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Jim Cramer on USA Rare Earth: "You Can Play That"

By Syeda Seirut Javed | October 09, 2025, 10:58 AM

USA Rare Earth, Inc. (NASDAQ:USAR) is one of the stocks Jim Cramer put under the spotlight. A caller sought Cramer’s opinion on the stock during the lightning round, and he stated:

“Okay, now we did a piece last week on rare earth companies, and we said that they’re all speculative, but we recognize that the president, at any given moment, could take a stake. I am going to say that this fits that pattern, and we are not going to fight you to take it. Now, it’s not like I’m just saying you can buy any one of these. I am saying that there’s White House talk, Trump stake, that’s what we’re concerned about. You can play that. Remember, that’s what you’re doing. You’re not playing the earnings… You know there aren’t any.”

USA Rare Earth, Inc. (NASDAQ:USAR) focuses on mining, processing, and supplying rare earth elements and critical minerals such as neodymium, dysprosium, and lithium.

While we acknowledge the potential of USAR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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