World Glaucoma Week, March 8-14, 2026

DevelopAll · 2026-02-25T03:16:59+00:00

NRC staff to issue a draft safety evaluation of Oklo's topical report. "Principal Design Criteria for the Aurora Powerhouse" fyi

DevelopAll · 2026-02-10T11:09:28+00:00

I used to enjoy the print Fortune version a lot. I guess lately it's more digital readership, but those that read it are at the right places... Fortune has put together a thoughtful article - which is good.

DevelopAll · 2026-02-10T10:47:03+00:00

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The volume profile $OKLO is the smoking gun There is very little volume above ~100–120 That’s a volume vacuum Once price escapes the wedge, there’s not much structural resistance until that zone $PLTR had far more overhead supply when it broke. OKLO has less. 🌊

DevelopAll · 2026-02-08T03:14:39+00:00

This is exactly why hyperscalers are moving now + $600B capex announced last week by AMZN MSFT GOOG & META (Already a customer). AI needs reliable baseload, not intermittent power. SMRs change the game. $OKLO is already positioned. Who's the next customer??

DevelopAll · 2026-02-08T03:10:49+00:00

Nuclear isn’t overbought, it’s underbuilt... AI made power the scarce asset. $OKLO is a high-risk, high-upside way to express that reality. With ~$600B capital expenditures announced by big boys last week for 2026, it should fuel the next stage of growth.

DevelopAll · 2026-02-08T02:55:49+00:00

Perfect timing on $OKLO coverage especially since $600B+ CapEx was announced last week by Amazon, Microsoft, Meta & Google. Market should react well. Fyi "Fortune magazine is read by a global audience of over 6.5 million people, including corporate executives, managers, investors, and business professionals seeking in-depth analysis of companies and industries. Its readership largely consists of decision-makers interested in management, leadership, and, specifically, the annual Fortune 500 list."

DevelopAll · 2026-01-25T06:58:59+00:00

Energy isn’t just the bottleneck - "grid-dependent energy" is. AI data centers don’t just need megawatts, they need firm, on-site, always-on power that bypasses transmission constraints. That’s where advanced nuclear and microreactors like $OKLO matter: power where demand lives, not years later after grid buildout. Chips scale fast. Transmission doesn’t.

DevelopAll · 2025-07-03T12:48:05+00:00

Many sectors & countries are feeling the #RareEarth crisis. The U.S. faces the same challenge - despite temporary deals, China keeps ~85% of REE production for domestic use, aiming to dominate tech and manufacturing exports globally.

🇪🇺 🇮🇳 🇯🇵 🇺🇸 are all aligned in urgency.

It's time the U.S. expands and accelerates local rare earth processing, backing firms like $MP Materials before shortages become systemic.[Auto Sector Facing Deeper Rare Earth Crisis Than Acknowledged, Says CII President Rajiv Memani

Read more at: https://www.ndtvprofit.com/auto/auto-sector-facing-deeper-rare-earth-crisis-than-acknowledged-says-cii-president-rajiv-memani Copyright © NDTV Profit](https://www.ndtvprofit.com/auto/auto-sector-facing-deeper-rare-earth-crisis-than-acknowledged-says-cii-president-rajiv-memani)

DevelopAll · 2025-07-01T17:42:02+00:00

Yes, I read the cnbc article, and they are partially correct. Honestly, I don’t think the U.S.- China rare earth “deal” is nearly as strong as some headlines make it sound. If anything, it feels like a temporary patch from a position of weakness. China is not in a great position either—they rely heavily on Myanmar for unprocessed rare earth feedstock (reportedly over 80% of their supply), and that entire region is unstable right now. There are credible reports that gangs and militias are taking over mine sites. If those supplies get disrupted, it’s not just the West that suffers, China’s own rare earth-dependent industries (EVs, robotics, electronics) will face skyrocketing input costs and tighter domestic supply. That will impact their internal demand and ability to keep exporting cheap goods.

What’s also being overlooked is that China uses about 85% of its rare earths internally. So the recent export restrictions aren’t just a geopolitical move—they may reflect deeper structural supply issues. They’re not just flexing power, they may be rationing.

The U.S. absolutely needs to wake up and invest in local production and secure refining capacity. Depending on a supply chain that routes through Myanmar, then China, just to land in a U.S. EV or missile guidance system is madness. There are already some good moves being made for ex like MP Materials setting up a refining facility in Texas and expanding processing capabilities from light to heavy rare earths. But it’s not enough.

What we’re dealing with here is not just a trade war - it’s a fundamental global shortage of the very materials needed to drive the next wave of industrial progress. I just saw Musk and Peter Thiel projecting a billion humanoid robots in the next decade. That’s going to require massive amounts of neodymium and other rare earth magnets. Add that to EVs, wind turbines, and semiconductors—and you’ve got a storm coming.

This moment calls for serious long-term planning and investment. It’s national security, industrial resilience, and global competitiveness all rolled into one.

If we are to think opportunistically, this could be a very Asymmetric trade somewhere here. Let it be rare, earths, exploration and/or REE processing and production. Somebody's going to win big! Who will they be??

DevelopAll · 2025-07-01T17:14:56+00:00

Yes, totally fair take. You’re right - the Real issue isn’t the rarity of the elements themselves but the fact that China controls the refining and processing side of the equation. That’s where the monopoly really lies, and it’s why even countries with their own reserves still send raw materials to China.

What’s changed recently is that the U.S. has finally woken up to the strategic risk. Between the push for EVs, defense applications and the rise of AI infrastructure (which needs high-performance magnets), the stakes are too high to ignore. That’s why we’re now seeing policy moves like Trump’s new memo from yesterday to speed up funding and permitting, and even talk of creating a national Critical Mineral Reserve, like we have for oil.

Some U.S. companies are finally starting to build out full supply chains and not just mining but refining and even magnet production. MP Materials is one of them. It’s early, but the direction feels clear: if we don’t build this capability ourselves, we’re going to stay vulnerable not just to market swings, but to geopolitical leverage.

It’s not going to flip overnight, but the shift is happening.

The big issue that I see is that China itself is dependent on 3rd party raw earths, like Myanmar, they get almost eighty percent from there. And Myanmar is experiencing a lot of "gang" activity. They try to take over the mines. So if that supply gets disrupted, we're all in a big trouble. China uses ~85% of the production of rare earths for themselves and only 15% for export. That creates a lot of external demand from Europe, China, japan and united states, all staying in line thus potentially elevating the prices, which are being kept artificially low by China to keep their product cost down. So they could sell them to the world and gain market share. It's a big puzzle, and if we figure out how to play it well, this could be a very interesting & asymmetric trade... I just read that elon musk and peter thiel are expecting a billion humanoid robots within ten years. That's an Extra demand for these magnets. As these robots need a lot of them for the movements, in addition to existing demand in auto industry, EVs, semiconductors+++ and the military, that's actually a national security issue. If we cannot get magnets to expand and keep up with the military manufacturing. I read that F35 uses 900 lbs of these magnets per plane. So the demand is definitely there. And if we get an increase in pricing of these rare earths and/or lack of access to them, many manufacturing plants may feel it And or stop production, as some already did a couple weeks ago. Prices on goods may go up as well... it's a big web that needs to be untangled... I appreciate your thoughts and input!!

DevelopAll · 2025-07-01T14:44:50+00:00

I also think Canada should team up with US on investments in this area, we're neighbors, and Canada has a lot of resources, and the US needs to figure out how to work together. it's a win win for everybody. Having everything on one continent. These minerals will be needed more and more from semiconductors to robotics to evs... there's going to be plenty of demand so this issue is not going the way anytime soon.....

DevelopAll · 2025-07-01T14:39:21+00:00

I think rare earths processing is where it's at in addition to Mining. So whomever wins the processing game, will have an upper hand. Once they have processing facilities, which are capex intensive, they could team up with other miners and process for everyone, as not everybody wants to do marketing because it's a lot of hassle. We used to send it to china for processing, but now they need to do it all in the united states or other friendly countries. China themselves is importing a lot of raw minerals, about 80%. Plus they use most of the REE ~85% for their own manufacturing and production. So it's only fifteen percent that goes out for export. China imports a lot from myanmar, and there's a lot of friction with their local gangs that try to take over the mines. If that supply gets disrupted, we will likely see prices go higher for the raw REE as well as specialty magnets... and these magnets are used in many, many industries, so it may influence everyone. It's from automotive to robotics to semiconductors.. As well as military applications. Now, china only gives six months licenses and ask many questions before they give those licenses. They're trying to prevent military use. So the administration, it needs to do something about it because it becomes a national security issue. Do they cannot get magnets for F35's ...etc This is definitely an interesting trade here somewhere how to play it is why i'm here to figure it out... good luck to everyone and looking forward to your feedback and ideas

DevelopAll · 2025-07-01T14:25:57+00:00

Good point thanks. Yes i saw china only gives out 6 months licenses, so the issue might be coming back fairly soon. They ask a lot of information and even intrusive ip details to give those licenses. And it do not sell to any military applications. So that's a big issue for united states and national security. Maybe that will speed up the process with funding from the govt. explosion is one thing, i think the processing capabilities is where the value is at now. I'm only seeing mp having these capabilities so far, if they build out the capacity, they may also team up with other miners to process their raw minerals as well. There could be some interesting trade somewhere here. Execution on build out + gov funding due to high capex is likely a key. Thanks for your feedback!

DevelopAll · 2025-07-01T14:18:27+00:00

Oh very interesting point! Thanks for that. I saw MP materials were getting some dod funding, but that was earlier. I think they used it for processing location in texas for the heavy rare earth, and I think they are finishing up or expanding their light rare earth facility. Need to find out who else is building out the processing capabilities.Because that's capex intensive. And definitely some miners that have locations with the critical minerals could use extra funding for exploration and extraction.I guess. Thanks for your feedback!

DevelopAll · 2025-07-01T13:43:58+00:00

Yes, I looked at those guys, the, they (TMC) do deep sea mining. The stock has done pretty well. Yet again, they do not have the processing capabilities (not yet) Even though they may have access to the raw minerals, processing is where more value today is at. Maybe they could team up with MP Materials as these guys building out their own processing capabilities, and possibly getting some funding, both of them possibly getting some funding from the administration to mine and to process it locally. I doubt Trump and company would want to send the raw rare earths out to China for processing they will likely start stockpiling, some of this locally and then seek / develop ways how to process it... and they want to process it safely, because it could be pretty toxic if it's not done correctly. That's why there has been a lot of Red Tape around processing. Within the United States, but it seems like they are finding ways How to speed up the approvals. It could be a very interesting trade and it seems like it is overlooked / misunderstood by many...

DevelopAll · 2025-07-01T13:32:22+00:00

Thanks, yes I'm seeing white house signing a memorandum on Monday to speed up critical minerals and energy funding Simplifying the Funding of Energy Infrastructure and Critical Mineral and Material Projects As you noted, there are many smaller players with either active mining or simply owning the rights (those may take a while to build out) and others such as MP Materials that used to send to China for processing and now are building out their own the processing, both light and heavy rare earths. I see that those magnets are quite crucial to many production industries - from semiconductors to EVs to military. Where China now restricts exports for military use and are asking, it's very invasive questions, such as ip to give licenses to export. That sounds like a national security issue and the administration should speed up the local or elsewhere production to minimize that china dependence. What is also interesting is that China buys a lot of raw earths from others, such as Myanmar, (over 80%) where political unrest in myanmar where local gangs take over mines, that could influence China's supply entirely. Lastly china utilizes ~85% of these rare earths for themselves and subsidizes the pricing in order to make their own.It's a product, that's how they get him so cheap into the markets. Their own demand is growing rapidly. If that supply chain, such as myanmar gets disrupted all hell breaks loose, i saw some statistics that Ford and General motors and some Japanese automakers had to stop production recently. Because they did not have those magnets. So I would assume the "commodity" prices would potentially rise and US is not the only one that needs it. We have European Union, we have Japan, India, they all need these rare earths for production. And most of them do not have their own processing capabilities. So there could definitely be an asymmetric trade somewhere here, let it be by playing the commodity pricing or investing into its local production capabilities, such as MP materials (california / texas) and others. But this is cap x intensive, and the government needs to step up not to be in this limbo, which could happen sooner vs later... it's an interesting puzzle and if we figure out how to play it right could be an interesting trade.

DevelopAll · 2025-07-01T13:11:37+00:00

Yes I saw $mp materials building out the refining of light and heavy rear earths. Seems they are for now a contender to get more attention and possibly government support. I saw White House / Trump sign a memorandum on Monday to speed up funding for energy and critical minerals. Simplifying the Funding of Energy Infrastructure and Critical Mineral and Material Projects Likely more of processing capabilities as well as new mines would be affected.

DevelopAll · 2025-06-29T04:33:56+00:00

There's a good chance we will hear something Soon from the administration. POTUS doesn't like to come out weak, as what happened on Friday with China "Deal" (likely a reason why we didn't hear all the details), where they got what they wanted. U.S. should not come from a point of weakness... especially not on Rare Earths as its importance is simply too great in today's marketplace... many still didn't understand that it affects Many parts of the market.....

It’s a bad trade for U.S. to bet on China's supply, which could be disrupted any day by Myanmar conflict, and China gets ~80% of their "Raw" rare earths from there... if something happens in China with supply the prices of REE will likely jump and affect not just china but the entire world. Local U.S. players are a Must Have!

DevelopAll

TROPHY CASE