Rare Earth Stocks in Focus, $GOOGL Investment Case, $GME Insider Buy, $AVGO Buyback, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Rare Earth Stocks in the Spotlight Amid Tariff War
- Arauca Capital: Alphabet ($GOOGL) Investment Case
- $GME Defies Market Crash After CEO Buys In
- Trending Tickers: $AVGO Buyback, $X Deal Doubts, $CVS CFO Shift
Need a reminder of why BBAE? We have one goal: to provide you with exclusive content and data to help you make informed investing decisions. Explore a wealth of market insights and potential investing opportunities that you can’t find anywhere else.
Rare Earth Stocks in the Spotlight Amid Tariff War
President Trump’s recent tariff announcements have triggered a new wave of trade tensions, with China retaliating by tightening exports of rare earth minerals—critical elements used in everything from smartphones to fighter jets. This geopolitical standoff has shifted investor focus to domestic producers like MP Materials and USA Rare Earth. While China currently dominates 70-90% of global rare earth supply and processing, these American companies are positioning themselves as strategic players in the push for supply chain security. MP operates the only active rare earth mine in the U.S., while USAR is developing a fully integrated domestic operation from mining to magnet manufacturing. Read the full article here.
Arauca Capital: Alphabet ($GOOGL) Investment Case
Arauca Capital has established a strategic position in Alphabet through both direct stock ownership and a zero-cost derivatives structure expiring in December 2026. The firm entered when Alphabet was trading at approximately 18x forward earnings, which they consider extremely reasonable for a business with Google’s search dominance (processing 5 trillion annual queries), YouTube’s streaming leadership ($50 billion yearly revenue), and impressive Cloud growth (30% with 17.5% operating margins). Beyond the core businesses, Arauca emphasizes the extraordinary potential of Alphabet’s “Other Bets” divisions, highlighting Waymo’s autonomous driving leadership (vehicles averaging 95,000 miles between human interventions), Isomorphic Labs’ AI-powered drug discovery partnerships ($3 billion in potential value), and Willow’s quantum computing initiatives. The firm characterizes these ventures as effectively “zero-cost multi-strike call options” on transformative technologies, suggesting that at current valuations, investors receive these potentially revolutionary businesses for free while paying a modest multiple for the established, profitable core operations. Read the full article here.
$GME Defies Market Crash After CEO Buys In
GameStop ($GME) surged 11% on Friday, a day when the S&P 500 plunged nearly 6% following Trump’s tariff announcement. The stock’s move came after GameStop CEO Ryan Cohen purchased 500,000 shares at $21.55 each, totaling $10.78 million. The timing and size of the buy sparked attention—especially given the broader market turmoil—underscoring how impactful insider activity can be. Track trades like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $AVGO Buyback, $X Deal Doubts, $CVS CFO Shift
This week, several stocks drew investor attention due to major developments. Here’s a breakdown:
- Broadcom ($AVGO): Broadcom announced a $10 billion share repurchase program, signaling confidence in its long-term strategy and financial strength amid recent stock pressure. The company emphasized its positioning in generative AI and hyperscale infrastructure, with the buyback set to run through the end of 2025.
- U.S. Steel ($X): Political uncertainty continues to cloud Nippon Steel’s proposed $14.9 billion acquisition of U.S. Steel. After former President Trump called for a review of the deal, shares surged, only to reverse course after he reiterated opposition to the company being transferred to Japanese ownership.
- CVS Health ($CVS): CVS named Brian Newman as CFO and reaffirmed its 2025 financial targets, despite a difficult 2024. The leadership changes are part of an effort to restore investor confidence and sharpen execution as the company transitions further into vertically integrated healthcare.
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.
