Sizemore Investment Letter

Sizemore Investment Letter

Without This, America’s AI Ambitions Will Die

Charles Sizemore's avatar
Charles Sizemore
Jul 11, 2025
∙ Paid

Uncle Sam is going in big into rare earth elements…

News broke yesterday that the Department of Defense is investing in one of America’s only rare earth miners and Freeport Investor model portfolio holding MP Materials (MP).

This sent its shares up 50% in short order.

And as a sweetener, the government is also mandating a price floor on American rare earth…

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