$20k into LAC! Betting on Rare Earth Metal Restrictions Drama.

u/breakyourteethnow · Reddit — r/wallstreetbets · January 11, 2026 at 18:01 · ⬆ 83 pts · 💬 55 comments  | View on Reddit ↗
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Original Reddit post

Author is long LAC as a strategic domestic lithium and commodities play on US-China mineral restrictions.

LAC — LONG Author is long LAC (Lithium Americas Corp) as a way to bet on the Thacker Pass lithium mine in Nevada, which is set to start production in 2027 and quadruple output by 2040. The Department of Energy's $2bn investment makes it a national-security asset, and the author argues that future US-China restrictions on minerals needed for EVs and AI will make domestic lithium more valuable. The position is framed as a long-term commodity investment and a hedge against the negative catalyst of mineral export restrictions.

This is an investment into long term commodities, and a hedge against the negative catalyst which will be restrictions on minerals needed for EV and AI.

Score 83
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u/breakyourteethnow Reddit r/wallstreetbets
Strategic domestic lithium play on US-China mineral restrictions
Author is long LAC (Lithium Americas Corp) as a way to bet on the Thacker Pass lithium mine in Nevada, which is set to start production in 2027 and quadruple output by 2040. The Department of Energy's $2bn investment makes it a national-security asset, and the author argues that future US-China restrictions on minerals needed for EVs and AI will make domestic lithium more valuable. The position is framed as a long-term commodity investment and a hedge against the negative catalyst of mineral export restrictions.
LAC HIGH
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This Reddit post, published January 11, 2026, features u/breakyourteethnow discussing LAC. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/breakyourteethnow  · Tickers: LAC