The Pentagon Just Took An Equity Stake In A Goldman Idea Dinner "Consensus Short"

One month ago, when looking at the stocks most likely to benefit from the US government's transition to realpolitik statecraft, we listed two companies which we were confident would be on the receiving end of the Trump administration generosity, largely due to their critical position in the domestic rare earth element supply chain: MP Materials (MP) and USA Rare Earth (USAR). 

Or just invest $10BN in MP and USAR to kick start US rare earth production. https://t.co/ZTluZnotTn

— zerohedge (@zerohedge) June 12, 2025