TRACE
Trace a source
tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

USAR

USAR - equity - source-backed public claims only.

3published claims
3 longbullish claims
0 shortbearish claims
Asset timeline
Jordan Schneider
Jordan Schneideryoutube/ May 21
person
->

USARA Western mine-to-magnet builder gets a multi-year tailwind as China holds its grip on rare earths, with government price floors and a 2027 defense ban on Chinese magnets pulling demand onshore.

directional thesisLONGpublishedyoutubenot a verified trade
UUSUSARLONG
A Western mine-to-magnet builder gets a multi-year tailwind as China holds its grip on rare earths, with government price floors and a 2027 defense ban on Chinese magnets pulling demand onshore.
$24.31
— pending
SourceSpotify CEO Joins, Alex Tabarrok Joins, Lots of news from SpaceX, Anthropic, OpenAI, Nvidia and Meta

“But where are we on the rare earth stalemate that became an important bargaining chip Somewhat recently, as you put it in the intro.”

evidence attachedpaste author pricesource span114:58
Invest Like the Best
Invest Like the Bestyoutube/ May 26
person
->

USARAmerica is racing to industrialize its weapons stockpiles, with new multi-year contracts for Tomahawks, HIMARS, and 155s replacing the old stop-start funding.

directional thesisLONGpublishedyoutubenot a verified trade
UUSUSARLONG
America is racing to industrialize its weapons stockpiles, with new multi-year contracts for Tomahawks, HIMARS, and 155s replacing the old stop-start funding.
$25.30
— pending
SourceFormer DoD Advisor on Iran, China and AI Warfare

“And that's why we are embarking on this enormous... we as a country are embarking on this enormous effort to industrialize in order to add magazine depth to the capabilities we have.”

evidence attachedpaste author pricesource span19:38
Dwarkesh Podcast
Dwarkesh Podcastyoutube/ Feb 5
person
->

USARA pure-play domestic refiner gets bid as Washington pours billions into onshoring the one link America is missing: turning rare earth rock into refined metal at home instead of shipping it to China.

directional thesisLONGpublishedyoutubenot a verified trade
UUSUSARLONG
A pure-play domestic refiner gets bid as Washington pours billions into onshoring the one link America is missing: turning rare earth rock into refined metal at home instead of shipping it to China.
$21.57
— pending
SourceElon Musk – "In 36 months, the cheapest place to put AI will be space”

“If you take like refining of ore, I'd say roughly China does more, does twice as much ore refining on average as the rest of the world combined.”

evidence attachedpaste author pricesource span92:35
JSON
{
  "version": "market-claims.v1",
  "claims": [
    {
      "id": "mcl_cf0c8571fcf7ac96a0",
      "url": "/trace/claims/mcl_cf0c8571fcf7ac96a0",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "A Western mine-to-magnet builder gets a multi-year tailwind as China holds its grip on rare earths, with government price floors and a 2027 defense ban on Chinese magnets pulling demand onshore.",
      "confidence": 0.72,
      "expert": {
        "slug": "jordanschneider",
        "displayName": "Jordan Schneider",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "/api/avatars/65f3057d-4",
        "url": "/trace/experts/jordanschneider",
        "claimed": false
      },
      "primaryEntity": {
        "kind": "ASSET",
        "assetClass": "EQUITY",
        "symbol": "USAR",
        "name": "USAR",
        "exchange": null,
        "confidence": 0.78
      },
      "evidence": {
        "evidenceUrl": "https://www.youtube.com/watch?v=OWT9LF8bVE0&t=6898s",
        "sourceUrl": "https://youtube.com/watch?v=OWT9LF8bVE0",
        "timecode": "114:58",
        "startMs": 6898000,
        "endMs": null,
        "excerpt": "But where are we on the rare earth stalemate that became an important bargaining chip Somewhat recently, as you put it in the intro."
      },
      "performance": {
        "entryPrice": 24.309,
        "currentPrice": null,
        "returnPct": null,
        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    },
    {
      "id": "mcl_f634e3e10b4dff2e6c",
      "url": "/trace/claims/mcl_f634e3e10b4dff2e6c",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "America is racing to industrialize its weapons stockpiles, with new multi-year contracts for Tomahawks, HIMARS, and 155s replacing the old stop-start funding.",
      "confidence": 0.72,
      "expert": {
        "slug": "investlikebest",
        "displayName": "Invest Like the Best",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "/api/avatars/75a94db5-5",
        "url": "/trace/experts/investlikebest",
        "claimed": false
      },
      "primaryEntity": {
        "kind": "ASSET",
        "assetClass": "EQUITY",
        "symbol": "USAR",
        "name": "USAR",
        "exchange": null,
        "confidence": 0.78
      },
      "evidence": {
        "evidenceUrl": "https://www.youtube.com/watch?v=7-HmjiXKlvg&t=1178s",
        "sourceUrl": "https://youtube.com/watch?v=7-HmjiXKlvg",
        "timecode": "19:38",
        "startMs": 1178000,
        "endMs": null,
        "excerpt": "And that's why we are embarking on this enormous... we as a country are embarking on this enormous effort to industrialize in order to add magazine depth to the capabilities we have."
      },
      "performance": {
        "entryPrice": 25.2999992371,
        "currentPrice": null,
        "returnPct": null,
        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    },
    {
      "id": "mcl_8695d1661cbc6d4649",
      "url": "/trace/claims/mcl_8695d1661cbc6d4649",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "A pure-play domestic refiner gets bid as Washington pours billions into onshoring the one link America is missing: turning rare earth rock into refined metal at home instead of shipping it to China.",
      "confidence": 0.72,
      "expert": {
        "slug": "dwarkesh-sp",
        "displayName": "Dwarkesh Podcast",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "/api/avatars/c3263695-7",
        "url": "/trace/experts/dwarkesh-sp",
        "claimed": false
      },
      "primaryEntity": {
        "kind": "ASSET",
        "assetClass": "EQUITY",
        "symbol": "USAR",
        "name": "USAR",
        "exchange": null,
        "confidence": 0.78
      },
      "evidence": {
        "evidenceUrl": "https://www.youtube.com/watch?v=BYXbuik3dgA&t=5555s",
        "sourceUrl": "https://youtube.com/watch?v=BYXbuik3dgA",
        "timecode": "92:35",
        "startMs": 5555000,
        "endMs": null,
        "excerpt": "If you take like refining of ore, I'd say roughly China does more, does twice as much ore refining on average as the rest of the world combined."
      },
      "performance": {
        "entryPrice": 21.569,
        "currentPrice": null,
        "returnPct": null,
        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    }
  ],
  "nextCursor": null
}

AISO tracks public statements, not verified portfolio positions. This is not financial advice.