Defense stocks jumped on earnings this quarter. Big tech keeps raising its capital expenditure (CapEx) guidance for AI infrastructure. Both stories are getting louder. The material that makes both of them possible is getting quieter.
That's the read from Anupam Ghildyal, COO of REalloys Inc. (NASDAQ: ALOY), a North American rare earth company built around what the industry calls mine-to-magnet: owning the deposit, refining it, and turning it into the metal and magnets that defense systems and AI hardware actually run on.
