I bought 3.50 calls for LAC on 7/23 on the thesis of Trump near shoring essential US based tech and commodities. Two months later, the thesis has played out. The US Gov will be taking up to a 10% stake w/ LAC up 82% AH. TLDR: Good thesis + Conviction paid off. Worth noting: this is now 3/3 companies which I have invested in on the theory of gov near shoring to date: INTC is the only US based semi foundry LAC controls the largest North American lithium mine REMX owned 12% MP Materials for rare earth exposure 🤝(CryptoCondom)