MP Materials (MP) on The Desk
2 Tuesday Target write-ups on MP Materials (MP), newest first.
- MP Materials (MP): The Alibi Needs a Stockpile3 February 2026 · Tuesday Target 6/52How Project Vault and the AI alibi put a state floor under critical minerals, and what that does to the downside risk in MP Materials options.
- MP Materials (MP): Owning the Valve While the Night Shift Panics14 October 2025 · Tuesday Target 42/52MP Materials and China's rare-earth squeeze: how the refining choke point, gold collateral and a weekend crypto flush shape the options angle.
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One options trade. Every Tuesday. Scored in public. The exit rule is on the card, and the letter is free to read.

