According to media outlets, Nikola, the once much vaunted green energy company, which planned to build hydrogen-electric trucks, is now planning to file for bankruptcy. Well another one bites the dust. Remember how two years ago everything was about the green transition? Maybe there will be a green transition maybe there won’t but we should […]
Tag: stocks
Intel breakup a good bet?
Seems huge value can be unlocked from this deal. Intel’s core CPU business is a cash cow, while the fab business, though losing money, is of critical importance to US chip self sufficiency. So it’s a no brainer that the sum of the parts value exceeds the combined value represented by current Intel stock. Given […]
MP Materials Is Not A Buy Unless Geopolitical Tensions Become Extreme
Analysts are rating MP Materials (MP) “buy” mainly because the company is currently America’s only processor of rare earths in operations and largest rare earth producers. Given the rising geopolitical tensions between US and China, China is issuing more restrictions on exports of critical materials including rare earths and the US is likely to tighten […]