Steve, thank you for all that you’ve done for myself and everyone else. I was able to set aside some of the profits from these past few weeks for an engagement ring! Next stop is a home! Thank you again, you’ve changed mine and countless others lives because of your work <3
Steve, do you have an exit strategy? I don’t get shaken by volatility much so I don’t think I’ll try to time my entry/exit but just curious how you plan your entries/exits?
Real quick for those that weren’t in these names before Friday. A deal will be reached between china and US because China has leverage (for now) so use that to your advantage and wait for a pull back so you don’t become exit liquidity for the algos. It seems a lot of people have eyes on Steve so please be careful and don’t just blindly buy into these names. Just like Steve said you don’t want to be shaken out if these names drop 20-30% in a day.
Just to add on to this, do your DD and invest in the ones you think will come out on top (and if you aren’t sure then diversify) because undeniably there will be a demand for these companies from all western allies. And the supply chain risk is real, the US is not going to back off securing its own supply.
Have conviction and hold, or take your profit and leave. Have enough money for a massive pullback in case algos and a major news events shakes this up. This is a volatile ride we are in for.
These stocks have been going up 10-15% per day. If I waited for a pullback, I would’ve lost out on like 80% gains last week alone. I think the pullback will come, but the China meeting is still a couple of weeks from now, I don’t expect a deal until then.
Can you elaborate what you mean by „wait for a pull back so you don’t become exit liquidity for the algos“? I‘m not well versed in stock terminology. Thank you kindly
A good rule for those who are new to trading is to always take a second to really think about their risk profile before FOMO’ing in hoping the train hasn’t left the station.
I saw Steve’s stuff months back. I thought little of it and many scoffed. But he clearly knows what he is talking about and trusted his thesis (as shown by his results)
A lot of people of come here recently after seeing his insane successes. The vast majority here won’t understand the sector, me included, a lesser amount won’t really understand trading that much (also probably me lol).
If you aren’t a full time trader but see this and try to jump on board you may, I stress may, be jumping in nearer the high point without knowing it as the short term run has already happened. So you don’t want to buy in and then after the meeting with china a deal is struck and other holders dump the stock having already made some profit.
You can buy in now, the price may go up or down, certainly in the short term (a deal with china). If you don’t want these losses but still feel there is long term potential (many here are inexperienced in the sector so in essence trusting Steve’s thesis) then wait for a likely deal and the stocks to drop then buy in then as you will come in at a lower price point and play a long game as the general view is the US will want long term security and limited reliance on china and thus this sector will grow in the future.
Thank you for such a thoughtful and complete response.
I’m curious. Where or how did you come across Steve’s stuff months back? And why didn’t you give it much consideration? I ask because I came here after seeing his results on Reddit and wonder how we might find and follow the “next one/steve”
In all seriousness I know everyone who sees this has panic and FOMO (me included) but really you will only find the ‘next one’ one of a few ways.
1. Read through a lot of stuff people say, 99% will absolute dross but you might find one AND THEN do your own DD. If it makes sense and it hasn’t popped yet you make a gamble and throw money in hoping it will eventually take off.
2. You blindly follow any tip on Reddit and throw money at random things hoping it takes off. This is not a good strategy unless you are loaded and are doing it for fun or.. get unbelievably lucky and come out with a profit somewhere.
3. You are the next one. You find something. You research it and trust your gut. Go hard in the sector/company and your thesis plays out correct.
There is no golden ticket to find the next thing, be at the very start or just before it explodes, do absolutely no DD and have the guts to go all in on a random play that you DON’T KNOW is about to explode.
Hindsight is 20/20, so many things in my lifetime I could have been in on the ground floor but at the time it was that, on the floor, along with 1000’s of other stocks that also.. went nowhere.
Read, research, make a thesis and then trust it.
Otherwise.. suppose you need to see what suddenly explodes and try and jump on early.
3. You are the next one. You find something. You research it and trust your gut. Go hard in the sector/company and your thesis plays out correct.
— I keep imagining that professional investors have already done diligence and research and would spot opportunities better than I ever could, then price it in. So how can your average investor possibly compete?
100% agree with you, Trump can’t afford to not get REEs from china from the time being. I’ve got a bit in the market, waiting till that pullback to really go in.
Make sure you have turned on permissions for Australia, in your settings. You’ll also want to pay $11 a month for ASX market data. Search for the companies by name as the symbol is different.
As far as we know, he's in this for the long haul. Probably through 2027, I would think. It's going to be at least another 2 years before the supply chain can really be fleshed out and functioning. There will almost certainly be a pullback after Trump's meeting with Xi, but I only see that as an opportunity to buy more!
Funny enough, I had been investing in this sector (primarily MP) before Steve had posted anything at all, and seeing his early posts regarding MP initially only further validated my convictions.
I’ve come to the same conclusion and feel like him still being in shows that and think he’s stated in the past that this is still early days (although with everything already run up 100s of % there’s going to be pullback). However, this is a problem that isn’t going away and is a matter of national security. Also, metals refining is dirty work so having someone else do it has added benefits of the pollution being outsourced too, so the focus on AUS seems like a good one, not just in terms of the spin up time for onshore efforts.
I’m buying in now, knowing full well it may drop short term, because I’ve been dipping a toe in for over a month and now kicking myself I didn’t just commit because it think the long term aspect is sound. Mining shall be the speculative 10% of my portfolio that I hope will grow to 90%, but I can live with if it goes to 1%.
Trump is determined to secure a new, permanent trade deal with China, but they're by far the most difficult to deal with. Whether or not there's a temporary pullback will depend on China easing is recent restrictions on its own mineral export supply to the US, or maintaining those restrictions.
actually the most probable short-term outcome right now: a healthy retracement after a strong run-up in U.S. critical-minerals and defense-aligned names.
You’ve made me money I never would have made if I hadn’t ever read your articles. I apologize for a snarky remark I made on one of your other posts. I’ve been burned in the past from others.
You’re the real deal, and I’m glad you’ve made as much as you have and that you plan to use it for the greater good. Looking forward to future updates!
Steve, I didn’t even have $10K in my trading account at the start of the year. Today, I crossed the threshold into six figures and had my biggest single day gain I’ve ever had in the market (well into a five figure gain and a +30% gain of my entire portfolio). Please let us know when your non-profit is up and running. I’d like to donate a few thousand as a thank you 🙏🏼
Please continue to update us, and may we all continue to gain 🙏🏼
Hey Brosiden, First of all Congratulations! I am in the position you probably found yourself a while ago, curently still handling (only) 7k. I was wondering how you did this? What kind of leverage did you use? What was your strategy? And the question everyone asks themselves: am I to late? Thank you in Advance!
I’d be lying if I said I achieved this by doing anything other than standing on the shoulders of giants. Steve being the greatest giant of them all.
My portfolio really only started to grow when I began trading options in July. Since then I’ve seen massive growth by following Steve and another trader—The Wall Street Trapper. I joined the latter’s Patreon in July and that got me started in options trading. A week or two later I found Steve
I’ve done my best to not chase stocks, but rather take the time to “trust but verify.” For example, I would read the due diligence (DD) completed by Steve and other traders far more experienced and knowledgeable than myself. Then I’d verify for myself if I felt these investments were worthwhile. Once I deemed they were, I would take a position based upon how much risk I was willing to tolerate. However, I didn’t jump into every position or stock that the people I follow did. There were times where I simply didn’t believe in a position, or believed that it wasn’t a great time to enter and decided to wait for a better opportunity in the future instead. Be measured in the positions you take.
The only part of my success I can attribute to myself is my risk tolerance. I’ve been willing to allocate large percentages of my portfolio to the positions I had conviction in (something I learned from Steve’s first write up on his success with his initial investment of roughly 250K in MP and the REE sector) and being willing to tolerate pullbacks and straight up nosedives in my positions and seeing those as opportunities to average down rather than seeing them as signals to exit.
I’ve not won on every trade, but I’ve gained far more than I’ve lost. When I’ve lost, I’ve been willing to take the L believing that my other positions would ultimately take me where I wanted to go.
There is always an opportunity in the market, you must train yourself to see them and find them for yourself. This is a skill, it is trainable and can be learned by everyone.
Lastly, I never tried to chase “fast money.” Even with options I usually gave myself a quarter or more for the thesis to play out, and never expected to make such money as fast as I did.
I just got lucky that I was able to see the value in the knowledge and experience of others like Steve when I came across it on places like Reddit or Instagram.
I wish I had more practical and step-by-step advice to give you. I don’t, I just got lucky.
But to answer your last question: are you too late? I don’t think so. If you look at JP Morgan’s recent $1.5 trillion commitment to various sectors in the U.S. I believe we see a blueprint for the future (but please don’t take my advice, I know nothing, I’m no guru, I just got lucky, this is simply the opinion of some regular dude in Steve’s comment section). The latest article by Steve seems sound to me and I’ve allocated some of my portfolio to some of the tickers he mentioned here. I can’t promise anything, but I can’t tell you I’m very optimistic for the future.
Apologies for the long post, but I wish you, myself, and the rest of us the best of luck! May we all succeed together!
Search for “wall_street_trapper” on Instagram and on YouTube. Those are the platforms he is on.
As I mentioned he also has a Patreon and that’s where he gives updates on his trades and the thought behind them. His YouTube channel is mostly dedicated to breakdowns he does of the market.
I don’t actually watch his YouTube much anymore because he gives lots of mindset advice, which is helpful but not what I personally need to make trades. On IG and YouTube he only discloses small portions of his portfolio so I mainly keep with him on his Patreon.
Full disclosure though, I’ve made much more by investing in the REE stocks that Steve has brought my attention to. I’ve made thousands following the plays given by Wall Street Trapper, but I’ve made thousands more in UUUU and USAR. Funny enough, just last week Wall Street Trapper caught onto USAR and made a play which has been doing spectacularly well.
Steve, my friend, I just got married Saturday and I can’t thank you enough. Long story short: my fiancé trusted me enough to take over her fidelity account in March. I knew nothing about stocks, but she knew I was a researcher and took finances very seriously, though I was never in stocks before. I just want to thank you from the bottom of my heart. Because fortunately, I found you. I have a small account. It was at about 9k. I’ve been able to double that with your help. And tomorrow is looking as green as ever, so I know it’ll be even better than that in the next few weeks. Man, THANK YOU! And everyone be aware that for sure there’s tons of scams imitating our generous friend Steve. Look at the handle of the name. If it isn’t like his profile exactly, it’s a scam. I’ve gotten so many scams reaching out because they see I follow the real Steve. (Who isn’t Steve from the Wes Anderson film haha one day I hope we know your name man. But the humility is refreshing)
Anyways, thanks a bunch. I pray we all can have what we need to care for those we love.
Sec. of the Treasury Scott Bessent discussing REE processing and refining:
“We are going to do the equivalent of an Operation Warp Speed to get security in this rare earth processing and at the same time we are going to guarantee floor prices for the processing for the refining, because you cannot have a free market when there is a non-free market state actor destroying capacity.” Time stamp12:43
Good news for UCORE and Energy Fuels and anyone else who is refining or separating REE.
Exactly. And as I suspected we are going to see some volatility now that REE finally made the front page of CNBC, Fox, and Reuters. Becoming mainstream (Banks, hedges and traders) has its pros and short term cons. I’ll be DCA the dips as they come.
I’m really confused on how this message can be considered a bad thing, resulting in what we’re seeing today across the industry. I get we should expect pullbacks, especially after the last few weeks, but this is one of the most beneficial updates we’ve seen so far for the rare earth industry in the US. Any thoughts on that from you or @Steve Zissou ?
Are you sleeping? Some volatility? The whole sector is tanking like hell, due to the ABAT collapse thanks to Government intervention. They are shooting in their own foot as investors are scared away now and will not return taking their money with them. Trump will be ‘happy’ about this, needs Elon back to clean it up again.
That is funny, but unlikely. Yeah it makes sense we would see some declines. The run up is so big that even stocks down 25% today are still up 52% + for the last 5 days. So may catalysts have not even been realized yet:
Final price floors
Government investment in heavy, graphite, antimony, germanium etc.
This is just the market makers flushing out the retail investors, so that they could buy lower for the big announcements next week. It’s almost like people forget what happened just last Friday, huge crypto liquidation.
This shakes out stop losses and scared investors who just piled in. Thesis does not change at all, if anything Bessent and Greer’s comments this morning strengthen. It is really no coincidence to me that once their comments were made this morning, the rinse started happening. I happily bought some more UUUU and UAMY mid-afternoon!
This isn’t market makers flushing out retail investors, comments like this belong to the meme stock crowd. You have to expect to see sellers after gains. Its not nefarious its just standard price action.
I strongly disagree Josh. There are huge announcements on the horizon, and Steve has made this a popular sector for retail. Lots of retail people who have done zero research and chasing lotto tickets, who then get scared when they see their positions down 20-30%. They set stop losses and get pushed out. Nobody said it is nefarious, it simply is how the market works. My father works in high frequency algo trading, I feel pretty confident in my stance! :)
Feel free to go research the crypto liquidation of October 10th, 2025 for similar action. Not just “standard price action”. Wishing you the best of luck in your investing adventure!
The rinse is over for this week. Went back and tested the .5 Fib this morning and rocket shipped back up. They figure they got who they are going to get out.
I appreciate how you list it all out in detail. I'm sure the swings will shake a lot of people's resolve who aren't completely eyes wide open and lack the conviction to stay the course. This is where it is helpful to have really done the research and believe in the theory. It will be a wild ride for sure but I'm here for it.
Steve...we are so grateful for your research and generously sharing your insights. I have never been so excited to watch another "regular guy", albeit super intelligent, grow his portfolio! I hope you are able to do something great with the funds!
Thanks for these clear, well thought out strategy posts. Its been a wonderful insight into how to really research these things properly rather than hype nonsense, and the strategy ive formed is working out so far. At this rate in about a year I’ll be opening my animal shelter!
Excellent write up and I could not agree more with your approach. Defense and GDP risk are clear overlapping circles that need to be analyzed and that is exactly what you did. Australia will also be helping European governments as well as the U.S.. I believe Arafura has off-take partners in Germany.
I was already invested in CBBHF, ASMMF, IXRRF, ELMTF and I will research and buy into the others discussed here as needed. Thank you!
@Steve Zissou I am unsure of how you’re structuring your new non-profit but it occurred to me last night that you would not be short of others who would wish to contribute to it (eg, everyone here) so it may be something worth considering.
I for one would be delighted to chuck in some money (that you made for me) to aid and abet your new organisation.
Perhaps it could run alongside, a separate Goodwill Fund, funded by us - the crew of your boat - and this fund can be used to help people/charities/outposts that you choose (outside of your non-profit).
Be a lovely way for us all to give something back, especially via someone we trust.
JP Morgan is going to invest 1.5 trillion in critical industries which includes critical minerals. This is incredibly bullish. Also they are investing in other critical industries like nuclear and battery tech amongst other things. Have you considered looking at other industries? Like maybe further along in the nuclear supply chain. Apparently centrus energy is the only publically traded company that is enriching uranium and they are a US company.
Centrus are using old and expensive centrifuge tech. I would suggest looking at SLX.ASX (They also have a tradeable ticker in the US). they have 51% ownership of GLE who are an american company. Cameco own the other 49%. LEU is Americ’s biggest bottle neck at the moment which GLE can solve
Technology does work at full scale. They’ve produced 100Kg’s or so and are now awaiting TRL6 approval by the end of the year. Kicker is Cameco have begun contracting LEU now **wink wink that they are confident they can produce. DoE are also expected to announce 900M USD of funding to 1 or 2 LEU companies. I imagine GLE will be getting a chunk of this. After all is said and done by 2030 when production is going, with royalties on the CAMECO revenues and their own revenues from the partnerships, dividends are looking to be about 2-3 AUD/share in SLX. If it all goes to plan, the company is a cash cow with the lowest AISC to produce LEU
cameco have begun to sell LEU out on the futures curve, this LEU is coming from GLE. MEans Cameco are confident the whole process works and will produce.
$32k → $103k as of closing today. Peaked at $111k during todays highs. Non stop winning! Wild to see this go up $17.7k in a day when it only started out at $32k three months ago. This sector is bananas, and just with shares!
Steve ✨💕💕 you’re living proof that natural smarts + well researched knowledge = to the moon! Been following you for a month and while it’s not much by most peoples standards, I’ve made 100k and for us it’s life changing! Much love to you!
Steve, thank you for all that you’ve done for myself and everyone else. I was able to set aside some of the profits from these past few weeks for an engagement ring! Next stop is a home! Thank you again, you’ve changed mine and countless others lives because of your work <3
Send a picture of the ring when you get it if you want! So I can say “wow!” Congratulations
I get married in the next 6 months or so. I might be able to retire this woman because of you and all the others in this space. Thanks either way.
amazing, both of you
Steve, do you have an exit strategy? I don’t get shaken by volatility much so I don’t think I’ll try to time my entry/exit but just curious how you plan your entries/exits?
Real quick for those that weren’t in these names before Friday. A deal will be reached between china and US because China has leverage (for now) so use that to your advantage and wait for a pull back so you don’t become exit liquidity for the algos. It seems a lot of people have eyes on Steve so please be careful and don’t just blindly buy into these names. Just like Steve said you don’t want to be shaken out if these names drop 20-30% in a day.
Just to add on to this, do your DD and invest in the ones you think will come out on top (and if you aren’t sure then diversify) because undeniably there will be a demand for these companies from all western allies. And the supply chain risk is real, the US is not going to back off securing its own supply.
Have conviction and hold, or take your profit and leave. Have enough money for a massive pullback in case algos and a major news events shakes this up. This is a volatile ride we are in for.
These stocks have been going up 10-15% per day. If I waited for a pullback, I would’ve lost out on like 80% gains last week alone. I think the pullback will come, but the China meeting is still a couple of weeks from now, I don’t expect a deal until then.
Can you elaborate what you mean by „wait for a pull back so you don’t become exit liquidity for the algos“? I‘m not well versed in stock terminology. Thank you kindly
A good rule for those who are new to trading is to always take a second to really think about their risk profile before FOMO’ing in hoping the train hasn’t left the station.
I saw Steve’s stuff months back. I thought little of it and many scoffed. But he clearly knows what he is talking about and trusted his thesis (as shown by his results)
A lot of people of come here recently after seeing his insane successes. The vast majority here won’t understand the sector, me included, a lesser amount won’t really understand trading that much (also probably me lol).
If you aren’t a full time trader but see this and try to jump on board you may, I stress may, be jumping in nearer the high point without knowing it as the short term run has already happened. So you don’t want to buy in and then after the meeting with china a deal is struck and other holders dump the stock having already made some profit.
You can buy in now, the price may go up or down, certainly in the short term (a deal with china). If you don’t want these losses but still feel there is long term potential (many here are inexperienced in the sector so in essence trusting Steve’s thesis) then wait for a likely deal and the stocks to drop then buy in then as you will come in at a lower price point and play a long game as the general view is the US will want long term security and limited reliance on china and thus this sector will grow in the future.
Thank you for such a thoughtful and complete response.
I’m curious. Where or how did you come across Steve’s stuff months back? And why didn’t you give it much consideration? I ask because I came here after seeing his results on Reddit and wonder how we might find and follow the “next one/steve”
In all seriousness I know everyone who sees this has panic and FOMO (me included) but really you will only find the ‘next one’ one of a few ways.
1. Read through a lot of stuff people say, 99% will absolute dross but you might find one AND THEN do your own DD. If it makes sense and it hasn’t popped yet you make a gamble and throw money in hoping it will eventually take off.
2. You blindly follow any tip on Reddit and throw money at random things hoping it takes off. This is not a good strategy unless you are loaded and are doing it for fun or.. get unbelievably lucky and come out with a profit somewhere.
3. You are the next one. You find something. You research it and trust your gut. Go hard in the sector/company and your thesis plays out correct.
There is no golden ticket to find the next thing, be at the very start or just before it explodes, do absolutely no DD and have the guts to go all in on a random play that you DON’T KNOW is about to explode.
Hindsight is 20/20, so many things in my lifetime I could have been in on the ground floor but at the time it was that, on the floor, along with 1000’s of other stocks that also.. went nowhere.
Read, research, make a thesis and then trust it.
Otherwise.. suppose you need to see what suddenly explodes and try and jump on early.
Amazing reply thank you.
3. You are the next one. You find something. You research it and trust your gut. Go hard in the sector/company and your thesis plays out correct.
— I keep imagining that professional investors have already done diligence and research and would spot opportunities better than I ever could, then price it in. So how can your average investor possibly compete?
Wait for the market prices to come back down from their highs, so you aren't overpaying for a particular stock
His pf probably hit over 50mm with some of these tickers today. They are thinly traded otc stocks
100% agree with you, Trump can’t afford to not get REEs from china from the time being. I’ve got a bit in the market, waiting till that pullback to really go in.
Where are people finding these new ASX picks? I’m using IBKR and can only find one.
Make sure you have turned on permissions for Australia, in your settings. You’ll also want to pay $11 a month for ASX market data. Search for the companies by name as the symbol is different.
I’m eyeing this Friday or next Friday. What do you think?
It has been volatile indeed for last 2 days
As far as we know, he's in this for the long haul. Probably through 2027, I would think. It's going to be at least another 2 years before the supply chain can really be fleshed out and functioning. There will almost certainly be a pullback after Trump's meeting with Xi, but I only see that as an opportunity to buy more!
Funny enough, I had been investing in this sector (primarily MP) before Steve had posted anything at all, and seeing his early posts regarding MP initially only further validated my convictions.
I’ve come to the same conclusion and feel like him still being in shows that and think he’s stated in the past that this is still early days (although with everything already run up 100s of % there’s going to be pullback). However, this is a problem that isn’t going away and is a matter of national security. Also, metals refining is dirty work so having someone else do it has added benefits of the pollution being outsourced too, so the focus on AUS seems like a good one, not just in terms of the spin up time for onshore efforts.
I’m buying in now, knowing full well it may drop short term, because I’ve been dipping a toe in for over a month and now kicking myself I didn’t just commit because it think the long term aspect is sound. Mining shall be the speculative 10% of my portfolio that I hope will grow to 90%, but I can live with if it goes to 1%.
will he TACO?
Trump is determined to secure a new, permanent trade deal with China, but they're by far the most difficult to deal with. Whether or not there's a temporary pullback will depend on China easing is recent restrictions on its own mineral export supply to the US, or maintaining those restrictions.
actually the most probable short-term outcome right now: a healthy retracement after a strong run-up in U.S. critical-minerals and defense-aligned names.
ebuy on dips near support:
MP around $83–86
UUUU around $21–22
?
You’ve made me money I never would have made if I hadn’t ever read your articles. I apologize for a snarky remark I made on one of your other posts. I’ve been burned in the past from others.
You’re the real deal, and I’m glad you’ve made as much as you have and that you plan to use it for the greater good. Looking forward to future updates!
It’s all love! I’m glad for your successes!!
Steve, I didn’t even have $10K in my trading account at the start of the year. Today, I crossed the threshold into six figures and had my biggest single day gain I’ve ever had in the market (well into a five figure gain and a +30% gain of my entire portfolio). Please let us know when your non-profit is up and running. I’d like to donate a few thousand as a thank you 🙏🏼
Please continue to update us, and may we all continue to gain 🙏🏼
Hey Brosiden, First of all Congratulations! I am in the position you probably found yourself a while ago, curently still handling (only) 7k. I was wondering how you did this? What kind of leverage did you use? What was your strategy? And the question everyone asks themselves: am I to late? Thank you in Advance!
I’d be lying if I said I achieved this by doing anything other than standing on the shoulders of giants. Steve being the greatest giant of them all.
My portfolio really only started to grow when I began trading options in July. Since then I’ve seen massive growth by following Steve and another trader—The Wall Street Trapper. I joined the latter’s Patreon in July and that got me started in options trading. A week or two later I found Steve
I’ve done my best to not chase stocks, but rather take the time to “trust but verify.” For example, I would read the due diligence (DD) completed by Steve and other traders far more experienced and knowledgeable than myself. Then I’d verify for myself if I felt these investments were worthwhile. Once I deemed they were, I would take a position based upon how much risk I was willing to tolerate. However, I didn’t jump into every position or stock that the people I follow did. There were times where I simply didn’t believe in a position, or believed that it wasn’t a great time to enter and decided to wait for a better opportunity in the future instead. Be measured in the positions you take.
The only part of my success I can attribute to myself is my risk tolerance. I’ve been willing to allocate large percentages of my portfolio to the positions I had conviction in (something I learned from Steve’s first write up on his success with his initial investment of roughly 250K in MP and the REE sector) and being willing to tolerate pullbacks and straight up nosedives in my positions and seeing those as opportunities to average down rather than seeing them as signals to exit.
I’ve not won on every trade, but I’ve gained far more than I’ve lost. When I’ve lost, I’ve been willing to take the L believing that my other positions would ultimately take me where I wanted to go.
There is always an opportunity in the market, you must train yourself to see them and find them for yourself. This is a skill, it is trainable and can be learned by everyone.
Lastly, I never tried to chase “fast money.” Even with options I usually gave myself a quarter or more for the thesis to play out, and never expected to make such money as fast as I did.
I just got lucky that I was able to see the value in the knowledge and experience of others like Steve when I came across it on places like Reddit or Instagram.
I wish I had more practical and step-by-step advice to give you. I don’t, I just got lucky.
But to answer your last question: are you too late? I don’t think so. If you look at JP Morgan’s recent $1.5 trillion commitment to various sectors in the U.S. I believe we see a blueprint for the future (but please don’t take my advice, I know nothing, I’m no guru, I just got lucky, this is simply the opinion of some regular dude in Steve’s comment section). The latest article by Steve seems sound to me and I’ve allocated some of my portfolio to some of the tickers he mentioned here. I can’t promise anything, but I can’t tell you I’m very optimistic for the future.
Apologies for the long post, but I wish you, myself, and the rest of us the best of luck! May we all succeed together!
Thank you a Lot!!
Where does “The Wall Street Trapper” live - I’ve searched on substack and reddit and cannot seem to find?
Search for “wall_street_trapper” on Instagram and on YouTube. Those are the platforms he is on.
As I mentioned he also has a Patreon and that’s where he gives updates on his trades and the thought behind them. His YouTube channel is mostly dedicated to breakdowns he does of the market.
I don’t actually watch his YouTube much anymore because he gives lots of mindset advice, which is helpful but not what I personally need to make trades. On IG and YouTube he only discloses small portions of his portfolio so I mainly keep with him on his Patreon.
Full disclosure though, I’ve made much more by investing in the REE stocks that Steve has brought my attention to. I’ve made thousands following the plays given by Wall Street Trapper, but I’ve made thousands more in UUUU and USAR. Funny enough, just last week Wall Street Trapper caught onto USAR and made a play which has been doing spectacularly well.
Steve, my friend, I just got married Saturday and I can’t thank you enough. Long story short: my fiancé trusted me enough to take over her fidelity account in March. I knew nothing about stocks, but she knew I was a researcher and took finances very seriously, though I was never in stocks before. I just want to thank you from the bottom of my heart. Because fortunately, I found you. I have a small account. It was at about 9k. I’ve been able to double that with your help. And tomorrow is looking as green as ever, so I know it’ll be even better than that in the next few weeks. Man, THANK YOU! And everyone be aware that for sure there’s tons of scams imitating our generous friend Steve. Look at the handle of the name. If it isn’t like his profile exactly, it’s a scam. I’ve gotten so many scams reaching out because they see I follow the real Steve. (Who isn’t Steve from the Wes Anderson film haha one day I hope we know your name man. But the humility is refreshing)
Anyways, thanks a bunch. I pray we all can have what we need to care for those we love.
Sec. of the Treasury Scott Bessent discussing REE processing and refining:
“We are going to do the equivalent of an Operation Warp Speed to get security in this rare earth processing and at the same time we are going to guarantee floor prices for the processing for the refining, because you cannot have a free market when there is a non-free market state actor destroying capacity.” Time stamp12:43
Good news for UCORE and Energy Fuels and anyone else who is refining or separating REE.
https://youtu.be/hfq7aE36lgM?si=wCrC0HytrV6N3xhZ&t=763
Saw them use this phrasing months ago and happy they are keeping it. Warpspeed for our portfolios too, I hope! Hah
Exactly. And as I suspected we are going to see some volatility now that REE finally made the front page of CNBC, Fox, and Reuters. Becoming mainstream (Banks, hedges and traders) has its pros and short term cons. I’ll be DCA the dips as they come.
I’m really confused on how this message can be considered a bad thing, resulting in what we’re seeing today across the industry. I get we should expect pullbacks, especially after the last few weeks, but this is one of the most beneficial updates we’ve seen so far for the rare earth industry in the US. Any thoughts on that from you or @Steve Zissou ?
Are you sleeping? Some volatility? The whole sector is tanking like hell, due to the ABAT collapse thanks to Government intervention. They are shooting in their own foot as investors are scared away now and will not return taking their money with them. Trump will be ‘happy’ about this, needs Elon back to clean it up again.
Thank you for sharing this! 🧘🏻♀️
Cool, just a pullback then. For a minute, I thought Steve sold his whole portfolio this morning!🤣
That is funny, but unlikely. Yeah it makes sense we would see some declines. The run up is so big that even stocks down 25% today are still up 52% + for the last 5 days. So may catalysts have not even been realized yet:
Final price floors
Government investment in heavy, graphite, antimony, germanium etc.
Australian/EU gov investment
Section 232
Off-take agreements
Corporate investment
EXIM loan distributions
DOE/DOW grants
CHIPS act money
Strategic reserves
This is just the market makers flushing out the retail investors, so that they could buy lower for the big announcements next week. It’s almost like people forget what happened just last Friday, huge crypto liquidation.
This shakes out stop losses and scared investors who just piled in. Thesis does not change at all, if anything Bessent and Greer’s comments this morning strengthen. It is really no coincidence to me that once their comments were made this morning, the rinse started happening. I happily bought some more UUUU and UAMY mid-afternoon!
This isn’t market makers flushing out retail investors, comments like this belong to the meme stock crowd. You have to expect to see sellers after gains. Its not nefarious its just standard price action.
I strongly disagree Josh. There are huge announcements on the horizon, and Steve has made this a popular sector for retail. Lots of retail people who have done zero research and chasing lotto tickets, who then get scared when they see their positions down 20-30%. They set stop losses and get pushed out. Nobody said it is nefarious, it simply is how the market works. My father works in high frequency algo trading, I feel pretty confident in my stance! :)
Feel free to go research the crypto liquidation of October 10th, 2025 for similar action. Not just “standard price action”. Wishing you the best of luck in your investing adventure!
Well stated Mr Foreman.
I agree. More UUUU, UAMY, UCORE, ABAT, METC, NB on my end.
Whatever we call it, whatever this is, it's shaking out the idiots.
If you have conviction in the data as opposed to blind faith then you hold and ride the rollercoaster.
The rinse is over for this week. Went back and tested the .5 Fib this morning and rocket shipped back up. They figure they got who they are going to get out.
Yup, we might have hit some turbulence but still lots of growth to go.
I appreciate how you list it all out in detail. I'm sure the swings will shake a lot of people's resolve who aren't completely eyes wide open and lack the conviction to stay the course. This is where it is helpful to have really done the research and believe in the theory. It will be a wild ride for sure but I'm here for it.
I think Steve doubled down today @Steve Zissou
Discovered Steve last Friday after market close. Now I have to wait/pray for a pull back to enter 😅 Hopefully there a lot more to come with ASX
Welcome to ASX Steve, Happy to have you 🇦🇺
Steve...we are so grateful for your research and generously sharing your insights. I have never been so excited to watch another "regular guy", albeit super intelligent, grow his portfolio! I hope you are able to do something great with the funds!
Thanks for your valuable insight Steve, you save lives out here and I hope you know that.
Thanks for these clear, well thought out strategy posts. Its been a wonderful insight into how to really research these things properly rather than hype nonsense, and the strategy ive formed is working out so far. At this rate in about a year I’ll be opening my animal shelter!
Excellent write up and I could not agree more with your approach. Defense and GDP risk are clear overlapping circles that need to be analyzed and that is exactly what you did. Australia will also be helping European governments as well as the U.S.. I believe Arafura has off-take partners in Germany.
I was already invested in CBBHF, ASMMF, IXRRF, ELMTF and I will research and buy into the others discussed here as needed. Thank you!
These names are up an insane amount this morning like the algos or big money is watching Steve lol
If I have to testify before congress dressed up as bill murray I swear…
Soon you will be able to pay Bill Murray to testify for you as your IRL avatar.
You might have to go undercover when dropping research like this hahaha
LOL no. You followed the clues Reuters laid out and did the deep research necessary to uncover the rest!
@Steve Zissou I am unsure of how you’re structuring your new non-profit but it occurred to me last night that you would not be short of others who would wish to contribute to it (eg, everyone here) so it may be something worth considering.
I for one would be delighted to chuck in some money (that you made for me) to aid and abet your new organisation.
There was a thread on reddit about this too! It may be a minute until it’s up and running but I’ll definitely keep you posted 💕
Perhaps it could run alongside, a separate Goodwill Fund, funded by us - the crew of your boat - and this fund can be used to help people/charities/outposts that you choose (outside of your non-profit).
Be a lovely way for us all to give something back, especially via someone we trust.
What is the non-profit?
Hey Steve did you see this?
https://www.jpmorganchase.com/newsroom/press-releases/2025/jpmc-security-resiliency-initiative
JP Morgan is going to invest 1.5 trillion in critical industries which includes critical minerals. This is incredibly bullish. Also they are investing in other critical industries like nuclear and battery tech amongst other things. Have you considered looking at other industries? Like maybe further along in the nuclear supply chain. Apparently centrus energy is the only publically traded company that is enriching uranium and they are a US company.
💕!
Centrus are using old and expensive centrifuge tech. I would suggest looking at SLX.ASX (They also have a tradeable ticker in the US). they have 51% ownership of GLE who are an american company. Cameco own the other 49%. LEU is Americ’s biggest bottle neck at the moment which GLE can solve
Hi Chris. Do you know the name of the tradable ticker in the US? Is this the same as SILXY - Silex systems?
Yes it is SILXY on the US markets
Great find. I did some research and if the technology works that company could be big. It seems like they are a ways away but it’s still cool
Technology does work at full scale. They’ve produced 100Kg’s or so and are now awaiting TRL6 approval by the end of the year. Kicker is Cameco have begun contracting LEU now **wink wink that they are confident they can produce. DoE are also expected to announce 900M USD of funding to 1 or 2 LEU companies. I imagine GLE will be getting a chunk of this. After all is said and done by 2030 when production is going, with royalties on the CAMECO revenues and their own revenues from the partnerships, dividends are looking to be about 2-3 AUD/share in SLX. If it all goes to plan, the company is a cash cow with the lowest AISC to produce LEU
What do you mean cameco have been contracting LEU? Anyway dude you’ve sold me. I’m gonna buy some. I hope you’re right.
cameco have begun to sell LEU out on the futures curve, this LEU is coming from GLE. MEans Cameco are confident the whole process works and will produce.
$32k → $103k as of closing today. Peaked at $111k during todays highs. Non stop winning! Wild to see this go up $17.7k in a day when it only started out at $32k three months ago. This sector is bananas, and just with shares!
what did u buy from this article today and how long are you holding 😊
got a question if i buy rn like or either tmrw too am i late or there is still big pump gonna happen this week after steve dropped this artricle ?
Steve ✨💕💕 you’re living proof that natural smarts + well researched knowledge = to the moon! Been following you for a month and while it’s not much by most peoples standards, I’ve made 100k and for us it’s life changing! Much love to you!
Just as Bill Murray has cemented his status as a national treasure, I nominate Steve for the same status.
Thanks Steve, as an Aussie down under, I love seeing you dig deep into the ASX!