Jul. 2 at 10:26 PM
I finally cut ties with
$AREC today—six months was more than enough patience. I've reallocated heavily into
$CRWV. You can't get emotionally attached to any position, and I gave this one plenty of time.
I’m really not a fan of how they pivoted their business direction recently; it just creates unnecessary confusion. Maybe my DD is missing something, but nothing stands out as a clear catalyst right now, and that’s a major red flag. If you want exposure to the rare earths sector, you're better off sticking with the heavy hitters like
$USAR,
$MP, and
$UAMY.
The
$AREC chart still shows macro potential, but the price action is heavily suppressed for now. That said, gamma profiles indicate things could open up toward the end of the year, so I’ll keep it on my radar.
