Rare earth stocks have been rallying as geopolitical tensions build. The U.S. relies heavily on China for these vital materials that are used in anything from weapons to clean energy. This has sparked investor interest in ex-China rare earth stocks like MP Materials or Lynas, both of which have more than doubled in the past year. Is this investment theme full of hype? Or is now the perfect time to begin building a position? Let's find out.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/Stu5jT-XI7w.