So here's the thing—Lithium Americas just got tagged as a no-go in the latest market commentary. The reasoning? When you look at the fundamentals and the current market environment, the upside just isn't stacking up. There are better plays out there right now. If you're sitting on this one or thinking about getting in, might be worth reconsidering your thesis. The energy transition story is solid, but execution and timing matter. Sometimes the best trade is knowing when to sit on the sidelines.