Jim Cramer: Rare Earth Stocks Are On Fire — And That's The Problem

Rare earth minerals

Jim Cramer wanted investors to rotate out of "quantum/nuke/crypto" hype into real-economy names. But judging by the year-to-date leaderboard, that rotation might have landed in another bubble — rare earths. Stocks around the “Rare Earth Mineral trade are on fire” he said. These miners, refiners, and energy-adjacent plays are soaring, even as most don't produce steady earnings.

• Track the VanEck Rare Earth and Strategic Metals ETF here.