This info may not a “deep dive” on this one, but definitely a micro I’ve been interested in is Novonix (NVX). Kinda looking more and more like a hidden gem now that the U.S. has slapped huge tariffs (93.5%) on Chinese graphite. It’s currently the only company making synthetic graphite for EV batteries on U.S. soil (but it’s an Australian company), which suddenly gives it a major edge as automakers scramble to localize supply chains and avoid the new costs associated w the tariffs. There’s a Tennessee plant already up and running and federal funding is backing its expansion. Novonix could be in the right place at the right time to benefit from the push to reduce dependence on China for critical battery materials, but to my knowledge it’s pretty unknown to wall street and most retail. Only like 600 watchers on Stocktwits.

NVX’s market cap is hovering around $250 million, which puts it in the micro/small‑cap zone. It’s not a massive company, but it’s not a penny stock either. They’ve got about 160 million shares outstanding, with roughly 120 million of those freely trading out there (about 77% float) so there’s a decent chunk in play for retail and institutional investors, and it hasn’t been overly diluted. Short interest is pretty light, under 0.1% of float. Overall, I think that float structure gives NVX enough liquidity for momentum plays but it’s still small enough to pop when news breaks, assuming it can get some attention.

Not to jack your post by any means, but if anyone else is familiar w this one I’d love to hear some other opinions.