Hey! Tim Sykes here,
This AI momentum isn’t slowing down.
And neither is the geopolitical fire that’s fueling it.
Yesterday we saw a +100% breakout from a U.S.-aligned rare-earth mining stock that now holds the keys to America’s AI and EV future.
This is a direct result of government intervention in the supply chain battle against China.
Here’s what you need to know:
- AI demand is exploding. And the U.S. is scrambling to secure the rare earth elements needed to power the next generation of data centers, electric vehicles, and autonomous tech.
- A key North American mining company just doubled as news broke that the Trump administration is seeking a direct equity stake to secure its massive lithium project.
- This follows a familiar blueprint from earlier this year when the government took a 15% stake in another rare earth company. Those shares also doubled shortly after the deal.
- With China’s state-backed mining dominance looming large, the U.S. is making bold, unprecedented moves to control the supply chain.
This is a big deal.
The stock just surged 100% in a single day. And it’s still early.
The first phase of the mine isn’t set to go live until 2027, but momentum is building right now as government, corporate, and geopolitical forces collide.
There’s so much momentum in the AI sector right now!
Keep reading to learn more about the U.S. government’s newest rare earth investment stock.
U.S. Rare Earth Play
I’ve got an entire rare-earth AI watchlist full of stocks that are moving with this momentum.
And now I’m adding one more to the list …
Lithium Americas Corp. (NYSE: LAC) spiked +100%* on Wednesday, September 24 with news of a potential U.S. Government investment.
It’s the second rare earth stock that the Government has eyed in 2025.
In July, Trump’s administration announced a 15% stake in MP Materials Corp. (NYSE: MP). Look what happened next.
More Breaking News
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On the MP chart below every candle represents one trading day:
Now … That doesn’t mean that a stake in LAC is an automatic home run.
We still have to be careful about our entry to prepare for the worst case scenario.
My trading process allows me to take advantage of these moves while protecting against downside risks.
On the intraday chart of LAC below, we can see good consolidation that points toward a future spike.
But our entry is key.
Every candle represents one trading minute:
An incorrect entry could cause traders to exit the stock early, and miss all the momentum.
That’s one of the worst feelings as a trader.
Don’t miss the setup on LAC!
Watch my video below for a full tutorial of this process:
Cheers
*Past performance does not indicate future results
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