium sales volumes of 84K+ metric tons, an interim dividend of $1.43501/share against 2026 net income (payable Sept 11), and lithium miners up +5.5% in early trading with SQM +6.0% (with LAC/SGML/LAR). Bulls take a long on 'all criteria met + DCL is in' and rank SQM among fertilizer stocks looking good (with NTR/CF/MOS/IPI). Skepticism is essentially absent; the modal stance is '646% YoY income growth + interim dividend — lithium leader in a supercycle'.

Proven numbers

SQM (Sociedad Química y Minera de Chile) is the world's #2 lithium producer plus a global leader in iodine and specialty potash. The equity is up 72% T12M as the lithium-cycle recovery combined with iodine strength delivered a genuinely transformative Q2 print. • The Q2 print was the moment: net income of $660M ($2.31/share, up 646% YoY) beat consensus by 13.8%, revenue grew 70% year-over-year to $1.76B, and gross margins expanded from 24% to 44% — the operating leverage on higher lithium prices and iodine strength is real and quantifiable. • The lithium volume growth is the durable story: record quarterly lithium sales volumes of 84K+ metric tons plus expanded supply commitments means SQM is capturing share as the lithium cycle bottoms — combined with iodine strength (which historically counter-cycles lithium), the mix is unusually well-hedged. • The capital return is meaningful: an interim dividend of $1.44 per share (against 2026 net income, payable Sept 11) plus consistent long-term dividend policy is what long-only income-plus-growth funds underwrite — the FY26 consensus of $6.78 EPS rising to $6.99 in FY27 supports continued sizable dividends. • Insider tape is functionally absent (zero reported events) — for a foreign-listed producer at 66% of the 52-week range with material fundamental acceleration, the neutral read is that the tape is being repriced by institutional flow rather than management concerns. The path if the acceleration continues is a Nov 17 Q3 print keeping lithium volumes above 80K MT and iodine holding — the tape breaks toward the $90+ area where prior consolidation held. What breaks the run is a lithium-price pullback (currently at recovery highs) or a Chinese demand deceleration; that's when the +73% one-year gain gives back to the 50-day support 8% below spot, though the dividend continues to pay through the cycle.

First Majestic Silver Corp.$AGStrong Fundamentals

Silver

$20.59-0.82%

1Y+114.3%

142 posts+2%

Bullish sentiment

Sentiment is bullish on silver miners and First Majestic specifically. Chatter revolves around silver approaching $70 — one holder frames current pricing as "locking us in for a great 3Q26" since last quarter's realized price was only $63.98. The NI 43-101 report on the Los Gatos mine and Q2 pure-silver production get cited as tangible progress. A vocal dissenter argues Hecla is the better silver expression on lower costs; the counter-camp treats AG's cost discount as the setup.

Proven numbers

First Majestic Silver is a mid-cap silver-and-gold miner — La Encantada, Los Gatos, and Santa Elena mines in Mexico, plus Nevada assets. The setup is a real-business commodity compounder accelerating on the silver-cycle turn. • The commodity operating leverage is real: Q1 revenue grew 91% YoY to $470M at a 55% gross margin and 50% operating margin, Q2 revenue grew 57% YoY to $415M — the trailing 24.5x P/E is anchored on the silver-cycle earnings ramp, and FCF yield of 8.2% supports the growing dividend. • The strategic tape is stacked: AG +42-56% since mid-July, La Encantada delivered 1.035M silver ounces in Q2, the fresh NI 43-101 report on Los Gatos was filed August 25, and 34.7K gold-ounce Q2 production adds byproduct diversification — the crowd's "silver miners leaving silver in the dust" framing is anchored on real production data. • The cost caveat is worth pricing: AG's cost per silver ounce (~$26) is higher than Pan American's (~$18), which makes AG the operationally-levered call on lower Q3 costs plus higher silver — real upside if either lever moves favorably, but a downside asymmetry if costs stay elevated. The setup is a real-business silver-miner accelerating on production growth and cycle-leveraged margins — the November 4 Q3 print is the referee, and the market needs realized silver-price disclosure at recent averages plus updated cost-per-ounce trajectory. A break of silver below $60/oz cools the tape; a clean beat plus a cost-per-ounce improvement toward $20 extends the accelerating trajectory hard. Options are pricing an unusually large expected move ahead of Q3.

Teck Resources Limited$TECKStrong Fundamentals

Industrial Materials

$68.12-1.76%

1Y+103.0%

96 posts+4%

Bullish sentiment

Teck Resources is being cheered as printing an all-time high, with posters framing it as a major Canadian copper and zinc producer riding the sector's lock-out mode. Chart-focused traders describe the copper complex still blasting off with COPX and FCX for company, and note macro copper forecasts backing the setup. One trader closed October 80 calls at $2, and a related Getty Copper post cites Teck's Highland Valley mine as a nearby anchor.

Proven numbers

Teck Resources is a Canadian-listed major producer of copper and zinc plus specialty products — the equity is up 105% T12M and just hit new all-time highs as the copper supercycle repricing plus company-specific execution converged. • The operating story is unmistakably strong: Q1 revenue grew 72.2% year-over-year to $3.94B, prior quarters ran 10-18%, gross margins expanded from 20% to 44%, and operating margins hit 38% — the last four EPS prints all beat consensus by 41-50%, showing the copper-price leverage is real and quantifiable. • The valuation is reasonable for the accelerating cycle: at 22x trailing earnings with strong operating margins and a 1.2% free-cash-flow yield, TECK trades as a cyclical winner — the FY26 EPS estimate of $5.65 (up from run-rate) implies the copper cycle continues supporting the current $69 tape. • The sector tape is genuinely supportive: the copper complex 'still blasting off' with COPX and FCX for company, macro copper forecasts backing the setup — that's the sector-flow that keeps a stock at 94% of its 52-week range extending rather than pausing. • Insider tape is functionally absent (zero reported events) — for a mid-cap resource name at new highs, the absence of insider selling is a supportive signal; the Highland Valley mine anchor to the broader Canadian copper story adds a specific asset-quality dimension. The path if the run continues is an Oct 22 Q3 print keeping the beat cadence plus continued copper-price strength — the tape earns its next leg beyond $75 and the FY28 estimate of $3.69 EPS (down from FY27) starts looking too conservative if copper prices sustain. What breaks the run is a copper-price pullback or a China-demand deceleration; that's when a name at 94% of the 52-week range gives back 15-20% before the 200-day support catches.

Triple Flag Precious Metals Corp.$TFPMStrong Fundamentals

Other Precious Metals

$33.70-0.88%

1Y+21.7%

6 posts0%

PendingInsufficient posts on X for reliable sentiment analysis.

Vale S.A.$VALEStrong Fundamentals

Steel

$15.09+0.40%

1Y+48.4%

77 posts+8%

PendingInsufficient posts on X for reliable sentiment analysis.

Albemarle Corporation$ALBStrong Fundamentals

Chemicals - Specialty

$134.97-1.74%

1Y+69.7%

118 posts-4%

Bullish sentiment

The Albemarle conversation is constructive, with technical traders watching a break above the high $140s as the trend-change trigger and noting weekly-chart potential for a fast move through $146. Posters flag the recent rotation into rare earth and metals possibly extending into lithium. A reply names ALB and SQM as the strongest lithium plays. One recent correction was slightly deeper than expected but recovered quickly.

Antofagasta plc$ANFGFStrong Fundamentals

Copper

$55.34-1.34%

1Y+87.5%

0 posts

PendingInsufficient posts on X for reliable sentiment analysis.

Valterra Platinum Limited Sponsored ADR$ANGPYStrong Fundamentals

Other Precious Metals

$14.31-3.18%

1Y+78.0%

0 posts

PendingInsufficient posts on X for reliable sentiment analysis.

CMOC Group Limited$CMCLFStrong Fundamentals

Industrial Materials

$2.21-2.86%

1Y+35.6%

0 posts

PendingInsufficient posts on X for reliable sentiment analysis.

Ero Copper Corp.$EROStrong Fundamentals

Copper

$37.13-4.38%

1Y+150.7%

106 posts+9%

Bullish sentiment

Chatter is upbeat as posters cheer ERO Copper's roughly 50% run alongside a strong copper backdrop, sharing breakout setups above $39.80 and targets stepping toward $43.92 and $49.74. The name appears repeatedly on relative-strength and CANSLIM screens, with one poster booking "nice profits" and trimming rather than adding. A technician flags a "bearish divergence" forming on the daily RSI and warns "there's a real chance a larger top is forming".

Industrias Peñoles, S.A.B. de C.V.$IPOAFStrong Fundamentals

Other Precious Metals

$52.140.00%

1Y+49.4%

0 posts

PendingInsufficient posts on X for reliable sentiment analysis.

Southern Copper Corporation$SCCOStrong Fundamentals

Copper

$208.87-0.44%

1Y+117.3%

171 posts+10%

Bullish sentiment

The read on Southern Copper is confidently bullish — chartists frame a bullish pennant tightening right below the breakout level, with clear-and-hold above $216.70 opening ~+16% initial upside and one caller targeting $250+ off a "MASSIVE weekly base." Bulls anchor on a copper-to-M2 ratio that still looks "dirt cheap by historical standards," strong 1-month relative strength, and the freshly printed all-time high on the largest publicly traded copper reserves. $FCX is treated as the parallel trade.

Lynas Rare Earths Limited$LYSCFStrong Fundamentals

Industrial Materials

$11.29-1.48%

1Y+20.4%

0 posts

PendingInsufficient posts on X for reliable sentiment analysis.

MP Materials Corp.$MP

Industrial Materials

$54.75-2.46%

1Y-18.7%

479 posts+2%

Bullish sentiment

Tone is strongly constructive on MP Materials as a rare-earth and government-backed thesis, with posters framing it as "the ultimate geopolitical alpha play" and citing the White House's $400M equity stake, 10-year price floor, and Q2 revenue up 89% YoY. Chartists are watching a one-year base and a push toward $60 as the setup, while a few caution that rare-earth names are "notoriously hard to trade" and prone to whipsaws.

Critical Metals Corp.$CRML

Industrial Materials

$7.21+1.26%

1Y+23.9%

305 posts+19%

Bullish sentiment

Sentiment is overwhelmingly bullish, with traders framing Critical Metals as a rare-earth breakout piggybacking off the pending European Lithium merger and a fresh Tanbreez update out of Greenland. Chatter fixates on repeated +20% days, 26% short interest with 'no shares left available to short,' and 13F additions from BlackRock, Citadel and Millennium. A few voices flag 'MACRO RUG PULL' risk and the roughly 30% borrow cost as reasons not to sit long.

USA Rare Earth Inc$USAR

Industrial Materials

$17.82-0.94%

1Y+27.7%

345 posts-1%

Bullish sentiment

Conviction runs high after USA Rare Earth capitalized its $1.55 billion Serra Verde offtake vehicle, including a $750M Department of War investment and a $300M forward purchase contract. Posters call the acquisition 'substantially de-risked' and frame USAR as one of four White House-backed critical-minerals names alongside MP, with technical setups pointing at a $21.50 breakout and longer targets in the mid-thirties.

Almonty Industries Inc.$ALM

Industrial Materials

$17.80-1.33%

1Y+305.5%

153 posts+6%

Bullish sentiment

Sentiment is decisively bullish on Almonty as the tungsten narrative gains traction — posters flag a setup above $19.05, celebrate 100%+ portfolio gains, and repeat the "no AI chips or missiles without Tungsten" pitch. A vocal subgroup of Australian EQR bulls disparages ALM as inferior for allegedly mining low-grade ore during a price spike, so the crowd is enthusiastic but not unanimous.

Hudbay Minerals Inc.$HBM

Copper

$28.66-2.15%

1Y+137.6%

81 posts-3%

Bullish sentiment

X users are bullish on Hudbay Minerals as one of the top-performing global metals and mining stocks with a +181% one-year total return. Posters cite HBM as a growing North American copper producer alongside SCCO and NRED benefiting from copper hitting a new all-time high. Commentary treats the name as a large-cap miner suitable for long-term holds.

Evolution Metals & Technologies Corp. Common Stock$EMAT

Industrial Materials

$3.865+18.20%

1Y-64.9%

117 posts+4%

PendingInsufficient posts on X for reliable sentiment analysis.

American Resources Corporation$AREC

Coal

$2.36-1.67%

1Y+21.0%

0 posts

Bullish sentiment

X is decisively bullish, with the conversation centered on ReElement Technologies' rare-earth refining ramp — the Marion facility entering late-stage commissioning, participation at the Pentagon's DIBX defense-industrial conference, and 99.99% gadolinium production in the US. A few posters flag the delayed Nasdaq 10-Q filings as the one meaningful red flag. Comparisons to competitor ION frame AREC as the recycling-tech leader in an early critical-minerals wave.

United States Antimony Corporation$UAMY

Industrial Materials

$4.87+0.41%

1Y+13.0%

158 posts+4%

Bullish sentiment

The read on U.S. Antimony is bullish and setup-driven — bulls cite institutional ownership exploding (T. Rowe Price boosted allocation ~8,454%), a $100M buyback, H.C. Wainwright's Buy at a $9.25 target, sponsorship of the DoW's Defense Industrial Base Accelerator, and a NYSE Texas dual-listing anchoring the U.S.-only integrated processor narrative. Chartists point to a fresh bullish divergence off the $4.22-4.94 zone with a first target at the $6.10 50-day. One poster notes UAMY is "just not catching bids" (-45% over three months).

Lithium Americas Corp.$LAC

Industrial Materials

$3.09+0.65%

1Y+9.2%

99 posts+4%

Bullish sentiment

Sentiment on Lithium Americas is bullish and technically framed, with traders calling the bottom near $3 and pitching a September $3 cash-secured put for "100% annualized ROI." Bulls anchor to the U.S. government's 5% equity stake, GM's strategic investment, and Thacker Pass as "strategic U.S. infrastructure," alongside a "3 waves down just completed" Elliott read. One trader groups LAC with other energy names sweeping structure and breaking wedges.

5E Advanced Materials Inc.$FEAM

Chemicals - Specialty

$1.60-1.84%

1Y-54.3%

16 posts+7%

Bullish sentiment

5E Advanced Materials chatter is bullish - the Trump administration announced $8M EXIM investment for the Fort Cady Integrated Boron Facility in California, White House recognition of the project, and a broader announcement of $2B+ in critical-minerals investments (plus $180M for mining schools). FEAM is advancing plans to produce higher-value ferroboron for magnets, steel, and defense. The stock is consolidating at $1.81 with $1.50 buyer support and $2.01 overhead supply, and it is grouped with MP, UAMY, CRML, and USAR as early gainers on the news.

Namib Minerals$NAMM

Gold

$1.38-2.13%

1Y-54.5%

9 posts0%

Bullish sentiment

Uniformly bullish, thin, and gold-thesis heavy. Posters treat Namib Minerals as an asymmetric gold play — a "largest position" that "has made its breakout" — highlighting a "$12 per resource ounce" valuation "while producers can command $150-250+/oz." Squeeze mechanics get airtime: short shares "was 1.2m this morning, 663k left" with borrow rates at "109%." No bear voice; every post keys off gold-price momentum and Redwing/Mazowe operational catalysts.

Freeport-McMoRan Inc.$FCX

Copper

$75.72-0.95%

1Y+68.5%

604 posts+11%

Bullish sentiment

Overwhelmingly bullish after Freeport cracked $80 for a fresh all-time high, up "50% from the March low" and now a top holding in Tom Lee's GRNY fund. The dominant thesis pairs a copper supercycle with AI infrastructure demand, framing it as "another AI trade flying under the radar." Copper miners across the board are breaking out of "big bases." Dissent is thin, limited to one short at $79.32 and a name-specific risk flag.

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Sociedad Química y Minera de Chile S.A.$SQMStrong Fundamentals

Chemicals - Specialty

$79.01+0.48%

1Y+82.1%

118 posts-9%

Bullish sentiment

Proven numbers

Critical Minerals & Rare Earths stocks trending on X

Critical Minerals & Rare Earths stocks trending on X

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Critical Minerals & Rare Earths stocks trending on X