Rare Earth Rally, $PINS Investment Case, $TMQ Insider Trade, $ABAT Milestone and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Rare Earth Stocks Back in Spotlight
- Lakehouse Capital: Pinterest ($PINS) Investment Case
- Trilogy Metals Directors Sell After U.S. Investment Boost
- Trending Tickers: $BE–Brookfield’s Deal, $ABAT’s Lithium Milestone, and $AVGO–OpenAI Partnership
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Rare Earth Stocks Back in Spotlight
Rare earth stocks are back in the spotlight after President Trump reignited U.S.-China trade tensions with threats of new tariffs, triggering fresh concerns over America’s reliance on Chinese minerals. Beijing’s tighter export controls on rare earths, which are vital for EVs, defense systems, and high-tech manufacturing, have sent investors rushing into U.S.-listed miners and processors like $MP, $USAR, and $UUUU. As Washington doubles down on building domestic supply chains, these companies are emerging as key players in the race to secure critical materials for America’s future. Read the full breakdown of the stocks driving this renewed rally. Read the full article here.
Lakehouse Capital: Pinterest ($PINS) Investment Case
Lakehouse Capital’s letter introduces Pinterest as a recent portfolio addition, highlighting it as an undermonetized visual discovery platform with 578 million users where half visit specifically to shop – over twice the rate of other social platforms. Despite this strong commercial intent, Pinterest captures only 1% of the digital advertising market, presenting significant upside potential. The investment thesis centers on CEO Bill Ready’s transformation since 2022, developing performance-based advertising tools including the Performance+ AI suite that has cut campaign creation time in half, with top advertisers now allocating 5-10% of their budgets to the platform. At 18x earnings with over 10% of market cap in cash, Lakehouse views the valuation as attractive for a scaled platform positioned to capture incremental advertising share as its multi-year lower-funnel conversion tools continue unlocking larger advertiser budgets. Read the full article here.
Trilogy Metals Directors Sell After U.S. Investment Boost
Two directors at Trilogy Metals (TMQ) sold a combined 200,000 shares worth about $1.34 million, with one selling 100,000 shares at $6.39 and another 100,000 shares at $7.03 following the company’s explosive surge. The rally came after the U.S. government announced a $35.6 million investment to acquire a 10% stake in Trilogy as part of its plan to advance the Ambler Road project in Alaska—a key initiative to expand access to critical minerals like copper, zinc, and cobalt. While Washington’s move underscores the strategic importance of Alaska’s resource belt for domestic supply chains, the coordinated insider selling signals that executives may be taking profits after the sharp rebound. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $BE–Brookfield’s Deal, $ABAT’s Lithium Milestone, and $AVGO–OpenAI Partnership
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- Bloom Energy ($BE): Bloom announced a $5 billion partnership with Brookfield to build next-generation AI factories that combine computing, data centers, and onsite clean power. The collaboration expands Bloom’s role in powering AI infrastructure with its fuel cell technology.
- American Battery Technology ($ABAT): ABAT completed all baseline environmental studies for its Tonopah Flats Lithium Project in Nevada, moving closer to federal permitting. The site, one of the largest U.S. lithium deposits, is designated a federal priority project under the Energy Dominance initiative.
- Broadcom ($AVGO): Broadcom and OpenAI will co-develop 10 gigawatts of AI accelerator and networking systems starting in 2026. The deal highlights Broadcom’s growing presence in AI hardware and the expanding demand for Ethernet-based AI infrastructure.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
