This seems at least vaguely logical - to understand what a machine does we should try to grasp how the machine works. Knowing how the moving parts interact willTim Worstall is a wholesaler of rare earth metals and one of the global experts in the metal scandium. He is also a Fellow at the Adam Smith Inst in London and an writer for a number of media outlets, including The Times (London), Telegraph, The Register and even, very occasionally indeed, for the WSJ. This account is linked with that of Mohamad Mach ...

个股表现 - IBM股价上涨2.5% [1] - 戴尔股价上涨5% [1] - AMD股价继昨日上涨后今日再涨7% [1] - Trilogy Metals股价今日飙升232% [15] Constellation Brands 财报与分析 - 公司每股收益为3.63美元 超出3.38美元的预期 [2] - 季度销售额为24.8亿美元 超出24.6亿美元的预期 [3] - 季度每股收益同比去年同期的4.32美元下降约16% [3] - 季度销售额同比去年下降15% [3] - 季度啤酒销售额同比下降7% [4] - 公司重申2026财年每股收益指引中值为11.45美元 [4] - 公司重申运营现金流目标在25亿至26亿美元之间 [4] - 公司重申自由现金流目标为区间高端的14亿美元 [4] - 过去一年公司股价下跌约43% 过去五年下跌约23% [2] - 2024年酒精饮料销售额同比下降1% [2] 特斯拉动态与 speculation - 公司预告可能推出新产品 被推测为新版Roadster或更实惠的Model Y版本 [5][6] - 公司近期发布操作系统14 提供更先进的全自动驾驶能力 [9] - 公司业务重点包括机器人技术及与Grock和XAI相关的人工智能 [9] - 上周因税收抵免到期导致季度销量公布后股价下跌 [7] 美国政府资源战略投资 - 特朗普政府积极投资于确保美国矿产资源安全 包括稀土、铀、锂等 [11][12] - 政府对Trilogy Metals进行投资 获得高达10%的股权 投资额约3650万美元 并附有额外认股权证 可能再获得7%至12%的股权 [13] - Trilogy Metals在阿拉斯加拥有高品位铜钴矿床 [12][13] - 政府对MP Materials等稀土金属公司进行了投资 [11] - 政府对英特尔公司进行了投资 [12] - 市场 speculation 美国政府可能对US AR公司感兴趣 [15]

An exchange-traded fund's ability to add easy, accessible diversification to a portfolio may be its strongest source of appeal to investors, but these products must typically still meet two key requirements in order to achieve significant inflows. First, an ETF must offer compelling performance—typically via strong returns, but occasionally also through dividend payments or other benefits. Second, a fund should be able to achieve those gains at a cost that is attractive to investors. ETFs that are both low ...

文章作者背景 - 作者Tim Worstall是稀土金属批发商 并且是全球钪金属专家之一 [1] - 作者是伦敦亚当史密斯研究所的研究员 并为多家媒体撰稿 包括《泰晤士报》、《电讯报》等 [1] 作者持仓披露 - 作者声明其未持有任何提及公司的股票、期权或类似衍生品头寸 并且在未来72小时内无相关建仓计划 [1] - 文章内容代表作者个人观点 作者未因撰写此文获得除Seeking Alpha以外的报酬 与任何提及公司无业务关系 [1] 平台免责声明 - 平台声明过往业绩并不保证未来结果 所提供内容不构成针对特定投资者的投资建议 [2] - 平台表达的观点可能不代表Seeking Alpha整体意见 平台并非持牌证券交易商、经纪商或美国投资顾问/投行 [2] - 平台分析师为第三方作者 包括专业和个人投资者 其可能未获得任何机构或监管机构的许可或认证 [2]

MP Materials has skyrocketed over 350% on the year -- does it still have gas in the tank?Although "neodymium-praseodymium (NdPr)" may not be a term you use everyday, you most likely depend on its uses everyday.That's because NdPr is critical for making the super-strong magnets in electric vehicles (EVs), wind turbines, smartphones, robotics, defense systems, and more.For years the U.S. has depended on foreign sources for rare metals like NdPr. But mining company MP Materials (MP 8.04%) is aiming to change t ...

Key Points It's not only rare earths where this company has ample growth potential. There is still a long way to go before the company completes its three-stage business plan. 10 stocks we like better than USA Rare Earth › Rising more than 31% since the start of the year (as of this writing), shares of USA Rare Earth (NASDAQ: USAR) have benefited from increasing investor interest in rare earth metals and magnets -- especially as the company nears completion of its rare earth magnet production facil ...

作者背景 - 作者Tim Worstall是稀土金属批发商和全球钪金属专家 [1] - 作者是伦敦亚当斯密研究所的研究员并为多家媒体撰稿包括《泰晤士报》、《每日电讯报》等 [1] 披露信息 - 作者声明未持有任何提及公司的股票期权或类似衍生品且在未来72小时内无此类计划 [1] - 文章内容代表作者个人观点且未因撰写本文获得除Seeking Alpha以外的报酬 [1] - 作者与任何提及股票的公司无业务关系 [1] - Seeking Alpha声明其并非持牌证券交易商、经纪商或美国投资顾问/投行 [2] - 网站分析师包括专业和个人投资者可能未受任何机构或监管机构许可或认证 [2]

文章核心观点 - 事物的运作方式决定了其潜在用途 例如锤子因其重量而适用于敲击 [1] 作者背景 - 作者Tim Worstall是稀土金属批发商 并且是金属钪领域的全球专家之一 [2] - 作者是伦敦亚当斯密研究所的研究员 并为包括《泰晤士报》、《电讯报》等多家媒体撰稿 [2]

Therefore, we've got to go and grasp those details so that we can make sense of things. This applies to financial instruments just asTim Worstall is a wholesaler of rare earth metals and one of the global experts in the metal scandium. He is also a Fellow at the Adam Smith Inst in London and an writer for a number of media outlets, including The Times (London), Telegraph, The Register and even, very occasionally indeed, for the WSJ. This account is linked with that of Mohamad Machine-Chian: https://seekinga ...

财务表现 - 公司2025年第二季度未产生收入 仍处于收入前发展阶段[1][3] - 股价今日早盘反弹上涨23.2% 昨日下跌5%后强势回升[1][2] 业务进展 - 俄克拉荷马州稀土磁体生产设施按计划将于2026年第一季度投产[4] - 已签署12份初步协议 正与70多家高增长行业公司积极接洽[5] - 首条1200吨生产线在达产前有望实现全部产能预售[5] 合作协议 - 与Enduro Pipeline Services签署谅解备忘录 供应稀土磁体产品[5] - 近期达成多项稀土磁体供应协议 均来自俄克拉荷马生产基地[5] 市场前景 - 美国本土金属企业稀缺 投资者对2026年投产计划充满期待[6] - 潜在客户需求强劲 公司获得市场高度关注[4]