1. Energy Independence: The Backbone of U.S. Industrial Revival 1. MP Materials (MP)$MP Materials(MP.US) Moat: The only U.S. company covering the entire rare earth supply chain from mining to refining to magnet manufacturing, a critical link in Apple and Tesla's supply chain. Catalyst: 30% cost subsidy under the White House's "Critical Minerals Act," with rare earth prices doubling in a year. Legacy advantage: Monopolizes 96% of domestic rare earth supply. 2. Oklo (OKLO)$Oklo(OKLO.US) Disruptive: Nuclear reactor the size of a fridge...