I did an interview earlier this week with Investors Business Daily to discuss picks-and-shovel opportunities in the electric vehicle market. This is a very different industry, with a very different supply chain, than the one that serves the internal combustion engine. As such, I think there’s a lot of opportunity for those who supply the necessary components of EVs.
I singled out QuantumScape (QS), Wolfspeed (WOLF), and onsemi (ON) as three investment opportunities on my radar. This is a market that has my full attention during the next 3-5 years.
