u/Sunvmikey

No wonder so many people get banned. Even slightly piss someone off (could even happen by replying late) and they can report you and get you banned wtf? That list is to easy to access. I bet alot less girls would report if you actually had to click a seperate report button 🤡

Seen some awful advice in yesterdays thread "tell them not to touch your hair" 😭🤣 Sure if you want to come across as insecure.

I literally don't say anything and they all find out because girls LOVE playing with your hair. Not one has cared. If you're that far they won't give a fk if your hair is real. Usually goes "oh your hair is fake?" "yeah you can't tell right?" "nope" then the deed happens.

If you arnt confident about it that will give them the ick more then learning your hair is fake

Looking at inspecting some soon will be my first condo... One I really like is at the circle living prototype if anyone has experience in that Condominium that would be great also

Copied and pasted from my X acc where i do fundamental analysis sorry for formatting

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The only USAR DD ull need (part 2 coming soon lol) This is a long report but a good one. I think USAR has true potential in the next few months which is supported by very heavy smart money accumulation. Lets begin.

-China’s rare earth export pause dies November 10, 2026
-DFARS full China ban hits January 1, 2027.

Defense primes are about to panic buy every compliant magnet on earth, especially after the recent 38-day Iran War burned through 1,000+ Tomahawks, hundreds of Patriots & THAADs, leaving critical stockpiles gutted and taking years to rebuild.

USAR just pulled off the ultimate flex… The $2.8B Serra Verde acquisition that is expected to deliver over 50% of ALL non-Chinese heavy rare earth supply by 2027 and locked in with a 15-year U.S. government-backed SPV offtake complete with price floors on Nd, Pr, Dy & Tb and projected to generate $550-650 million annualized run-rate EBITDA from Serra Verde alone by the end of 2027.

While the crowd chases MP Materias (the safer, already-priced-in light-REE giant), USAR is building the pure-play heavy-REE + integrated magnet powerhouse the Pentagon and high-spec industrial buyers actually need most.

-Stillwater magnets are already shipping orders.
-Innovations Lab is qualifying with leaders in semis, industrial, heavy equipment & aerospace (plus defense contractors).
-Serra Verde closes Q3.
This is shaping up to be an asymmetric setup of the rare earth cycle. Here’s exactly why things are lining up for a strong H2 2026 move

The Macro Reality: Depleted Stockpiles and Mandated Demand
The United States has drawn down massive munitions and defense inventory over the last few years which was dramatically worsened by the Iran conflict that exhausted key missile stocks and will take years to replenish. It lacks sufficient stockpiles, processing capacity, and domestic magnet production to fully replenish defense needs while broader commercial demand (EVs, wind, industrial motors, data centers) continues to grow.

Enter DFARS 252.225-7052. Starting January 1, 2027, the DoD will prohibit contractors from sourcing critical materials (NdFeB magnets, tungsten, etc.) from China or Russia anywhere in the supply chain.

The Catalyst Timeline: Why Off-Take Agreements Are Accelerating NOW
Until recently, there wasn’t enough scaled Western capacity ready. That changed in March 2026 when USAR commissioned Phase 1a of its commercial magnet production line in Stillwater, Oklahoma. Customer orders for sintered NdFeB magnets begin fulfilling in Q2, with output ramping toward 600 metric tons per annum by year-end (and 1,200 MT per annum with Phase 1b in early 2027).

Importantly, USAR’s on-site Innovations Lab is playing a key role right now. The lab was purpose-built for rapid prototyping, custom magnet recipe development, and accelerated qualification testing. The company has already conducted a series of successful onsite vendor qualification visits from leaders in the semiconductor, industrial motor, heavy equipment, and aerospace sectors, plus deep engagement with Tier-1 defense contractors and commercial OEMs. These programs are actively embedding USAR’s magnets into contractor R&D cycles and shortening the path to large-scale offtakes. The facility is online, the mandate is months away, and the Q3/Q4 push for offtakes is underway.

The Supply Shock: China’s November Deadline
China paused expanded rare earth export restrictions in November 2025 for one year. That pause ends November 10, 2026. With no extension signaled, reinstatement risk is real, hitting right as U.S. buyers scramble for secure supply and creating a sharp bottleneck.

A True Closed-Loop Western “Mine-to-Magnet” Player
USAR was built as an integrated Western system from day one. With extraction, chemical separation, metallization (LCM), and final magnet manufacturing (Stillwater) all under one roof, it minimizes foreign processing exposure.

The game-changer is the $2.8 billion acquisition of Serra Verde in Brazil (target close Q3 2026) An already-producing ionic clay asset rich in heavy rare earths that is expected to represent over 50% of total non-Chinese heavy rare earth supply by 2027. This transformative deal is supported by a locked-in 15-year offtake agreement with the U.S. government-backed SPV that includes price floors for all four magnetic rare earths (Nd, Pr, Dy, Tb) This is projected to generate $550–650 million annualized run-rate EBITDA from Serra Verde alone by end-2027. That gives USAR immediate, captive feedstock for high-temperature defense and industrial magnets (a massive structural edge where MP Materials is still building out its heavy separation and sourcing third-party material)

The CHIPS Act FUD vs. National Security Reality
USAR has a strong balance sheet. $1.75 billion cash from the PIPE plus the Serra Verde deal. The market has discounted (imo) the proposed $1.6 billion CHIPS package ($277M direct grant + $1.3B loan) due to political noise around Commerce Secretary Howard Lutnick.

China still controls ~99% of heavy rare earth separation. Blocking this funding would directly undermine the DoD’s own 2027 goals. National security pressure should ultimately outweigh the optics, sovereign backing remains a high-probability outcome. Blocking the funding leaves America at the mercy of China who can just turn off the exports whenever they want. IMO this risk of funding being blocked is negligible for this exact reason.

Deep Pentagon Integration
Gregory Bowman, USAR’s Chief Global Policy Officer, was appointed just days ago (May 2026) to the U.S. Department of War’s Science, Technology, and Innovation Board (STIB). This level of policy overlap signals serious alignment at the highest levels. USAR is being embedded into the DoD / DoW.

Strong Pricing Power and Diversified Revenue
With limited fully compliant Western capacity for high-spec, heavy-doped magnets, USAR is well-positioned for premium pricing especially on defense and industrial contracts (which it outlined in SEC filings) Revenue won’t be 100% government: the Serra Verde SPV offtake (with price floors on all four magnetic REEs) provides a major backstop and cash-flow visibility, while Stillwater magnets already have commercial orders across EVs, wind, industrial motors, semiconductors (fab equipment), and aerospace. Defense primes will buy from both MP (the high-volume incumbent) and USAR (the heavy-REE specialist) because the DoD encourages multi-sourcing for resilience and total supply will still lag demand.

Valuation Reality Check: Why This Can Still Deliver Strong Returns (hyper growth)
Serra Verde alone is projected to deliver $550–650M annualized run-rate EBITDA by end-2027, with the combined company targeting ~$1.8B EBITDA by 2030. Even at conservative multiples for a U.S.-backed heavy-REE leader in a supply crunch, that math supports meaningful upside.

Revenue will look “crazy low” until the 2027 inflection. This play is front-running that revenue explosion.

The Bottom Line
Institutions are already positioning heavily. I plan to front-run the Q3/Q4 offtake acceleration, Serra Verde close, and qualification wins, before the mainstream catches up to the DFARS cliff + China pause expiry.

Final notes
-Serra will bring massive dilution (127M extra shares)
-There is currently a lawsuit against USAR from MP
-Without Serra the thesis falls apart and USAR could crash easy 50%
-Brazil could easily block Serra (antitrust review opened)
-This is high risk high reward (like all my plays )

I've told plenty of girls in the past this is the first one that figured it out before I said it. Met for the first time last night from bumble went back to my condo lying in bed she's very touchy feeling my hair alot. Around the 4th time she paused and started pushing down and said "this is not real?" and I said no I'm not going bald at 32 (lol) she just started asking if she was Gonna rip it out and told me I'd look good bald etc

Tldr; women don't care if you're confident about it! Don't forget they change their appearance heavily via makeup etc they are alot more understanding then other men 👍 just don't be hesitant about it. Own it.

My first hair system it shed slowly but single hairs. I took a shower just then and 5 knots came out with multiple hairs each? Only thing I did different was add some product in tonight that I was washing out. I use a silk pillowcase and I'm pretty gentle in the shower

Annoying because I paid 1200 for this "good quality" one through my stylist. Is this just a poor one that slipped through quality control? The knots feel very fragile on this one. Being only 1.5 months in it should not be shedding like this...

I'm very good with the leave in conditioner I use it daily and my hair feels amazing so it's not that. I was in shock to see the knots come out

How long do you guys get out of a system and do knots fall out for you? I'm travelling abroad on an extended trip I just started and I'm not happy at the thought of knowing I'll probably need a new one before the trip ends

Looking for personal recommendations incase google reviews are fake. Price is not an issue id rather get it done right when it's permanent

Anyone wear a full cap? I saw a post where people were complainign that they couldnt hold the side burns down? Just wondering how passable full caps are without an exposed hairline? my hair is thin at the back. I have a normal hair system right now but wish my hair was fluffy at the back