Firy Inc. vs VanEck Rare Earth/Strategic Metals — how do they compare? Firy Inc. trades at $11.9 (market cap $199.80M), while VanEck Rare Earth/Strategic Metals trades at $61.08 (market cap $1.75B). The key difference: VanEck Rare Earth/Strategic Metals is far larger — about 8.8× Firy Inc.'s market cap, and Firy Inc. is trading nearer its 52-week high, VanEck Rare Earth/Strategic Metals nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Firy Inc. for 13 Days and VanEck Rare Earth/Strategic Metals for 50 Days on average.
| FIRY | REMX | |
|---|---|---|
Market Cap | $199.80M | $1.75B |
Volume | 92,993 | 930,523 |
Sector | Technology | Sector/Thematic |
52-Week High | $13.10 | $109.53 |
52-Week Low | $2.28 | $60.58 |
Typical Hold Time | 13 Days | 50 Days |
Enterprise Value | $168.40M | — |
Signals from Pluang's Aura AI — not financial advice
FIRY (formerly Skillz Inc.) trades at $11.85, down 5.05% today, with a bullish technical signal from moving averages despite negative fundamental metrics. The company reported Q2 2026 revenue of $31.0 million but missed EPS expectations with a net loss. Recent developments include a $719 million legal victory against Papaya Gaming and the appointment of Marc Lasry to the board, though cash burn remains elevated at -$86.41M for 2025.
The outlook remains challenged by persistent losses and negative margins, but potential collection of the legal judgment could provide significant upside. Risks include execution on cost controls and uncertainty around Papaya Gaming debt settlement. Analyst sentiment is mixed with 20% buy ratings amid high volatility.
REMX (VanEck Rare Earth and Strategic Metals ETF) trades at $61.88, down 2.99% with bearish technical signals dominating. The ETF faces pressure from rare earth sector volatility and mixed performance among constituent companies. Technical indicators show oversold conditions with RSI readings below 23, while ADX signals strong bearish momentum. Recent news highlights sector challenges including China's export controls and shifting trade policies affecting critical minerals.
The rare earth sector faces structural headwinds despite strategic importance. While U.S. supply chain development offers long-term potential, high volatility (~50% annualized) and China concentration pose significant risks. Current technical weakness suggests cautious approach until fundamental catalysts emerge from constituent company developments or policy shifts.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Firy Inc. operates a mobile gaming platform in the United States, Israel, China, Malta, Hong Kong, Cyprus, and other international markets. The company operates through two segments: Skillz and RZR. Its Skillz platform enables game developers to monetize their content by integrating real-money tournaments, virtual prizes, and social competition features directly into multiplayer games.
Read more on FIRY →REMX invests in global companies involved in producing, refining, and recycling rare earth and strategic metals. It provides targeted exposure to critical minerals used in high-tech and green energy, with top holdings like Albemarle and Pilbara Minerals.
Read more on REMX →