u/Personal_Touch5331

Reddit r/smallstreetbets
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-76.8%
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 0%
30d 0%
90d 0%
Average Return -76.8% Long Return -76.8% Short Return -
Average Return
7d -2.5%
30d -36.1%
90d -53.0%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
NVX 1ST NOVONIX ... NOVONIX Limited (Am...
Long
Jan 07
$14.25
-76.8%
Only Western synthetic graphite producer shipping, tariffs create US opportunity
The author claims NOVONIX is the only U.S. synthetic graphite anode maker shipping at commercial scale, so it can capture Western battery demand as Chinese graphite faces Section 301/anti-dumping tariffs up to 721% and FEOC restrictions remove tax credits starting 2026-2027. He cites the live 20,000 tpa Riverside facility, Panasonic/PowerCo offtakes covering 100% of output, and a conditional DOE loan as catalysts, seeing first commercial revenue in Q1/Q2 2026 and potential $6-8/share by late 2027. He notes delays, cash burn, competitor scaling, and depressed graphite prices as main risks.
Other
REDDIT
Showing 1 of 1 calls · sorted by mentions

u/Personal_Touch5331 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: NVX.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology