LIT — every tracked call

LIT

7 tracked calls · 7 long · 0 short · last 90d: 3L/0S

first called by Dwarkesh Podcast 11mo ago

LITLITLONG2w ago

“Lighter has done roughly 6.3%. I think that's very, very important... I expect our debate perps, such as gold, oil, equities, you know, they're going to continue to grow... I want to own I want to sta”

ThreadGuy

Lighter's aggressive buybacks of over 6% of its supply provide strong support as it expands into real-world asset trading.

LITLITLONG@ $2.53

$2.09-17.49%

since call Jul 15

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LITLITLONG2w ago

“Lighter has done roughly 6.3%... Lighter has the Robin Hood partnership, which could help with distribution.”

Taiki Maeda

Lighter is burning 6.3% of its supply while using its Robinhood partnership to funnel traditional retail traders into perpetual contracts.

LITLITLONG@ $2.29

$2.09-8.58%

since call Jul 15

peak +3.0%

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LITLITLONG2mo ago

“Total US battery power capacity … is projected to double over the next two years to almost 90GW.”

Apricitas Economics

US battery power capacity is set to double to ~90GW in two years as the necessary complement to solar

LITLITLONG@ $0.93

$2.09+125.80%

since call May 3

peak +188.9%

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LITLITLONG3mo ago

“we jumped into lithium when lithium was like at the bottom of its recent trough … we want to work on metals that we think have a long-term supply-demand imbalance.”

TBPN

Lithium bottomed mid-2025; trough underinvestment plus EV and storage demand sets up a structural deficit and reprice.

LITLITLONG@ $0.92

$2.09+128.01%

since call May 1

peak +191.8%

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LITLITLONG4mo ago

“we've seen lithium prices, for instance, just in the past few months, be up more than 50%. And that's going to translate into higher battery costs, all things…”

Invest Like the Best

Lithium prices up 50%+ in months feed straight into higher battery costs, undercutting storage economics

LITLITLONG@ $1.29

$2.09+62.59%

since call Mar 4

peak +108.1%

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LITLITLONG6mo ago

“best case scenario, I can't imagine Micron more than doubling. I can imagine battery names more than doubling.”

Jordi Visser

Battery names can more than double over two years on the AI and electrification buildout

LITLITLONG@ $1.49

$2.09+40.68%

since call Feb 1

peak +80.0%

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LITLITLONG11mo ago

“the answer is no, we're not totally screwed because batteries actually do the same job that the grid does... The grid transports power from one place to…”

Dwarkesh Podcast

Batteries perform temporal arbitrage and cannibalize the grid; grid asset utilization falls year after year

LITLITLONG@ $46.00

$2.09-95.45%

since call Aug 15

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