저자: Kevin · 외국인
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바이든 인프라 법안(2.25조달러) 통과 가능성에 대비해 전기차 충전, 수소, 배터리, 전기버스 관련 종목을 소개. 충전주 바스켓(13% 수익 언급)을 긍정적으로 보며, 플러그파워·퓨얼셀은 밸류에이션 부담으로 수소 기대는 2030년대로 보고 보류 권유. 아이덱스, 퀀텀스케이프, 엔페이즈, 팔란티어, 테슬라, 라이온일렉트릭, 보이저디지털 등을 언급. 워크호스·오시코시는 우려 제시.
다듬은 글
hey everyone meet kevin here in this video we're going to use the level 99 coffee drinking cup to talk about which stocks we might want to consider buying in the event that joe biden's infrastructure plan does actually pass obviously joe biden has introduced his infrastructure plan today or at least part one of it the actual infrastructure part not the social infrastructure part and the actual infrastructure part calls for billions upon billions of dollars 2.25 trillion in total with a lot of money going to ev incentives tax credits solar incentives uh incentives for creating up to 500 000 charging stations electrifying the federal fleet of vehicles electrifying school buses folks you name it and in this video my goal is to provide an outline of potentially which stocks you might want to look into now this is not going to be an epic deep dive on every single one because otherwise this video would be two or three hours long maybe we'll do individual analyses on these if you'd like that i'd gladly do that now let me know down in the comments but for now i'm going to give you an overview so we can get started the first way i like to get started is by talking about obviously electric vehicle chargers here's the thing when it comes to electric vehicle chargers a lot of them kind of still suck right now and what i found the best thing to do is at least what's worked well for me is just buying a basket of chargers so think of it kind of like an index funder an exchange traded fund but just for charging companies now i used m1 finance to put this together so they don't let me use everything but uh or put every kind of uh you know possible charging stock that's available in here but i was able to put a good chunk in and so what i did is on monday which was arguably the bottom of the market for charging stocks uh we'll just call that luck uh but anyway i put a hundred thousand dollars into the chargers and on a pie of six stocks i'm up thirteen thousand dollars in two days which is awesome and certainly no guarantee of future performance but hey i mean i'll take 13 grand on 100 grand in two days that's awesome but i think this has a whole lot more room to grow specifically because a lot of these names are pretty darn sold off from their highs i'd say somewhere between 20 to 35 percent off their highs on all of these which means in my opinion these got a long potential way to go now sure some like charge point may have been you know a little a little euphoric especially with the spe switchback electric spec and merger but that's over now that's history now and so in my opinion an easy way to invest in chargers is simply by looking at something like this you could invest in this kind of pie just by going to met kevin.com chargers and you'll be able to invest in exactly this now i don't manage your money in this it's just m1 finance it's just an idea but this is an easy way in my opinion for me to get exposure to chargers and now i did equal weight all these and i did include tesla in here because tesla does produce some of the most as an individual company dc superchargers so i want to give some respect and shout out to tesla as well i also think ironically out of these the tesla actually provides a little bit of stability because some of these other companies are a lot smaller or they've been public less less long and so ironically even though tesla's super volatile in the charging space tesla might actually provide some stability to this portfolio so these are the names that i chose you know we've got blank we got the tpg in here we got the charge point and so on in there so take a peek at that next we've got a plug okay plug okay so i've got a little bit of a history with plug i made a video back in january about plug power and uh people thought uh well let me just put it this way some people got a little upset with me because i said look the stocks had like 75 bucks i think there's a good chance this could sell off as soon as institutional investors flip out of this and i had some concerns about the valuation in fact here's a quick throwback to the clip maybe it makes sense to trade this stock now whether you want to swing trade it or kind of social trade it uh it is very possible that there could be a large rotation out of this stock at some point in the near term and by near term i mean over the next year uh which if if you are planning on buying and holding this company you you potentially want to be prepared for like a quantum scape kind of style slap where we get this insane run up and then we get this insane drop off but in terms of valuation right now it's very very it's got a lot of hope built into it and i am slightly concerned that that hope you know trading ad 322 times 2024 estimated earnings that's uh that's a little pricey right now well since i recorded that video plug power is down over 55 uh since i filmed that video now that's not to say that plug is a bad stock i still think it sells for a relatively rich multiple and the arguments i made in that video are still true so if you're really interested in plug i highly encourage you check out that video but there's something that joe biden said that's very very impactful joe biden said he wants to lead the america's future for sustainable energy towards electrifying vehicles and using hydrogen and the fact that he said hydrogen in his 15-year plan is pretty impressive that we were not expecting him to drop the h-bomb and he did he dropped the h-bomb so the neat thing about this is stocks like fuel cell and plug immediately reacted and both of them ran up about two to three percent in the after hours not like a massive increase but they both reacted to joe biden suggesting hydrogen that's because obviously they both work with hydrogen related products however i just want to give you a quick bottom line before mentioning that obviously you should go check out the plug power video i did in detail where i talked about the renault partnership the french partnership with plug power how plug power might be able to transition from the hydrogen forklifts and their business model now to a future of electrifying trucks with hydrogen watch that but i'm going to give you a bottom line here i do as much as i like plug and fuel cell is maybe like social plays that is maybe a lot of people will buy these if we get more talk about hydrogen infrastructure i think long run they do still have rich valuations for what they are because the tech is just a little too early don't get me wrong i love hydrogen and i think these companies are going to be very well positioned when that hydrogen future comes i'm just concerned that hydrogen is really going to be a 2030 to 20 35 play which means i'd rather pick these things up next time we have a crash around like 2027 2028 or something like that but these have moved on joe biden dropping the h-bomb another one that's pretty interesting is i-d-e-x so id-e-x is one that i'm just really starting to learn about and i personally hate looking at investor presentations because i feel like they're full of marketing and a bunch of bs but i did pull up this investor presentation just to give me a brief idea of what the heck ideonomics actually does and they do a lot of stuff not only do they acquire a company that helps them basically do wireless charging for vehicles here look at this wave the only wireless charging true or only wireless charging truly addresses the market opportunity for autonomous vehicles i mean in some sense they're not wrong about that right like if the cars are anonymous what are you gonna have like a robotic arm that comes out and plugs your car in that by the way has actually been tested so far and the answer might be yes maybe maybe but i could see that inductive charging kind of like putting a toothbrush on a charger or your phone on a on a charging pad super simple bus could just drive over a charging pad park there for a little bit and keep going makes sense they've got uh looks like they're getting into all electric tractors or some people call this the john deere of electricity electric mopeds they've got cost-efficient new energy commercial vehicles including let me not block this over here uh the development of a new line of zero emission heavy trucks and buses folks remember what joe biden talks about he talks about electrifying transit electrifying buses and even school buses which we've got another play for school buses which we'll talk about in a moment but idex is going to be one that you're going to want to pay attention to now i in in this video i'm going to be very transparent about what i've invested in what i have not you saw the charger pie that i've invested in i do not have money in plug fuel cell or idx uh but in the future i could be open to investing in these and obviously if you're a course member uh which this evening and this is why i'm drinking coffee at 8 pm at night in california time i'm pulling an all-nighter because i'm increasing the price of the courses i said that i would do this last week but the thought of spending three hours changing digits on a screen was a little a little intimidating me so i've been a little bit of a bum about that sorry about that but i will be changing the pricing tonight which does mean you can still use that coupon code tonight if you wanted to before that pricing changes but anywho focus here kevin focus the next stock uh is quantum scape so quantum scape is a battery a solid state a battery a manufacturer i don't really want to call manufacturing yet they're really a lab so think of the company quantum scape as a lab that's designing and engineering and researching solid state batteries solid state batteries are going to be huge not only for cars lighter weight batteries significantly lighter weight batteries batteries that could charge faster go longer have longer life spans as well but the solid state batteries are also going to be huge for air transport think eevee tolls yeah i mean like imagine having your coffee hopping in a drone and getting flown around you know for a few hours and maybe going california to you to new york on an ev toll uh which i don't know if we'll ever go that far but if anything's going to make it happen folks it'd be something solid state and just saying solid state in the world of batteries by the way that's better than hot coffee at 8 pm at night like that is a such a buzzword in fact neo the the share price of neo skyrocketed just because when they had their neo day they talked about the potential for a pseudo solid state battery it was like a part solid state battery but just because everybody heard solid state battery the share price like shot up and so when people hear oh hundreds of billions of dollars are going to go from biden's plan into research and development for battery manufacturing uh people get excited about quantum scape which is one of the the largest pure electric plays right now i'm sorry pure battery plays right now okay next then we also need components to go into batteries and this is where companies like mp materials have gotten a lot of attention and mp materials all i have to say they absolutely crushed their last earnings destroyed their last earnings we covered their last earnings alive and they were so good i'm still blown away by when i was looking at their income statement i'm like oh my gosh how are these numbers possible it was so so impressive now unfortunately after that the stock was green but then the next four or five days thereafter aka the last week here the stock has kind of been selling off and that could create an opportunity to get into something like an mp materials a lot cheaper so mp materials is a potential supplier for components like lithium could be place to pay attention to so definitely pay attention to uh you know something like an mp materials next let's talk about this one that i think is going to be a little bit under the radar okay so one that i think might be a little under the radar here is pallent here now you might be wondering wait wait wait what pallet here yeah pound here and there's a there's a special reason for this in fact i'm going to pull it up here on the infrastructure plan because i i was a little shocked by this so what i'm going to do is i'm going to pull up the the the actual spreadsheet or flow chart that we did here and you can read this section here and then i want you to think about that for a moment look at this right here okay so and shout out by the way to a course member for connecting the dot on this one what i'm about to reveal uh thank you well first of all to all of those of you in the stocks and psychology money group who post your ideas and your connections so fun to talk with you in there i try to chat in there every single day so it's super fun to talk but anyway take a look at this so here it says 50 billion dollars for department of commerce to create a new office to monitor domestic industrial capacity okay so now you have to ask yourself do you think that means joe biden's going to have an office of people going back to work today hey uh mp materials how many buckets of lithium you all mine today oh that many okay i don't think we're gonna be looking at manual tracking for all of this industrial capacity what i expect is a possible or a possibility is that manufacturers might be asked by the government to provide data on how many months of supply they have for certain things and their supply chains or materials or whatever to to so that the government can kind of keep an eye on okay like are we gonna have a shortage do we have any issues are we seeing any patterns and it's actually a win-win situation because if the government can say hey yo ford looks like we might have a chip shortage coming up in the next two months businesses can better prepare and that's actually a way of making the country more competitive but businesses like it's not like toyota is going to want to give that data to ford uh and this is a way that maybe the united states government can try to aggregate u.s manufacturing data and make conclusions to actually give back to manufacturers i mean in theory that is the role of government how well they execute i don't know but that is in theory the role of government the benefit of everyone right ideally but anyway take a look at this folks look at this what is this folks palin frickin tear what does this say this is nuts manufacturing the most critical challenges facing manufacturers throughout the value chain are fundamentally data challenges supply chain procurement quality control efficiency rapid troubleshooting and demand forecasting that basically depend on accurate and up-to-date data landscape well where do you think you can get this up-to-date data from and who might be able to compile all this well how about the biggest company in the united states that already uses palantir the government the government like literally this page right here defines what could be the perfect solution for the government's new office on exactly that look at this a point-and-click analytical environment where users can monitor for and respond to disruptions on the production line i mean this is obviously more micro scale to an actual factory but imagine if you can monitor all supply chains throughout the country right this uh this is pretty powerful and i would not be shocked if uh the government could be involved in this and pound here now that's a stretch it's speculation you have to make your own conclusions on all of these as usual if you lose money and you paper hand and you sell out and you realize your losses it's your fault not mine okay next folks end phase end phase end phase oh my gosh other than tesla which obviously i think in this we should just give the quick honorable mention here to tesla i made a video earlier about the the tesla etf and folks i believe it okay tesla is kind of like an etf i mean remember they do charging they do batteries they do car insurance commercial vehicles residential vehicles solar panels inverters solar roofs bitcoin mega packs for grids automation robo taxis like tesla is like the daw in this list right where i make standalone videos on tesla all the freaking time i'm not going to go into deep on tesla here but obviously i have to mention tesla but aside from mentioning tesla end phase do not blind yourself to the real potential of end phase i was talking with some local solar installers just recently here within the last week and folks people who don't use tesla uh enfaze is like the number one contender and end phase users and installers they're like end phase quality blows tesla out of the water now i know anyone who invests in tesla's gonna be like nothing blows tesla out of the water uh uh you know what so my test i get it obviously tesla is my biggest position it's like fifty percent of my portfolio but end phase is is a big chunk it's like five to six percent of my portfolio and that's ordinarily a big piece of a portfolio so enface makes very very high quality they don't make solar panels but they make very very high quality micro inverters that can individually monitor and control solar panels really important especially if there's like partial shading in areas like on a house from a tree or whatever you don't lose production from from the rest of the line but also uh home battery packs which is something that uh biden wants to wants to research and study and see more of a biden in one of the last stimulus packages was instrumental in actually including a section that allocated a bunch of money for the government to study vehicle to grid and grid to house charging and sort of like these battery storage systems where you could use the battery from your car or the battery from for like a whole house battery to help actually support uh potential stress on a grid to prevent what happened in texas so missing out on some of these battery plays i think is a mistake an end phase if it's not tesla or maybe it's tesla and end phase end phase gotta be on your radar and they're super high margins super high quality products definitely a company that's growing like a weed as well so don't ignore en phase really good one okay then we've got uh nga is the ticker symbol but that is actually a spec which uh spikes have sold off a lot lately i think nga is going to run right back to 20 and beyond i think it's highly oversold right now it tends to rubber band up to twenty dollars uh nga is uh a um an electric commercial vehicle manufacturer but they're their advertising at least is very well known for this something that biden has specifically talked about i pulled up the share price here it's at 16 15 after hours electric school buses now we don't know if we actually see these things come joe biden has talked about electrifying school buses and electrifying buses we would love to see that happen obviously in the ev community but uh we'll see if it actually ends up happening that's the big thing but line electric is one you want to pay attention to what's this i haven't actually seen this yet lion electric scores its largest eevee truck order to date lion 100 lion 6 and line 8 trucks to be delivered in 2021 2022 for pride group enterprises who's that pride group enterprises 100 electric trucks that's really good as we recall previously the company announced a deal for 50 trucks for a canadian national railway and 60 electric school buses very good precedent there right already but who is this canada and us it seems like canada is really trying to kick our butt with the electric vehicles uh but uh take a peek here according to the line election offer includes tractor semi okay got it so to date lion electric has delivered more than 300 electric vehicles in north america and its manufacturing facility in canada has at the capacity to produce approximately 2500 vehicles per year soon the company intends to also build its own battery pack manufacturing plant in quebec and that's great now i would love to see okay so this is oh okay pride enterprises so it looks like they lease and sell trucks uh let's see how pride group is changing their trucking industry's reputation pride enterprise group the trucking conglomerate recently moved to establish a dealership so they sell trucks and they're buying a hundred electric vehicles from lion electric to be able to resell them as part of their dealership network that's what i'm understanding here now i don't own any lion electric yet truck sales leasing and financing equipment rentals logistical service so it seems like you might be able to even rent trucks from them pre-owned truck sales tractor sales okay yeah i do not own shares of line electric yet so some of this is new to me but i just want to make it i want to tell you about it first i love everybody who follows the channel here but i'm very interested in in line electric as is one that i'm paying attention to 'm sure many people are but uh this is what we want to pay attention to so we've got this is sort of the pre-order or the not pre-order the order we saw from pride group then we do have these buses and then we do also have uh city buses as as at least a proposed bus it'd be so cool to talk to line if somebody has a connection with lion electric and we can like talk to the ceo or something that'd be freaking amazing if somebody's got that connection hit me up let's set that up all right next one so yeah okay let me talk about this one in a moment because it this one the last one makes me a little sad so i'm going to move up we're going to talk about a different one first all right the next one that we're going to talk about is this cup of coffee here no it's 8 19.
i had to take a sip of the coffee all right so voyager digital voyager digital has nothing to do with the electrification of america it is a cryptocurrency uh broker essentially you can go to actually metkevin.com voyager i'm an affiliate with them uh which means if you sign up there you'll get 25 for free and they send me a thank you as well but they pay you interest on your cryptocurrency so why am i talking about voyager digital the stock as part of this uh conte a potential stock set to consider well voyager digital currently 26 bucks ran up from 15 since my interview with the ceo of voyager whom by the way i've interviewed twice and you can see those interviews on the channel here voyager digital benefits from volatility in cryptocurrency prices and they also pay you a good amount of interest on your cryptocurrency there's obviously a risk with that anytime you're getting paid interest on something you want to evaluate your risk but voyager digital is interesting because with a massive package like this a lot of folks believe there is going to be a lot of volatility in the pricing of things like bitcoin volatility and cryptocurrency pricing equals profits for companies like voyager voyager doesn't really care i mean i'm sure they do in some sense don't get me wrong i don't want nobody wants to see me to get hurt but i think they're a little agnostic to price so if the price of bitcoin is 60 000 90 000 or 30 000 it doesn't matter as much as people buying and selling it and that's where voyager is making a ton of money they're killing it their revenues are going through the freaking roof uh and i've got about 300k in this company so uh you know i'm just putting putting all my you know by potential biases on the table here obviously there are risk factors there's a lot of competition for a company like voyager i've been wanting to make a stand-alone video for this company i really maybe this weekend we'll do standalone videos for a lot of these companies we do have a three-day weekend coming up but this is one to pay attention to as well okay now what about one to maybe not pay attention to as much so i hate saying this because i feel bad but um look first of all the all the electric vehicle space are probably going to rise with the tide but i i'm just concerned about workhorse i'm concerned about workhorse because the biden administration really screwed them and gave their usps like electrifying the usps fleet contract to oshkosh which is saying they're going to do some electric cars and the rest are going to be gas cars for the usps or maybe they'll hybrid them i was really disappointed by that i really hope that gets fixed and it doesn't have to i mean it'd be cool if it went back to workhorse i don't think it will uh usually it's very very sticky like once once a contract is inked getting that reversed good luck it ain't happening it also sets up a bad precedent for the country to kind of like revoke a contract and give it to somebody else after they make a deal so it's probably not going to happen but uh so i wouldn't be hanging my hat on on workhorse for a potential reversal there but uh i i would be interested in um well actually no i was gonna say i might be interested in like oshkosh but no i mean maybe do your own research on what you think of oshkosh and uh workhorse both of them i'm just a little bit worried about a little bit concerned about and honestly this whole thing with biden kind of pulling the rug from workhorse whether it was his staff or administration or him directly i have no idea it doesn't matter it was under like the buck stops with him right he's the boss he says we want to electrify the postal service the people working for them didn't do that that does also make me a little bit concerned for let's be real plays like lion electric do we think that school buses are actually going electrifying or is this just a you know cool idea are we actually going to see hydrogen or did uh did biden just talk about something that might be a reality in 15 years but is nowhere close to even happening so there are some major risk factors to consider in all of these and out of all of them that i mentioned here i invest in enfase palantir tesla voyager digital and the charging pi probably my next place that i consider putting some money into maybe maybe okay this is a big maybe would be things like line electric idex quantum is a little too early for me hydrogen's a little too early for me but maybe even oh that's disappointing uh we'll go to a different camera then maybe even lion electric maybe we'll see but this uh and honestly actually even maybe mp materials because they've sold off quite a bit as well so this just kind of gives you a more free-flowing discussion around my thoughts on stocks to play for the biden infrastructure package i always appreciate you watching these videos and folks we'll see in the next video you
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