FRD · Friedman Industries Inc. · Stock research

UUUU

Energy Fuels Inc.

Rare-earth ex-China narrative ACCELERATING: 2026-06-18 OSC $725M loan + 2026-06-23 $1.9B VAC magnet-maker buy build a mine-to-magnet platform ahead of the 2027-01-01 US defense magnet ban. But VAC's 65.853M new shares reintroduce ~30% dilution and market cap faded $3.86B→$3.46B (Jun 23→Jul 3). Bases near ~$16; a weekly close under $15 round-trips the pop.

ATI

ATI Inc.

Titanium/superalloy aero-defense supplier re-accelerating: broke to a fresh 52-week high $203.60 (2026-06-20), now digesting above the reclaimed $183.30 shelf while Street targets ratchet to $211–$215. The confirmed 2026-07-30 Q2 print is the binary gating a fresh long.

MP

MP Materials Corp.

China's 2026-06-22 export curbs naming MP directly re-fire the scarcity premium just as the government-equity meta-theme broadens into AI/quantum/drones; the only scaled ex-China integrated producer with a DoD price floor. Acceleration is real, but mainstream arrival (Cramer 06-22, Goldman/Needham 06-01) is the saturation watch.

MRX

Marex Group plc

Roll-up compounder broke out to a new all-time high ($64.23 on 2026-06-26), clearing the $57.43 consensus PT and the prior $58.62 high price now leads every published target. Record Q1 (+48% rev), a second $500M raise (hybrid notes closed 2026-06-09) refilling the M&A war chest, and the Bermuda redomicile effective 2026-07-01 keep the narrative accelerating.