America's Microchip Problem

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Microchips, Electric Vehicles, Apple and the EPA. The future is technology driven and everyone wants a piece of it. This week the guys cover America’s manufacturing boom, its move away from China and how that might influence chip stocks and electric vehicles. Bitcoin is back over $30k and its supporters speak out about crypto’s carbon emissions. Also, enjoy Ben’s new shirt.

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*DISCLOSURE: THE OPINIONS EXPRESSED IN THIS VIDEO ARE SOLELY THOSE OF THE PARTICIPANTS INVOLVED. THESE OPINIONS DO NOT REFLECT THE OPINIONS OF ANYONE ELSE. THIS IS NOT INVESTMENT ADVICE. THE VIEWER OF THE VIDEO IS RESPONSIBLE FOR CONSIDERING ANY INFORMATION CAREFULLY AND MAKING THEIR OWN DECISIONS TO BUY OR SELL OR HOLD ANY INVESTMENT. SOME OF THE CONTENT OF THIS VIDEO IS CONSIDERED TO BE SATIRE AND MAY NOT BE CONSIDERED FACTUAL AND SHOULD BE TAKEN IN SUCH LIGHT. THE COMMENTS MADE IN THIS VIDEO ARE FOR ENTERTAINMENT PURPOSES ONLY AND ARE NOT MEANT TO BE TAKEN LITERALLY.*

Chapters:

0:00 This Week!
1:08 Home Improvement called
3:39 Ben’s “Doctor Appointment”
6:35 Housekeeping
10:52 CPI Rolls in…
13:12 Thanks to Moneygram!
14:02 The Fed & Inflation
15:25 American Manufacturing is Back
17:25 McCaul on Taiwan
20:09 Electric Vehicles & Semiconductors
22:30 Employees in Manufacturing
24:05 Thanks to HelloFresh!
25:52 Factory Work’s Big Demand
28:30 Union’s & Industry Concerns
30:46 The Biggest Automation Stocks
33:00 Shitty L.L. Bean
34:20 Chips, EVs, & OEMs
36:20 Thanks to Sunday!
38:02 Biggest Microchip Stocks
40:00 Apple Can’t Sell Products
43:10 The EPA
45:10 The Peril of EVs
48:46 Our Crumbling Infrastructure
50:00 Thanks to Public!
51:33 Trill Secret Presidents
52:03 Tesla Camera Leaks
54:40 Dealing w/ OPEC
58:00 Challenging Energy Regulations (hoarding oil)
1:02:00 Bitcoin is BACK
1:05:30 Bitcoin’s Energy Sink
1:07:12 Riot’s Video Response
1:09:33 Wrapping Up
1:10:40 Coming up in After Hours!

References:
https://www.wsj.com/articles/american-manufacturing-factory-jobs-comeback-3ce0c52c?mod=hp_lead_pos7&utm_source=www.execsum.co&utm_medium=newsletter&utm_campaign=billy-mcfarland-is-back-on-the-map
https://www.nytimes.com/2023/04/12/climate/biden-electric-cars-epa.html
https://www.ft.com/content/9e1e089e-163d-43a7-9b75-15e2e2cbcfd6
https://www.nytimes.com/2023/04/09/business/bitcoin-mining-electricity-pollution.html?smtyp=cur&smid=tw-nytimes
https://twitter.com/caitoz/status/1645557357014048768?s=20
https://twitter.com/RiotPlatforms/status/1645473961004892162?s=20