This Could Be the Smartest Battery ๐ Play Right Now
An energy storage boom is coming ... here's how to profit.
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Paul Mampilly: A Gold Rush in Batteries/Energy Storage
A gold rush is unfolding in batteries/energy storage. And itโs being stimulated by the Inflation Reduction Act of 2022.
The law gives an investment tax credit for as much as 30% of the cost โ which is massive! This credit can be used by anyone, anywhere. So, even regular homeowners and small business owners can use it.ย
For example, it turns a Tesla Powerwall into a $8,400 purchase compared to its full price of $12,000 โ saving $3,600.ย
Battery/Storage-Based Companies Already Seeing Business Boom
And since we started ATG Digital, weโve pointed out this opportunity to you repeatedly in our Substacks. If youโve been reading them, then you know that weโve been beating this drum long, hard, and loud!
And this battery boom is going to rocket the stocks that benefit.ย
1 Software Company Seeing 150% Growth ๐ฒ
While direct battery companies โ like the ones we mentioned in our Substacks โ will definitely benefit, the smartest play on batteries might be a software/AI/data-based company that coordinates their use.ย
Software is, by nature, a high profit margin business. Because if you write the code for the software once, you can continually sell itย without additional costs โฆ which means this one company could end up being a bigger beneficiary than the hardware battery companies.ย
And Dan, our battery analyst, is here with an amazing profile on this one phenomenal company that could end up being the biggest winner of the battery boom!
Dan Shifflett: 1 Companyโs Massive Earnings Report๐
Hey! Dan here, excited to let you know about an energy company thatโs bringing in massive revenue โ which could lead to investors coming in and bidding the stock price much higher.
Stem Inc. (NYSE: STEM) is an energy storage systems provider. It has proprietary software that it sells to commercial and industrial customers.ย
Its products help its customers maximize renewable energy generation and help build a cleaner and more resilient grid.
STEM 0.00%โโs Phenomenal Numbers ๐ธ
Late last week, STEM 0.00%โ reported its Q3 2022 earnings results. STEM 0.00%โ reported $100 million in revenue, an increase of 150% year over year! And itโs just getting started.ย
Its Q4 2022 revenue projections are between $145 million to $220 million.
This large revenue increase is due, in part, to the massive increase its bookings and contracted backlogs.
STEM 0.00%โ has bookings of $223 million โ up 115% from $104 million last year.ย
Additionally, STEM 0.00%โ has contracted backlogs up 162% year over year to $817 million. These huge year-over-year numbers indicate that customers want its products.
A Word ๐ค From the CEO
STEM 0.00%โโs CEO, John Carrington, stated that the Inflation Reduction Act has driven continued investment in renewable energy. STEM 0.00%โ has seen an increase in demand from its customers as evidenced by its 12-month pipeline being up 200% year over year to $7.2 billion.ย
Additionally, its current customers are increasing their investments in renewables as a result of the Inflation Reduction Act.
For those of you who may not know, the term โ12-month pipelineโ is a term that companies use to inform investors of the value of potential contracts that the company is actively working toward and has a reasonable likelihood of acquiring.ย
So, a $7.2 billion pipeline is extremely encouraging.
The CEO also commented:
"We continued to execute well in the third quarter, with record performance across multiple metrics, including revenue, storage AUM, pipeline, and contracted backlog. Revenue was above the top end of our guidance range for the third straight quarter, and margins were in-line with our expectations.โย
This is bullish to say the least!
Why Weโre #BOP ๐ on STEM 0.00%โ
STEM 0.00%โ has tremendous demand for its products and a strong balance sheet.
STEM 0.00%โ also has $294 million in cash, which represents roughly 17% of the companyโs market cap.ย
With such a positive company outlook, massive incoming revenue, and a place in a growing and innovative industry, we are #BOP on STEM 0.00%โ.ย
As STEM 0.00%โโs revenue increases, investors will come back in to bid the stock price much higher.ย
For now, weโre holding STEM 0.00%โ in our Profits Unlimited portfolio.ย
If you want to see massive growth companies that we believe will see huge results when the growth market is in full force, you can visit our website and select which membership best meets your needs.
Thatโs all from me!ย
#GBC90 Update at 1:10 P.M. ๐
Patrick here with your Tuesday #GBC90 update.
A quick reminder: Itโs the teamโs goal to turn the #GBC90 into an exchange traded fund (ETF). This will grant you easy access to the growth and innovation thatโs shaping the future โ all with one click in your brokerage account.ย
This Weekโs Events ๐ณ
Today is election day here in America!
If you live in the states, we hope you went out to vote!
Technology, innovation, and growth doesnโt care who is sitting in power, so it's important to not overthink the political outcome of these midterms.ย
We believe that in the long run, technology will triumph over the sways from red to blue โ or the shift between any other hue.ย
Also, in two days is Octoberโs consumer price index reading.ย
Itโs supposed to be 8% higher from October 2021, but a number below that means that the Fed can slow its rate hikes, as it would show inflation is coming down from its 9.1% high in June.ย
#GBC90 Performance ๐
Today is a strong day, as our stocks are seeing demand.ย
Our index is pushing higher by over 2% on the day.
And yesterday, I mentioned that GlobalFoundries Inc. (Nasdaq: GFS) would report its Q3 results for 2022 this morning.ย
Well, GFS 0.00%โ buyers are pushing shares up over 11% the day after announcing 22% sales growth year over year.ย
The company also stated that it expects the midrange sales target for Q4 2022 to be $2.075 billion โ or a 12% increase from Q4 2021.ย
The rising price on rising volume from today and yesterday shows buyer conviction in the companyโฆ
And with the tailwind demand for semiconductors thatโs powering the Internet of Things megatrend, we believe that GFS 0.00%โ will continue to find buyers at higher stock prices โ which will help to push up #GBC90โs performance.
Thatโs it from me โฆ but please consider following me on Twitter: @Fin_Farm.ย
You can also subscribe to my Substack, where Iโll publish another article soon!
Now, Iโll turn it over to Paulโฆ
1 New #GBC90 Company
Hi, Paul here.ย
Today, Iโm adding MicroStrategy Inc. (Nasdaq: MSTR) to the #GBC90 index.ย
As you know, our team is #BOP ๐ on bitcoin.ย
While MSTR 0.00%โ is a software company, MSTR 0.00%โ has 130,000 bitcoin on its balance sheet.ย
My team and I think that bitcoin will trade in the six figures, which will naturally draw in buyers to MSTR 0.00%โ as its bitcoin holdings increase in value alongside the increased price of each bitcoin.ย
Thatโs all we have today!
Tomorrow: Weโll hear from Patrick and Toni on bitcoin โฆ and one company thatโll benefit from the millennial boom!
This week, we added a new member to our ATG Digital familyโฆ
Please join me in welcoming Alexis, our new Social Media Coordinator!
Weโre always excited to see our team grow, and we canโt wait to see all the amazing things Alexis will do for our community.
Drop a comment below to say hello! ๐
On Tuesday, November 8, 2022, weโre thrilled to be growing and evolving as a team. As always, weโre #BOP! ๐
โค๏ธ๏ธ This Substack made โ by US, for YOU โ with love. โค๏ธ๏ธ
P.S. Did you see the BIG ๐ฐopportunity that Paulโs seeing in the market? ๐
Welcome aboard Alexis and all the best in your new position.
โชI posted this to Twitter- got pretty chopped apart: โฌ
โชIโm Feeling very bearish, pessimistic, negative. Iโm sorry but letโs just be realistic. Iโve seemingly done most things as rules of game state. Sold on way up, bought little slugs while itโs been going down ( seemingly never ending ) and held some positions. Iโm down 68% from all time high. Almost back to where I started in 2017. Had I listened to my gut, And my father, I would have sold everything in 2021. I beat myself up often trying not to focus on looking backwards. I listen to literally every podcast, you tube, Twitter, atg digital report. Itโs nice to think of the positive all while watching it go down day after day, month after month. I also read what others say on Twitter ( other smart, accomplished people ) โฆ talk to the fact ARKK is down as much as Nasdaq in shorter time during 2000 crash. People say that took 14 years to come back. Talk to the worst case scenario, bc at this point Iโm prepared to never see any of this money again. My father already in his head wrote his off thinking he may be gone before it recovers. We will both be pleasantly surprised if it goes anywhere near where it was in the near future. As negative as I feel- Iโm still holding on btw. Been a loyal follower ( which Iโve not been known to follow ) I dropped banyan and never looked back when you guys left. Iโm all in, just feeling very bleakโฆI remember in one of your discussions you said people will want to sell at any small pops, but hold on for the big gains. Every small pop on way down Iโve though to myself just get out ( but donโt and each time my account is way way lower ) โฌ