LAC Lithium Americas Corp. Loading... : Bullish and Bearish Analyst Opinions

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16:56
Aug 21
michaelsikand Head of AI Infrastructure and Head of Europe, Brookfield As…
Author shares interview insights on critical metals sector underperformance and tungsten supply.
Author shares interview insights on critical metals sector underperformance and tungsten supply chain, but provides no personal positions or explicit trade calls.
LAC
LOW
14:51
Aug 14
LAC held as commodities exposure
Author discloses LAC as a current core portfolio holding within a commodities allocation bucket.
LAC
MED
18:38
Jul 16
Author discloses holding LAC spot long-term, acknowledging risk of writing off if no catalyst.
Author discloses holding LAC spot long-term, acknowledging risk of writing off if no catalyst from Trump by term end.
LAC
MED
20:48
Jul 05
Comments on DoD lithium stockpiling news with skeptical governance remark.
Comments on DoD lithium stockpiling news with skeptical governance remark, but no clear directional commitment.
LAC
LOW
11:34
Jul 01
Co-mentioned alongside LPTH as a US-owned physical AI / rare-earth bottleneck beneficiary.
Co-mentioned alongside LPTH as a US-owned physical AI / rare-earth bottleneck beneficiary in a dollar-weakening, commodity-inflection thesis.
LAC
LOW
00:30
Jun 02
The author dismisses FOMO buying in LAC, advising that the time to buy was weeks ago.
The author dismisses FOMO buying in LAC, advising that the time to buy was weeks ago, implying no current trade.
LAC
00:22
Jun 02
Speaker highlights Trump admin equity stake, structural lithium shortage.
Speaker highlights Trump admin equity stake, structural lithium shortage, and potential upcoming news for LAC, but does not commit to a trade.
LAC
MED
23:32
Jun 01
Trump's disclosed 5% stake in LAC is a bullish catalyst signaling insider confidence.
Trump's disclosed 5% stake in LAC is a bullish catalyst signaling insider confidence, expects the stock to re-rate upward.
LAC
MED
21:19
Jun 01
Author notes U.S. government's 5% stake in LAC and its massive lithium resource.
Author notes U.S. government's 5% stake in LAC and its massive lithium resource; no directional commitment, only a speculative question.
LAC
LOW
01:52
May 29
Author is long uranium and lithium positions, citing structural supply shortages.
Author is long uranium and lithium positions, citing structural supply shortages as the catalyst for parabolic moves, and reveals an established accumulation pattern with a dip-buying strategy.
LAC
MED
00:22
May 29
The author replies to a bullish parent post about LAC but does not explicitly endorse.
The author replies to a bullish parent post about LAC but does not explicitly endorse the position or state their own directional view.
LAC
00:05
May 29
Author discloses an existing long position in these uranium/commodity names and has added.
Author discloses an existing long position in these uranium/commodity names and has added to them, indicating a continued bullish bias.
LAC
MED
23:16
May 28
Buy MP and LAC because they have government equity investments but have not yet benefited.
Buy MP and LAC because they have government equity investments but have not yet benefited from potential political favoritism.
LAC
MED
21:24
May 18
Holds LAC (lithium) within his high-conviction commodity basket.
LAC
MED
21:23
May 18
One of his 4 core commodity longs (lithium).
LAC
MED
18:20
May 18
Bought more LAC on Friday — adding to his lithium long.
LAC
HIGH
00:55
May 05
Long LAC on Trump administration nepotism boost
Buy LAC ahead of expected Trump promotion; the author argues administration-linked investments will profit substantially from nepotism-driven attention and policy support.
LAC
MED
21:51
Apr 30
Ozark Bull market enjoyer, crypto trader
The author asks if the recipient owns USAR, MP, LAC, and TMQ for metals exposure.
The author asks if the recipient owns USAR, MP, LAC, and TMQ for metals exposure, but the question is a factual inquiry without any forward-looking directional view.
LAC
HIGH
21:46
Apr 30
LAC is his bet on the 'US gov owns equity' playbook.
LAC is his bet on the 'US gov owns equity' playbook — such companies outperform peers like INTC did.
LAC
HIGH
23:33
Apr 29
Predicts 'nepotism cometh for LAC' — Trump to repeat the INTC gov-equity playbook on other.
Predicts 'nepotism cometh for LAC' — Trump to repeat the INTC gov-equity playbook on other government equities. Mark my words.
LAC
HIGH
13:49
Apr 24
LAC is a lithium bet via Thacker Pass; with the US gov having taken a stake.
LAC is a lithium bet via Thacker Pass; with the US gov having taken a stake, speaker expects Trump-backed equities to rise from nationalization/partnership tailwinds.
LAC 1ST
MED
01:01
Apr 24
Steve H. Quantitative Researcher, Bloomberg
LAC cited as battery supply constraint play
Author cites LAC as a US geopolitical preference play addressing energy grid constraints and battery supply needs, framed as policy logic without personal directional commitment.
LAC
MED
06:24
Feb 23
Accumulating LAC on long-term lithium cycle
Author discloses ongoing accumulation of LAC since 2025, treating lithium as a long-duration commodity cycle play analogous to uranium, requiring a time horizon beyond short-term volatility.
LAC
MED
23:02
Feb 03
Author discloses an existing long position in Lithium Americas ($LAC).
Author discloses an existing long position in Lithium Americas ($LAC), targeting triple-digit returns; no specific near-term catalyst named beyond high-conviction bullish return expectation.
LAC
MED
07:17
Feb 02
Buy LAC as a value energy play; author frames current conditions as favorable for undervalued.
Buy LAC as a value energy play; author frames current conditions as favorable for undervalued, overlooked names in the energy space.
LAC 1ST
MED
21:52
Jan 26
Long LAC on lithium supply shortage, $10-13 target
Long LAC (Lithium Americas) with a $10–13 price target; thesis rests on structural lithium demand growth combined with a spot supply shortage, with the author disclosing a current comfortable position.
LAC
MED
09:20
Jan 26
LAC positioned for US lithium near-shoring
Author is betting on LAC as a play for US near-shoring of lithium mining via Thacker Pass, supported by a 6%+ overnight rise in spot battery-grade lithium futures.
LAC
HIGH
04:10
Jan 25
Author discloses past entry into LAC; no catalyst or current holding confirmation stated.
LAC
LOW
01:20
Jan 23
LAC move tied to daily lithium price
Speaker says daily lithium price explains why LAC is inevitable; no explicit direction or target is stated.
LAC
LOW
05:51
Jan 15
Author bought INTC and LAC ahead of government purchases and now indicates he is selling those.
Author bought INTC and LAC ahead of government purchases and now indicates he is selling those positions to them as exit liquidity.
LAC
LOW

About LAC Analyst Coverage

Buzzberg tracks LAC (Lithium Americas Corp.) across 6 sources. 20 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (57%). 35 total trade ideas tracked. Latest voices: michaelsikand, CryptoCondom, crypto_condom.