LAC

DeWittlesss

I flip options for premium, but there is a basic strategic purpose for them too. Puts, in general, are the option (but not the duty) to sell 100 shares at the strike price. If you buy a put, you're making a bet that the price will go down. If you sell a put, you're making a bet that the price will go up. ALSO Some people sell puts, expecting the stock to reach the strike price, and are happy with owning the stock anyways, so they sell puts every week until they get assigned and can own the shares. That way, they collect the premium for selling the put, on top of purchasing the stock they wanted. It'a how I made my long entries into UUUU and LAC. :) As far as flipping options for their premiums goes, there is a lot of math happening in the background. Volatility (Vega) and Time-until-expiry (Theta) will have an effect on the premium, and a lot of plays are made taking that into account. LFVN is a good example. It's very volatile, and our calls expire on the 18th. So the premium will be swayed very greatly by changes in price (and could be worth selling a small amount of them to secure your buy-in) well before the stock reaches $15. That's known as an IV-spike, and it's a huge part of why options chains go crazier than the underlying in a squeeze. On the flipside, we are close enough to the expiration date that you will see the value of the premium creeping down as the stock moves sideways. Called Theta Decay, it's just the value of the remaining time leaving the premium. This accelerates as we approach expiration. Personally, i'm making this play for the volatility, and as i've already recovered my initial investment through other means i'm fine holding until the day-of. Might even consider rolling to 7/17 if we don't see anything pop friday. Nice to see the short interest data. And another member mentioned a commitment to delivery by June 30, or so? I'll see if I can find the post again. But anyways, math math math, numbers numbers numbers, shit's magic.

Hindel07

Is LAC good yet or nah? I forgot when the company actually starts doing SOMETHING

DeWittlesss

I've got 4 grand at stake on my puts 😅😅 if nothing else i'm grabbing LEAPs on UUUU and LAC after they fucking died this past week. I'm already long on both and ideally we'll see $19 and $5 again before 2028.

gianmk

you mean like US gov buying intc, MP, USAR, LAC etc?

eisengard08

Same thought here. AI is now, I’ve been moving profits to rare earth and mining. Heavily invested on LAC, will eventually move some to MP. This is a multi year plays. Best time to buy when it’s not hot yet.

theGameNWA

LAC

nemodigital

Something is def cooking with LAC

theGameNWA

LAC is pumping without any news?! hmmmm...

iBoughtYourCar

Sooo LAC gonna pump again nice

Ok-Adeptness6444

Ok wtf is going on with $LAC ?

nemodigital

Someone knows something about LAC, I'm just not in the right private group chat

nemodigital

What's going on with the LAC after hours rally? +12% on no news? 

BigWarning8696

LAC ripping AHs

Ok-Cheesecake-5110

Glad I bought some LAC this morning

Advanced-Fold-9934

$LAC mooning after hours. US gov just got a stake in it?

Mrk0k0

$LAC and $USAR next

Maximum-Flat

My LAC shares beg the differ.

n0m0rem0ney

LAC, come on, i’m almost broke even

Chance-Albatross7809

LAC brothers… got in not too long ago 💯

mod-mike15

LAC will print next year !

Extreme-Island-5041

My 1 minute Claudification: >I have all the dates needed from the search results. Here's the updated table: >| Company | Sector | Date | Gov't Investment | Ownership Stake | |---|---|---|---|---| >| **U.S. Steel** | Steel | Jun 18, 2025 | N/A | "Golden share" (veto rights) | >| **MP Materials** | Rare Earth | Jul 10, 2025 | $400M–$750M | ~15% | >| **Intel** | Semiconductors | Aug 22, 2025 | $5.7B | 10% (+5% warrants) | >| **Lithium Americas** | Lithium | Oct 7, 2025 ¹ | $2.23B loan | 5% equity + 5% JV | >| **Trilogy Metals** | Critical Minerals | Oct 7, 2025 | $35.6M | 10% (+7.5% warrants) | >| **Vulcan Elements** | Rare Earth Magnets | Nov 4, 2025 | $620M loan + $50M equity | Equity + warrants | >| **ReElement Technologies** | Rare Earth Processing | Nov 4, 2025 | $80M loan | Warrants | >| **Korea Zinc** | Critical Minerals | Dec 15, 2025 | $1.9B JV + $210M | 40% of U.S. ops / ~5% global | >| **USA Rare Earth** | Rare Earth | Jan 26, 2026 | $277M + $1.3B loan | 8–16% | >| **9 Quantum Companies** | Quantum Computing | May 21, 2026 | $2B total | Minority stakes (TBD) | >¹ The Lithium Americas agreement (OWCA) was signed on October 7, 2025, but the warrants were formally issued on January 30, 2026. [Business Wire](https://www.businesswire.com/news/home/20260319063080/en/Lithium-Americas-Reports-Full-Year-2025-Results) Now I have enough data to build the portfolio. Let me put this together as an interactive React artifact. Here's the full interactive portfolio tracker. A few things worth knowing about the data: **Strong performers (tradable):** - **INTC** is by far the best trade — buying at ~$23.50 before the Aug 22 deal would have returned over **400%** to today's ~$118.96 - **TMQ** nearly doubled (+94%) from the confirmed $2.09 closing price on Oct 6 - **MP Materials** is up ~76%, though it hit a peak of ~$98 in October before pulling back **Underperformer:** - **LAC** is the only tradable position barely in positive territory, up only ~39% from the estimated $3.50 pre-announcement price to $4.87 today **Not countable in the portfolio:** - **U.S. Steel** was bought out at $55 — a retail investor would simply hold $55 in cash since June 2025 - **Korea Zinc**, **Vulcan Elements**, **ReElement**, and the four private quantum companies couldn't be purchased by a retail investor **On the quantum stocks** — these were literally just announced yesterday, so that data covers only one day of movement. QBTS, RGTI, and INFQ all surged 28–31% on May 21, so buying on May 20 was already very prescient in hindsight. All purchase prices are estimates based on news context and trend data; historical day-specific closing data wasn't fully retrievable for every date.

Bansionboy

LAC explosive potential in a few years

breakyourteethnow

LAC, betting on lithium as EV demand continues growing, mine is of national security backed by Department of Energy and has a buyer for all its phase 1 production or GME for its EV. Buying when it's a hole in the ground, should 2x in the next three years being conservative.

Due_Patient_2650

I don't copy his personal portfolio but I do copy whatever the US govt holds as soon as it hits the news. They've been buying equity in public companies as strategic investments since July 2025 and their portfolio is estimated to be up +408.4%. Their current holdings are INTC (+431.4%), USAR (+42.1%), MP (+35.5%), LAC (+63.2%), TMQ (+89.9%) Unlike Trump's personal trades these federal govt trades become news as soon as the deal is done. See details on the stock buys: * Intel – [Intel and Trump Administration Reach Historic Agreement](https://www.intc.com/news-events/press-releases/detail/1748/intel-and-trump-administration-reach-historic-agreement-to) * MP Materials – [US government to invest in rare earths production (BBC)](https://www.bbc.com/news/articles/c3r91rngq2do) * Lithium Americas – [Press release by U.S. Department of Energy](https://www.energy.gov/articles/department-energy-restructures-lithium-americas-deal-protect-taxpayers-and-onshore)  * Trilogy Metals – [Press release by Trilogy Metals](https://trilogymetals.com/news-and-media/news/trilogy-metals-announces-strategic-investment-by-us-federal-government/) * USA Rare Earth – [US government invests $1.6bn for stake in rare earths firm (BBC)](https://www.bbc.com/news/articles/ckgxrvln4qeo)

AxeSpez

Where's LAC's pump though? It's trading higher, but nothing like INTC

cokaynbear

What's with all the LAC ATM offerings at $5+?

fruitloop00001

It's been fun watching my LAC and ENPH bags come back from the dead lately.

breakyourteethnow

If industrial, automotive and robotics AI or Edge AI takes over, it's the next thing to take off which means BB is positioned well as the safety check ensuring we're safe. THOR is Nvidia's Jenson Thor robotics division which is going to power the robotics movement, QNX from BB already partnered as the safety rails to basically keep Skynet in check. This is something which will play out over next few years, I really feel found something before the market has acknowledged it on wide scale. I'm also in PLUG, after the oil crisis it's putting green ammonia or hydrogen in play which is already reflecting by the government contracts they're receiving. RKLB at $8, HOOD at $10 (the sentiment against it for turning off a buy button was whack when everyone on WSB was still posting screenshots from the platform), PL at $4, ASTS $3, OKLO $6, there's some runners have caught onto very early. My favorite future multi-bagger right now is LAC, Lithium prices keep soaring all year long it's insane I think fueled by the oil crisis as well pushing EV demand, mine open end of 2027 and will x4 production by 2040. Long dated play am very deep on. Mine of national security right now considering the back it has received from Department of Energy or the US Gov. Too big to fail are the companies I prefer most these days, companies the government is backing hand and foot.

GetLostInNature

I do but, I don’t do margin and I do the expensive stocks based on sector rotation so, this isn’t exactly the sub for me when it comes to that. AAOI keeps going up but I don’t foresee it going much higher. Critical minerals and quantum are becoming hot topics again. May want to check into those and who’s going to be getting gov funding. Look at who has earnings this week. A lot of hot names. Also space sector has a bit of movement but not as much as tech right now. Intel and micron have been good ones the past few weeks. Micron has been pumping and dumping pre market into 0pen (apparently there is a suspected pump and dump with that name lol) and maybe once more throughout the day. Starting to wonder if I should day trade it. I’m looking at LWLG and YSS earnings this week. Perhaps XNDU FJET ANNA, maybe check on EOSE and LAC. USAR and ALOY on my minerals watch list and hoping USAR rises on earnings tomorrow. MRAM and DRAM are smaller plays for memory and idk what PENG is but that made random moves yesterday

JohnnyTreemain

Man, I’m not claiming to be a genius. I typically buy well established companies with a strong history, that are considerably down for whatever reason, and hold. Currently have high hopes for Microsoft and United healthcare, both of which I’ve been holding for sometime. My speculative moonshot is LAC, they had a decent run this past year but I’ve been in since about 2. They’re going to be a major manufacturer of domestic lithium, with their facility being completed in the next couple years, and they’ve got considerable backing from the US government.

Chance-Albatross7809

bless u whoever in here told me to buy LAC calls last week

Forecydian

Nintendo , Adidas , Kratos, Avex, BE, FANUY, SHAK, AS, GOLF, PAYP, SNEX, RVTY, DOCS, USAR, LAC

Ifuloseulose

If INTC pumped because of Drumpf, would it be a smart move to follow his rare earth stakes like MP & LAC? 

Stonkgang_

I’m liking SDST a lot for Trumps rare earths national defense bill. Which is required for semis and Ai. Trumps pledged to classify rare earths as national security. The real issue is all refinery takes place in China. If he’s serious then startups like SDST are about to see a windfall in funding and backing. Look at $LAC $USAR etc getting chased, however the real bottle neck is refineries. Stardust Power Inc. (NASDAQ: SDST) is a U.S.-based development-stage company focused on producing battery-grade lithium carbonate to support America’s energy security U.S. Domestic Focus: Emphasizes resilient, sustainable supply chains to reduce reliance on foreign (especially Chinese-dominated) refining. It leverages central U.S. location for logistics , sustainability practices, and alignment with government incentives for critical minerals.

techtual

lets pump that $LAC like we did $INTC

Live_Bluejay7335

LAC is finally moving! Seems trump likes them. Important resource. Yay!

No_Current3675

LAC holy fuk

gamjatang111

After INTC, i just follow the corruption $LAC , $USAR, $MP <3

SorbetComfortable137

LAC has to pop. Trump is going to make sure they get their hands on the lithium in the Appalachians, right?

Rambodeth_

When LAC getting that intel pump mayneee

iBoughtYourCar

wtf goin on with LAC

Squeeze-Finder

Neither LAC or UAMY hit their breakout point yday. What are you referring to? If you’re referring to QQQ, that opening paragraph is always a recap of the previous day and overall market sentiment. We don’t play the indexes here…

reichardtim

I like and own LAR stock but I dont think their price will rise, much, compared to producing mining stocks, until they actual start selling lithium carbonate (2028). So I think ot is a much better place to own LAR or SGML than LAC for the next year to year in a half. Just my two cents.

PoolSmart582

Might be a good play. My concerns are: \- LAC is bleeding investors' money pretty fast. You have to hope for the awaited surge before it falls too low. \- There are a lot of potential substitutes for lithium. \- This is somewhat of a play on MAGA tariffs. With low tariffs, probably better to import.

Ben_Gednmunie

LAC

AirRikky

YOU THIBK LAC is setup to run wait until you check out QTWO

GiantRussianBear_

LAC please take me there too

Rambodeth_

LAC on a move today..

gamjatang111

LAC already 3% of my port, charts on USAR, UAMY and MP also look great I own all 3

Shot-Welcome-2822

LAC, USAR, and INTC - Too much exposure to public sector to fail

MarsTellus13

Back in my day, it was WLCDF and you could snap up shares for pennies on the dollar. Then this whole LAC, LAR, alphabet soup happened and now I don't even recognize my own portfolio. Have you checked out LAR? I'm only half-kidding about alphabet soup - my cost basis is completely messed up between the name changes and splits and two brokerage changes and I've held for a long, long time in part because I'm not looking forward to figuring out taxes.

breakyourteethnow

It's possible, there's dilution ahead, LAC is clay based mining which isn't ore either so new engineering and mechanics which haven't been tested. It's not guaranteed but nothing in the market is. However, I'm following what the government is investing into, and the fact they want to stop buying from China entirely. It could fail ngl dude, I have $22k invested in LAC and looking for the growth followed by dividend. Then will sell covered calls and chill. It's going to be a long hold. It's an investment into commodities, hedge against China, and what I considered pick and shovel material for robotics and data centers so kinda three things going at once

Normal-Barnacle8283

after INTC rally might risk it all on UMAC, ABTC, LAC and anything else mango has invested in

mrpuma2u

LAC News: On April 20, Wedbush initiated coverage of Lithium Americas Corp. (NYSE:LAC) with a Neutral rating and a $8 price target. According to the research, the company’s flagship Thacker Pass project has evolved from a mining development project into a national security asset. That’s in part because the project boasts of the world’s largest known measured lithium resource.

santareaches

LAC

YouAreCorrectSirYes

LAC, but you will need to wait

BigData8734

I hope she’s not doing that bad last week. She talked me into 10 K of LAC and said it’s about to pop up two bucks.🤦‍♂️

okdriverr

Thank you for the effort and knowledge! I didn’t think about telling him about alternatives so that is a great suggestion. We’ve (me, more than him lol) lost a lot with $LAC so he’s not necessarily risk adverse, but it hasn’t been a priority either. This gives me a lot to work off of so thank you again!

okdriverr

He told me to do research, I’m trying to help him. He knows nothing about investing aside from what his family has told him to invest in years ago. The last thing we bought was $LAC and we’ve seen how that’s gone.

mrpuma2u

LAC about to leave pennystonk land. Just south of $5 bucks. Steady climber all week. Batteries ain't going away folks.

No_Current3675

LAC

GotKarprar

$LAC Lithium Americas Corp

mrpuma2u

LAC continues its climb from yesterday.

mrpuma2u

LAC up about 8% right now

Ok-Struggle-5955

LAC. Pick and shovel play.

Illustrious_Hotel527

Off the top of my head. Chinese EV: NIO, XPEV, Li. BYD is listed in foreign markets; pink sheets in the US. Lithium: SQM, ALB. LAC is speculative. Chinese tech EV: PONY, WRD. Battery tech: QS.

Bossplaya85

may I ask why LAC? is it due to EV?

Bossplaya85

which is the next homerun? LAC?

GotKarprar

$LAC

ReDesignMe

Cashing out $1.25M to buy house, toys, and help family before summer start. The rest I'm letting ride for remainder of year as this is the best energy play on tsx as well as hyper growth stock which provides safety and leveraged gains in war time. I will sell some more Q1 2027 to pay taxes and diversify into LAC. Continue to live on HELOC while both positions continue to appreciate in value.

ReDesignMe

Ok now I see where you're coming from and your concerns. So LAC tech is proven just not at industrial scale and feasibility study is economical (because otherwise they would never secure the $3B in investments from GM and DOE to build the mine) You see risk, I see opportunity in innovation and at the end of the day every investment, even your conservative indexes are a gamble as there are no guarantees of success anywhere. I'll monitor the construction progress and if they deliver on time and on budget this year I'm going in as already explained. The leverage before opening of mine will happen regardless, all miners go through it prior to cutting of ribbon and most likely will be a ×2 multiple. If you're correct and their extraction tech fails, I'll be up so much at that point I'll have time to bail while taking massive profits with me. Thanks for pointing that out to me though, it's definitely something to monitor and take into consideration. 

xyz8197432

Okay I’ll explain. Their deposit in Argentina is through brine deposit evaporation. This is the most common method globally, pump lithium rich brine out of the ground. Then leave it in evaporation ponds where it’s just sunlight + time to evaporate the water and collect the lithium after. Your method LAC is proposing, has never been done on industrial scale before (they have a “proposed/proven” method of extraction to remove the lithium from clay, which will require an acidic leach. (Capital cost + mining and crushing costs). So LAC is a gamble whether you think the technology will actually work (never before been used at industry scale, by a mining company with NO successful proven mines yet). Vs Rio Tinto, second largest mining company in the world using an industry standard practice in lithium brine evaporation. I also bought LAC, but I realized their method of extraction afterwards, which is why I sold as soon as trump announced he bought (because it obviously pumped the stock after I had taken losses prior). Make your own opinion, but it’s important to be educated. You’re making a gamble on an unproven technology.

Individual_Eye_9701

I’d look into LAC and FTSM

3sting

Thank you :) got any DD regarding those? I’ve seen LAC mentioned a couple of times

ReDesignMe

I have not but I am planning to go heavy on LAC next year, Q1 2027. Rerate year for a miner about to open mine and start generating revenue. That's where and when the leverage is. 

SpankedbySpacs

That makes a lot more sense. I’ve been in and out of LAC long before the split and the orange turd pumped it. Long term, I think it’s a great play. Just a little too volatile right now but it went under $4USD for a couple days just recently. Have you peeped LAR?

SpankedbySpacs

LOL at you buying LAC above $4.50… FOMO got you good

nemodigital

So lithium it is... SQM and LAC these balls 

nemodigital

I hold LAC and SQM, I should have added ALB to the bag as well. On the graphene side I hold NOU and GMG on the Canadian exchange.

ReDesignMe

AYA and LAC were margin swing trades that I closed out for for 38k profit. PRL trade went the other way on me but all good, it's only pocket change. The only position that matters is TNZ anyway. 

ReDesignMe

It's the same company. I will actually be purchasing LAC.TO on the TSX to avoid the conversion fees. Since this is an American subreddit I'm using the LAC ticker instead of the Canadian one.

saugataxpayer2025

Why LAC over LAC.to?

saugataxpayer2025

So your advice is to hold off on LAC until q1 of ‘27?

nemodigital

Great time to shift to lithium miners, LAC, SQM and ALB are all good plays.

PuttyRiot

Any reason not to buy LAC now if one has some funds? I already bought some sometime last year (like a month before it did that crazy jump then dropped again), but I have some money that’s just been wasting away in a savings account.

ReDesignMe

You're smart because you know yourself and your limits. You'll make it far in life if you don't deviate from this approach. Continue to do what's best for you and your family and don't worry what other regards say or do. LAC because of the growth and leverage ahead primarily and also because of the high odds of success on this play due to the big money that's backing it. 

poopsmith604

Also Canadian browser trading regard. Why not ALB over LAC? Has Div. also got schlommered post covid rout, I believe will also be a strategic asset. I got a bit caught bag holding after 2023 but DCA'd ALB and have been very pleasantly surprised. I completely agree with the home run strategy. But I think diversification is an amazing tools to use for stabilizing. I am starting a family and don't own any major illiquid assets, so to protect them from my regardism, I gave a sizable chunk of my account over to a mouthbreathing money handler. I realize that this isnt the giga-chad move of eternally confidant autists. But after watching friends have mental breaks and recognizing the fragility of either ones tenuous grasp on reality, or the ego. I have found great comfort in the fact that even during a potential mental health crisis, I would have to at least go through multiple steps to access my funds. I also look forward to spanking him year in and year out in performance. Congrats and fuck you.

ReDesignMe

LAC Q1 2027. DD thesis in comments. 

Prynnis

I'm in LAC already, a decent average so far and I play to average even more. LAC is going to be huge, and I actually think when it starts mining, Tesla will be a huge customer for their lithium

ReDesignMe

Don't buy anything because someone says so, first do DD. And if you do decide to buy think longer than 60 days on this growth stock. I will have to sell some to buy house but rest I'm letting ride for the remainder of year until I sell some again to diversify into LAC and maybe dividends.

ReDesignMe

LAC Q1 2027. I explained my DD thesis in the comments. It probably won't do 900% though but who knows, maybe it could and even more in 2040 when Thacker Pass reaches peak production. 

xenolithic

Nice to see LAC represented here, I just tripled my holdings on Friday post earnings -- since I liquidated everything when it was ~$10. I read about TNZ but daaaaayum. 

ReDesignMe

I have not but my first focus is odds of success and then ROI. I think LAC is as good as it gets in lithium. 

Unknown_Equalizer

What got you into TNZ? Negative free cash flow, loss making company few years back, and volatile stock. Hindsight is 20/20, but even then I couldn't bring myself to invest in this stock few years back. Burned my fingers with Anaergia, decided never to touch these kinda stocks. Even exited LAC, Thacker Pass will take forever and Lithium is not seeing the light....

ReDesignMe

Nice sell, you killed it. I think they can both co-exist but sodium ion isn't proven and applicable tech like lithium is. There have been major buyouts of lithium companies and to the tune of billions recently. Mining companies wouldn't invest that much money into something that won't be around in the future. There is too much big money invested into LAC for it to fail imo, and it's a project critical to national security. 

GiveMeNews

I'm in LAC, sold a bunch when it spiked to around $10. But I am doubtful about it after the release of sodium ion batteries. Lithium is still better than sodium in specific situations, but the costs of sodium is a fraction of lithium.

ReDesignMe

I prefer Canadian energy stocks and LAC is dual listed as well so will purchase on tsx under LAC.TO

ReDesignMe

Energy now as a hedge against the war. LAC Q1 2027. This is what my plan is currently. 

xyz8197432

Why do you want to buy LAC? I just exited it, it’s a shitty lithium stock with a “prospective” extraction technique that hasn’t been proven yet

Eats_Beef_Steak

Awesome plan, I'm glad for you really. For LAC, do you think it's going to dip further before picking back up next year? Being at 3.71 right now, seems like it's had a huge drop over the past few years. What tells you they're going to improve again next year?