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Jun 8
$WIX 45 pre-market. Glad I sold my shares in April. "Cheap for a reason"
x.com/super_cycle/status/204…
Apr 18
$WIX I closed this position with a small profit. Although the valuation is very low, especially if you factor in the buybacks, the fear of disruption by AI will remain IMO.
Will re-evalute after the next earnings.
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SuperCycle retweeted
May 25, 2026
#Lithium Carbonate 99.5% Min China Spot
Price: $26,940.21
1 day: $ 771.82 ( 2.95%) 📈
YTD: 59.36%
#Spodumene Concentrate (6%, CIF China)
Price: $2,639.00
1 day: $ 66.00 ( 2.57%) 📈
YTD: 70.48%
Sponsored by @LibraEnergyMats
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May 18
$TE 15% pre-market
x.com/StockSavvyShay/status/…
May 18
Leopold Aschenbrenner’s Situational Awareness Fund initiated a new ~$44M position in $TE last quarter.
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SuperCycle retweeted
May 15
Sigma Lithium had a strong start to 2026!
In 1Q26 the company achieved record profits, successfully concluded a full ramp up of mining operations and is on track to achieve its production guidance 240,000 tonnes per year of lithium oxide concentrate.
See our results highlights and discover our improved operations:
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SuperCycle retweeted
Lithium is becoming one of the most important commodities of the next decade.
The market used to focus only on EV batteries. Now the real demand surge is coming from energy storage, AI data centers, and global electrification.
Battery-grade lithium prices have already rebounded to around $24,000 per ton in 2026 as supply tightens and demand accelerates. Analysts are now warning of a potential lithium supply deficit ahead.
That’s why lithium stocks are moving sharply higher again, this is no longer just a battery story, it’s a global infrastructure story.
carboncredits.com/lithium-pr…
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May 13
#Lithium looking good! Next price target: ~300,000 CNY/t
LCE ~$44,000 USD/t
SC6 ~$4,400 USD/t
Note: Most Lithium SC6 miners are producing at AISC $500-700/t >> 65%-85% margin!
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May 13
May 10
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May 12
I closed my positions in $FLNC today earlier than planned, following the announcement of the secondary offering of 20M shares. It was a "Deux Ex Machina", a welcome exit for the large number of short positions.
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May 12
IMO, they could probably have doubled or trippled their proceeds if they had understood the market dynamics better and waited 1-2 weeks, until after expiration. And played it like Pentwater did with CAR.
Anyway, closed with a nice profit. Searching for the next one.
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May 11
$FLNC 27.2 ( 12%)
Shares, long calls and short puts are doing well
x.com/super_cycle/status/205…
May 8
$FLNC 22.70 ( 19%)
132.81M Shares Outstanding (Yahoo)
117.67M 'Sticky' holders like Siemens, AES (13G filing)
Leaves 15M
While hedging/buying pressure:
24.48M Short (Yahoo/Fintel)
18.7M Based on convertible notes $ 400M/21.35 (10-Q filing)
Do the math #shortsqueeze
NFA DYOR
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May 9
Know your EV Battery Chemistry
#LFP - For affordable EV models, no pricey or dirty Nickel and Cobalt
#NMC - Higher energy density, but high cost
#LMFP - LFP with performance and range boost, thanks to #Manganese
#LMR - NMC like density, at costs comparable to LFP
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May 10
The shift is from NMC (with dirty Cobalt and pricey Nickel) toward LMFP and LMR. So more #Manganese However, China still controls 90% of the refining capacity. This creates opportunities for companies based in the US, Canada, or the EU.
(updated chart)
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