This Could Be the Smartest Battery 🔋 Play Right Now
An energy storage boom is coming ... here's how to profit.
Disclaimer/Legal stuff written in plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. It's your money and your responsibility.
#StrongHands 🙌 #BOP 🚀 Nation Update ️️️️️️️️️️️️️️❤️️
ATG stands for Against the Grain. ATG represents seeing the world for what is abundantly clear to see — an opportunity for incredible growth and the BRIGHT and PROSPEROUS future that lies ahead.
To aid you on your journey to financial freedom, we have five paid plans starting at $9.99 for you to consider. Just visit atgdigital.media to see which plan is the best fit for your journey!
Substack 🥞 subscribers: 4,605 (+28)
Questions? Concerns? 🤔 Look Below 👇
Have questions or having trouble accessing your account? Please reach out to us at contact@atgdigital.media or schedule a call and our Customer Support Manager, Kate, will be happy to help.
You can also check our FAQ page on our website for an up-to-date list of questions and answers. Your question may have been addressed there.
*Please be advised that customer support calls are limited to 15 minutes and will strictly cover your membership subscription and billing needs only. Any calls that are disrespectful in nature may be subject to immediate termination.
Join us, be #BOP 🚀, be #StrongHands 🙌, #GoATG!
Paul Mampilly: A Gold Rush in Batteries/Energy Storage
A gold rush is unfolding in batteries/energy storage. And it’s being stimulated by the Inflation Reduction Act of 2022.
The law gives an investment tax credit for as much as 30% of the cost — which is massive! This credit can be used by anyone, anywhere. So, even regular homeowners and small business owners can use it.
For example, it turns a Tesla Powerwall into a $8,400 purchase compared to its full price of $12,000 — saving $3,600.
Battery/Storage-Based Companies Already Seeing Business Boom
And since we started ATG Digital, we’ve pointed out this opportunity to you repeatedly in our Substacks. If you’ve been reading them, then you know that we’ve been beating this drum long, hard, and loud!
And this battery boom is going to rocket the stocks that benefit.
1 Software Company Seeing 150% Growth 😲
While direct battery companies — like the ones we mentioned in our Substacks — will definitely benefit, the smartest play on batteries might be a software/AI/data-based company that coordinates their use.
Software is, by nature, a high profit margin business. Because if you write the code for the software once, you can continually sell it without additional costs … which means this one company could end up being a bigger beneficiary than the hardware battery companies.
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 Company’s Massive Earnings Report👀
Hey! Dan here, excited to let you know about an energy company that’s bringing in massive revenue — 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.
Its products help its customers maximize renewable energy generation and help build a cleaner and more resilient grid.
STEM 0.00%↑’s Phenomenal Numbers 💸
Late last week, STEM 0.00%↑ reported its Q3 2022 earnings results. STEM 0.00%↑ reported $100 million in revenue, an increase of 150% year over year! And it’s just getting started.
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%↑ has bookings of $223 million — up 115% from $104 million last year.
Additionally, STEM 0.00%↑ 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 🎤 From the CEO
STEM 0.00%↑’s CEO, John Carrington, stated that the Inflation Reduction Act has driven continued investment in renewable energy. STEM 0.00%↑ 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.
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 “12-month pipeline” 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.
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.”
This is bullish to say the least!
Why We’re #BOP 🚀 on STEM 0.00%↑
STEM 0.00%↑ has tremendous demand for its products and a strong balance sheet.
STEM 0.00%↑ also has $294 million in cash, which represents roughly 17% of the company’s market cap.
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%↑.
As STEM 0.00%↑’s revenue increases, investors will come back in to bid the stock price much higher.
For now, we’re holding STEM 0.00%↑ in our Profits Unlimited portfolio.
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.
That’s all from me!
#GBC90 Update at 1:10 P.M. 📈
Patrick here with your Tuesday #GBC90 update.
A quick reminder: It’s the team’s goal to turn the #GBC90 into an exchange traded fund (ETF). This will grant you easy access to the growth and innovation that’s shaping the future — all with one click in your brokerage account.
This Week’s Events 🗳
Today is election day here in America!
If you live in the states, we hope you went out to vote!
Technology, innovation, and growth doesn’t care who is sitting in power, so it's important to not overthink the political outcome of these midterms.
We believe that in the long run, technology will triumph over the sways from red to blue — or the shift between any other hue.
Also, in two days is October’s consumer price index reading.
It’s 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.
#GBC90 Performance 📈
Today is a strong day, as our stocks are seeing demand.
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.
Well, GFS 0.00%↑ buyers are pushing shares up over 11% the day after announcing 22% sales growth year over year.
The company also stated that it expects the midrange sales target for Q4 2022 to be $2.075 billion — or a 12% increase from Q4 2021.
The rising price on rising volume from today and yesterday shows buyer conviction in the company…
And with the tailwind demand for semiconductors that’s powering the Internet of Things megatrend, we believe that GFS 0.00%↑ will continue to find buyers at higher stock prices — which will help to push up #GBC90’s performance.
That’s it from me … but please consider following me on Twitter: @Fin_Farm.
You can also subscribe to my Substack, where I’ll publish another article soon!
Now, I’ll turn it over to Paul…
1 New #GBC90 Company
Hi, Paul here.
Today, I’m adding MicroStrategy Inc. (Nasdaq: MSTR) to the #GBC90 index.
As you know, our team is #BOP 🚀 on bitcoin.
While MSTR 0.00%↑ is a software company, MSTR 0.00%↑ has 130,000 bitcoin on its balance sheet.
My team and I think that bitcoin will trade in the six figures, which will naturally draw in buyers to MSTR 0.00%↑ as its bitcoin holdings increase in value alongside the increased price of each bitcoin.
That’s all we have today!
Tomorrow: We’ll hear from Patrick and Toni on bitcoin … and one company that’ll benefit from the millennial boom!
This week, we added a new member to our ATG Digital family…
Please join me in welcoming Alexis, our new Social Media Coordinator!
We’re always excited to see our team grow, and we can’t wait to see all the amazing things Alexis will do for our community.
Drop a comment below to say hello! 👇
On Tuesday, November 8, 2022, we’re thrilled to be growing and evolving as a team. As always, we’re #BOP! 🚀
❤️️ This Substack made — by US, for YOU — with love. ❤️️
P.S. Did you see the BIG 💰opportunity that Paul’s seeing in the market? 👇
Welcome aboard Alexis and all the best in your new position.
I posted this to Twitter- got pretty chopped apart:
I’m Feeling very bearish, pessimistic, negative. I’m sorry but let’s just be realistic. I’ve seemingly done most things as rules of game state. Sold on way up, bought little slugs while it’s been going down ( seemingly never ending ) and held some positions. I’m 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. It’s 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 ) … 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 I’m 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- I’m still holding on btw. Been a loyal follower ( which I’ve not been known to follow ) I dropped banyan and never looked back when you guys left. I’m all in, just feeling very bleak…I 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 I’ve though to myself just get out ( but don’t and each time my account is way way lower )