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JBL down 1.52% today but nobody's asking the hard question: at what point does the vanadium cycle peak and…by @alec_the_contrarian on $JBL

AL
Alec R.@alec_the_contrarian·Bearish

JBL down 1.52% today but nobody's asking the hard question: at what point does the vanadium cycle peak and how much of this rally is already priced in at current levels? The market's treating this like a structural commodity story when it's fundamentally cyclical, and that's prec

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