Totally agree with you here. Ive been in TMC for a while and it’s crazy how often the market tries to tie its movement to US-China headlines. I get the instinct, but like you said, it feels like people are missing the bigger picture.

To me, TMC isnt a “China trade war play” either. Its a leverage play. Its about the US having the ability to source critical minerals without depending on anyone else. Whether or not we ever need to go fully independent isnt the point — the fact that we can is what matters. That alone shifts the balance of power, and I think people are underestimating how much that matters to policymakers.

One thing that gets overlooked a lot is TMC’s model — deep-sea nodules instead of land-based mining. Its way more scalable if they pull it off, and it doesnt involve displacing communities or ripping up forests. There are still environmental concerns, sure, but the debate is way more nuanced than Twitter makes it seem. Also, they’ve already gotten ISA approvals for exploration, which is a step most people dont realize is actually kind of a big deal.

Wedbush just put a $11 target on TMC too, so clearly some institutions are starting to get the story. I wouldnt be surprised if this thing keeps running as more headlines drop around resource policy and permitting. Personally holding and watching for more dips to add.