Ryan Stancil,
Editor
Nov. 21, 2025
One investment story you don’t hear much about now, but will be hearing a lot more about very soon, is how you’ll be able to get rich by betting on national security.
It makes sense when you really think about it.
Ongoing tensions with China have been dominating the news for a while now. The US and China have been trading economic blows on an increasingly frequent basis. In many cases, China has had the upper hand because of what it controls.
And what China controls affects more than the average person may realize.
It involves the phone or device you’re reading this on and the car you drive.
It involves things like medical devices and machinery needed for heavy industry.
And, maybe most critically, it involves the defense industry.
So this is something that doesn’t just affect the economy, it affects the country’s military as well.
It involves resources, critical minerals that are pulled from the ground and put into anything that requires power to operate. These are commodities that we only have a small stockpile of - 60 days, by generous estimates - while China owns the lion’s share.
So it’s no mistake that the White House is scrambling for a solution that involves potential investment in resource stocks. If you look up news stories related to restrictions China puts on rare earth resources, you’ll see why insiders have been working to establish solutions to the crisis that are independent of the supply chain China controls.
This emerging crisis involves elements like yttrium and lanthanum, which Silicon Valley needs to keep chasing its AI-related ambitions. It involves antimony, which the military needs for things like ammunition and explosives.
Companies that can provide these kinds of resources will be some of the biggest winners in the market. None of that is speculation, as it’s already happened in the recent past.
Take a look at Perpetua Resources (PPTA), a company that happens to sit on a massive deposit of antimony. For years, they couldn’t extract any because of government bureaucracy. That changed in 2024, when the Trump administration fast-tracked the permitting process.
In the year since, Perpetua’s stock is up more than 500%.
The government is making a list that includes companies like Perpetua, and these domestic resource companies are set to explode in value once news comes out that they’re on the list.
Because landing on the list either means accelerated permitting approval or direct investment from the US government itself.
Ask American Battery Technology (ABAT) or Critical Metals Corp. (CRML). Both companies saw their values rise many multiples after making the government’s list. There are others on that list and, as this situation becomes more critical, there will be many more to come.
The story has gone unheard of for so long because the resources involved are names most people might not even know, nevermind think about. You aren’t going to walk into a bar and hear people asking questions about the price of neodymium.
But those who know how important it is know that this is a story that smart investors will be watching closely. They know that China’s choking of rare earth supplies has echoes of OPEC’s oil embargo from the 1970s and the effects will be devastating if nothing is done about it.
So this move aims to end our reliance on China once and for all. You might not hear much about this in the mainstream media now, but you will be before long.
And it’s not just little-known metals that are being affected by these market forces. While those are being weaponized, more well-known metals like copper and uranium are also presenting a strong investment opportunity.
More than anything else, copper and uranium are essential to the energy transition the world is undergoing. This is all happening just as supplies dry up. In the case of uranium, the world is setting aside fears that kept uranium investment sidelined for over a decade. In the case of copper, longtime predictions of shortages are now coming into play, causing the price to climb.
The government has domestic companies that can supply these as potential names for its list too.
All of this is why Nick Hodge has teamed up with resource investing legend Rick Rule to bring you a presentation where they reveal a full list of stocks on the White House’s radar.
These are the kinds of companies that are going to boost national security and make investors rich at the same time.
You don’t want to get left behind. Click here for the presentation and see how you can access the list.
Keep your eyes open,
Ryan Stancil
Editor, Daily Profit Cycle