Apple’s $500M Secret Deal 🤫

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APPLE’S $500M SECRET DEAL 🤫 

Apple is making a rare move. Literally.

The $3T tech giant just confirmed a $500M deal with MP Materials — the operator of the only rare earths mine in the U.S.

(BTW I called out $MP ( ▼ 3.25% ) as a buy on our June 11th newsletter right here. It’s up OVER 90% since then. Let me know if you profited from that call!)

Let’s break this down:

Apple Wants Local Magnets

Apple uses rare earth magnets in everything from iPhones to AirPods. Right now, most of those materials come from China. Tim Cook doesn’t love that.

So Apple’s now partnering with MP Materials to build a U.S.-based, fully recycled magnet supply chain.

Here’s the plan:

• Rare earth feedstock gets recycled at MP’s mine in Mountain Pass, California

• That recycled material goes to a factory in Fort Worth, Texas

• The Texas plant churns out magnets for future Apple devices

• Apple sleeps better knowing their magnets are “freedom-sourced”

From Trash to Tech

The magnets will be made using recycled materials from things like old motors, headphones, and busted electronics.

MP and Apple are also teaming up to build a new rare-earth recycling line in California. It’s a full-circle magnet economy.

This means less dependency on foreign supply chains, more jobs in the U.S., and magnets with a clean conscience.

America’s Getting Magnet-Pilled

The U.S. Department of Defense is already in a public-private partnership with MP to boost domestic production. Now Apple’s joining the party with half a billion in backing.

MP’s Fort Worth facility is going to level up big time. Think fewer hard hats, more high-tech labs with white coats yelling “We need more neodymium!”

So When Do the Magnets Start Shipping?

MP says production will ramp up by 2027 and scale to support hundreds of millions of Apple devices.

That’s not a typo. Hundreds of millions.

This isn’t just a sustainability move. It’s Apple locking in the future of its hardware supply chain. Smart move for them. Big win for MP shareholders.

TLDR

• Apple just dropped $500M to secure a domestic rare earth magnet supply

• MP Materials will recycle old magnets and turn them into new ones for Apple devices

• Texas and California are the new magnet capitals of the U.S.

• The Department of Defense is involved, so you know it’s serious

• First magnet shipments start in 2027

1. Ride the U.S. Magnet Boom
Apple’s $500M backing gives MP Materials a demand pipeline for years. That’s a tailwind for domestic rare earths.
📌 Action: Buy-and-hold MP Materials $MP ( ▼ 3.25% ) ahead of 2027 production ramp. Accumulate on pullbacks and monitor Apple-related news.

2. Back the Recycling Supply Chain
This isn’t just mining. It’s recycling. Apple’s plan leans heavily on converting e-waste into rare earth magnets.
📌 Action: Research and invest in e-waste recyclers like Li-Cycle $LICY ( 0.0% ) or Aqua Metals $AQMS ( ▲ 2.83% ) as complementary plays.

3. Play the Made-in-America Trend
The U.S. is clearly trying to onshore critical tech materials — with DoD backing. Other companies could follow Apple's lead.
📌 Action: Build a watchlist of U.S.-based critical material companies like Livent $LTHM ( ▼ 8.53% ) and Lynas USA, and buy on partnership or funding news.

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BANNED. BLOCKED. BACK AGAIN. 🪃 

Advanced Micro Devices $AMD ( ▼ 0.95% ) just pulled a fast U-turn on Wall Street’s mood board.

After months of sweating over export bans and regulatory red tape, AMD just got the all-clear from the U.S. government to ship its MI308 AI chips to China again.

That approval shot AMD stock up over 7% on Tuesday. Investors were clearly in the mood for celebration. Somewhere, a Wall Street trader just high-fived a monitor.

What changed?

AMD told Bloomberg that the U.S. Commerce Department is now reviewing license applications for the MI308 chips. Translation: the ban hammer has been swapped out for a paperwork folder.

This is a sharp turnaround. Just a few months ago, AMD warned that the China restrictions could hit them with an $800 million sucker punch. The company even paused shipments of its AI chips to China after new licensing rules kicked in.

Wait... wasn't this locked down?

Yep. Under the Trump administration, these kinds of chip restrictions weren’t just policy — they were gospel. But the vibe has shifted. Recent high-level powwows suggest that tensions between the U.S. and China are starting to cool off, at least in the AI hardware department.

Case in point: Trump recently had a meeting with Nvidia CEO Jensen Huang. Coincidence? Not really. Huang is now in Beijing, set to meet senior Chinese officials at a major supply chain expo. He’s also hoping to get export licenses for Nvidia’s H20 chips.

Why this matters:

AI is the new oil, and GPUs are the rigs. AMD and Nvidia can’t afford to be locked out of the Chinese market. It’s a massive chunk of the demand pie. With the U.S. signaling a softer stance on export licenses, both companies might be able to cash in without stepping on political landmines.

TL;DR

• AMD stock jumped 7% after the U.S. said it’ll review MI308 chip export licenses to China

• The company had warned earlier this year that restrictions could cost up to $800M

• This marks a policy shift from hardline Trump-era chip bans

• Nvidia’s CEO is in Beijing, hoping to score export approval for its own AI chips

• Looks like the AI arms race in China might be back on — with Uncle Sam’s permission

1. Ride the AMD Recovery
AMD just dodged an $800M bullet by resuming chip sales to China. That’s a big revenue stream coming back online — and markets are just waking up to it.
📌 Action: Accumulate $AMD ( ▼ 0.95% ) shares during pullbacks and hold through earnings. Watch for bullish analyst upgrades in the coming weeks.

2. Bet on the China AI Reboot
If AMD’s getting licenses, Nvidia might be next. U.S.–China chip tensions are thawing — that’s bullish for high-end GPU makers with Chinese exposure.
📌 Action: Buy shares of Nvidia $NVDA ( ▲ 0.63% ) and Taiwan Semi $TSM ( ▲ 0.88% ) to front-run potential export green lights.

3. Boost AI Infrastructure Exposure
More AI chips flowing into China = more AI infrastructure spending. Think server farms, datacenters, and cooling solutions.
📌 Action: Add exposure to stocks like Arista Networks $ANET ( ▼ 0.16% ) or Super Micro Computer $SMCI ( ▲ 1.43% ) that benefit from AI buildouts.