Prism
@unknown

@unknown

@probzunknown · 2 followers

23/yo tech analyst just around and investing into generational companies.

21Posts
5Views
68Likes
58Comments
1Saves

Get new posts by email.

Featured writing

Pinned5/25/2026

The Platform That Will Dominate Domestic & Allied Rare Earths

Most retail coverage of American Resources Corporation, $ARECstill treats the company as a legacy coal operator with a speculative rare earth technology story attached. That framing misses what the company has actually become. AREC is now …

105

Public posts

LatestPopularTopics

No public posts yet.

Communities

AREC

c/AREC

American Resources, ReElement Technologies, and Electrified Materials.

7020
M

c/Macro

Rates, inflation, FX, commodities, and global themes.

40
G

c/General

Market discussion, quick questions, and community announcements.

20
E

c/Earnings

Previews, recaps, and post-earnings analysis.

20

Community posts

c/AREC8/22/2026articleArticle

The AREC Keiretsu

36
c/AREC8/20/2026articleArticle

Marion Has Its Air Permit. Now Comes the Part That Matters.

50
c/AREC8/17/2026articleArticle

Tungsten Is the Next Chokepoint, and AREC Already Has a Way In.

20
c/AREC8/14/2026articleArticle

Why ReElement Is My Slight Favorite for Mrima Hill

32
c/AREC8/11/2026articleArticle

American Resources and Platform Orchestration

42
c/AREC8/3/2026articleArticle

Why Friday’s State Department Mining Roundtable Matters More for AREC Than It Looks

12
c/AREC7/23/2026articleArticle

Another Look at ReElement’s $25 Million DoW Agreement

40
c/AREC7/21/2026articleArticle

The Answer Continues to Get Clearer

53
c/AREC7/13/2026articleArticle

Department of War Invests $25M - Why It Matters More Than The Number

46
c/AREC7/8/2026articleArticle

The 10-Q Delay: Annoying, But Honestly Pretty Understandable

34
c/AREC7/5/2026articleArticle

China Owns the Chemistry: A Look At the Reagent Chokepoint

62
c/AREC6/30/2026articleArticle

Where Is ReElement's Germanium Actually Coming From?

37
c/AREC6/26/2026articleArticle

The Importance of the Krach Institute

40
c/AREC6/15/2026articleArticle

Who Could "Top Defense Prime" Be?

58
c/AREC6/11/2026articleArticle

"20 MW" and making metal

44
c/AREC6/8/2026articleArticle

The First-Mover Stakes in Domestic Rare Earths

24
c/AREC6/6/2026articleArticle

What 1.5M lbs/Month of EMCO Feedstock Actually Means for EMCO and ReElement Revenue

34
c/AREC6/3/2026articleArticle

Mitsubishi Materials Needs ReElement

20
c/AREC6/1/2026articleArticle

AREC: The Glencore of Rare Earths - Part 2: SAGINT, Market Building, and the Institutional Layer

10
c/AREC5/28/2026articleArticle

The Real AREC Master Plan

34