DFLI · Dragonfly Energy Holdings Corp.Dragonfly Energy Holdings Corp.
📝 China expands rare earths restrictions, potentially benefiting battery material suppliers WWR (graphite) and DFLI (lithium)
China expands rare earths restrictions, potentially benefiting battery material suppliers WWR (graphite) and DFLI (lithium).
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Bullish on $FLY as a competitor to RKLB/SpaceX in space and rockets, and on $DFLI for energy, lithium batteries, and healthy balance sheet after capital raise.
source ↗Bullish on DFLI as a 10x moonshot due to military contracts, strong lithium battery sector, small market cap, and a recent capital raise at favorable terms.
source ↗Rotating into high-growth positions: AMD (forward revenue doubling), FLY (neocloud similar to RocketLab), WLAC (neocloud IPO with high margins), MU (memory demand from Stargate/OpenAI), FLNC/SEI/DFLI (energy and battery plays, high risk high reward). Trimming laggards for tax harvesting, will repurchase later.
source ↗China expands rare earths restrictions, potentially benefiting battery material suppliers WWR (graphite) and DFLI (lithium).
source ↗No qualifying thesis event for 45+ days.