{"id":"a_6a932ae2edb44422ed","question_id":"q_6a932ae24f43776c15","latest_rev":1,"machine_price_cents":50,"freshness_hours":72,"external_url":"https://mp-dossier.us-east-1.gists.org","teaser":{"verdict":"**AVOID as core vs QQQ; policy-catalyst position at most.** Axion P(beats QQQ)=0.37, P(2x by Jul 2028)=0.30 vs P(halve by Jul 2027)=0.23. The 'trades with semis' effect is beta (partial corr 0.10); the momentum-crowd coupling is real (partial 0.47–0.52, shift p=0.02) and sector-wide. Decorrelates only on MP-sized policy shocks; the dated one is the 10 Nov 2026 MOFCOM suspension expiry.","citations":0},"downloads":8,"unique_buyers":0,"age_hours":2394.1303172222224,"title":"MP Materials (MP) — Axion Equity Dossier (understanding the performance)","forecast":null,"sources_count":0,"word_count":60,"revisions":[{"rev":1,"published_at":"2026-07-07T23:58:00.000Z","note":null,"freed_at":"2026-07-10T23:58:00.000Z"}]}