Category: Sectors
META // Your Face, Zuck’s Bucks
Meta Platforms: META // Blue 1 // Strike Price = $180 NOTE: You can have…
MAT // Some say, “it’s a Barbie World”
Mattel: MAT // Purple 2 // Strike Price = {subscribe} 10 year CAGR = -8.5%…
MSFT // AI propels MSFT to 35% above intrinsic value
NOTE: “Intrinsic value is a term used in investing to refer to the underlying or…
TSLA // Still undervalued with a 69% Margin of Safety
Track all markets on TradingView Tesla: TSLA // Blue 2 // Strike Price = $222…
ET // but not the kind we had in mind
Energy Transfer // ET // Purple 4 // Strike Price = $13* // TL;DR Buy…
SPWR // So many roofs, so few solar installations … yet
SunPower // SPWR // Green 7 // Strike Price = {subscribe} 10 year CAGR =…
TD // Safe? Probably. Lucrative? Not Really.
// This article is more about preserving wealth vs generating wealth than an analysis of…
LICY // Circularizing Battery Supply Chains
LICY // Orange 7 // Strike Price = {subscribe} 2 year CAGR = -28.7% (historical…
Gold Shines in Non-Golden Eras
Gold, a store of value for thousands of years, a backer of currencies until 1971,…
BYDDY // Build Your Dream; cheesy name, big cheese potential
BYDDY // Blue 2 // Strike Price = {subscribe} 10 year CAGR = 25.9% (historical…
SQ // Three cheers for bogus short attacks … and Earnings Growth
SQ // Green 8 // Strike Price = {subscribe} 7 year CAGR = 25.3% //…
GVA // Granite, starting to look rock solid
GVA // Purple 7 // Strike Price = {subscribe} 10/y CAGR = 3.4% 1/y CAGR…
RIVN // Calling all weekend warrior pick-up truck enthusiasts with $73K+
RIVN // Orange 2 // Strike Price = {subscribe} 10/y CAGR = TBD … IPO…
ENPH // Green energy nerd alert!!
ENPH // Blue 8 // Strike Price = {subscribe} 10/y CAGR = 46.8% ($4.67 to…
Coke vs Pepsi vs Tesla
We analyzed Coke and Pepsi so you don’t have to. You might like their dividend…
The Carbon Opportunity
According to Marin Katusa, the the top-performing investment of the past three years: The correct…
RethinkX: Rethinking Climate Change
How Humanity Can Choose to Reduce Emissions 90% by 2035 through the Disruption of Energy,…
Existential Crises as Tesla and Bitcoin Collide
By now you are likely aware of this tweet from Elon that put Tesla and…
Tony Seba Speaketh: Major Bubble Formed for Conventional Energy — Lookout!
Tony Seba, Adam Dorr and RethinkX have released a new report called The Great Stranding:…
Time to Square Up Some Bitcoin
Is it time to buy Bitcoin since it has dipped significantly in the past couple…
Thanks, EH!!
Ehang, Chinese makers of autonomous aerial vehicles for urban transportation, today were hit by a…
Bitcoin has been De-Risked, Now its Time to Scale
This morning my friend texted me, “you were right and I was wrong. With Tesla…
Can American Manganese Make Lithium-Ion Last Forever?
American Manganese AMY.V https://americanmanganeseinc.com Key Insight: US gov stockpile of manganese in Arizona should be…
Is this Silver’s time to Shine?
Update, Feb 5, why the silver squeeze never happened: (BEWARE) All Eyes on Silver “Gold and…
Stem Inc and Rebuilding the Grid
“REBUILDING THE GRID: The power grid is an antiquated one-way system reliant on a lot…
ARKG at the Core
We first bought ARKG in July 2020 and it has pretty much already doubled. Normally…
Will Nouveau Monde Graphite Make You Nouveau Riche? (Ep. 1: NOU.V NMGRF)
Nouveau Monde Graphite: NOU.V MNGRF Projected to operate the largest graphite operation in the western…