Calls
2
u/Tough_Currency1947
Reddit r/stocks
Win Rate
0.0%
return
-11.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 19
$0.61
-9.2%
Author's ELBM thesis is simple: finish the battery-grade cobalt sulfate refinery in North America. The cited timeline is Q4 2026 early commissioning, Q2 2027 mechanical completion, Q3 2027 production ramp and Q4 2027 commercial production, with LG Energy Solution committed to roughly 60% of planned output. Stated risks are that LFP and sodium-ion batteries use no cobalt, plus construction/financing risk and possible dilution.
Critical Minerals
Long
Aug 19
$3.40
-13.5%
Author argues Enovix is the favorite high-risk/high-reward way to play a post-AI battery gold rush focused on high energy density. The causal mechanism is that new industries like AI glasses, drones, robots and defense need more energy in less space, and ENVX's 100% silicon anode cells are now in commercial production with smartphone qualification advancing. Catalysts cited include a Tier 1 smartphone customer, drone/defense orders, and improved Fab2 yields; stated risks include the CEO's abrupt exit possibly preceding worse news, manufacturing/yield problems, cash burn and dilution.
Batteries & Storage
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u/Tough_Currency1947 has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: ENVX, SES, ELBM.
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
