$XTALPI(02228.HK) The boss is bearish on Hong Kong stocks, the fate of Jingtai depends on whether the shareholders have dreams of the stars and the sea! Here I present two potential stocks to you: $MP Materials(MP.US) and $Critical Metals(CRML.US), companies in the rare earth and semiconductor materials industry. Given that the U.S. has been frequently choked by others with supply cuts, they had no choice but to launch a $5 billion rare earth revitalization plan. The U.S. has both mines and technology, lacking only a complete industrial chain. $5 billion should be enough for the U.S. to guide and connect the industrial chain. With the continuous strong demand for AI and semiconductors, rare earth processing, which is like shovels in a gold rush, should continue to ride the wind and enjoy industrial dividends.

This post is only for experience sharing, not investment advice. Those who are interested can speak boldly, all are welcome.

@Boss's Boss Dolphin Spokesperson

@Zhou Shuren's Trader

@wolf-001