NB

Alarming_Ad1746

They missed out almost entirely on the "dad shoe." New Balance is killing it. OC, Hoka and Altra too. There's no reason they couldn't have been all four of those companies combined in 2015. They went for style and exclusivity. I was an exclusive Nike buyer until about five years ago. Now I rotate NB, Altra and Hoka.

OhFuckNoNoNoMyCaat

I remember the Dunk-apocalypse. I'd been buying Dunks for decades and all of a sudden I couldn't. It's an old school basketball shoe and I find it comfortable for all day wear. Of that similar cupsole style I'd say the NB 550s are a bit ahead on comfort. But as I said, Adidas and to an extent, UA, is constantly running sales on overproduced items so picking up a $90 of shoes to half off or less or something like an Evo SL for $70 is worth it. I seldom see any Nikes go on sale beyond the typical 15-25%. Nike is effectively high on their own supply when it comes to marketing and item availability. But u/DiXtractie brings up a valid point. The Dunks SB were and still hard very limited in production and either you get it at MSRP via a wait list or pay through the nose. I mean we can say the same for unrelated brands too such as Stanley or Owala. Watching their meteoric rise and steep fall has been entertaining.

beyersm

Full year? My remaining pair of Nikes is coming apart after like 2 months. I’ve had an adidas and NB for like 3 years now that are both basically in new condition

shes_a_gdb

Do you think Nike doesn't have $50 shoes? And do you think NB doesn't have $150-200 shoes? Do any of you even know what you're talking about or just saying shit based on feels?

Successful-Tea-5733

I don't disagree that they have a "cult following," it's an issue of having a following that is large enough to make an impact. I think that group has shrunk over the years. Again, I have 3 kids who are teenagers. They wear nike, but they also wear addidas, NB, even lulu.

Successful-Tea-5733

Yes definitely a more comparable analogy. I think the products that nike sells, it's just more crowded. For example i'm a golfer, I would say Nike probably makes the worst golf shirts. FJ makes some of the best, a brand that non-golfers have probably never heard of. In shoes, on cloud has made a big inroad but also New Balance. People call them old man shoes but my kids play baseball, NB is huge in the baseball world. It's also important that there isn't brand loyalty like there used to be. I was a 90's kid and you wouldn't have caught me in Addidas or Reebok. Nowadays, I really don't care.

ElBigKahuna

They made their shoes too inaccessible. I used to wear almost exclusively Nike. However, the pairs I would like to buy are artificially low in inventory and complicated to obtain via their app. I don't have time for all that, when I can just buy some New Balance, All Birds, or even Sketchers. I also noticed brands like NB are much better quality and hold up much better than my Nikes.

EastCoastDatsun

Eastern Canadian province NB and Belgium just made a deal for more trade between both of their Major seaports with a 12-14 day travel between ports and no major lock/canal passages required in any season Seems like they’re finding lots of buyers

Lastigx

Eh youre focussing on carbon which is only a small percentage of the total. NB and Brooks are fine on that front and Asics and Adidas are dominating with all their ..Blast and EvoSL.

Stellar_Impulse

And NB all eating Nikes lunch

LayWhere

Even if their ads are less compelling their products are worse and offer bad value to the consumer, see most of the comments in this thread. Also I can't remember the last time I saw an Addidas ad, or NB, or Asics, or fkn Li-Ning, and thought wow so masculine so cool (im)so hard, I need a pair of those to signal my masculinity.

Elguapo69

Not to mention pulling their products off retail shelves and making you go to Nike.com. Retailers of course responded by stocking with Hoka, ON and more variety with NB, asics, etc. Basically Nike helped dig their own grave. That too will be studied in business schools for decades to come. Make your product harder to buy, give your competitors more space to display their products, and reduce the quality to improve short-term margins. Brilliant

AdamJensensCoat

It’s interesting, because Nike has dad shoe bona fides with the Vomero 5 and Monarch. Monarch’s are specifically iconic. We can go back to Virgil’s ‘The Ten’ collection to see how Nike got here. They were peak of Millennial mall culture, and part of a whole nu-urban mood board, with Jordans leading the way. I see it as a chapter 2 of the Kanye/Adidas era. Looking back, NB was the perfect vehicle for a challenger brand as the dad shoe idea went mainstream. I see the same types of people in coastal cities wearing NB that would’ve gone Nike just 3 years ago. It also can’t be overstated how important the rise of ON and Hoka has been for the aspirational and adult white collar crowd. These folks used to be automatic Nike customers. Tldr - Nike lost its dominance in footwear culture going DTC and focusing too much on lifestyle while letting quality slip. I think there’s plenty of room to fall from here.

0dteSPYFDs

Do you actually run? Mid range to high end their shoes are about as good as any company, really depends on your preference and foot shape. I got a pair of Vomero 18‘s and Zegama 2‘s this weekend. Overall quality is really solid. Maybe not as good as a cottage company like Norda or Nnormal, but better than Brooks, NB, Addidas, etc IMO. They’re making a big push into the outdoor space and have stuck the landing as well as they could have. Again, I say this as an avid trail runner/backpacker and not someone who owns the stock. Not sure what the financials look like, but Nike is as American as Coca Cola. I think at time some segments will lag and others will pull ahead, but they’re never going to be out of the running (pun intended) because they are an iconic brand.

imjustthedood

NB. Niocorp. Strap in. Not trolling. Lol

imjustthedood

Niocorp. Ticker is NB. Valhalla chimps

imjustthedood

Niocorp- NB is this ticker. Valhalla. Gg. Calls

yeehaw568

You are tripping NKE is ass, what was once a big moat is now dilated by the likes of Hoka, On, Arc’teryx and the resurgence of Sketchers, Adidas, NB and Puma. Not to mention, the women don’t even fuck with it no more. Lost its allure, it’s gonna get worse

RedPlumpTomato

My AI Slop Analysis: **GCTS -- GCT Semiconductor Holding, Inc.** Real 5G chipset technology, partnerships with legitimate satellite players, and a financial structure so fucked that $49 million of the $58 million debt stack comes due before December — against $7.2 million in cash — while earnings land in two days on a stock that's already up 26% this week. Hard avoid. GCT Semiconductor makes fabless 5G and 4G chipsets — transceivers, modems, system-on-chip solutions for fixed wireless, IoT, and satellite connectivity — and the technology is real enough that you'll want to buy it on the pitch alone. In Q1 2026 the company shipped 3,000 5G chipset units, 58% more than the quarter before, and pulled in $1.92 million in revenue at a gross margin that finally turned positive, coming in at 49.3%. That gross margin flip is genuine — the company isn't losing money on every chip it ships anymore — and the 287% year-over-year revenue pop sounds like a rocket ship until you remember it's 287% growth off a $500K quarter, which is to say it's the percentage math of climbing out of a hole, not launching from a platform. The enterprise value sits at $285 million. The company earned $1.92 million last quarter. You do the P/S math and then you sit with it for a moment. The satellite narrative is what has this stock trading at a $285 million enterprise value instead of wherever technically-insolvent 5G chipset companies normally trade, and it deserves an honest accounting early. GCT signed a licensing deal — expanded in Q1 2026 — with what the market believes is Skylo Technologies, for satellite-terrestrial chipset integration covering 36 countries, and a separate Iridium partnership for NB-IoT development. The problem is GCT has never named the satellite partner in any SEC filing, referring to it only as "one of the world's largest satellite communications providers," a piece of corporate coyness that has kept retail speculation running hot on zero primary-source confirmation. More importantly, the commercial 5G chipset shipments to this unnamed partner are expected to begin in the second half of 2026 — not last quarter, not this quarter, the second half — meaning the entire satellite thesis is still aspirational. Not one dollar of satellite revenue has hit the income statement. You are pricing in a future that has not happened yet, on a partner that hasn't been publicly named yet, at a valuation that assumes it all goes right. Q2 2026 earnings land on August 10 — two days from now — with the conference call at 4:30 pm Eastern. The stock is up 26% this week on pre-earnings positioning, which means the trade was buying at $2.02 on Monday and selling into this strength; that window is already closed. Buying at $2.55 going into a binary where you are already late is not a thesis, it's chasing someone else's setup and hoping the news is good enough to make it not matter that you arrived two days after the doors opened. Now let's talk about what's actually inside the balance sheet, because this is where the story stops being a speculative chip play and starts sounding like a restructuring filing with good PR. Total debt is approximately $58 million. Cash is $7.2 million. Net debt is roughly $51 million, which is already a criminal ratio to $1.92 million in quarterly revenue. But the part that should make you put down your coffee is buried in the Q1 10-Q maturity schedule: $49.1 million of that debt is due in the remainder of 2026. This calendar year. Before Christmas. These are primarily Korean bank term loans guaranteed by a related-party Korean entity called Anapass, and those banks don't give a flying fuck what the Skylo partnership looks like in a press release — they want their money by year-end. The company has seven million dollars. The quarterly operating burn is roughly $4.2 million, so by the time Q4 rolls around there may be around three million dollars in the account when the bank shows up for fifty. Total stockholders' equity is negative $73.9 million against total assets of $22.4 million. The company owes more in current-due debt alone than it has in total assets. That is not a tight balance sheet; that is technical insolvency wearing a satellite partnership as a costume. There is a February 2026 8-K that got some airtime about extending a smaller convertible instrument — roughly $5 million face value — to a 2028 maturity, sweetened with 500,000 warrants at $2.50 as a thank-you to the noteholder for not pulling the plug. That is a $5 million cosmetic patch. The $49 million due this year is the structural collapse. The way that collapse gets addressed is the same way every other problem at GCTS has been handled: the ATM machine prints new shares and sells them into the market. The share count has gone from 40.6 million at the end of 2024 to 91.97 million today — a 126% increase in eighteen months — meaning every person who owned GCTS stock at the start of 2025 has had their ownership percentage cut nearly in half by sequential dilution. Three separate 424B5 ATM offerings in 2026 alone. The board obtained explicit shareholder approval to issue shares beyond NYSE's 19.99% dilution cap through their equity line, which is the governance equivalent of getting the neighborhood to formally vote on whether you're allowed to keep pissing in the water supply as long as you promise it'll eventually be good for everyone. The dilution does not stop until revenues cover the cost structure. At current run rates that is years away. The one insider who put real personal cash into this story is a director named Shin Hyunsoo, who bought from June through November of 2025 — eight confirmed purchase dates, roughly $746,000 total at an average cost of approximately $1.17 per share. His position is sitting on an unrealized gain of about 118% and he has not bought a single fucking share in 256 days. Not one. While the company ran three ATM offerings in 2026 alone and added 51 million shares to the float since the start of 2025, while the stock ran from under a dollar to a $3.73 swing high and back down to $2.55, this man sat completely still. That is ambiguous at best — maybe he's satisfied, maybe the thesis changed — but it is sure as shit not a buy signal from someone who sees something brewing. The CEO, John Schlaefer, has never filed a Form 4 for an open-market purchase. The CFO, Edmond Cheng, same. The people with the most current visibility into the actual satellite revenue pipeline have looked at everything they know — the Skylo deal terms, the Iridium timelines, the MaxLinear collaboration, the balance sheet underneath all of it — and collectively decided that their stock grants are enough and their personal checking accounts should remain elsewhere. In a company asking you to pay $285 million in enterprise value for a satellite story that hasn't generated a dollar yet, the silence of the people who know most is the loudest thing in the room. The retail crowd caught this trade in May and June when the satellite partnership news first broke, ran it from 99 cents to $3.73 on the back of speculation about who the unnamed partner was, and has mostly checked out. The last thirty days have been essentially dead — one post from August 4 that attracted four upvotes, calling for a load-up before earnings and a $5 target. Four. That is not a crowd building a position. That is the last guy at the party trying to restart the music after everyone else went home. The setup going into August 10 is a coin flip with elevated expectations already baked in. If Q2 revenue beats $1.92 million meaningfully and the company offers concrete news on the satellite partner or confirms commercial shipment timelines, the stock tests the $3.73 prior swing high. The analyst price targets from HC Wainwright and B. Riley run $3 to $4, implying 17% to 57% upside from $2.55 — but those targets were set before anyone fully processed that $49.1 million maturity schedule coming due this calendar year. If Q2 is fine but not spectacular and the satellite color is vague, the stock retraces the full 26% pre-earnings move and lands back in the $1.80-$2.00 range, roughly a 20-30% loss from here. You are gambling on two good things happening simultaneously — a revenue beat AND a debt-resolution update — going into a binary you are two days late to. Even the most generous possible bull case — $20 million in 2026 guidance, satellite partner confirmed, commercial shipments beginning — still leaves you with a $285 million enterprise value, $49 million in bank debt due this calendar year, five months of cash runway, and a cost structure that requires $50 million or more in annual revenue before anyone breaks even. The path from $8 million annualized to $50 million runs through years of continued dilution, additional ATM tranches, and a satellite market that hasn't paid out yet. **Hard avoid as a position. If August 10 delivers a material revenue beat AND explicit confirmation that the 2026 bank debt has been refinanced or otherwise resolved — two pieces of good news landing simultaneously — revisit the thesis with clean eyes at that point. You do not buy a binary you are already two days late to, into the worst balance sheet in the sector, hoping for both things to land at once.**

brows3r87

My recent Gemini searches have almost always included Reddit results. I’ve no way to know the value but it’s clear they are very frequently using it. NB - it’s been mostly request for tips on video games or some home DIY

Chilinuff

NB is down 7% today if that helps. They’re opening a magnet mine in like Arkansas or some equally fucked place

REEMFMetalHead

NB is on my radar. I won't be jumping in - I'm tied up at the moment - but have at it.

Beetlejuice_hero

I just can't imagine a scenario where NKE has a high chance of outperforming the S&P. Brutal, brutal sector. Fast changing trends, changing tastes, competition getting better. Not just about Adidas & Hoka & NB anymore (even UA shoes are improving - I know cause I wear UA to gym). Now formerly joke *Chinese* brands are getting big. Curry signed with Li-Ning.

Neither_End8403

[https://www.nytimes.com/2026/06/17/business/maersk-strait-hormuz-shipping-fees-iran-war.html?unlocked\_article\_code=1.q1A.wYld.k9\_a-NB4LC1O&smid=url-share](https://www.nytimes.com/2026/06/17/business/maersk-strait-hormuz-shipping-fees-iran-war.html?unlocked_article_code=1.q1A.wYld.k9_a-NB4LC1O&smid=url-share)

LordBlackDragon

NB Canada. The king burgers are $12. But whoppers are still pretty cheap. Still remember when they were like $3.99 though. https://preview.redd.it/zb39qzt72t5h1.png?width=785&format=png&auto=webp&s=e5a36b6a2f6a5ab8b1e1106639b6bafb867aafab

Zealousideal-Bus4712

are you kidding me? OpenAI's codex 5.5 blows everything else out of the water, including Claude. and imagegen-2 is better than NB pro. where exactly is gemini better than chatgpt?

BayouBluff

$NB

Fabulous_Hand2314

who the fuck is shit talking Miatas because I want an NA, NB, NC and ND. name and badge number!

BayouBluff

NB

TheSleepyTruth

Nike is not cheap by any metric. Its a brand in decline that still trades at a PE of 30 which is higher than just about any other clothing brand. The sole reason people are looking at Nike as "cheap" is because the price used to be higher. Yeah and it also used to dominate premium footwear market, and is now getting teabagged by Hoka and OC etc. Even in the consumer midrange footwear market they are losing ground to NB and others. Their clothing is mediocre and not really the "cool" brand any more. Their brand doesnt have the allure it used to and their margins and sales have been confirming that. Why would you want to buy a dying brand at PE of 30 on the hope that it will turn itself around? Lulu you might argue is also losing its allire but currently trading at a PE of 9 with 3x the margins and continued actual growth rather than declining sales like Nike lmfao. Much better argument for a value proposition there. "Stock price went down a lot therefore its a good deal" is not always the case. I think Nike stock is the absolute epitome of a value trap.

BayouBluff

You’re about to get one: NB

HazelKittenDude

not falling for critical minerals stocks again after taking major losses on UUUU, ABAT, NB, and AREC. some of these mineral stocks are even lower now than when the Oct runup occurred. if it hasn't made its semi/memory run yet, then it prob won't since everything AI related is going up.

point_of_you

Such as? I've been adding to random ones like NB and SBSW just because they've been beaten up a bit lately... Same reason I'm buying Nintendo NTDOY ha

Velocirapture_Jesus

NB is a good scandium play imo. Current global scandium production is ~40 tonnes a year and global demand is 3x this.

Rock_or_Rol

I’d stick with the meme stocks, UUUU, USAR etc for the pump and dump. NB and TMQ got some of those tailwinds last time too Idk about quantum, I’m expecting a tech sell off in the next week or two. Speculation doesn’t do as well on risk factors it seems. I am really looking forward to INFQ’s earnings though

Huskergambler

NB they actually mine

Huskergambler

NB

Huskergambler

NB

mikeg4015

NB if it can not dilutewich is unlikely. But its a state side material/rare earth play with a ton of political support. There is potential for a sizeable run up.

Beautiful-Lack7442

I like to piggyback on some of Citadel's investments. They might not outperform in strong markets, but they sure do in downturns. Some recent citadel 13G filings (5%+ stakes) that I also invested in: NB MNTS NICM HIVE Also BRK is a good model for long term.

Hello-There-Im-Zach


PeskyDong

Be a Patriot, buy NioCorp (NB).

Popular_Kangaroo5959

NB squeezing?

Popular_Kangaroo5959

NB squeezing?

Popular_Kangaroo5959

NB squeezing??

bazokalino

In NB we trust 🤝

Stefciopik

I know NB is going to skyrocket. My profound research consisting of reading Reddit posts truly points to that. Worth 100$ of my savings

ai-moderator

#TLDR --- **Ticker:** NB **Direction:** Up 🚀 **Prognosis:** Buy Shares/Calls before the feasibility study drops and triggers the $780M government loan. **Catalyst:** Requirement #1 (buyers) is done. Requirement #2 (feasibility study) is dropping "any day now." **Vibe:** Jordan Belfort aggressively pitching Aerotyne International over the phone, but this time it's actually real. **Military-Industrial Complex Rating:** 10/10 (Lockheed Martin is thirsty for their Scandium to keep building fighter jets 💥✈️).

Unkn0wnMarketWizard

Sec in the background like 

pnv_mrkt

This is what I did being a a poor Indian from a reservation in the middle of nowhere Arizona. Today I'm 8 million in the bank with multiple properties. This is what I tell my kids. Start putting away $250 every month into a Roth that invests in an index fund of some kind. If you don't know, just pick one that tracks the S&p 500. My daughter worked a day job plus a hostess job. She took all of her hostess money and put it away every month. My son while he was in school worked as car valet. He took his tips and put them away. When you get a regular job, max out your employer contributions. AND Contribute everything you can to your Roth IRA. You ideally want to max out your Roth every year. Buy a House. Don't listen to these people. Owning real estate is how half of the billionaires became billionaires. No, you'll never be in a billionaire but you will be a millionaire if you follow this rule. And buy house I mean by a townhome studio apartment condo whatever ...get physical real estate Invest in a business. I've given money to friends who have very successful restaurants and in a distillery that now operates out of Joshua Tree California. Worse Case scenario is you get a free Burger every now and then and cheap beer. NB. This is your high-risk money. You probably will never see it again, but if it hits big you're 10 to $15,000 is going to become $$$$. Stop thinking you're going to be rich by 30. You won't start making real money in a job until you're 45 or 50 years old.

theoriginalflavour

NB

Ambitious_Brain_285

Databricks is a great company, but it’s a relatively “rinse and repeat” data engineering platform that expanded into data science workflows. PLTR provides an entirely different value proposition. As long as the effective use of data blocking & tackling is core to institutional workflows (both government and commercial), there will always be a need for custom tailored solutions to address these pain points. Demand is essentially limitless, it’s just the market-clearing price (i.e., Willingness to Pay) at a particular price point that can be in doubt at a given time, by a given customer. So yes, PLTR share one thing in common with consulting: it meets you where you are, and solves the problem you need- it does NOT sell you generic tools and expect you to spend three years figuring it out on your own. The difference, however, is that its platform is built upon dozens of apps and thousands of microservices- all of which work seamlessly together. (NB: Accenture & EY don’t have that product stack, so they gave up direct competition and have become channel partners) The platform allows you to keep building “custom” workflows at the enterprise faster and faster- especially when you have FDEs who are highly motivated and now understand specific needs. But why not build them internally you ask? Well, massive transformation projects take at least 3-5 years instead of 6-12 months when you rely on your own IT staff, and over 50% of them fail. (Very few internal employees in these environments have similar motivation, since they see the bureaucracy in front of them as obstacles to innovation and their careers).

UniversalGangsta3

What about $NB?

curling_rocks

I got a pair of NB trail runners pretty comfy for a minimalist shoe

jmastaock

Seems like they're wasting their time, given the NB 993 already perfected the sneaker 😎

torokunai

as a NB 608-wearing dude this has my interest

Plus_Seesaw2023

Sooner or later the markets will bounce back! I’m not joking! I hope you don’t need that money for the next 2–3–4 years! The market could drop another 5% before finally rebounding. A return to growth and new highs might not happen for another 3–4 years – who knows? In the meantime, if you can, set price alerts on your app, and delete the app where you can see your positions. It’s incredibly stressful! Good luck! NB. I know too many friends and family members who sold during the bear markets, lost everything... today they’d be up by +40%.

double_a_mtl

Where did you see an update from NB? I've been trying to find it to read it.

trix_is_for_kids

I’m bag holding NB hard. Luckily up big on UURAF and UUUU, but I’d like to get rid of this NB bag

Prior-Message5571

I have a fear with RCKT bc my friend invested in this stock last year when patient died in trials and the stock fell pretty hard after that. My friend stills hold the stock though waiting for the pump up in price. I feel that I have overextended my portfolio with biotech related stuff (DRTS, IMRX, MBOT, MDAI). Yesterday I added 100 shares to DRTS, DDD, NB, CTM, PDYN, MBOT and Kopin (Ondas and UMAC bought Kopin shares with 2.10 price last September for long-term potential, my average is 2.22 and sitting with 300+ shares, earnings coming up in a week or two) I also bought 200 shares of Canadian Uranium mining company Denison Mines which is under 4$ right now, should be a good entry price but there seems to be a dilution fear with it right now)

PowellBlowingBubbles

Rare Earth Stocks: REEMF, UURAF, MP, UUUU, USAR, NB

marinervvv

You are right, But I also use it and have been for years. I also don’t see the active users going down. NB: I’m new to stocks and thought Reddit has a lot of future and have just started investing with Reddit stocks.

danieldeubank

NioCorp Developments Ltd. (NB) NASDAQ: NB · Real-Time Price · USD $5.34

Far_wide

What difference is there between that and the minor celebrity of Bitcoin? Whether we like it or not, to some people it is a work of art\* \*NB must credit [Epsilon theory](https://www.epsilontheory.com/in-praise-of-bitcoin/) here, though unfortunately the article is paywalled.

SwordfishOk504

Yep. They spend WAY too much. It's the big tobacco money money allowing them to spend like drunken sailors (or Aurora circa 2017). The entire overpaid staff are high on their own hubris, which is why I would never invest in this one long term. The entire company reminds me of the excess of the Canadian sector in the run-up to legalization. the fact it took them so long to find a new CEO, only to pull in someone from BAT tells me no reasonable human wanted to the role because the company is a joke. Even with some of the best domestic sales in Canada, they are still spinning their wheels. Also, despite their $20 million in net revenue, they had a $3.4 million net loss from operating costs. Without BAT, they would be bankrupt. The NB government giving them $9.3 million to buy new lights helped, too.

utouchme

https://i.imgur.com/gCRY6NB.png

PTRBoyz

Everyone that’s saying it isn’t cool and it’s for boomers haven’t been around teenagers. Their sneakers are still dominant and the preferred choice, followed by NB to an extent. The real issue is the clothing. Nike tech has become synonymous with gang bangers and isn’t mass market and the workout stuff has been replaced by alo and Lulu for women while brands like fear of god dominate the streetwear segment. 

-staccato-

In 10 years NB will be dad shoes abs Nike will be in for the vintage aesthetic. The cycle will be complete.

NoStyle79

2026 A few LT holds- BBAI, USAR, NVTS, NB, LAC, DOCN, (CCCX), .. A few Swings.... DCGO, CTOR, CRE, DAIC.... Still up 118% on FEED.. Played SEGG.. missed ELPW 3000% Friday😭

thrice4966

I hear the kids these days see Nike like we saw new balance. I’m told that NB apparently also “cook.” If shoes are making these kids brunch now a days I don’t see a world where Nike has a little baby leg to stand on.

cekmeout

NB — Huge potential at current market cap, they have niobium and scandium which are very important and no other mines. They need funding, but are super far into the EXIM loan process for $800M $CRML - pure scam $AREC - massive potential, they have tech to process heavy rare earths and already have a partnership with the government $USAR - they have a shitty mine that will take years to develop. They have no progress on magnets or processing, but have a deal with the government that was massive dilution that should help them achieve that $MP - the NVDA of rare earths. No company comes close But check out UURAF, more potential than any of these :)

junkrat_enjoyer

USAR and MP I would consider some of the top tier miners currently. The USAR government stake news from this week is huge, and MP has previously had the most runup of any of the major players. AREC and NB I have no experience with CRML is horrendous and you should not trust them with any of your money. I have been openly short for a while and although I closed my position recently it still has plenty of room to drop. The CEO is a known fraudster and they keep getting hype off of Greenland talks but the White House has specifically released a press release saying this company will not be recieving any grant money (as of a few months ago). TACO could always reverse course, but I don’t see this one mining company being of large enough stakes/importance for it to ever get the reversal treatment

PalpitationSmooth992

what the fuck killed mineral stocks? CRML NB USAR all down 10-20 percent or more in the past hour

HajdeBossi

My port consists of UAMY (Antimony), GPHOF (Graphite), NB (niobium,titanium), ABAT (lithium), ALM (tungsten), TLOFF (nickel), LYC (largest minerals miner in the west), ARU (Neodymium for magnets), UURAF (refinery). Up quite a bit

BrazenBull

First they came for MP Materials, and I missed it. Then they came for USA Rare Earth, and I missed it. Now I have NioCorp ($NB) and I'm not gonna miss it a 3rd time!

bazokalino

Niocorp (NB) is next

bazokalino

Niocorp (NB) is next

bazokalino

Niocorp (NB) is next

StopBitchinStartLivn

Agree! Rare materials are going wild. To continue from your additions, USAR, AREC, NB, and UAMY are all worth watching in my opinion. I believe AI and semis are starting to rollover or slow down. I am just about to close my SNDK position after almost a ~100% profit for that reason. Thanks for your outlook!

Tight-Ad445

In UUUU / USAR / UAMY / NB Feb funding round incoming to someone.

BrazenBull

I hold MP and expect it to test $100 this year. But for pure growth potential, I can see NB (NioCorp) going up ×3 vs. MP's increase in 2026.

BrazenBull

I've also been adding to my NioCorp (NB) position. 2026 looks to be a good year, and lots of news releases on the horizon (updated feasibility study, gov't. investment, offtake agreements, etc.) Plus, I expect there to be some vertical integration with IBC Advanced Alloys (IAALF), a smaller company with the same CEO as NioCorp.

ineedsomerealhelpfk

Buying NB here weekly and maybe some uranium miners as well

LifeIsAnAdventure4

The dollar would do this funny little thing. [https://getyarn.io/yarn-clip/b295ebe6-e901-4248-8e1f-3b0eb1f11045#YdLQd7NB.copy](https://getyarn.io/yarn-clip/b295ebe6-e901-4248-8e1f-3b0eb1f11045#YdLQd7NB.copy)

Popular_Kangaroo5959

PLTR Mar 26 $170 calls & NB Jan 27 $7.50 calls 🎻

xeemyy

!banbet NB +7% 1w

xeemyy

NB

alien_on_acid

MP NB METC USAR to the moon LFG

tripstermcgee808

SETM, XME and chill. UAMY, TMC, and NB leaps

MainlyHero

LUNR, SATL, FRO, SLS (Updates on trials), NB.

-julius_seizure-

Critical minerals UUUU, UAMY, UURAF, MP, NB, ABAT

-julius_seizure-

There’s going to be friction with China. Buy critical mineral and rare earths stocks. UUUU, MP, UAMY, USAR, NB, CRML, WWR etc do your research. UAMY up 16% today. Was up like 18% on Friday.

Dragon_Slayer48

I think NB will 2-3x. Could be wrong though

ohgodthehorror95

Some of those holdings are smaller than others though and mostly serve as "tracker positions." My position size in UAMY, UURAF, TUNGF, MP, NB, LYSDY, USAR, and ALM are more substantial than the rest I listed. And there are a few other names I'm interested in, but am waiting for their prices to pull back to a more attractive entry point

Glass-Combination-69

NB

MagnumMax

UEC/SLI/MP/USAR(if you’re a degen)/NB/UUUU/CRML. UEC/SLI/MP are my high conviction plays

Beneficial_Breath660

This is my first year investing, I started last January. I started with 55,000 CAD, now I have 91,000. I did long term trades. I studied a lot before putting money into stocks. I put roughly 30,000 in RKLB, than the rest in NVDA, NB, LUNR, META. I learned A lot! I’m so glad I got into stocks, it’s really enticing. Biggest thing I learned from holding onto long term stocks is whenever a stock gets a massive surge and or a all time high, their is such a massive chance that it will fall back down, that’s when u buy in.

psalyer

I was curious so I looked up the RAM I bought on 6/16/24. It was $217.99 then, and [$704.99 on Amazon right now](http://amazon.com/G-SKILL-Trident-CL30-40-40-96-Desktop-Computer/dp/B0CBLC66NB/ref=sr_1_1?crid=S48058UPA2TL&dib=eyJ2IjoiMSJ9.gO-iw9GObvnOQGBhq4mC3aboc5i9hHXG2F5nTh4JhSvAnpZnobELqqAWYmYuPVKdWums01tP5TAPNno7uVAS8VgwRDZ2k3jmEhK0dX_3UjCq7ikwYJbw1UtGv_HTUGwh1_iWb6YLne1_Dwh215pA4fb3LP0FSZFhsx1vZztgTYcmQJUvPjlP51G8WTihdkA_K-SYhyQ6K60EfHjZyIXa8O_JOxZ7qoYnaaj4CJIZLRFFNC0fXyEZBWzOBkQlK0pb2kFPbmjNHy4KQNuTh8iGWl1Rnh5Gc9bJhqEHSw4ootg.kMEctmG4tSqh-ybz2LIQXvrMRRbW1bJdKX6fnCWdIV0&dib_tag=se&keywords=G.SKILL+Trident+Z5+RGB+Series+DDR5+RAM+%28Intel+XMP+3.0%29+64GB&nsdOptOutParam=true&qid=1765985687&s=electronics&sprefix=g.skill+trident+z5+rgb+series+ddr5+ram+intel+xmp+3.0+64gb+%2Celectronics%2C120&sr=1-1) Christ, can you say bubble?

PatheticAndTragic

bro we're approaching 2026 and u guys still think u can bet against elon XD how many times till u guys learn tesla robotaxi will dominate the market bcz any average joe will be able to rent out their standard tesla meanwhile each waymo unit has massive entry cost bcz of all the sensors elon has always been playing the long game but u dont see his vision for example look at his LLM, he was very late to the game but grok is already the best one out there (excluding image gen with NB)

KateMacDonaldArts

I like where it’s going in mining with Carney’s announcements. I’ve also put a bit into Scandium Canada SCD - reportedly the only actual Canadian mine with scandium deposits (as opposed to off shoots of other mines) and seen some modest gains.Also a bit into the Sisson Project in NB - North Cliff Resources. Volatile but one of the seven Carney announced projects). Also volatile, but West High Yield Resources for their magnesium mine in BC (WHY). That’s still waiting on approvals but I think the current political climate is pushing things through so taking the risk that it will go higher.