저자: Kevin · 외국인
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바이든의 전기차 연방 차량 전환·대규모 R&D·국산 제조 투자 발표 이후 전기차 시장이 과포화되어 헷갈린다며, 전기차 생태계를 완성차(테슬라·GM·중국 업체 등)·상용차(Proterra, Canoo 등)·배터리·자율주행·칩셋·라이다 등으로 나눠 설명한다. 수소차는 충전 인프라 부족으로 20~30년 기술로 보고, 하이브리드는 2020~2030년 사이 사라질 것으로 본다. 카시 우드 인용으로 전기차 스타트업 대부분이 사라질 것이라 경고하며, 개인 포트폴리오 공개(테슬라 대규모 보유 등)와 특정 증권사 계좌 개설 혜택 홍보를 병행한다.
다듬은 글
hey quick reminder my birthday is on january 28th and there is a birth your opportunity to join me in some amazing live streams golly after biden spoke today and dropped bombs about the electric vehicle landscape i felt completely overwhelmed and lost i was sitting twitching at my desk thinking why are there so many ticker symbols and it has nothing to do with this no the big problem was the ev marketplace is saturated with ideas and investments and it is so confusing when joe biden comes out and says we're going to electrify the entire federal fleet of vehicles and we're going to invest hundreds of billions of dollars to go to research and development for batteries and ev technology and we're going to incentivize us manufacturing so we can build america and buy america well geez and we're going to create millions of manufacturing jobs in the auto space well we start getting a little overwhelmed like how do we tie this together and possibly even begin to do some research to maybe make an investment it is very overwhelming so what i did is i took well since biden spoke so it's been a few hours and i made a beautiful obviously it's in my opinion but a beautiful flow chart that we're going to go through so we can kind of get a little bit of a better understanding of what we're looking at when we're thinking about investing in electric vehicles the first and easiest way to start with this is just by knowing yeah if we do electrify the us fleet we've got a good chunk of vehicles we've got between all agencies civilian military postal service we've got around 640 000 federal vehicles between passenger vehicles and trucks and other we've got 640 000 vehicles those are a lot of cars that the u.s government would be buying and the more these vehicles electrify the more infrastructure we get for charging which means the more consumers are likely to adopt which means uh more electric vehicle tax credits which biden has already promised coming and more people buying these more people using the chargers and we have a ev an electric vehicle revolution but again how do we make sense of all of the madness all of the different ticker symbols and that's what i've put together so what we're going to do is i'm just going to pull up the flow chart and we're going to go through this piece by piece together so here we go of course we have to start by saying that you should get yourself four totally free stocks with robinhood robinhood saw my video when joseph robinette biden kind of made it seem like he was being sworn in as joseph robin hood biden and i don't know that they were trying to make a connection there but they're like kevin you can give your audience four free stocks and they don't have to deposit any money with robinhood all we want them to do is sign up for an account with robinhood make sure they use your creator link and as long as they use your creator link they will get one totally free stock without having to put any money into the account they'll get one free stock within 24 hours and if they link their bank account before february 1st they will get an extra three free stocks on february 1st i'm one of very few people who actually has this very special link use it down below take advantage of it and get yourself four free stocks with robin hood okay with that said let's get into the content so hydrogen this is a type of potentially electric vehicle or a net zero vehicle we might be able to see the problem with hydrogen and i want to get this out of the way up front we've had like the toyota mirai we've really got a chicken or egg problem when it comes to hydrogen that is we don't have hydrogen gas stations readily available everywhere that leads to low sales low sales leads to low demand for hydrogen which means less hydrogen infrastructure stations pop up because there's no demand for hydrogen so we got this chicken or egg problem with hydrogen really hydrogen is probably a 20 30 plus technology so if you're interested in hydrogen vehicles we're probably just not there yet so i don't think we're going to see a lot in the next 10 years or at least the next five years specifically about hydrogen then that brings up hybrid models so hybrid models we oftentimes think of like the toyota prius or even the hybrid toyota camry the problem with hybrids made by either toyota or honda is even though they were really great between 2010 and 2020 they're not really net zero because they're still an internal combustion engine vehicle with hybridization in them right so you really got two systems you're maintaining two types of engines uh you've got double maintenance look hybrids were a great bridge between 2010 and 2020 but in my opinion hybrids die between 2020 and 2030.
okay so that brings us to electric vehicle companies so basically we call these bevs battery electric vehicle companies b e vs battery electric vehicles we have producing or companies that actually produce vehicles and then we have ramping or starting companies we're going to go and start by talking about the producing models or companies so what we've got is obviously tesla we all know tesla tesla is the front runner we don't have to go super deep into tesla but when you think of tesla consider the fact that they've got a battery manufacturing plant uh they call kato we've got uh another uh facility in vegas we've got one under construction in austin we've got a solar panel facility an energy facility in new york we've got the fremont california factory we got the shanghai gigafactory they're thinking about building a gigafactory maybe in india china or tesla i should say is one of the world's front runners when it comes to electric vehicles now there is another big one that a lot of people don't know about we're going to talk about that in a moment it's actually backed by warren buffett but tesla big big front runner and we all know tesla a lot of us think that tesla is just too dang pricey to invest in that it's already gone to the moon and how much further can it go but tesla's got a really good head start against the competition not only because they have battery electric vehicles running off the lines that is people are actually buying them getting them driving around and that's leading to more sales but tesla is also maximizing on autonomous driving and one thing we always want to keep in mind when we're talking about battery electric vehicles is consumers will ultimately demand autonomous driving vehicles as well with their battery electric vehicles so when you're thinking about investing ask yourself the company that you're investing in are you also getting autonomous driving very very important so we've done plenty of videos on tesla so we're not going to spend too much time on tesla instead let's move on and talk a little bit about gm so we know gm has cars like the bolt and the volt not super highly successful we know they're coming out with an all-electric hummer but what a lot of people don't know is that they actually gm is valued at somewhere i think they're somewhere around as of today somewhere around a 75 billion dollar company but microsoft has invested into a company that gm bought called cruise and the cruise team is actually through private placements via microsoft valued at over 30 billion dollars and the cruise team is a team of 2 000 autonomous driving engineers and they also work with gm on their ultium battery gm is probably the legacy automaker in the united states that has the future of ev figured out for a legacy automaker they realize in order to succeed in electric vehicles we need a really good software company and really good batteries gm's got the ultim battery tank and they bought a tiny at the time autonomous driving vehicle team which they have since expanded to over 2 000 employees and now a 30 billion valuation so really when you buy gm shares now you are also getting that cruise team which is really cool that's where their autonomous driving software works the chevy or the the cadillac crews super cruise software they use them in the chevys and the cadillacs it's pretty good works on mapped roads you have to pay attention to the road consumer reports thinks it's safer than tesla's because with tesla you just jiggle the wheel with the chevy you know the cruise system you actually have to pay attention to the road some people like that more some people think it's annoying but the point is gm figured out to compete in ev you need software and you need batteries tesla figured that out too they're pretty dang vertically integrated the company that did not figure this out by the way and they're not even on this spreadsheet so i'm going to put them down right here is volkswagen see volkswagen delivered an i3 vehicle or an id3 and that was supposed to be short for an idea number three but anyway that's their electric vehicle and that car has had so many software bugs and problems that volkswagen thought they could solve with over-the-air updates but they had so many issues trying to do that they actually had to make people bring the vehicle in to get their over-the-air update and basically volkswagen became the poster child of yeah when legacy automakers try to make software they tend to fail gm took a different approach they hired a software team grew that organically basically started from scratch within this old shell it's almost like a caterpillar is going to break out into a butterfly then we've got nissan and there's something interesting about nissan nissan is we may have heard about the nissan leaf for example but the interesting thing about well the nissan leaf is that the sails for the leaf are substantially declining and nissan doesn't seem really interested in playing in the u.s market at least right now their sales for the leaf are declining and guess what they're doing instead nissan instead is going to focus on delivering three different vehicles in china which it plans to launch this year and because they're going to be focusing on china we can't give them too much credit in the united states because remember this video is about biden so nissan in the united states not probably going to ride the electric vehicle a wave they'll be doing that in china so we'll move on then we have the big chinese companies these are the ones that are chinese companies rather than like nissan which is a japanese company operating in china here are actually chinese companies these are the big ones neo neo has three suvs they've got a sedan coming they've got battery swapping technology which is really cool because a car can drive into a battery swap station and rather than supercharging your car and sitting around for you know 30 minutes to an hour if there's even a supercharger available sometimes you have to wait for the darn supercharger especially with how many tesla's tesla's selling it's freaking annoying but anyway you go into the little station they pop your battery out they put a new battery in and you're on your way again it's a pretty brilliant technology tesla tried this out but tesla didn't like it it's called the battery as a service technology and neo can actually lease people these batteries so they can sell people vehicles for a lower cost and then just lease people the batteries so it's like hey you want to buy the car without a battery no problem we'll just lease you the battery so that way you could pay your car off and then just lease a battery and then that way you don't have to worry about maintaining the battery either and you get the swapping technology it's pretty cool they got three suvs and they've got a sedan coming soon then you've got x-ping which has suvs and a sedan then you've got lee auto which has one suv uh both neo and xsping these guys are a fully battery electric lee auto does a little bit of a hybrid style it's a little bit more unique i will make a video a standalone video on lee auto then folks you got the warren buffett bunch and this is the one that falls under the radar because this is not something you find on wall street bets because this is not really a sexy company anymore because it's kind of a lot of people say it's had its growth in fact warren buffett invested in byd the automotive manufacturer of china the biggest one back in 2008 and warren buffett has made 30x on his investment this company produces electric cars electric buses electric vans electric trucks things we are just now trying to do in the united states they've been doing for over a decade byd is a monstrosity of a company it is a massive company and it's really powerful and so this gives you an idea of all of the companies that are currently producing right tesla gm nissan and then the big chinese companies these these are your producing model and choices and you do have volkswagen i kind of didn't really include them on the list but there is volkswagen as well okay then we've got the apple car which i guess i should also write in here amazon's zooks and there are so many i'm sure i'm going to miss some but the problem with the zooks and the apple cars we're probably not going to actually see the zooks until probably somewhere around 2024 or 25 we're not going to see an apple car until 2026 or 2028 which honestly seems almost too late to the game oh well ford is trying to get with the program they're thinking about coming out with an electric f-150 eventually they'll electrify the ford transit which is really important that commercial vehicle market which we'll talk about more in just a moment very very important but for right now is deemed to be a little bit behind so we you know they're they're not building that at least that i'm aware of and i have not done too terrible much research on ford and i will be doing more i promise you that so i'm going to plead ignorance here but i will say gm is stealing the thunder by having bought crews and built this homegrown software company so we'll see how ford ends up catching up but right now ford is generally deemed to be behind some people say hey don't count ford out they'll be coming up we'll see what happens then uh and and this pie over here this lower section over here these are all the companies that are not producing cars yet i want to make sure we're clear on that we're not we don't have the electric f-150 yet we don't have the electric transit yet uh then we've got lucid so lucid motors is in my opinion kind of like look tesla competes against neo and china i think lucid is kind of like the neo in the united states because neo doesn't sell in the united states so lucid motors is a company that has a 30 000 vehicle production facility in the united states currently producing beta vehicles this is in arizona their facility they built it in just a year i think they actually built their facility in under a year it was like 11 months they've got big investments from saudi arabia the private investment fund or i'm sorry the public investment fund because it's the government of saudi arabia investing money they plowed money into lucid not only did they plow money into lucid but they also want lucid to build a factory in saudi arabia right on the red sea uh and basically lucid is a company that by june is expecting to start actually selling vehicles they've got showrooms in miami and beverly hills they're expecting to start delivering vehicles they can get 30 000 vehicles produced per year once they ramp up then they could expand that site to 400 000 vehicles per year they're expecting to have autonomy around the same level as tesla which i should add that we've got autonomy not only at lucid but we've got the autonomy at uh xsping and neo have not looked into the autonomy over at a leo lee auto and byd uh we've got autonomy of course uh with the cruise system over here at gm and obviously we've got the autonomy at tesla very very important to remember the the autonomous aspect too to my in my opinion the autonomy and the quality of the self-driving is going to be a big selling factor for vehicles in the future so you want to pay attention to them so lucid motors is expecting to have autonomy as well probably similar to the crews where they they want to make sure that you're paying attention to the road so they'll have some kind of in like in-cabin camera the newer teslas have those as well but they don't actually use them yet so they say but uh anyway you're not required to look at the road with the tesla's on autonomy which again some people hear that and like that's stupid you should have to look at the road but uh anyway lucid lucid they they might be cranking out cars pretty dang soon they're going to start with their most expensive model obviously it'll be like 160 000 and then they'll go down to having like a 69 000 model so it'll really compete with the model s and the model s plaid over at tesla that's not going to compete with that model 3 space so far tesla's tesla's kind of got open turf so they're kicking butt lucid though you have to be careful if you want to invest in this company right now they are only rumored to be merging with cciv so you have to be careful because that is speculation right now and i will tell you towards the end of the video what i have invested in so canoe canoe is another company they're expecting to produce vehicles in limited production in 2022 and then have a larger rollout in 2023 this company's gonna be interesting so this company is uh kind of like gm both canoe and gm are going to get heavily into what's known as the light commercial vehicle space and this is really think last mile delivery like the ups car that comes to drop off amazon boxes at your house electric vehicles do really well in that space because of all the stopping and going electric vehicles are much more efficient so gm actually has a subsidiary company under the gm umbrella uh that will create these light commercial vehicles probably also integrate the cruise autonomous software which is awesome i mean and the ultim batteries i mean it's it's amazing then you've got canoe which they're going to have these light commercial vehicles which will be similar to those gm vehicles but they're also going to have a version that's a pickup truck or a sedan and a commercial or a personal van so they've got these various different options you could go to their website canoe you can actually pre-order some of their vehicles now if you wanted to i think there's one available for pre-order it starts at like thirty three thousand dollars it's pretty interesting it's worth looking at anyway this is uh ticker symbol go ev uh this one's been beat down a little bit in terms of the stock price but uh originally this company was going to sell their vehicles also they say they're going to have autonomy we don't know anything about it yet but originally they were going to sell their vehicles through a subscription only model but i think now they've had a change of heart and they're doing both they're going to eventually offer subscriptions in los angeles but you could also buy the car outright which i i gotta say i kind of saw that coming but anyway so so that's canoe also an option then you've got lordstown so lordstown is taking pre-orders for their electric pickup truck they claim they have 80 000 reservations they're actually led by a former the former workhorse ceo that's another company we'll talk about i have not heard much about the lordstown autonomous system for their pickup truck that could be a lack of research for myself but i plan to do a full in-depth video in this company as well so i'm just trying to expose you to some of these we expect this to rival rivian which riven is coming out they're a private company you can't invest in rivian but they're coming out with suvs or an suv and a pickup truck as well nicola would ordinarily be in here but since they are a scam and they canned the badger we're not even really going to talk about them then you've got fisker which fisker unfortunately even though they're public they might be a little bit behind the curve they don't have manufacturing set yet they don't plan to have their own manufacturing plant we don't know a lot about their their autonomous driving the old fisker company basically went defunct so fisker's uh i don't know maybe it's one to keep an eye on we had to throw it on the list kind of thing okay then let's get over to commercial vehicles and i'm sure i missed some if i missed some just leave me some tickers down below and we'll expand this list and we'll do like a part two but then let's look at commercial vehicles so under commercial vehicles we've got ford the big thing here is them electrifying the ford transit the ford transit huge competitor to the mercedes sprinter in fact like mercedes eats ford's dust when it comes to sprinter vs transit sales they do really well with the ford transit sales but anyway ford you want to pay attention to them electrifying the transit right now again though we think they might be a little bit behind then you've got arclight clean transition corp this is another spec smack merger uh chamath h is is doing this merger uh he's mr spack in fact some people call him chomps back uh yeah anyway he does he does a lot of these because he makes a lot of money off of doing these smack mergers it makes sense if you could do if you could make 50 to 100 million dollars for every time you did a spec merger well let's just say you'd probably be doing as many as you can and i think he's at like eight now or something it's it's ridiculous i've lost track anyway uh actc will be merging with proterra an ev company the cool thing about proterra is this company actually already produces buses they they have buses that some cities actually already have and they have these cool overhead charging stations or systems basically for these vehicles you've got daimler who has invested 155 million dollars into proterra they've sold over a thousand vehicles to 45 different customers and something that's nice about this is even if they've had issues which they have something that's nice about a company like that is it's very different from a company like rivien lordstown the new fisker a canoe lucid uh or you know zooks or apple where they have not actually sold a single car yet right so you get to actually look at what are the repeat orders very very important repeat orders especially in the commercial space anytime you're looking at commercial vehicle investments you want to look at repeat orders super super super important so actc that's pretty that's going to merge with proterra that's another option then you've got workhorse which i just the thing about workhorses this was a spun off gm division actually and gm sold the lordstown assembly plant two workhorse in 2019 workhorse is also connected to lordstown motors the other one it gets a little confusing they've got a 10 percent stake in lordstown voters but anyway in 2018 they had a ups contract to do 50 plug-in electric trucks with a 100-mile range so not so great i mean that was three years ago now uh and then they do have an agreement to maybe produce up to another 950 vans but right now what they're really hoping for is getting a contract with the united states postal service and i generally recommend that you be careful anytime there's like something hinges on a government contract to succeed so you want to be a little bit careful with workhorse on that note because you're really going to be sitting around waiting for usps news which joe biden did say we're going to electrify the fleet of federal vehicles and workhorse could potentially get part of that contract probably not all of it but maybe they could get some of it then you've got line electric so lion electric is interesting lion electric uh is really hyped up because when you go to the lion electric website it's all about oh look at our amazon branded cars and we have a deal to deliver 2500 amazon or vehicles to amazon 500 per year for the next five years that's great but right now amazon has only committed to actually buying 10 vehicles and so far lion electric has only delivered two lion electric is also a company that plans to deliver electric school buses which biden did not mention electric school buses today but in his campaign he said he wants all 500 000 american school buses to be electric vehicles not only be for you know green energy purposes but also because the fumes are not good for children to uh inhale that was actually one of the arguments for for transitioning over to more sustainable energy sources and electric buses so lion electric i'm paying attention to this company a lot but something you got to keep in mind anytime you hear spack there's a lot of marketing that goes into these and this is not me trying to bag on nga i think nga has a lot of potential uh you know it's great they've delivered two vehicles but that doesn't mean anything the reservation of 2500 vehicles doesn't mean anything they haven't even gotten the first 10 out let's get those out and let's see if amazon actually likes them right but here's what happens anytime you hear reservation and it's just really important to know this is the kind of perspective by the way i teach you in my courses linked down below yes that is below the link for robinhood but when you join my courses you also ge and i help answer your questions and provide you a lot of detailed perspective to try to help you analyze the companies you're actually investing in but anyway the issue that you have with spax is it's very easy for lion electric to say hey amazon i we know you're selling you 10 vehicles here would you be open to if you like those vehicles uh you know saying that you you'd want to pre-order 500 vehicles per year if you actually would do that if you like the vehicle would would you be open to ordering 500 vehicles per year for the next five years and you know what we'll even give you a 20 stake in our company and in that case amazon's you got to put yourself in amazon's shoes it's like ah so this company if we like their cars they're telling us they're going to get us they would set aside production capacity to get us 500 vehicles per year if we like their cars okay or trucks okay that sounds good uh and and they'll give us a basically a free option to own 20 of their company that is if we like their cars their company value is probably going to blow up and we get the reservation of the 500 vehicles per year and we get an option on the company yeah sign me up and in exchange lion electric gets to put nice amazon marketing on all the markups or mock-ups i always mess that word up mock-ups of their delivery vans and ah now all of a sudden it looks like they've got this match made in heaven relationship just be careful okay i'm not trying to bag online electric i just want you to think critically on these because sometimes you know things get a little funny with these here a little funny you know and i'll tell you something else that's funny these headphones and don't worry i do plan to replace these at some point hopefully this week anywho uh next one then we've got a lightning motors uh lightning e motors actually this is a spack merger under ticker symbol gik this is uh fleets with electric commercial vehicles service charging solutions i have not gone deep into them yet so i'm going to let you do some research on them that is another company that i want to do some deep research on highly on i have a video on you can actually look at i think i've got two or three videos on them so type into youtube meet kevin hiley on you'll know everything about my thoughts here uh highly on out of all of these by the way is is one that has the renewable compressed natural gas play so remember earlier we said biden wants vehicles to be net zero so that really qualifies as battery electric or renewable compressed natural gas that's probably the only other type of net zero because i don't think the hybrids are going to be considered net zero then you've got excel fleet they're really into i've made a video about them too you could find that that was with like i think top seven stocks so if you type into youtube meet kevin excel fleet you'll probably find it under a video that's like top seven stocks but anyway very good section on excel fleet it's broken but it's time stamped out anyway yeah this is a company that focuses on the hybridization of existing vehicles like pickup trucks and trucks they've got a high breakeven cost and that's not so good i was not a fan of xl fleet that much so just one to watch out for okay let's jump on over now to the next portion of this so what do we got over here then beyond vehicles what else can you invest in well you can invest in charging companies so when it comes to charging companies i just wanted to expose you to the biggest the biggest is chargepoint chargepoint is doing a spac merger with ticker symbol sbe sam bravo echo they've got about 115 000 charging ports then you've got blink they've got about 23 000 charging stations and then you've got this recent one that just kind of popped up it's evgo under ticker symbol cli they've only got uh they've got under 2 000 charging stations but their market cap is almost as big as some of the other way larger companies so for me evgo i felt was a little bit richly valued so i wasn't super excited about evie go i plan to do some dedicated videos on these and we'll go much more into detail on these again trying to expose you to these so then the other thing you could invest in related to electric vehicles are suppliers so catl is a chinese manufacturer of battery technology they partner with tesla they partner with neo they manufacture a ton of batteries catl stock has skyrocketed this is on the chinese stock market so you'd have to find a platform that lets you invest in that if you wanted to invest in catl mp materials is actually a stock that's been pretty hyped up by chamath remember the spat guy uh anyway this is a company that mines rare earth metals which are very important for batteries and electric vehicles then there's quantum scape qs this had like a to the moon rocket ship and then kind of fell right back down pretty painfully quantum scape promised a breakthrough in solid state technology but they're really like a 2024 play so it's gonna be a while and they'll probably be some cheaper opportunities to buy quantum scape then we've got the battery beneficiary so as battery technology gets better you could also look at companies like enphase which benefit off better battery technology then you've got lidar so of the electric vehicle companies most of them use lidar like amazon plans to use lidar x-ping neo they all use lidar with the exception of tesla the big lidar plays right now are these four comp i'm sorry these five companies right here with the exception of microvision they don't actually have a functional product yet because they haven't found a manufacturing partner so this stock gets beat up pretty hard uh they basically just want to get bought out by a tesla but i think elon musk's ego on not having forward-facing lidar is very very high and a lot of people yell at me for saying that because they're like no kevin you don't need lidar we don't have lidar in our eyeballs so we don't need it we're not going to do that debate here everyone else is using lidar tesla ain't we'll see what happens i personally think forward-facing lidar is not such a horrible thing and you can conceal it nicely look at for example neos et7 and you'll see a small little bulge at the top for forward-facing lidar anywho then you can also invest tell me this ev stuff it's overwhelming then you can also invest in chipsets and autonomy because autonomous technology relies on chips like you got to have actual circuit boards right nvidia big player uh tesla used to use them a lot now tesla actually uses samsung for their autonomous hardware their current hardware and their new hardware that's coming out in the next couple years neo still uses nvidia qualcomm getting big in the automotive space as well and you've also got uh intel's mobile eye which intel bought mobile eye so if you buy intel stock you're really only putting about one percent of your money into mobile because mobile is so small compared to intel's market cap but that is that is their autonomous driving software nvidia has uh autonomous driving software qualcomm does mobileye does so this is another way to play the ev space okay so how do we pick all right well this is where i wanted to put a picture of what kathy woods says kathy wood has this to say and it's almost a big warning here could most electric vehicle startups go bankrupt outside of china the number of ev companies going public is mounting and if automotive history is any guide we believe most will disappear in one way or another as gas-powered cars commercialized in the early 1900s for example roughly 485 companies entered the business 10 i'm sorry by 30 years later by 1930 fewer than 50 survived and just three accounted for 80 percent of the output likewise in china more than 500 ev companies had registered by 2019 but only a handful were able to raise additional funds last year to produce one vehicle or to scale manufacturing now it appears eevee startups are proliferating outside of china again if history is any guide most of them will fail to reach scale aka a lot of companies could be going bust all right so what do we do with all this information well ultimately what i'm going to do is i'm going to give you a couple suggestions and i'm going to tell you what i'm doing so i put these little suggestions together here i thought okay well here's a pie you could make and you could use robinhood remember if you sign up with robinhood you'll get four free stocks you don't even you could literally get those four free stocks by feb one and uh then you you could sell those stocks and buy some of these other ones if you wanted to great platform you should use it if you haven't yet go to medken.com robinhood anyway i put this aggressive growth pie together we could say so here we go here's a little aggressive growth pie aggressive growth might be tesla neo expang quantum scape and cciv lucid i think that is a potentially aggressive aggressively growth uh pie and you could combine these however you want then you've got maybe a conservative approach a conservative approach to growth might in my opinion look like gm byd nvidia qualcomm and actc proterra right the electric buses okay all right then here's another example high risk high reward and so here you'll see i put most of the specs so we've got gik we've got canoe we've got lucid we've got a lion electric via nga we've got actc proterra again we've got lordstown motors workhorse sbe and blink and these are maybe a little less risk but their values are high but yeah i mean some of these like uh you know canoe hasn't sold a single product so you know we got to keep these things in mind nga got two right uh lordstown has reservations under ticker ride but hey high risk high reward and hey if some of these hit it doesn't matter if some of the other ones fail right but i have a feeling a lot of these aren't going to be around in 20 years or at least some of them i shouldn't say a lot some of them aren't going to be around in 20 years some better than a lot or you could just literally invest into everything you could invest into some stocks you could you could literally have 30 stocks you make a nice big pie and go i'm going to invest in consumer vehicles commercial vehicles battery tech autonomous tech chipsets lidar and steel yes i put steel in here because biden also talks about investing into steel and st dl is actually rumored to be the steel manufacturer for the cyber truck or i guess that would be supplier for the cyber truck okay now what i'm going to do is i'm going to walk through all of this and i'm going to tell you companies that i've invested in by circling them in orange i put 500 into this company which is very very tiny it was only to pay attention to that company but i always want to be transparent with you i have money in sbe i have a lot of money in cciv lucid if that goes bust i'm going to be very sad because i've got somewhere around 680 000 invested in this company i've got about 80 000 invested in go ev canoe i have money invested in qualcomm and nvidia and gm probably about a hundred thousand dollars into each of those i have about forty thousand dollars in quantum about a hundred eighty thousand dollars in x-ping five hundred thousand dollars in neo and this is embarrassing but over ten million dollars in tesla yes i know it's not very diversified i get it i get it i don't want to hear about it i'm gonna hear about it anyway aren't i i've got about seventy thousand dollars invested into microvision uh i've got uh somewhere around four hundred thousand dollars now invested in enfase i do not have money in catl or mp and obviously this isn't me saying that you should follow me exactly you should not uh because i this is not very properly diversified it's because i've invested in tesla for a very long time and those gains have been outsized uh i was invested in excel fleet and i sold i do not have money in these oh so i shouldn't put orange there don't have money in those don't have money in workhorse don't have money in that one don't have money in ford i have a little baby buddy in fisker like a few thousand dollars not not much canoe i do lucid yes apple lots of money in apple lots of money in amazon probably about 600k in each of those lee auto little bit of money in that one as well i have zero dollars in byd nissan no money in there gm i think i mentioned about 100 no money in toyota or honda and no money into any kind of hydrogen place so uh hopefully this gives you a very nice overview and it convinces you to go to the link down below and check out the amazing courses on learning how to build your wealth with stocks or real estate or property management or sales or even take my course they make youtube videos now and that's their primary income now because youtube pays nicely for making videos especially if you're passionate about what you're doing so check those programs out down below use that coupon code be day before uh january 28th and folks
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