gm
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Put some of my thoughts on investing in US rare earth and critical minerals supply chain built-out on paper. https://open.substack.com/pub/linzx/p/why-investing-in-us-rare-earths-and?r=6i5zg&utm_medium=ios
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i will not chase the recent AI rally but will absolutely chase the USA rare earth rally. also, have option-hedged the QQQ downside. if there is any forthcoming AI/Crypto valuation adjustment, let it come. bear market is the best time to build anyway.
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