Wall Street loves to bury its mistakes.
Right now, lithium is six feet under – entombed by disappointing electric vehicle forecasts, a supply glut, and an entire industry that overshot the runway. The metal that was supposed to power the EV revolution became a cautionary tale; a reminder that hype and reality don’t always align.
Indeed, maybe the catalyst wasn’t electric vehicles at all… but artificial intelligence.
And it has all the makings of 2026’s breakout AI trade that nobody sees coming.
This post originally appeared at InvestorPlace.