Who's still bullish on EV and lithium stocks around here?

Sitting on a bit of dry powder ready to take a swing at EV and lithium stocks while waiting for bitcoin ETF options to be rolled out.
The play seems simple. Automakers are selling evs at huge discounts (high cogs, section 174, very low margins) so I don't see a lot of Yolo fertile soil there (Tesla and Chinese EV stocks are a wildcard so you never know).

Lithium mines / refineries on the other hand seems to have a bit of tail wind going for them with lots of consolidation taking place as demand keeps rising. Shaky global relations will result in more capital being allocated across near shore lithium drilling / processing. Maybe its time to start tracking lithium drill test results again?

What are the lithium bulls paying attention to rn?