I’m wondering after listening to a lengthy online presentation tonite ( 3/2/22). If anyone has any current experience with this subscription &/or analyst & any idea who this chipmaker company may be as he says its going to be the major provider for all E. V.’s in the future with billions in sales ??
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I am wondering too! He made it sound like he was giving one away. Built it up all week. Then of course the “reveal” never happened. lol.
NXP Semiconductors (NXPI) and ON Semiconductor (ON) are two biggies, but do not fit the company alluded to in the presentation
The companies that can manage this feat of nano-scale manufacturing for a variety of microchips are Intel, Samsung, Taiwan Semiconductor Manufacturing (TSMC), and GlobalFoundries, the last of which announced today that it aims to be the world’s leading contract chip manufacturer by both volume and revenue.
Less than a year ago I bought into Dave Forest’s cheap newsletter, not Strategic Investor. They are owned by the publisher of Palm Beach Research. Besides being a geologist, his specialty is finding warrants related to his geology background. One of the warrants he recommended awhile back was in Occidental Petroleum when oil stocks were in the toilet. You can imagine the gains on that one play today. However, I also bought other warrants he recommended – one of which was an EV warrant, and those other investments I bit on are down more than 70%. Warrants are a good investment strategy to use in your diversified portfolio, but like everything else, you need to do your research. I’m getting a lot better at reading the research other analysts are doing, and then do more in depth research on my own. It’s always important to do your due diligence. That’s one thing I love about Doc Gumshoe. He really does a great deep dive into whatever teases he’s researching, and finds things I don’t have the resources to find. I think This would be a great topic of research for Gumshoe. Why don’t you recommend Doc investigate this one? I’d like to know more too.
A little research on George Soros auto/EV investments takes me to a small company called Indi Semiconductor. Warrants are trading for ~$2 currently (not $3).