EV stocks have destroyed retail investors with only two names out there worth looking at - BYD and Tesla. Unfortunately, there are some reasons not to invest in both which we discuss. Instead, why not consider investing in the components of electric vehicles - in particular, EV chips. While autonomous driving sensors (like those from Mobileye MBLY) may be a way to invest in autonomy across all vehicle types, we're mainly interested in semiconductor companies making chips that exclusively used by electric vehicles. Based on this thesis, we've come up with 5 EV chip stocks that may merit a closer look - names like Wolfspeed WOLF and Indie Semiconductor INDI which both happen to be very popular among retail investors. If you're thinking about investing in electric vehicle stocks, you'll want to give this video a watch first.
RESEARCH PIECES USED IN THIS VIDEO:
1. Why We May Buy This EV Stock
https://www.youtube.com/watch?v=D0jJG0Sego4
2. The Mobileye IPO: An Analysis
https://www.youtube.com/watch?v=OaoX1dpxNx8
3. Wolfspeed Stock $WOLF Roars: EVs and More
https://www.youtube.com/watch?v=nRmebkYy9lQ
4. The Best Semiconductor Stocks | Finding the Next NVIDIA
https://www.youtube.com/watch?v=m5I0rUhGJis
CHAPTERS:
00:19 Why we're bullish on EVs
03:45 Electric vehicles in poor places
05:05 Two EV stocks we like
07:50 What stock we're looking for
08:57 EV chips and autonomous sensors
10:46 Five EV chip stocks
14:39 Concluding thoughts
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Тэги:
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