400% growth in e bus last year in China. Not only that it is...

400% growth in e bus last year in China.
Not only that it is proving to be a big export market.
Every bus is 6 ev's for lithium
Now they are moving into light commercial.
Trucks are banned from most Chinese cities in daylight hours.
Expect light commercials ev's to get better access.

Disruptive always get's underestimated.

Happy I think you're underestimating demand and overestimating supply.

Which is fine, just don't buy lithium stocks.
The fact you keep writing while not holding shows you are not confident you are right.