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SuperCycle
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SuperCycle
@super_cycle
💎Growth Stocks | Silver & Lithium | Selling options | All my tweets are opinions, not investment advice. Top 5 positions: $NBIS $CIFR $CRDO $ATLX $SGML
Katılım Şubat 2021
523 Takip Edilen421 Takipçiler
@roundtripCapMan LMFP batteriy demand, for higher energy density, will boost #manganese miners
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Chris Meder@EVCurveFuturist
Geely, the giant on BYD’s heels, isn’t promising solid-state “someday” — it’s producing one in 2026. #LMFP all-solid-state, ~15% higher energy density, vehicle-tested, in-house. This is how China wins: incremental gains, scaled fast. Not hype. Execution. electrek.co/2026/01/25/vol…
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@roundtripCapMan I hold EMN, E25 and small lotto positions in EML, MN
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#Lithium on fire 🚀
New 2-year high
LCE: US$ 27,400 /t (+5.9%)
SC6: US$ 2,730 /t (+7.5%)
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$LPK.DE 23.2
from 12.3 two weeks ago
x.com/super_cycle/st…
SuperCycle@super_cycle
🇩🇪 $LPK.DE / $LPKF Laser & Electronics CPO, Glass substrates play 9x daily volume 👀
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Sells EV 💥🚀🚀🚀 and normal with IRAN 🇮🇷
Do you understand now why with Humanoïds / Drones etc the news batteries 🪫 EV to change >> #lithium ll be a KEY for control Energy
$ASN $ANSNF Anson Resources ll ve a strong player directly in USA 🇺🇸 Utah
Why ANSON ? Find 😏🤙🦾
Lukas Ekwueme@ekwufinance
In response to the Iran war, EV sales are surging. EV vs. ICE mineral content - 60 kg copper vs. 25 kg - 40 kg graphite vs. 0 kg - 30 kg lithium vs. 0 kg - 25 kg nickel vs. 0 kg EVs need ~6× more minerals than ICEs and only represent ~4% of cars on the road Just attempting to replace ICEs with EVs will ignite a mineral bull market.
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🇳🇴 $NOD.OL - $4.1B - Ultra low power Bluetooth LE SoCs for IoT
🇨🇭 $HUBN.SW - $4.4B - Power & data connectivity components and systems
🇮🇹 $TPRO.MI - $ 121B - Probe cards & measurement technologies for ICs
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🇩🇪 $SMHN.DE - $1.9B - Wafer-to-wafer & die-to-wafer hybrid bonding equipment
🇫🇷 $EXA.PA - $2.3B - Thin-Film Lithium Niobate (TFLN) electro-optic modulators
🇩🇪 $WAF.DE - $2.7B - Hyper pure silicon wafers: polished, epitaxial & special
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Lesser-known European stocks, research list:
🇩🇪 $P4O.DE - $ 38M - Structured glass wafers, carriers, packaging wafers & interposers
🇵🇱 $VGO.WA - $ 110M - Mid-infrared detectors & High-Quality Epi Wafer
🇬🇧 $GHH.L - $ 260M - Photonic systems, components & instrumentation
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@suso12796 @aleabitoreddit Yeah +9% today. Avg daily volume is super super low, only 1500. When it goes above the radar, it explodes IMO.
If you think Nordic stocks like SIVE were underfollowed, Polish stocks are 10x as underfollowed...
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@roundtripCapMan Nice portfolio!
My basket contains also $SGML $CRE $GT1
In addition $ATLX $LTH.V and $ASN.AX $DLI.AX
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#lithium portfolio:
$CRE Critical Elements Lithium avg.px: 0.4
$EMH European Metals Hold avg.px: 9p
$GLN Galan Lithium avg.px: 0.14
$GT1 Green Technogy Metals avg.px: 0.024
$LI American Lithium avg.px: 0.33
$SGML Sigma Lithium avg.px: 5.06
$WR1 Winsome Resources avg.px: 0.146
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@RagingBuffaloX You're right! What is your estimate of the peak price of Lithium SC6 in this cycle?
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Last #lithium cycle peaked primarily from a niche Tesla EV market, with lithium having a small footprint compared to now.
This cycle is based on BESS, solar, AI, EVs, robotaxis, heavy/commercial trucking, shipping, robotics, drones, VTOLs, space exploration, etc.
On top of riding the world's largest oil supply shock in history, which is literal rocket fuel for lithium demand.
Lithium King Metal 2026.
SuperCycle@super_cycle
#Lithium The previous cycle started in early 2020 and peaked in late 2022, and found its bottom in mid-2025. IMO, we are now in the first quarter of the new cycle. And with much more demand from EVs and #BESS than 5 years ago. #early
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@roundtripCapMan What's your estimate SC6 peak price for this cycle?
In my calculations, I use 3000/t. That's only a20% up from current price.
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@super_cycle The bottom was around this time last year, so it looks more like a half time no?
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@roundtripCapMan Yeah. Bottom was end of June 2025 (CNY 59k/t)
Assuming a cycle of 5 to 5.5 yr
So 2.5yr from cycle bottom to peak
"End of first half" probably
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🇵🇱 $VGO.WA VIGO Photonics 570 PLN (+6%)
Epi wafers, IR detectors, HyperPIC, and more.
500M PLN market cap (~125M USD)
93M Record revenue in 2025
Record order intake
Underfollowed
Backed by European Investment Bank (EIB)
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