 
The Supply Chain Reset That Few Are Positioned For Supply chains are being rewritten. Not for cost - for security. Energy systems, defense programs, and infrastructure now depend on reliable access to critical materials. One North American group has quietly assembled exposure to uranium, titanium, vanadium, and other strategic inputs - all in stable jurisdictions with existing infrastructure. This isn't theoretical. Exploration is active. Work programs are underway. And attention is starting to build. Why this setup is drawing quiet interest: - Materials classified as critical to energy and defense
- North American footprint aligned with reshoring efforts
- Multiple assets offering optional paths forward
- Early-stage work creating room before wider recognition
Most people notice these shifts late. This one still isn't obvious.
This Month's Exclusive Story Insiders Buy 3 High-Risk Stocks—Here's What's Driving the MovesAuthored by Leo Miller. Article Posted: 2/9/2026. 
What You Need to Know- Insiders are buying into GME, USAR and UA, providing interesting signals around these risky names.
- GameStop's CEO is outlining his intentions to make a big splash, and receiving support from famed investor Michael Burry.
- USA Rare Earth is orchestrating funding for its mine-to-magnet ambitions, and receiving insider purchases.
When it comes to analyzing insider trades, investors should keep several important nuances in mind. For example, insider sales can often appear alarming until one realizes they were made under a predetermined Rule 10b5-1 plan. Because insiders must schedule these trades well in advance of their execution, they don't provide a clear bearish signal. Meanwhile, insider buying tends to be a stronger indicator for investors. As famed asset manager Peter Lynch once said, "Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise." Watch Now! Porter Stansberry & Luke Lango join forces to unveil:
The Three Titanic Forces Converging To Unleash A New 1776 Moment
"We have never seen wealth created at this size and speed" MIT Researcher Click here for the stocks to buy and sell now With that in mind, let's break down recent insider buys and the news surrounding three high-risk names: GameStop (NYSE: GME), USA Rare Earth (NASDAQ: USAR), and Under Armour (NYSE: UA). Insiders and Michael Burry Buy GME Amid CEO's Bold StatementsGameStop has been in and out of financial headlines for years, best known for its association with the "meme-stock" phenomenon. Recently, CEO Ryan Cohen spoke with the Wall Street Journal and reportedly wants to acquire a major public company to turn GameStop into a much larger firm. Notably, the company has $8.8 billion in cash, cash equivalents, and marketable securities available to finance an acquisition. Details are scant, and Cohen himself acknowledged the uncertainty, saying, "It's ultimately either going to be genius or totally, totally foolish." Despite that uncertainty, insiders and outside investors are buying GME shares. Three insiders purchased a total of nearly $11 million in shares from Jan. 20 to Jan. 23. Additionally, "Big Short" investor Michael Burry has also been buying GME. While this insider buying provides a positive signal, betting big on GameStop remains risky—especially since much of the recent insider buying came from Cohen himself. USAR Insiders Make Purchases After Key Funding AnnouncementsUSA Rare Earth is another company seeing notable insider buying. Two insiders purchased a total of around $2.17 million worth of shares on Jan. 29. These buys came days after the company announced a non-binding letter of intent (LOI) with the U.S. Department of Commerce. That LOI could provide USAR with $1.6 billion in potential government funding, $1.3 billion of which would be in the form of a secured loan. However, the agreement has not been finalized. USAR has also received $1.5 billion in financing from private investors, earmarked for building out its rare-earth mine-to-magnet value chain. Currently, MP Materials (NYSE: MP) remains the only U.S. company with a scaled rare-earth mining operation, a position USAR is poised to challenge. Given the strategic importance of rare-earth magnets to many technology companies and national defense, it's logical for the U.S. government to work with USAR. Clearly, the company insiders are buying into the firm's future, which is a bullish signal. Still, with massive volatility and government funding not finalized, USAR remains a high-risk stock. Under Armour Sees Over $200 Million in Insider BuysFinally, consider the seemingly forgotten apparel brand Under Armour. Since late December 2025, major shareholder Prem Watsa has purchased a large number of Under Armour shares. These shares are held by subsidiaries of Fairfax Financial Holdings Limited, where Watsa is CEO. In total, Watsa purchased $219 million worth of Under Armour shares from late December into early February. Those purchases followed about $1 million of insider buys by three separate individuals in August 2025. These buyers were rewarded on Feb. 6, when shares surged more than 19% after Under Armour's latest earnings report, which beat sales expectations and delivered an adjusted earnings-per-share (EPS) surprise. While these insider buys and the earnings beat are positive signs, Under Armour's outlook is mixed. Much of the EPS beat came from a one-time tax benefit. The stock trades at a steep forward price-to-earnings ratio of 59x, has reported negative sales growth for 11 consecutive quarters, and expects sales to decline again next quarter. Those factors may cause investors to question its premium valuation going forward. Insider Buys: Positive Indicators, But Not GospelWhile these insider purchases offer encouraging signals from the firms' key insiders, they are only one indicator investors should consider. Just as external market watchers can be wrong in their assessments of a stock's future, so can insiders.
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the profiled company's SEC and/or other government filings. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk. | 
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