Apple is going all-in on U.S. rare earths.

• $100 billion committed through its new American Manufacturing Program
• A rare earth magnet factory in Texas
• A cutting-edge recycling facility in California

And they’re moving fast — to break China’s 85% chokehold before it chokes off the AI revolution.

A $500 million deal with U.S. rare earth miner MP Materials was just the beginning.

This is Apple’s first-ever rare earth supply chain play — and it won’t be the last.

Demand is exploding. China controls the vast majority of global supply. And MP Materials can only scale so fast.

That’s why one little-known U.S. miner — sitting on the largest rare earth deposit in America — just jumped 13% when Apple’s plan hit the headlines.

This company is already:

• Listed in the National Strategic Rare Earth Inventory
• Recognized by the Department of Energy and the Pentagon
• Positioned for federal contracts, fast-tracked deals, and massive upside

MP got Apple’s first check.

This company could get the next.

And if history repeats — like it did during the last rare earths boom — early investors could see gains as high as 3,500%.

Click here to get the full story before the next Apple deal hits. 

To your wealth,

Keith Kohl
Investment Director, Energy Investor

P.S. Apple, Amazon, Microsoft, and Tesla are all racing to lock down U.S. rare earths. This little-known stock is already on the Pentagon’s priority list — and could be next in line for a buyout. Click here before the next billion-dollar deal hits.

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For Your Education and Enjoyment

Is Tesla Setting Up for a Year-End Rebound—or a Collapse?

Written by Sam Quirke. Published 11/20/2025. 

Key Points

• Tesla has been bouncing off its rising trendline support just above $400.
• Bulls see the hold as a sign of strength, while the bears see it as fresh vulnerability.
• Analysts remain split as we head into the holiday season. 

Shares of Tesla Inc. (NASDAQ: TSLA) closed just above $400 on Tuesday, continuing to bounce off the rising trendline that has supported the stock since April. To bulls, that’s a sign of resilience and an encouraging setup heading into year-end. To bears, the very fact that support is being tested highlights how fragile sentiment has become.

Tesla remains one of the market’s most divisive stocks, and for those of us on the sidelines the debate is not made any easier: both sides have credible arguments. On one hand, the stock has held most of its summer gains; on the other, it has given back September’s pop and failed to reach a fresh all-time high.

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With Thanksgiving week approaching and liquidity set to thin, the next few sessions could materially influence how Tesla trades into 2026.

Bulls See Strength Beneath the Surface

Bulls point to the technical picture first. The long-term trendline remains intact, indicating the uptrend is still alive. Each time the stock has approached this level since April, buyers have stepped in.

That’s a defensive pattern suggesting underlying conviction, especially after months of sideways trading.

Fundamentally, the case for long-term holders also remains persuasive. Revenue is at an all-time high, the company shows signs of regaining momentum, and it continues to make progress on Full Self-Driving and robotaxi initiatives.

This week’s analyst activity reflects that optimism. Teams at both Cowen and Stifel Nicolaus reiterated Buy ratings, with Stifel raising its price target to $508, implying more than 25% upside from current levels.

Bears Say the Cracks Are Starting to Show

Bears see a different picture. The fact that Tesla’s support line needed testing at all underscores how much momentum has faded since a promising surge in September. Their focus isn’t just on whether the line holds, but on why it was reached.

The stock traded just a few dollars below its all-time high a few weeks ago; it has since lost roughly 20%.

Valuation is their primary objection. It’s hard not to flinch at Tesla’s price-to-earnings ratio of about 270.

HSBC reiterated its Reduce rating this week, highlighting a significant gap between Tesla’s share price and its earnings performance. With the stock trading near $400, valuation multiples remain far above industry averages, and analysts argue that profits don’t justify the current price tag.

They also point to deteriorating earnings expectations. While Tesla’s stock has nearly doubled over the past two years, forward earnings estimates have been cut by more than half — the opposite of many other tech giants, whose earnings outlooks have improved.

To bears, that divergence suggests Tesla’s valuation relies more on hope than on demonstrated results.

Even where there is progress, skeptics urge caution. Future-facing projects such as robotaxis, AI initiatives, and humanoid robots may be transformative, but until they generate meaningful commercial revenue they remain speculative bets.

What to Watch Heading Into Thanksgiving

Heading into Thanksgiving week, the $390–$410 zone is the key battleground. A sustained bounce from this area would likely keep the uptrend intact into December and position Tesla for a potential end-of-year rally. Conversely, a decisive break below that range could open a path toward the low $300s.

Investors should also watch broader market action. Tech valuation concerns have grown amid the AI boom, and any shift to risk-off trading or renewed volatility among mega-cap tech names would likely weigh on Tesla. With the stock down nearly 20% this month, we may already be seeing some of those forces at work.

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