Trump Accidentally Revealed the Next Huge Stock Trade

China just threatened to cut America off. President Trump told everyone exactly which stocks to buy to make money off it. On July 28th, the United States banned Chinese humanoid robots, citing fears for national security. The FCC added them to what's called the covered list, which means new models cannot be sold here in this country. That applies to robots, quadripeds, basically anything robotic that moves on the ground. And two days later, Beijing's commerce ministry fired back. They called the ban discriminatory. They said it severely damages trade relations and they demanded that the United States withdraw it. They threatened countermeasures. Now Trump is scheduled to meet with President Xi next month. History don't expect it to end with them singing kumbaya around a campfire. So here's the real question. When China retaliates, which they will, how are they going to do it? Well, they've told us twice. And it isn't soybeans. It's rare earth magnet. And Trump has known this was coming. In fact, on July 15th, 13 days before the robot ban, President Trump sat at the Army War College in Carlile, Pennsylvania, and told a room full of defense executives exactly what to go build. To hear it, his own words, >> power and critical minerals. And I hope you're going to do magnets. Somebody out there, I hope you're all brilliant people. Magnets. Do magnets. Okay, I'll tell you how to make money. Do magnets. You're doing a lot of great stuff. Do magnets. Cuz one thing we don't have, but we're getting close, but do >> do magnets. Okay, I'll tell you how to make money. Do magnets. He said it twice in under a minute. And 3 weeks later, China's threatening exact supply chain he was pointing at. Those stocks have been moving. Well, today I'm going to show you why rare earth magnets are the one corner of this trade war that actually benefits from tension. China, the hard deadline in November that almost nobody has in their calendar, and the three American magnet stocks position for, including one that trades under $13 a make sure to subscribe to the channel because this is the whole reason I started this to show you these opportunities hidden beneath the headline. Now, here's the thing. Magnets are the pressure point. A rare earth magnet is the thing that makes an electric motor spin. They're in your Tesla, in wind turbines, is in the guidance system, in a Javelin missile. An F-35 fighter jet contains about 900 pounds of them. And China controls 69% of the mining and 90% processing worldwide. 90% of a component you cannot build a modern weapon without. So people like to say that China has all the rare earths. No, they don't. We have the rocks. It is not a mining problem. What we don't have is the ability to turn the rocks into metal and the metal into magnets. Because China spent 30 years building that middle step while we outsourced it because it was dirty and it was unglamorous. And look, Beijing knows exactly what it's worth. Back in June, China added MP Materials and USA Rare Earth to American companies to its own export control list. China is now restricting what it will sell to the companies that are competing with it. So, China is acting as as I believe any country should in its own self-interest. It is defending its monopoly. In October of last year, China dramatically expanded its rare earth export controls. It was the most aggressive action they had ever taken regarding these minerals. And then, as part of the the trade truce, they suspended that ban for 12 months. That suspension expires November 10th, 2026. That is 13 weeks from today. So, three things can happen. China extends it, China reinstates part of it, or China lets the whole thing snap back right after the US banned its robots, which they took as an act of aggression, which it is. And it all gets decided by November the By the way, if you like this kind of content, if you like identifying these stock opportunities, you need to join my Black Ops trading service. It is five bucks for the entire year. You'll get live weekly mentoring sessions with me, one hour every week for a year. I'll show you how to identify leading groups and leading stocks, the patterns that typically lead to quick moves higher. You'll get my weekly newsletter along with indicators, bonus reports, and a ton more stuff. So, click the link in the description, scan that QR code, or just go to tradewithross.com to get signed up. Now, here's where this story gets interesting. 5 days after the magnet come, Trump signed Executive Order 14415. It designates rare earth magnets as quote hovered materials, meaning the Department of Defense cannot source them from China, from Russia, Iran, North Korea, starting January 1st, 2027. Any waiver requires a formal plan proving they've exhausted every compliant option first. Meaning the Pentagon is being legally walled off from the only supplier on Earth that currently exists at scale and somebody has to fill that gap and are only about three American companies at hand. First company is MP Materials, ticker MP. This is the one with the government in the cap table. MP owns Mountain Pass in California, which is the only operating rare earth mine in the United States. Around 50 bucks a share, market cap just over 9 billion. But the mine isn't the story. The deal is. You see, in July of last year, the Department of Defense bought $400 million of preferred stock, plus a 10-year warrant at 30 bucks a share that can take them to about 15% of the company. So the US Pentagon is now the largest shareholder in an American public company. And they didn't just buy the stock, they guaranteed the price. The Department of Defense set a 10-year floor of $110 per kilogram on MP's neodymium podmium oxide, which is roughly double where the market was trading when they signed it. And on top of that, they took 100% of the output from MP's new expansion facility for the next decade with a minimum EBIT, a guarantee of 140 million bucks a year. So in other words, Uncle Sam has agreed to buy everything MP makes at a price he set for a decade. And if the profits come in light, it covers the difference. This is governmentbacked cash flow. You never see this anywhere. but maybe the defense sector and it is already beginning to show up in the numbers. MP reported earnings Wednesday revenue of 108.5 million up 89% from a year ago beating street estimate. They started producing finished magnets in Fort Worth back in December. Now the stock has had a rocky 2026 mainly because it soared at the beginning of the at the end of last year, but it is currently ripping off the lows. It's up 25% in a week and a half on above average volume. There appears to be some big buyers building positions stock. Next up, USA rare earth. Ticker USA. Like MP, the government is already in it. In January, Commerce Secretary Lutnik announced $1.6 billion for USA Rare Earth. It was brokered as a $1.3 billion senior secured loan, plus another 270 plus million in direct funding. In exchange, they got 16.1 million shares and another 17.5 million warrants. That again is positioned. It's going to reach roughly 16% of the company. Now at about $19 a share, US is worth 4.4 billion. So it's less than half the size of MP. And here's why I like it. US is not a mining story pretending to be a magnet. They commissioned their centered magnet plant in Stillwater, Oklahoma this past March. They are targeting a 600 ton annual run rate by the end of this quarter and 1,200 by early next year. So, they actually make the thing. They reported earnings this morning, which is after I recorded this video, but the stock was up 11% on Friday, so very well could keep going. And then finally, Real Alloy, ticker A L Y. This is a small one. Trades around 12 bucks a share, market cap of roughly 836 million. And I have done videos on this stock before as one of the few names of a vertically integrated domestic supply chain in the difficult heavy rare earth market. Now heavy rare earths are the elements that let a magnet survive I crucial in things like missile programs which is exactly why they sit on China restrictedly. Now, Real Alloys partnered with the US Army Strategic Capital Initiatives to run processing at the Tool Army Depot in Utah. Now, first thing to know, this stock is a mover. Okay, this isn't Johnson and Johnson. It ain't Walmart. In the last three months, the stock went from $8 to $20 all the way back down to seven. And now it's up around 12 again. So, it's currently got really strong short-term momentum. But look, this is not for the faint of heart. It's volatile, right? And a lot of these don't make money yet. That kind of when they get exciting and volatile. So, they are trading purely on news, on rumors, on mentions by the president and a little bit of dusted in. But rare earth demand isn't going away. In fact, it's only going to grow. And with a small number of players chasing a small domestic supply, it is hard to imagine these stocks being bad long-term investments unless you just buy a crazy peak price, especially with federal. But depending on what happens with the ever volatile USChina relationship, things could get interesting going into that November date, especially if things continue to sour between Xi and Trump. We banned the robots. They called it economic aggression. They've already blacklisted our two biggest magnet companies and the Pentagon legally cuts itself off from the Chinese supply in January. So, it doesn't look like either side is backing. Folks, don't forget to subscribe to the channel and do not forget to join my Black Ops trading service. It will be the best $5 you spend this year. I guarantee it. It doesn't renew. There's no strings. There's no 200 bucks on the back end. I promise you $5 is it for the entire year. We'll get together live once a week. Every Monday, another live session with my analysts on Thursday. We'll look at your stocks. I'll show you what I'm focused on. We'll go through uh uh perfect buy point, sell points. We'll talk about portfolios. I I can take you much further than you expect in a year, and it's just going to cost you five bucks. So, click the link in description, scan the QR code or go to tradewithroths.com to get signed up.