Lithium Americas. Every tracked FinTwit mention of $LAC, newest first. 92 mentions since the first on Aug 13, 2025. See the price chart.
July 2026 · 1 mention
Jul 8
Paola Rojas 🐝 — Europe's battery fleet is on track to 4x, to 178 GW by 2030.
Signals strong demand for lithium and other battery metals in the continent, over the rest of the decade.
📊 @ember_e…↗
Paola Rojas 🐝 — Last year, the top 20 automakers spent more than $15 billion in battery metals (including lithium, graphite, etc), with VW and Tesla in the lead.
BEVs (Battery EV) are by far the…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 26
Paola Rojas 🐝 — Strength in lithium prices enables high-cost mines to plan restarting operations.
But here's the lesson:
To protect portfolios in coming cycles, low-cost operations are essentia…↗
May 17
Paola Rojas 🐝 — Lithium is getting stronger:
- volatility to the upside w/supply disruptions
- price recovery enabling mine restarts
- lower exploration budgets capping new projects
$ALB $LAC $…↗
Rock Bottom Entries — $LAC +16%.
$NILI.v - Nevada clay, higher grade, still growing.
This is the torque play.↗
Apr 30
Rock Bottom Entries — $NILI.v = $LAC 2.0
Highest grade US clay deposit, just earlier in its development cycle (opportunity).↗
Apr 30
Rock Bottom Entries — Lithium Mania 3.0 is underway.
~15x last cycle.
How high this time?
$LAC https://t.co/ZGcsYXeZ76↗
Apr 30
Antonio Costa — Rare Earth Minerals names are very strong this morning $LAC $USAR↗
March 2026 · 13 mentions
Mar 31
Paola Rojas 🐝 — Australia's lithium and niobium deposits are heavily concentrated in WA, with only a handful located elsewhere.
Follow the geology...
📊 @GeoscienceAus $ALB $LAC $LAR $LYC $SGQ…↗
Mar 27
Paola Rojas 🐝 — @Almonty_ But swings can be massively profitable.
Players building US-based supply include:
- MP Materials $MP
- NioCorp Developments $NIO
- USA Rare Earth $USAR
- American Tungs…↗
Mar 26
Paola Rojas 🐝 — The US has virtually no lithium production.
$NILI $LAC $ALB
— Graham Harris, @SurgeBattery https://t.co/JKbiublJTr↗
Mar 25
Paola Rojas 🐝 — Solar and energy storage are on track to capture over 70% of planned grid additions to 2030 in the US, as lithium prices recover.
Cumulative capacity is highest in:
- California
-…
February 2026 · 36 mentions
Feb 25
Paola Rojas 🐝 — Is the mining sector freaking out needlessly about China?
This opinion piece has some food for thought, but in this section neglects to see that although there may be substantial…↗
Feb 25
Vulture trades 🦅 — $LAC CALLS WENT 600%+ AND 100%+ OVERNIGHT!!
I DONT CHARGE $125 A MONTH
ALL FOR FREE ON MY X https://t.co/QAf33F2zwC↗
Serenity — Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding.
But ever wonder about the more silent trades you should really be watching out for?
1. Tungsten - $A…↗
InvestmentGuru — Critical minerals- stocks
$MP – The only major rare earth mining operation in the U.S., supplying critical materials for EV motors, wind turbines, and defense systems.
$UUUU – A…↗
Jan 18
Paola Rojas 🐝 — Pure EV sales may have decelerated, but there's one hidden nugget.
Hybrids are on the rise as consumers seek to reduce range anxiety.
Maybe the future is just... hybrid.
📊 @IE…
December 2025 · 3 mentions
Dec 17
Paola Rojas 🐝 — Is lithium going to boom? Let's look at the facts (including an unexpected trend)
$LAC $CF $JPM
→ https://t.co/z3ntLFNxu3 https://t.co/R2oSMsxARK↗
Dec 17
Rock Bottom Entries — $NILI.v @SurgeBattery
China #lithium futures are ripping.
NILI has a ~$12B CAD after-tax NPV (PEA)
Currently trading at ~1–1.2% of NPV
Drilling will likely prove NNLP to be th…↗
Dec 17
Rock Bottom Entries — 🚨 China lithium just tripped a circuit breaker
GFEX lithium carbonate LOCKED LIMIT-UP (+7%).
This is how lithium moves:
• Futures move first
• Spot chases
• Equities gap violent…↗
November 2025 · 1 mention
Nov 17
The Future Investors — $ALB $SQM $LAC $SGML Lithium stocks rallied after Ganfeng’s chairman predicted a major demand boom in 2026, saying prices could surge to 150k–200k yuan/ton amid strong energy-stora…↗
Leveraged Cat — $LAC $MP Trump Kingmaker trades:
Calls: 2/2 🎯
Execution: 0/2 😭
Onto the next one
I’ve got some ideas, but nothing yet as clear as these last 2 were to me…↗
August 2025 · 1 mention
Aug 13
Leveraged Cat — As someone who was early to the repricing of a similar strategic asset, I suggest you look into $LAC↗
Jun 1
Kevin Maro — Oh… okay then $LAC 👍 https://t.co/1NLYEkrfIn↗
Jun 1
Paola Rojas 🐝 — Lithium prices rising, providing much-needed oxygen to miners.
The best part is that demand looks decidedly healthy compared to last year.
- EV sales (China + EU)
- BESS reaches 3…↗
Jun 1
Kevin Maro — @The_S_Optimist The market is bloodthirsty for everything the trump admin is invested in. Today $IBM was up 14% over a clip of him saying the stock was cheap last year. I am bullis…↗
Jun 1
Kevin Maro — I have initiated a position in $LAC
The Trump administration has a direct equity stake in $LAC.
Let that sink in.
The DOE took a 5% ownership stake in Lithium Americas and a 5%…↗
— WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…
Paola Rojas 🐝 — EV sales are recovering after seasonal lows.
Interesting to note, Europe sales had a strong bounce in March, as China recovers and increasingly focuses on exports.
$ALB $LAC $LA…↗
May 10
Wolf Capital — Trump casually name-dropping tickers and the market actually listens?
Past calls on $INTC, $TMQ, $LAC went nuclear (500%? lmao). Now he’s hyping $DELL @ $260 and $PLTR @ $130.
Yo…↗
Apr 30
Rock Bottom Entries — @rhum01 Breakout confirmed >.71c - then little overhead resistance afterwards until .90s.
NILI is a leader in the space - close comp $LAC is also breaking out (added conviction…↗
Apr 28
Paola Rojas 🐝 — Rare earth deposits are found across all states in Australia.
We can see a strong concentration in Southern NSW and VIC.
📊 @GeoscienceAus $ALB $LAC $LAR $LYC $SGQ $MP #WA1 $NB…↗
Apr 28
Rock Bottom Entries — $NILI.v @SurgeBattery
High-grade US clay lithium (possibly #1).
Ripping off support while lithium futures coil.
$LAC is moving - this is one of the highest torque comps. https:/…↗
Apr 25
Shay Boloor — THE WHITE HOUSE BASKET
Government Ownership
• $USAR rare earth supply chain reshoring
• $MP critical minerals & magnet supply chain
• $LAC domestic lithium supply for batteries
•…↗
Apr 25
Kevin Maro — @TrendSpider why has $LAC not moved with $LIT? hmm↗
Apr 16
Rock Bottom Entries — Time for a rip-roaring lithium bull.
$LAC https://t.co/q7ZfAMWHhl↗
Apr 12
Paola Rojas 🐝 — BESS continue to support recovery in lithium prices.
By 2030, estimates see 30-40% of demand from BESS with over 1Mt of LCE.
Good times ahead.
📊 @AsianMetal $ALB $LAC $LAR ht…↗
Apr 1
Paola Rojas 🐝 — Lithium mine supply is estimated to accelerate both in South America and Eastern Asia over the next decade.
Combined, nearly 2Mt LCE by 2036.
📊 @FastmarketsMM $ALB $LAC $LAR h…↗
Paola Rojas 🐝 — BESS is having a ball.
In China, battery storage systems' had a substantial spike in December, as monthly capacity reaches new record.
📊 @benchmarkmin $ALB $LAC $LAR https://t…↗
Mar 15
Paola Rojas 🐝 — Lithium demand forecasts through 2040 show an interesting trend.
Expected CAGR by end use:
- EVs, 9%
- BESS, 11%
Plus, despite much discussion, EVs still expected to remain the l…↗
Mar 12
Paola Rojas 🐝 — Energy Transition ETFs.
Today:
$PICK iShares MSCI Global Metals & Mining Producers
It provides exposure to a basket of producers and developers, excluding gold and silver.
This…↗
Mar 9
Paola Rojas 🐝 — Investment in energy transition reached another record in 2025, up 8%.
$2.3 trillion was deployed across renewables, transport, power grids and other sectors.
📊 @BloombergNEF…↗
Mar 9
Paola Rojas 🐝 — Hey hey! Lithium will recover in 2026 as the supply/demand equation balances out. Which stock is your highest conviction bet? $LAC $LAR↗
Mar 8
Paola Rojas 🐝 — Spodumene prices continue their recovery over the last 12 months.
Key points:
- bottom in 2025
- volatility to continue
- structural demand underpins long term fundamentals
📊 @b…↗
Mar 4
Paola Rojas 🐝 — Free markets or securing supply?
Looks like we can't have it all, at least for now.
Earlier this month, Burgum, the US Secretary of the Interior, said the price floors supported…↗
Mar 2
Paola Rojas 🐝 — Is lithium a good investment?
📇 $LAC $LAR https://t.co/fdJbPuGtS5↗
Paola Rojas 🐝 — Lithium demand by end use (kt LCE) grew 23% in 2025.
EVs remain the largest driver, rising 20% in terms of units.
The nuance is that BESS demand (GWh) is growing even faster, at…↗
Feb 20
InvestmentGuru — Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…↗
Feb 18
Paola Rojas 🐝 — China moves bloody fast.
Whether the West likes it or not.
China’s energy storage deployments for December were 65 GWh, more than the entire US total for the full 2025 calendar y…↗
Feb 17
Rock Bottom Entries — $NILI.v @SurgeBattery
Eye-popping results today.
Average grades above Lithium Americas’ Thacker Pass
($2.1B mcap, well advanced vs Surge at ~$150M development stage).
Near-surfa…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Paola Rojas 🐝 — What is the prediction for the lithium market?
📇 $LAC $LAR https://t.co/LwhpDqE15W↗
Feb 4
Paola Rojas 🐝 — China and the US are leading on grid scale BESS deployments, which is bullish for lithium.
Nothing wrong there.
But guess who's jumping to 3rd place with the existing 2026-7 pipe…↗
Dustin — $CRML $LAC $MP $UAMY $USAR
The United States to Host Critical Minerals Ministerial.
Metal prices are quite critical for our industry. And it was another reason for the last fe…↗
Feb 2
Jason Luongo — @zerohedge Some critical metal stocks incase your wondering👇
$MP
$FCX
$UUUU
$USAR
$COPX
$UAMY
$LAC
$TMX↗
Shay Boloor — NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing…↗
Jan 15
InvestmentGuru — Critical Minerals Stocks to Watch as Supply Chains Go Strategic.
Rare Earth Elements & Multi-Resource
$MP, $IDR, $USAR
$CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX
G…↗
Jan 13
Shay Boloor — CRITICAL MINERALS CHEAT SHEET
The next phase of industrial policy, electrification, AI infra & defense spending is defined by input constraints with these companies sitting at the…↗
Jan 5
Rock Bottom Entries — Lithium stocks are set for a violent rally.
The cycle has turned 📈
$LAC https://t.co/AZWSxhS7iY↗