$REMX

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1. 2026-01-27 个股论点 $REMX

   推荐关键材料ETF $REMX，认为其板块敞口良好。

   @estcstfreedom $REXM 是一个不错的关键材料 ETF。我还没有仔细查看上述个股的持仓权重，但我相信它对板块的敞口（Exposure）非常好。

   英文原文

   @estcstfreedom $REMX is a good critical materials ETF. I haven’t looked at the portfolio weightings of the names above but I’m sure it’s great exposures to the sector

   详情页 → 原推 ↗
2. 2025-09-17 个股论点 $BITF$MP$NAKA$NBIS$REMX$UURAF

   看好稀土及AI矿企，对比REMX、MP、UURAF等标的。

   鉴于中国的地缘政治风险，我确实看好稀土。特朗普也部署了50亿美元以加速采矿。我在考虑$REMX或$MP的看涨期权，但$UURAF看起来也很有前景，我会进一步研究。我看到的最大缺点是它以加元(CAD)计价。我不太喜欢$NAKA或折价交易(under NAV)的控股公司。Grayscale曾长期折价交易。是的，我之前就知道$BITF。我只是更喜欢$NBIS，但那里有很多其他正在转向AI的矿企。谢谢推荐。

   英文原文

   I do like Rare Earth given geopolitical risk with China. Trump is also deploying $5B to accelerating mining. I was thinking $REMX or $MP calls, but $UURAF looks promising too, I'll look into it more. Main downside I see is that it's CAD. Not much of a fan of $NAKA or holding companies under NAV. Grayscale was under NAV for the longest time. Yeah I knew about $BITF before. I just liked $NBIS more but there's tons of other miners pivoting to AI out there. THanks for the recs

   详情页 → 原推 ↗