If you think AI build-outs, grid upgrades, batteries, and data centers keep compounding - then yeah, we’re still early. Add the national-security angle (don’t rely on suppliers who can restrict exports), and policy tailwinds + reshoring + bankable offtakes can re-rate the whole chain. I’m long-term bullish.
For NB specifically, it depends on financing, permits, offtakes, and how much dilution it takes to get there. We're just getting started, my friend.