I like the diversification you get from streaming. This one made a breakout. For sure the whole battery thing is being hyped and though Tesla is getting some short attention, they are from what I gather only the poster child. My stoploss is at zero, so it's a fire and forget kind of a trade for me.
I became bullish on batteries in 2008 and have zeroed in on cobalt. I think there could be much continued hype around this stuff. Eventually we will be mining our garbage (and if that's not enough asteroids).