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Last century, wars were fought over oil. The 21st century will be won or lost on rare earth elements. These minerals are the "digital gunpowder" of modern dominance, powering robotics, AI data centers, and the F-35 Lightning II, which requires 920 lbs. of rare earths just to stay in the sky. And in today's warfront, the dependency is existential. In 2024, 97% of the 1.2 million drones produced for the Ukraine conflict relied on heavy rare earth magnets processed in China. The bottleneck isn't the minerals themselves. As President Trump put it, "There's no such thing as rare earths. There's rare processing." Nearly all global refining equipment is built, coded, and controlled overseas - a dangerous chokepoint that could be cut at any time. REalloys (NASDAQ: ALOY) is working to bring that leverage back to North America. The company's strategy spans the full supply chain, from mineral sourcing to refining to magnet manufacturing. While giants like MP Materials focus on high-volume light elements, REalloys is targeting the heavy rare earth market critical to advanced defense and aerospace. With a proprietary tech stack that's 100% independent of Chinese equipment, paired with an AI-optimized refining engine, the company plans to deliver 99.5% purity metals required for the next-generation. See how REalloys (NASDAQ: ALOY) is building |
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Tomorrow Investor |
Bonus content from AltIndex:
Politicians Quietly Loaded Up on AI Infrastructure Stocks Before the Boom
While retail investors chased headline AI stocks, several U.S. politicians were positioning themselves in the less glamorous (but far more explosive) companies building the AI backbone.
New AltIndex data shows that several U.S. politicians systematically bought companies across the entire AI infrastructure supply chain months before massive government subsidies and industry tailwinds sent these stocks soaring. Buys included key companies handling chips, fiber optics, power generation, and data center cooling.
The results are staggering: some trades are now up between 190% and 360%.
Not financial advice. Always do your own research. Past performance doesn't guarantee future results.
How Politicians Positioned Across the AI Infrastructure Stack
Rather than betting on flashy AI applications, the trades focused on the underlying systems required to run AI at scale. The purchases in early-to-mid 2025 show consistent exposure across every critical layer of the AI infrastructure buildout.
The Nervous System (Optical Networking): Ciena Corp (CIEN) is the standout performer. McClain’s June 2025 buy is currently up 364%, as Ciena’s optical hardware became the global standard for high-speed AI data center interconnects.
The Skeleton (Fiber & Connectivity): Corning (GLW) was a favorite on both sides of the aisle. Representatives Rob Bresnahan, Marjorie Taylor Greene, and Josh Gottheimer all established positions in the fiber-optic giant. Since then, the stock has climbed over 230%, buoyed by federal mandates to expand high-speed data infrastructure.
The Top "AI Trade" Performers
Red Flags: Strategic Foresight or Inside Information?
The throughline across these trades isn’t just sector exposure—it’s the timing relative to government policy.
The Supply Chain Cluster: In April 2025, three politicians (Jefferson Shreve, Tony Wied, and Marjorie Taylor Greene) all bought Lam Research (LRCX) within a 30-day window. This occurred just as federal investigations began regarding the expansion of the CHIPS Act to include deeper subsidies for wafer fabrication equipment.
The Infrastructure Pivot: In the same month, Michael McCaul (Foreign Affairs Committee) and Rob Bresnahan bought GE Vernova and Corning. These companies were the primary beneficiaries of the "Clean AI Energy" initiative and subsequent Presidential Proclamations which prioritized domestic power solutions for data center hubs.
Don’t Just Watch the Moves. Track Them.
The bigger story here isn’t just that certain politicians generated triple-digit returns. It’s that major structural shifts — AI infrastructure, domestic manufacturing, power generation, supply chains — often show up in capital allocation before they dominate headlines.
The investors who win aren’t the ones reacting to hype. They’re the ones tracking early signals.
AltIndex monitors Congressional trades, insider buying, job posting growth, Reddit momentum, sector rotation, and thousands of alternative data points across 2,500 stocks. When multiple signals begin to align — whether in semiconductors, power infrastructure, or emerging AI plays — you see it in the data.
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Disclaimer: This analysis uses publicly disclosed trading activity and historical market data to identify patterns in investment performance. Correlation between political roles and stock trades does not imply causation or wrongdoing. The insights presented reflect data-driven observations, not legal conclusions or allegations.
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— Brandon & Blake
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The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance is not indicative of future results. All investing involves risk, including the loss of principal.
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