u/EmbarrassedComposer4

Reddit r/Baystreetbets
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-31.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return -31.5% Long Return -31.5% Short Return -
Average Return
7d
30d
90d
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Thesis
Theme
Source
Long
Jan 15
$0.27
-31.5%
Scandium supply crunch drives Crater Lake demand
The author argues Scandium Canada holds North America's largest primary scandium project (Crater Lake) while nearly all global scandium supply comes from China and Russia. As Western demand from fighter jets, EVs, and 3D printing grows, companies like Boeing or Tesla would need a secure non-Chinese supply, forcing them to Crater Lake. The author claims institutions are preparing to buy ahead of a supply crunch, which would spike volume and price, targeting $1 within a few months. Main risk implied is the speculative, pre-revenue nature of the thesis.
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u/EmbarrassedComposer4 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: SCD.V.

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