A major Wall Street bank just flipped bullish on a rare earth miner, citing Washington's push to break free from overseas supply chain strangleholds. The upgrade comes as policymakers scramble to secure domestic sources of critical minerals—stuff that powers everything from EV batteries to defense tech. Analysts point to this particular stock as America's best bet for reducing reliance on foreign-dominated rare earth markets. With global supply chains getting messier by the quarter, positioning in this sector could be a strategic play. No link between crypto mining rigs and rare earths? Think again—chip fabrication depends on these materials heavily.