To The Moon

The Future of Cars

The shift toward electric vehicles is accelerating. In 2020, sales of gas-powered cars fell 15% while EV sales rose 33%. Some estimates believe electric car sales could

grow at an 82% CAGR through 2025, making EVs one of the fastest-growing markets in the world.

Strategies we’ll discuss:

• Ɋ The rise of China: China’s EV market is more than 2.5× the size of the U.S. We analyze our top EV company in this massive market.
• Ɋ Next-generation transport opportunities: While today Models 3s are taking over roads, the next wave could be electric buses, semis, even planes.
• Ɋ Robo-taxis and the rise of self-driving: The ultimate prize in the next decade could be building out a fleet of on-demand robo-taxis.

Batteries

1. The price to produce batteries has dropped 90% since 2010. This price drop is a key reason why EV sales could
2. soon hit an inflection point as their prices become more affordable than gas-powered cars.
3. Strategies we’ll discuss:

• Ɋ The battery inflection point: With EV sales booming, battery demand could skyrocket in the coming years. Which companies are best positioned for this demand boom?
• Ɋ Next-generation batteries: What new technol- ogies could revolutionize batteries? Discover why high energy density batteries could become the next revolutionary technology in electric vehicles.

Computers on Wheels

On February 10, GM [NYSE: GM] issued an ominous warn- ing in its earnings: A worldwide chip shortage could

cut this year’s earnings by $2 billion. Ford [NYSE: F] also announced chip shortages could cost it billions.

The key point: Cars are quickly becoming com- puters are wheels. We’ll detail the chip companies with the most to gain from the transition to electric vehicles and self-driving cars.

Strategies we’ll discuss:

Ɋ The next massive chip industry: Did you know that 40% of the cost of cars comes from electronics? We’ll dig into a massive chip company that we’re betting will see soaring automotive sales in the years ahead.

Ɋ EV chip titans: If a chip company went from $50 to $100 in sales per gas-powered car to $1,800 in a self-driving EV, that’s probably a stock worth your interest. We’ll pinpoint two companies with a lot to gain in the coming years.

Ɋ Self-driving chips: Self-driving cars will come with supercomputers and a host of other chips and sensors. What company could be an under-the-radar winner in this space?

21st Century’s Most Valuable Resource

The rise of cars across America in the 20th century made oil the world’s most valuable resource. Could the rise

of electric vehicles create a new resource where limited production meets insatiable demand?

Ɋ Lithium future: If lithium becomes the oil of the 21st century, what’s the top recommendation for

this market?

2021 EV market share

China 44%

Europe 28%

North America 16%

Japan & South Korea 11%