Nick Hodge,
Publisher
Feb. 20, 2026
Rick Rule has been called the greatest resource stock investor of all time...
He’s invested in countless different resource companies over his 50-year career. He’s so successful that he was even able to found his own bank!
And he’s saying that right now is the most exciting moment for resource stocks he’s seen in half a century.
I sat down with him recently, and he told me that “The political elite have decided there's a group of stocks that are CRUCIAL to America's national security and economic independence.”
He’s talking of course about select critical metals stocks — a group of stocks that the administration and those close to it believes are critical to America’s industrial independence and military readiness.
And many of these stocks have been soaring, doubling and even tripling in value over the past year.
I’m sure you’ve seen many headlines recently about the government acquiring stakes in a number of companies. The government bought nearly 10% of Intel (INTC).
Then there was a mining company called MP Materials (MP), which jumped 50% in a single day when the Trump administration said it was taking a stake in the company and would offer a price floor for its rare earth metals.
And Lithium Americas stock soared after the government confirmed it was taking a stake in the company.
But that's just a small part of the story.
There's much more to what's happening than the few companies that have already made headlines.
In fact, the White House is about to massively ramp up its buying spree.
We’re still in the early innings. Programs like Project Vault alone represent tens of billions of dollars in potential capital flowing into the sector.
That's why I sat down with Rick Rule. We put together a list of stocks expected to be the biggest beneficiaries of this spending while you still have time to take advantage of this story.
But you don't have long.
Because recently, many of the most powerful people in America came together and made a very prudent strategic decision...
They collectively determined that there's a shortlist of resource companies that have to succeed, at all costs… Or the fate of our country, and our standing in the world, could be under threat like no time ever before.
Rick and I have been saying this for years.
But frankly, I never thought we'd see the government step in and actually do something about it.
I'd assumed they would continue to impede the industry with bureaucracy and red tape, as they've done for my whole career.
But this is a new day.
Now, insiders in D.C. are moving heaven and earth to boost dozens of resource stocks. It goes far beyond the stocks you've heard about.
It's a story that's about to escalate in a major way. The companies the government is targeting are already rising fast.
There's Ucore Rare Metals (UURAF) – up 675%...
United States Antimony (UAMY) – up 959%...
Guardian Metal Resources (GMTLF) – up 1,289% since 2023...
And they're all going up for the same reason...
They're on the shortlist of stocks being passed around Washington – they've been effectively chosen.
Which means that the government – and many billionaires with connections in Washington – have decided these stocks are now critical to America's national security.
Washington doesn't just want these companies to succeed.
It needs them to.
This isn't Nancy Pelosi or Michael McCaul making millions of dollars trading options in their personal accounts.
This is a matter of national security. And a lot of military insiders are terrified it's going to come to a head in the very near future.
One defense industry source has already warned, "The light is turning from yellow to red."
Another said, "I can tell you... we talk about this daily."
That's why insiders in Washington are targeting these companies.
And as Rick told me, “It goes far beyond just buying shares.”
Add it all up, and the stocks on Washington's list are soaring.
I recorded my full conversation with Rick, including the companies we’re watching most closely.
You can watch it here.
Call it like you see it,