America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company

Guy Adami and Dan Nathan are back with a packed episode covering the biggest market moves of the week. They kick things off with Broadcom's post-earnings selloff, a two-plus trillion dollar company that dropped over 16% after missing on key AI revenue targets and what it signals about how quickly the market punishes misses at elevated valuations, even when the underlying metrics aren't bad. From there, Guy and Dan dig into the broader AI trade, single-stock volatility versus a VIX sitting below 16, and what the repeal of the pattern day trading rule could mean for retail momentum names going forward. They also touch on Google's surprising resilience on a rough day for semis, why the market may be coming around to it as a long-term AI winner, and what a potential SpaceX IPO could mean for capital rotation across the tech landscape. After the break, Guy Adami sits down with Brian Paes-Braga, Executive Co-Chairman and CEO of Metals Royalty Company (Nasdaq: TMCR), to discuss one of the most urgent and underreported stories in markets today: America's critical mineral crisis. China controls 19 of 20 critical minerals essential to the modern economy, and the U.S. is decades behind. Brian breaks down why rare earths and critical minerals are a national security issue, how the mining industry was quietly offshored while no one was paying attention, and why the race to secure supply chains may mirror the shale revolution that transformed American energy dominance. They also dig into how the Metals Royalty Company is positioning itself as an alternative capital provider for mining projects across the U.S., Canada, and Latin America and why this could be one of the biggest investment themes of the next decade. Show Notes Op-Ed: America’s mineral awakening – onshoring supply chains, rebuilding industry, and the race for mineral independence (Mining.com) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.