@platochi @MPMaterials Nothing wrong with a little bit of copy pasta with $UAMY. But it's extremely rare the Department of Energy calls an article explicitly false. And on top of that, the sector sells off 10-20%。
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
58
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
163%
revenue growth margin lag
概览
作者立场：中性；价格动量：看多。最新证据：@moninvestor Thanks! I enjoy reading your thesis posts too on $BZAI to $UAMY 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 5 条披露，需要复核新增信息质量。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2025-10-19 07:39
来源
llm
更新时间
2026-01-29 23:51
作者立场：中性；价格动量：看多。最新证据：@moninvestor Thanks! I enjoy reading your thesis posts too on $BZAI to $UAMY
当前观点证据
@moninvestor Thanks! I enjoy reading your thesis posts too on $BZAI to $UAMY
Serenity 变化
@moninvestor Thanks! I enjoy reading your thesis posts too on $BZAI to $UAMY
@platochi @MPMaterials Nothing wrong with a little bit of copy pasta with $UAMY. But it's extremely rare the Department of Energy calls an article explicitly false. And on top of that, the sector sells off 10-20%。
$UAMY is now down 17% after the Reuter's article. But this just in: "Inaccurate and Misleading Reuters Article" - Press Release by UAMY. "Yesterday's Reuters article that was released to the public, is completely inac...
@u_wol_cos The sector from $MP, $LPTH, $UAMY, $NB and others rose a ton premarket on the $USAR news and now they're all down 8-15%+. Guess this is a sell the news event for retail who bought in overnight/premarket? No...
Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding. But ever wonder about the more silent trades you should really be watching out for? 1. Tungsten - $ALM 2. Indium - $TECK 3. Bismuth - TSE: $...
I've been looking into $SHMD awhile back since one of their customers was reportedly $AVGO. But still can't wrap my head around taking a long position yet. I put $COPX up there as Copper. $UAMY is an amazing long for...
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
39M
营收同比
163%
毛利率
-4.3%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
最新披露为 2026-05-15 的 8-K；近 30 天共有 5 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。
近期推文
立场
中性
价格动量
看多
@moninvestor Thanks! I enjoy reading your thesis posts too on $BZAI to $UAMY
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
0.44
敏感度
高关注高 beta
情绪风险
高
估值风险
极端
背景
basic-materials-industrial-materials
-
等待 GPT xhigh 分析。
研究问题
背景
basic-materials-industrial-materials
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
58
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
0
长周期热度
7日新闻
0
低
30日披露
5
8-K
收入同比
163%
revenue growth margin lag
Beta
0.44
高关注高 beta
llm · 2026-01-29 23:51
@moninvestor Thanks! I enjoy reading your thesis posts too on $BZAI to $UAMY
@platochi @MPMaterials Nothing wrong with a little bit of copy pasta with $UAMY. But it's extremely rare the Department of Energy calls an article explicitly false. And on top of that, the sector sells off 10-20%。
$UAMY is now down 17% after the Reuter's article. But this just in: "Inaccurate and Misleading Reuters Article" - Press Release by UAMY. "Yesterday's Reuters article that was released to the public, is completely inac...
@u_wol_cos The sector from $MP, $LPTH, $UAMY, $NB and others rose a ton premarket on the $USAR news and now they're all down 8-15%+. Guess this is a sell the news event for retail who bought in overnight/premarket? No...
Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding. But ever wonder about the more silent trades you should really be watching out for? 1. Tungsten - $ALM 2. Indium - $TECK 3. Bismuth - TSE: $...
I've been looking into $SHMD awhile back since one of their customers was reportedly $AVGO. But still can't wrap my head around taking a long position yet. I put $COPX up there as Copper. $UAMY is an amazing long for...
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
39M
营收同比
163%
毛利率
-4.3%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
basic-materials-industrial-materials
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 8M | - | 10.8% | -8.5% | -0.8% |
| 2022 | 11M | 42.6% | 18.1% | 3.2% | 3.9% |
| 2023 | 9M | -21.3% | -38.5% | -81.3% | -73.0% |
| 2024 | 15M | 71.8% | 23.2% | -16.0% | -11.6% |
| 2025 | 39M | 163% | -4.3% | -22.6% | -11.1% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 高 · 低
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
最新披露为 2026-05-15 的 8-K；近 30 天共有 5 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。
近期披露
beta / 动量 / 主题
Beta
0.44
状态
高关注高 beta
立场
中性
动量
看多
高风险观察 · 极端
板块定位
basic-materials-industrial-materials