Company	Sector	Deal Type
U.S. Steel	Industrials	Secured a "golden share" with veto power over key decisions
MP Materials	Critical minerals	Equity stake, price floor, and purchase agreement
Intel Corporation	Semiconductors	Equity stake
Lithium Americas	Critical minerals	Equity stake, warrants, and loan debt-service deferral
Trilogy Metals Inc.	Critical minerals	Equity stake and warrants
USA Rare Earth	Critical minerals	Equity stake, warrants, and debt financing
Westinghouse Electric Corporation	Energy	Equity stake, warrants, and debt financing
Vulcan Elements	Critical minerals	Equity stake, warrants, and debt financing
xLight Inc.	Semiconductors	Equity stake and federal incentives
L3Harris Technologies, Inc.	Industrials	Equity stake and warrants

[Editor’s note: We asked Gemini 3.1 Pro to rank these 10 investments by their strategic importance and potential long-term return, backing it up with a short thesis.]

Gemini’s ranking