The battle of rare earth has just started, and of course would not end so soon. No matter its Trump Always Chicken Out, or China gave up their warrior Wolf attitude, the fighting will last for at least 3 to 8 years. For a lot of people expect that US needs 3 to 8 years to get rid of the control and threat of China in rare earth. That is 3 years later, US started to stand on their own gradually, and 8 years later can set totally free from China.
But how about these 8 years, especially the next 3 years? The fighting still will carry on. Even after 8 years, rare earth still has their importance. No one will say rare earth is useless after 8 years. Because of the demand of chips in Stargate, AI trend, Humanoid Robots, Full Self Driving and Mars Landing Project……, the importance of rare earth will only increase and would not decrease. The demand in the future is expected more than nowadays.
But the most common question that investors would like to ask —– “Is it too late to enter now?” Please refer to the answer of GPT-5 and Grok, when necessary, can refer to Gemini for consultancy. It can be divided into speculation and investment, long term and short term. Above all, the ratio of investment should be around 5% -10% of total investment. Meanwhile, you have to evaluate whether your capital is abundant or not.
The last advice is that for policies of Donald Trump, always need to be up-date, up-hour, up-minute and up-second. This is the most intangible factor.