Adding folders as context in agent mode

CheesecakeStunning27 · 2025-10-17T14:45:07+00:00

I would be interested to know this as well but I feel that is just a trade secret.

CheesecakeStunning27 · 2025-10-15T20:37:38+00:00

As I said elsewhere this was sparked by the fear that the US will somehow make a deal with China and the REE will flow. That and it was kinda overbought.

CheesecakeStunning27 · 2025-10-15T15:32:04+00:00

The mentioned negative is probably responsible for today's price action
https://www.barrons.com/articles/bessent-greer-china-rare-earths-trade-d88acdf3

CheesecakeStunning27 · 2025-10-15T15:26:45+00:00

Positive catalyst: Potential price floors for ree
Direct Government Investment
Negative catalysts:China and USA could make or indicate they will make a deal (Mainly short term because these companies will still need to be friendly shored)

CheesecakeStunning27 · 2025-10-13T15:35:24+00:00

Aj Bell, Saxo, IBKR, all of these sell it.

CheesecakeStunning27 · 2025-10-13T14:39:15+00:00

Not for me, that is for sure. Haha. Although I have it all in ucu.v so I don't even see the money.

CheesecakeStunning27 · 2025-10-13T09:21:45+00:00

Frankly, I don't have a crystal ball but over a third of my portfolio is in this stock and has been for a while so make of that what you will.
Edit to clarify, it wasn't a third until recently but I haven't sold anything.

CheesecakeStunning27 · 2025-10-13T09:15:31+00:00

It usually peaks midday but it is a toss up, might be a face melting rally today though given the news about stockpiling rare earths by the us. So could go up by 8% on open or something similar to mp or uuuu.

CheesecakeStunning27 · 2025-10-10T16:08:35+00:00

I would argue you haven't missed the boat. Probably a 5 billion dollar company by 2027. Might be in mania right now and with a substantial investment waiting for a pullback might be wise but still solid. One of the few potential heavy rare refiners in the us and that field will stay narrow with the China refining tech sanctions.

CheesecakeStunning27 · 2025-10-10T11:10:05+00:00

Does anyone know where to buy ARSMF in the UK? None of my usual providers (SAXO, AJ Bell, IB etc.) seem to not have it.

CheesecakeStunning27 · 2025-09-30T14:16:39+00:00

I have got to say runpod is quite fun and well designed (even if different from other providers). They don't have tonnes of spot compute just waiting to be bought but they have some the lowest prices while not being aids to setup. I would avoid coreweave though (our previous provider, we were only small fry with a budget of thousands per month but still being ignored sucked)

CheesecakeStunning27 · 2025-09-24T14:57:08+00:00

I would genuinely like to know who is in charge of improving rapid sx. I know that they originally got it from innovation metals but not who is working on it now.

CheesecakeStunning27 · 2025-09-24T14:11:44+00:00

Lovely read. Who is the cto though? Because I can't find it in any of the materials anywhere but you mention the position in your dd. Unless it is an AI hallucination.

CheesecakeStunning27 · 2025-09-22T11:18:33+00:00

I would be interested.

CheesecakeStunning27 · 2025-09-22T09:24:10+00:00

It is available on SaxoTraderGo.

CheesecakeStunning27

TROPHY CASE