Ticker brief
USAR USA RARE EARTH INC
Basic Materials · Mining
last close
$9.33
1 day
-3.1%
14 days
-25.7%
mkt cap
$4.7B
signals 14d
35
authors 14d
21
crowd 14d
-1.6σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 89% cheap · 5 pctile own 1y | IV/HV 1.40× |
| Skew — 25Δ RR 30d | +0.029 53 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +1.13 thin | 5-session Δ -0.51 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-04-21 (z=2.2) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-03 → 2026-10-16 · now +0.27 (−1 bearish … +1 bullish)
Who spoke21
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @MMMTwealth | A | -0.39 | 4 | +0.59 |
| @CyberCabDavid | C | -2.35 | 4 | +0.44 |
| @Tickeron | C | +1.53 | 4 | -0.26 |
| @GetIrked | C | +1.32 | 3 | +0.55 |
| @bugra_kurtoglu | C | -0.19 | 2 | -0.30 |
| @joinautopilot | C | -0.83 | 2 | +0.10 |
| @BourbonCap | B | -1.57 | 2 | +0.35 |
| @Tautilas | C | -0.32 | 1 | -0.10 |
| @OracleNYSE | C | +0.83 | 1 | +0.30 |
| @LongGameEquity | B | -0.44 | 1 | +0.65 |
| @TheNewMoney_app | C | · | 1 | +0.10 |
| @MMatters22596 | C | -0.73 | 1 | +0.50 |
| @StonkValue | C | -6.11 | 1 | +0.45 |
| @robertojirusta | C | -0.38 | 1 | +0.35 |
| @JarvisFlow | C | · | 1 | +0.35 |
| @BKnight221 | C | +1.32 | 1 | -0.65 |
| @OverkillTrading | C | -3.54 | 1 | +0.00 |
| @beach_trades | C | -2.97 | 1 | +0.10 |
| @OptionsFlowBoss | C | · | 1 | +0.35 |
| @stoxkcharts | C | -1.14 | 1 | +0.60 |
| @SixSigmaCapital | B | +0.16 | 1 | -0.55 |
Recent signals30of 35 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @BourbonCap | +0.70 | Long-term bullish thesis on domestic uranium and rare-earth suppliers due to geopolitical dependence. | -11.5% | tweet ↗ |
| 2026-10-16 | @CyberCabDavid | +0.65 | Discloses a long-term USAR holding and bullish rare-earth thesis. | -11.5% | tweet ↗ |
| 2026-10-16 | @SixSigmaCapital | -0.55 | Reports severe YoY declines across uranium and critical-mineral stocks. | -11.5% | tweet ↗ |
| 2026-10-15 | @MMMTwealth | +0.50 | Reports prior-day portfolio gain and completed positive performance by holding. | -15.9% | tweet ↗ |
| 2026-10-15 | @stoxkcharts | +0.60 | Added rare-earth and gold-miner positions with tight stops. — Discloses fresh purchases in four named stocks with explicit tight-stop risk management. | -15.9% | tweet ↗ |
| 2026-10-15 | @OptionsFlowBoss | +0.35 | Reports unusual bullish options-volume multiples near the closing bell. | -15.9% | tweet ↗ |
| 2026-10-15 | @CyberCabDavid | +0.75 | Projects substantial USAR upside using 2030 revenue and peer valuation multiples. | -15.9% | tweet ↗ |
| 2026-10-15 | @joinautopilot | +0.30 | Reports over $2 billion of government commitments to rare-earth companies for equity stakes. | -15.9% | tweet ↗ |
| 2026-10-15 | @beach_trades | +0.10 | Several stocks are forming similar hammer patterns. | -15.9% | tweet ↗ |
| 2026-10-14 | @OverkillTrading | +0.00 | Promotes analysis of USAR and MP without visible conclusions. | -9.6% | tweet ↗ |
| 2026-10-14 | @GetIrked | +0.60 | Add USAR at the next buy target of $9.42 if the decline continues. — Discloses a recent add and a concrete forward buy target. | -9.6% | tweet ↗ |
| 2026-10-14 | @Tickeron | -0.20 | Reports a Form 144 showing the CEO intends to sell about five million shares. | -9.6% | tweet ↗ |
| 2026-10-14 | @BourbonCap | +0.00 | Reports current price levels for two stocks. | -9.6% | tweet ↗ |
| 2026-10-13 | @BKnight221 | -0.65 | Highlights a severe multiweek decline and recurring yearly lows in USAR. | -17.3% | tweet ↗ |
| 2026-10-13 | @Tickeron | -0.55 | Reports USAR's 24% monthly decline and its October 1 CEO transition. | -17.3% | tweet ↗ |
| 2026-10-13 | @GetIrked | +0.60 | Buy more USAR near $9.42 and begin trimming near $20.35. — Author sets explicit future buy and trim levels after adding to a speculative long-term position. | -17.3% | tweet ↗ |
| 2026-10-13 | @JarvisFlow | +0.35 | Reports bullish put selling as dip buyers circle an oversold USAR near $20. | -17.3% | tweet ↗ |
| 2026-10-12 | @Tickeron | -0.50 | USAR fell 24% over 30 days amid a broader rare-earth and critical-minerals selloff. | -21.1% | tweet ↗ |
| 2026-10-12 | @joinautopilot | -0.10 | Reports over $2B in US government equity commitments to rare-earth firms and their current declines. | -21.1% | tweet ↗ |
| 2026-10-12 | @bugra_kurtoglu | -0.35 | Quantifies broad daily declines across five rare-earth and resource stocks. | -21.1% | tweet ↗ |
| 2026-10-11 | @robertojirusta | +0.35 | Presents US rare-earth magnet manufacturing as a long-term industrial opportunity while warning about profitability. | -25.7% | tweet ↗ |
| 2026-10-11 | @StonkValue | +0.45 | Frames White House priorities as generational investment themes across strategic sectors. | -25.7% | tweet ↗ |
| 2026-10-10 | @MMatters22596 | +0.50 | Presents a government-backed investment basket spanning semiconductors and strategic materials. | -25.7% | tweet ↗ |
| 2026-10-10 | @TheNewMoney_app | +0.10 | Reports weekly options volume and a call-heavy split. | -25.7% | tweet ↗ |
| 2026-10-09 | @CyberCabDavid | +0.15 | Briefly associates USAR and TE with similar positive momentum or characteristics. | -25.7% | tweet ↗ |
| 2026-10-08 | @LongGameEquity | +0.65 | Positions USAR to benefit from up to $1.6B of U.S. investment in domestic rare-earth supply. | -26.1% | tweet ↗ |
| 2026-10-08 | @MMMTwealth | +0.70 | Argues Brazil wins from both AI infrastructure demand and rotation from expensive US assets. | -26.1% | tweet ↗ |
| 2026-10-07 | @OracleNYSE | +0.30 | Reports a Pentagon initiative targeting critical-material vulnerabilities. | -29.5% | tweet ↗ |
| 2026-10-07 | @bugra_kurtoglu | -0.25 | Reports broad, sharp declines across rare-earth and uranium-related stocks. | -29.5% | tweet ↗ |
| 2026-10-07 | @GetIrked | +0.45 | Buy more USAR at $11.82 and consider selling at $31.55. — Author added to USAR and states explicit next buy and sell targets. | -29.5% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.