yes I've made this comment on a few HC threads, I've been waiting for a separation between broader stock market moves and a sub segment attached to EV/batteries and perhaps AI/Machine learning also - the segments where I see growth is compelling in an otherwise problematic economic backdrop.
I think its telling that Tesla has performed so well over the last little while, after being caught up in its own drama and the broader market moves for most of the year. Its hard for the market to ignore earnings growth.
I think once we see earnings at some of the recently established lithium miners either kicking in, or those that have been in production a bit longer ramping up, it will spill over and give confidence to others in the storage space, that are still in development phase
time will tell, I may just have a bade case of optimism bias