Battery Sector Long

2023年6月28日

I generally view the macroeconomy through a liquidity lens dominated by sovereign nations and central banks exercising their power to move liquidity around various parts of the economy. Renewable energy and battery technology are inevitable, but when will governments decide? Well, it looks as if China is making the first move (link below). Moreover, known short seller Marc Cohodes is going LONG on ENVX (link below). I had a few friends in the materials science space who can vouch for Enovix technology but better to buy the broader battery market to be safe. Potential quarterly bull flags shaping up for QCLN LIT and BATT. Planning on buying support areas for the next few weeks.
https://twitter.com/AlderLaneEggs/status/1673683736095862785
https://www.ft.com/content/42627028-5425-4fea-9872-b25023c9f3cb