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MP Materials

MPBullish

Mines and processes rare earth materials used in magnets, electric vehicles, and defense applications.Yahoo Finance ↗mpmaterials.com ↗

1 take · first discussed Oct 17, 2025

Stock since first call
-30.2%
$80.79 → $56.42
Current call
Bullish-30.2%
since Oct 17, 2025✗ wrong so far· stance 236d old
anchored Oct 17, 2025 · as of Jun 11, 2026

The tape vs. the takes

Every call, plotted at the price the day they made it.

$80.79$45.59CChamath — bull — Oct 17, 2025Oct 17, 2025Jun 11, 2026
letter = host · click for the quote

Where they stand now

ChamathChamath
Bullish

Chamath argues MP Materials and similar US rare-earth producers are strategically essential and that government-backed take-or-pay agreements and strategic reserves are the necessary structure to protect them from Chinese price dumping, making the investment viable.

E247 · Oct 17, 20251 take ↓

The discussion

Among the hosts, only Chamath has offered a view on MP Materials, expressing high conviction bullishness as of October 2025. He argues that the company is strategically essential to U.S. supply chains and that its viability depends on structured government-backed or OEM-backed take-or-pay agreements — citing MP's deal with General Motors as a model — which shield domestic rare-earth producers from Chinese price dumping. Because only one host's thesis is available, no cross-host agreement or disagreement can be assessed.

How they got there

ChamathChamath1 take since Oct 17, 2025
BullishE247Oct 17, 2025⚑

Chamath argues MP Materials and similar US rare-earth producers are strategically essential and that government-backed take-or-pay agreements and strategic reserves are the necessary structure to protect them from Chinese price dumping, making the investment viable.

MP has a deal with General Motors, one of my businesses that makes LFP cathode, same deal with GM. You do what's called a take or pay, which means that General Motors steps up and says, great, I will buy X amount of volume from you at Y”28:10
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.