7 September 2026
Rare earths and critical materials have had a rough year, and an even rougher last few months. But MarketBeat analyst Chris Markoch says the long-term bull case hasn't changed... the US needs these materials, and needs them to come from home. Right now, all three of these stocks are trading under $20. Chris breaks down USA Rare Earth, Energy Fuels, and Uranium Energy Corp... why each one plays a different role in building out a domestic mine-to-magnet supply chain, how the AI buildout and data center power demand are fueling the uranium story, and why he says this is a multi-year, maybe even multi-decade, story that requires patience. We also cover short interest, dollar cost averaging into volatile names like USA Rare Earth, and why Chris thinks pullbacks like this one can be a buying opportunity for long-term investors. 00:00 Introduction 04:08 Stock 1 14:27 Stock 2
