https://www.serverlessholdings.com/blog/ Research notes and long-form writing from Serverless Holdings on markets, hard assets, and the businesses we own. en Thu, 25 Sep 2026 00:00:00 +0000 https://www.serverlessholdings.com/blog/critical-minerals.html https://www.serverlessholdings.com/blog/critical-minerals.html Thu, 25 Sep 2026 00:00:00 +0000 Capital Holdings A company-by-company map of the public rare earth and critical minerals complex: 19 listed companies across four tiers, each with ticker, two years of earnings, and an outlook — plus the 2025-26 policy backdrop. Also published as Markdown at /blog/critical-minerals.md and as a structured dataset at /blog/critical-minerals.json.