Top 12 Biden Infrastructure Stocks to Buy NOW!!

hey everyone meet kevin here in this

video we're going to use the level 99

coffee drinking cup to talk about which

stocks we might want to consider buying

in the event

that joe biden's infrastructure plan

does actually pass obviously joe biden

has introduced his infrastructure plan

today or at least part one of it the

actual infrastructure part

not the social infrastructure part and

the actual infrastructure

part calls for billions upon billions of

dollars 2.25 trillion in total

with a lot of money going to ev

incentives

tax credits solar incentives uh

incentives for

creating up to 500 000 charging stations

electrifying the federal fleet of

vehicles electrifying school buses

folks you name it and in this video my

goal is to provide an

outline of potentially which stocks you

might want to look into now

this is not going to be an epic deep

dive on every single one because

otherwise this video would be

two or three hours long maybe we'll do

individual analyses on these

if you'd like that i'd gladly do that

now let me know down in the comments but

for now i'm going to give you an

overview so we can get started the first

way i like to get started is by talking

about

obviously electric vehicle chargers

here's the thing when it comes to

electric vehicle

chargers a lot of them kind of still

suck

right now and what i found the best

thing to do is

at least what's worked well for me is

just buying a basket

of chargers so think of it kind of like

an index funder an exchange traded fund

but just for charging companies now i

used m1 finance to put this together so

they don't let me use

everything but uh or put every kind of

uh you know possible charging stock

that's available in here

but i was able to put a good chunk in

and so what i did is on monday

which was arguably the bottom of the

market for charging stocks

uh we'll just call that luck uh but

anyway i put a hundred thousand dollars

into the chargers

and on a pie of six stocks i'm up

thirteen thousand dollars in two days

which is awesome and certainly no

guarantee of future performance

but hey i mean i'll take 13 grand on 100

grand in two days that's awesome

but i think this has a whole lot more

room to grow specifically because a lot

of these names

are pretty darn sold off from their

highs i'd say somewhere between 20

to 35 percent off their highs on all of

these which means in my opinion

these got a long potential way to go now

sure some like charge point may have

been

you know a little a little euphoric

especially with the spe

switchback electric spec and merger

but that's over now that's history now

and so in my opinion an easy way to

invest in chargers

is simply by looking at something like

this you could invest in this kind of

pie just by going to met kevin.com

chargers and you'll be able to invest in

exactly this now i don't manage your

money in this it's just m1 finance it's

just an idea

but this is an easy way in my opinion

for me to get exposure

to chargers and now i did equal weight

all these and i did include tesla in

here because tesla does produce

some of the most as an individual

company

dc superchargers so i want to give some

respect and shout out to tesla as well

i also think ironically out of these the

tesla actually provides a little bit of

stability

because some of these other companies

are a lot smaller or they've been public

less

less long and so ironically even though

tesla's super volatile in the charging

space tesla might actually provide

some stability to this portfolio so

these are the names that i chose

you know we've got blank we got the tpg

in here we got the charge point and so

on in there

so take a peek at that next we've got a

plug

okay plug okay so i've got a little bit

of a history with plug

i made a video back in january about

plug power

and uh people thought uh well let me

just put it this way

some people got a little upset with me

because i said look the stocks had like

75 bucks

i think there's a good chance this could

sell off as soon as institutional

investors flip out of this

and i had some concerns about the

valuation in fact here's a quick

throwback to the clip

maybe it makes sense to trade this stock

now whether

you want to swing trade it or kind of

social trade it

uh it is very possible that there could

be a large rotation

out of this stock at some point in the

near term and by near term i mean over

the next

year uh which if if you are

planning on buying and holding this

company you you potentially want to be

prepared for like a quantum scape kind

of style slap

where we get this insane run up and then

we get this insane drop

off but in terms of valuation right now

it's very very it's got a lot of hope

built into it

and i am slightly concerned that that

hope you know trading ad

322 times 2024 estimated earnings

that's uh that's a little pricey right

now well since i recorded

that video plug power is down over 55

uh since i filmed that video now that's

not to say that plug is a bad stock

i still think it sells for a relatively

rich multiple

and the arguments i made in that video

are still true so if you're really

interested in plug i highly encourage

you check out that video

but there's something that joe biden

said that's very very impactful

joe biden said he wants to lead

the america's future for sustainable

energy

towards electrifying vehicles and using

hydrogen

and the fact that he said hydrogen in

his 15-year plan

is pretty impressive that we were not

expecting him to drop the h-bomb

and he did he dropped the h-bomb so the

neat thing about this

is stocks like fuel cell and plug

immediately reacted and both of them ran

up about two to three percent in the

after hours

not like a massive increase but they

both reacted to joe biden

suggesting hydrogen that's because

obviously they both work with hydrogen

related products

however i just want to give you a quick

bottom line before mentioning that

obviously

you should go check out the plug power

video i did in detail

where i talked about the renault

partnership the french partnership with

plug power

how plug power might be able to

transition from the hydrogen

forklifts and their business model now

to a future of electrifying trucks

with hydrogen watch that but i'm going

to give you a bottom line here

i do as much as i like plug and fuel

cell is maybe like

social plays that is maybe a lot of

people will buy these if we get more

talk about hydrogen infrastructure

i think long run they do still have rich

valuations for what they are

because the tech is just a little too

early don't get me wrong i love hydrogen

and i think these companies are going to

be very well positioned when that

hydrogen future comes

i'm just concerned that hydrogen is

really going to be a 2030

to 20 35 play which means i'd rather

pick these things up next time we have a

crash around like

2027 2028 or something like that

but these have moved on joe biden

dropping the h-bomb

another one that's pretty interesting is

i-d-e-x

so id-e-x is one that i'm just

really starting to learn about and i

personally hate looking at investor

presentations because i feel like

they're full of

marketing and a bunch of bs but i did

pull up this investor presentation just

to give me a brief idea of what the heck

ideonomics actually does and they do a

lot of stuff

not only do they acquire a company that

helps them

basically do wireless charging for

vehicles here look at this

wave the only wireless charging true or

only wireless charging truly addresses

the market opportunity for autonomous

vehicles i mean in some sense they're

not wrong about that right

like if the cars are anonymous what are

you gonna have like a robotic arm that

comes out and plugs your car in

that by the way has actually been tested

so far and the answer might be

yes maybe maybe but i could see that

inductive charging kind of like putting

a toothbrush

on a charger or your phone on a on a

charging pad

super simple bus could just drive over a

charging pad park there for a little bit

and keep going

makes sense they've got uh looks like

they're getting into

all electric tractors or some people

call this the john deere

of electricity electric mopeds

they've got cost-efficient new energy

commercial vehicles including

let me not block this over here uh the

development

of a new line of zero emission heavy

trucks and buses

folks remember what joe biden talks

about he talks about electrifying

transit

electrifying buses and even school buses

which we've got another play for school

buses which we'll talk about in a moment

but idex is going to be one that you're

going to want to pay attention to

now i in in this video i'm going to be

very transparent about what i've

invested in what i have not

you saw the charger pie that i've

invested in i do not have money in plug

fuel cell or idx

uh but in the future i could be open to

investing in these and obviously if

you're a course member

uh which this evening and this is why

i'm drinking coffee at 8 pm at night in

california time i'm pulling an

all-nighter because i'm

increasing the price of the courses i

said that i would do this last week but

the thought of spending three hours

changing digits on a screen was a little

a little intimidating me so i've been a

little bit of a bum about that sorry

about that but i will be changing the

pricing tonight which does mean you can

still use that coupon code tonight if

you wanted to

before that pricing changes but anywho

focus here kevin

focus the next stock uh is quantum scape

so quantum scape is a battery a solid

state a battery

a manufacturer i don't really want to

call manufacturing yet

they're really a lab so think of the

company quantum scape as a lab

that's designing and engineering and

researching solid state batteries

solid state batteries are going to be

huge not only for cars

lighter weight batteries significantly

lighter weight batteries batteries that

could charge faster

go longer have longer life spans as well

but the solid state batteries are also

going to be huge for air transport think

eevee tolls

yeah i mean like imagine having your

coffee hopping in a drone

and getting flown around you know for a

few hours and maybe going california to

you

to new york on an ev toll uh which i

don't know if we'll ever go that far but

if anything's going to make it happen

folks it'd be something solid state

and just saying solid state in the world

of batteries by the way

that's better than hot coffee at 8 pm at

night like

that is a such a buzzword in fact neo

the the share price of neo skyrocketed

just because when they had their neo day

they talked about the potential for a

pseudo

solid state battery it was like a part

solid state battery

but just because everybody heard solid

state battery

the share price like shot up and so when

people hear oh hundreds of billions of

dollars

are going to go from biden's plan into

research and development for battery

manufacturing

uh people get excited about quantum

scape which is one of the

the largest pure electric plays right

now i'm sorry pure battery plays right

now

okay next then we also need components

to go into batteries

and this is where companies like mp

materials

have gotten a lot of attention and mp

materials all

i have to say they absolutely crushed

their last earnings

destroyed their last earnings we covered

their last earnings alive and they were

so

good i'm still blown away by when i was

looking at their income statement

i'm like oh my gosh how are these

numbers possible it was so so

impressive now unfortunately after that

the stock was green but then the next

four or five days thereafter

aka the last week here the stock has

kind of been selling off

and that could create an opportunity to

get into something like an mp materials

a lot cheaper so mp materials

is a potential supplier for components

like lithium could be place to pay

attention to

so definitely pay attention to uh you

know

something like an mp materials next

let's talk about this one that i think

is going to be a little bit

under the radar okay so one that i think

might be a little under the radar here

is pallent here now you might be

wondering wait wait wait what pallet

here

yeah pound here and there's a there's a

special reason for this in fact i'm

going to pull it up here on the

infrastructure plan because

i i was a little shocked by this so what

i'm going to do is i'm going to pull up

the

the the actual spreadsheet or flow chart

that we did here

and you can read this section here and

then i want you to think about that for

a moment look at this right here

okay so and shout out by the way to a

course member for connecting the dot on

this one

what i'm about to reveal uh thank you

well first of all to all of those of you

in the stocks and psychology money group

who

post your ideas and your connections so

fun to talk with you in there i try to

chat in there every single day so it's

super fun to talk

but anyway take a look at this so here

it says 50 billion dollars

for department of commerce to create a

new office

to monitor domestic industrial capacity

okay so now you have to ask yourself do

you think that means

joe biden's going to have an office of

people going

back to work today hey uh mp materials

how many

buckets of lithium you all mine today oh

that many okay

i don't think we're gonna be looking at

manual tracking

for all of this industrial capacity

what i expect is a possible or a

possibility

is that manufacturers might be asked by

the government to provide

data on how many months of supply they

have for certain things and their supply

chains or materials or whatever

to to so that the government can kind of

keep an eye on okay like are we gonna

have a shortage do we have any issues

are we seeing any patterns

and it's actually a win-win situation

because if the government can say hey yo

ford

looks like we might have a chip shortage

coming up in the next two months

businesses can better prepare and that's

actually a way of making the country

more competitive

but businesses like it's not like toyota

is going to want to give that data to

ford

uh and this is a way that maybe the

united states government can try to

aggregate u.s manufacturing

data and make conclusions to actually

give back to manufacturers

i mean in theory that is the role of

government how well they execute

i don't know but that is in theory the

role of government the benefit of

everyone right

ideally but anyway take a look at this

folks

look at this what is this folks palin

frickin tear what does this say this is

nuts

manufacturing the most critical

challenges facing manufacturers

throughout the value chain are

fundamentally

data challenges supply chain procurement

quality control efficiency rapid

troubleshooting and demand

forecasting that basically depend on

accurate and up-to-date data landscape

well where do you think you can get this

up-to-date data from and who might be

able to compile all this

well how about the biggest company in

the united states that

already uses palantir the government

the government like literally

this page right here defines what could

be the

perfect solution for the government's

new office on exactly that

look at this a point-and-click

analytical environment where users can

monitor for and respond to disruptions

on the production line i mean this is

obviously more micro scale to an actual

factory

but imagine if you can monitor all

supply chains throughout the country

right

this uh this is pretty powerful and i

would not be shocked

if uh the government could be involved

in this and pound here now that's a

stretch

it's speculation you have to make your

own conclusions on all of these as usual

if you lose money and you paper hand and

you sell out

and you realize your losses it's your

fault not mine okay

next folks end phase end phase

end phase oh my gosh other than tesla

which obviously i think in this we

should just

give the quick honorable mention here to

tesla i made a video earlier about

the the tesla etf and folks

i believe it okay tesla is kind of like

an etf i mean remember

they do charging they do batteries they

do car insurance commercial vehicles

residential vehicles

solar panels inverters solar roofs

bitcoin mega packs for grids automation

robo taxis

like tesla is like the daw in this list

right where

i make standalone videos on tesla all

the freaking time i'm not going to go

into deep on tesla here but obviously i

have to mention tesla but aside from

mentioning tesla

end phase do not blind yourself to the

real potential of end phase

i was talking with some local solar

installers

just recently here within the last week

and folks

people who don't use tesla uh enfaze is

like the number one contender and end

phase users and installers

they're like end phase quality blows

tesla out of the water now i know anyone

who invests in tesla's gonna be like

nothing blows tesla out of the water uh

uh you know what so

my test i get it obviously tesla is my

biggest position it's like fifty percent

of my portfolio

but end phase is is a big chunk it's

like five to six percent of my portfolio

and

that's ordinarily a big piece of a

portfolio

so enface makes very very high quality

they don't make solar panels but they

make very very high quality

micro inverters that can individually

monitor and control solar panels

really important especially if there's

like partial shading in areas

like on a house from a tree or whatever

you don't lose production from

from the rest of the line but also uh

home battery packs which is something

that

uh biden wants to wants to research and

study and see more of

a biden in one of the last stimulus

packages was

instrumental in actually including a

section

that allocated a bunch of money for the

government

to study vehicle to grid and grid to

house

charging and sort of like these battery

storage systems where you could use

the battery from your car or the battery

from for like a whole house battery

to help actually support uh potential

stress on a grid to prevent what

happened in texas

so missing out on some of these battery

plays

i think is a mistake an end phase if

it's not tesla

or maybe it's tesla and end phase end

phase gotta be on your radar

and they're super high margins super

high quality products

definitely a company that's growing like

a weed as well

so don't ignore en phase really good one

okay then we've got

uh nga is the ticker symbol but that is

actually a spec

which uh spikes have sold off a lot

lately i think nga is going to run right

back

to 20 and beyond i think it's highly

oversold right now

it tends to rubber band up to twenty

dollars

uh nga is uh a

um an electric commercial vehicle

manufacturer

but they're their advertising at least

is very well known

for this something that biden has

specifically talked about

i pulled up the share price here it's at

16 15 after hours

electric school buses now we don't know

if we

actually see these things come joe biden

has talked about electrifying school

buses and electrifying buses

we would love to see that happen

obviously in the ev community

but uh we'll see if it actually ends up

happening that's the big thing

but line electric is one you want to pay

attention to what's this i haven't

actually seen this yet

lion electric scores its largest eevee

truck order to date

lion 100 lion 6 and line 8 trucks to be

delivered in 2021 2022 for

pride group enterprises who's that pride

group enterprises

100 electric trucks that's really good

as we recall previously the company

announced a deal for 50 trucks for a

canadian national railway

and 60 electric school buses very good

precedent there right

already but who is this canada and us

it seems like canada is really trying to

kick our butt with the electric vehicles

uh but uh take a peek here according to

the line election offer includes tractor

semi okay got it

so to date lion electric has delivered

more than 300 electric vehicles

in north america and its manufacturing

facility in canada

has at the capacity to produce

approximately 2500 vehicles per

year soon the company intends to also

build its own battery pack manufacturing

plant

in quebec and that's great now

i would love to see okay so this is oh

okay pride enterprises

so it looks like they lease

and sell trucks uh let's see

how pride group is changing their

trucking

industry's reputation pride enterprise

group the trucking conglomerate recently

moved to establish a dealership so they

sell

trucks and they're buying a hundred

electric vehicles from lion electric

to be able to resell them as part of

their dealership network that's what i'm

understanding here

now i don't own any lion electric yet

truck sales leasing and financing

equipment

rentals logistical service so it seems

like you might be able to even rent

trucks from them pre-owned truck sales

tractor sales

okay yeah i do not own shares of line

electric yet

so some of this is new to me but i just

want to make it i want to tell you about

it first i love everybody who follows

the channel here

but i'm very interested in

in line electric as is one that i'm

paying attention to

specifically because of the biden

administration

i'm sure many people are but uh this is

what we want to pay attention to so

we've got

this is sort of the pre-order or the not

pre-order the order we saw from pride

group

then we do have these buses and then we

do

also have uh city buses

as as at least a proposed bus

it'd be so cool to talk to line if

somebody has a connection with lion

electric and we can like talk to the ceo

or something

that'd be freaking amazing if somebody's

got that connection hit me up let's set

that up

all right next one so yeah

okay let me talk about this one in a

moment because it

this one the last one makes me a little

sad so i'm going to move up we're going

to talk about a different one first

all right the next one that we're going

to talk about is this cup of coffee here

no

it's 8 19. i had to take a sip of the

coffee

all right so voyager digital

voyager digital has nothing to do with

the electrification of america

it is a cryptocurrency uh broker

essentially

you can go to actually metkevin.com

voyager i'm an affiliate with them

uh which means if you sign up there

you'll get 25 for free and they send me

a thank you as well

but they pay you interest on your

cryptocurrency so why am i talking about

voyager digital the stock

as part of this uh conte

a potential stock set to consider

well voyager digital currently 26 bucks

ran up from 15 since my interview with

the ceo

of voyager whom by the way i've

interviewed twice

and you can see those interviews on the

channel here voyager digital benefits

from

volatility in cryptocurrency prices and

they also pay you a good amount of

interest on your cryptocurrency

there's obviously a risk with that

anytime you're getting paid interest on

something you want to evaluate your risk

but voyager digital is interesting

because with a massive package like this

a lot of folks believe there is going to

be a lot of volatility in the pricing of

things like bitcoin

volatility and cryptocurrency pricing

equals profits

for companies like voyager voyager

doesn't really care i mean i'm sure they

do

in some sense don't get me wrong i don't

want nobody wants to see me to get hurt

but i think they're a little agnostic to

price

so if the price of bitcoin is 60 000 90

000 or 30

000 it doesn't matter as much as people

buying and selling it and that's where

voyager is making a ton of money

they're killing it their revenues are

going through the freaking

roof uh and i've got about 300k in this

company

so uh you know i'm just putting putting

all my you know by

potential biases on the table here

obviously there are risk factors there's

a lot of competition for a company like

voyager

i've been wanting to make a stand-alone

video for this company i really

maybe this weekend we'll do standalone

videos for a lot of these companies

we do have a three-day weekend coming up

but this is one to pay attention to as

well

okay now what about one to maybe not pay

attention to as much so i hate saying

this because i feel bad

but um look first of all the all the

electric vehicle space are probably

going to rise

with the tide but i i'm just concerned

about workhorse

i'm concerned about workhorse because

the biden administration really screwed

them

and gave their usps like electrifying

the usps fleet contract

to oshkosh which is saying they're going

to do

some electric cars and the rest are

going to be gas cars for the usps

or maybe they'll hybrid them i was

really disappointed by that

i really hope that gets fixed and it

doesn't have to i mean it'd be cool if

it went back to workhorse i don't think

it will

uh usually it's very very sticky like

once once a contract is

inked getting that reversed good luck it

ain't happening it also sets up a bad

precedent for the country to kind of

like revoke a contract and give it to

somebody else

after they make a deal so it's probably

not going to happen

but uh so i wouldn't be hanging my hat

on on workhorse for a potential reversal

there

but uh i i would be interested in um

well actually no i was gonna say i might

be interested in like oshkosh but no

i mean maybe do your own research on

what you think of oshkosh

and uh workhorse both of them i'm just a

little bit worried about a little bit

concerned about

and honestly this whole thing with biden

kind of pulling the rug from workhorse

whether it was his

staff or administration or him directly

i have no idea it doesn't matter

it was under like the buck stops with

him right he's the boss he says we want

to electrify

the postal service the people working

for them didn't do that

that does also make me a little bit

concerned for

let's be real plays like lion electric

do we think that

school buses are actually going

electrifying or is this just a

you know cool idea are we actually going

to see hydrogen or did uh

did biden just talk about something that

might be a reality in 15 years but is

nowhere close to even happening

so there are some major risk factors to

consider in all of these

and out of all of them that i mentioned

here i invest

in enfase palantir tesla voyager digital

and the charging pi probably my next

place that i consider putting some money

into

maybe maybe okay this is a big maybe

would be things like line electric

idex quantum is a little too early for

me

hydrogen's a little too early for me but

maybe even

oh that's disappointing uh we'll go to a

different camera then

maybe even lion electric maybe

we'll see but this uh and honestly

actually even maybe mp materials because

they've sold off quite a bit as well

so this just kind of gives you a more

free-flowing discussion around my

thoughts on

stocks to play for the biden

infrastructure package if you found this

helpful consider checking out the

programs linked down below i always

appreciate you watching these videos and

folks

we'll see in the next video

you