1. Lithium Americas stock is rated 'Buy' with a 24-36 month horizon due to oversold levels and the potential of Thacker Pass asset. 2. Macroeconomic headwinds are easing, and global interest rate cuts are expected to boost EV sector growth and lithium demand. 3. Thacker Pass is poised for significant cash flow with fully financed capex and strong offtake agreements, setting up LAC for a substantial rally. 4. The potential completion of financing from the U.S. DOE and General Motors by December 2024 is a major stock upside trigger.