You can see these Ford pickup trucks from space… The images below are of the Kentucky Speedway. It’s the 1.5-mile speedway in Sparta, Kentucky, that’s famous for NASCAR stock-car racing. And as you can see from the satellite image on the right, the trucks almost fill the 30-acre main parking lot. It can hold more than 5,000 cars. Two satellite images show the Kentucky Speedway parking lot filling up with new Ford pickup trucks. Source: The Drive The image on the left is from April. As you can see, the lot was empty. That’s what you’d expect – the speedway was closed due to the pandemic. The image on the right is from May. Since then, the lot has been spilling over with brand-new Ford trucks. | Recommended Link | | Teeka’s Urgent Pre-IPO Buy Alert 12 hours. That’s how long it took for Teeka’s last event pre-IPO buy recommendation to fill up. And this time, it could fill up even faster. Why? Teeka’s just uncovered a major move by a billionaire. 11 deals have built his fortune. He’s just selected #12… And you can invest in this new deal BEFORE IPO day. It could fill up even faster than Teeka’s last recommendation… | | | -- | |
It’s a casualty of the global chip shortage that’s all over the news… Ford (F) can’t complete these trucks without chips – aka semiconductors. It’s not just Ford. Almost every carmaker on the planet has had to pause production as a result of the supply crunch. And a range of other key industries – including healthcare and defense – are also feeling the effects. If you’ve been tuned in to the mainstream to figure out what’s going on, I (Chris Lowe) would forgive you for thinking Armageddon is upon us. Or that the chip shortage is about to send us back into the Stone Age. But our tech expert, Jeff Brown, is a former chip industry executive. And as he’s been showing your fellow readers, the chip shortage is one of the most widely misunderstood events of the year. Contrary to what you may be hearing in the press, it’s actually bullish for the best semiconductor stocks… and the bleeding-edge tech trends Jeff tracks. First, a little background… Chips – aka semiconductors – are the “brains” in your smartphone, your laptop, your TV, your fridge, your dishwasher, and your oven. And yes, your car… Modern life doesn’t run without them. Without chips, the farmers who grow your food can’t operate their tractors… …the air conditioners that keep you cool in the summer can’t run… …the ventilators at your local hospital stop working… …and the missile detection systems that keep the country safe go offline. And the pandemic left us with too few chips to go around. The pandemic has been a double whammy for the chip industry… First it disrupted supply chains. Making a single chip often involves more than 1,000 steps. And that chip will pass through international borders 70 or more times before reaching an end customer. So it’s no surprise that rolling economic shutdowns… hundreds of millions of COVID-19 cases… and the disruptions to shipping, border crossings, and international trade that followed hit supply hard. Then demand ramped up as folks built out home offices… made sure all the kids had laptops or tablets for homeschooling… and turned to video games to escape the lockdown-induced boredom. Bill Gates and Fellow Billionaires “All In” on This Small-Cap For instance, figures from research firm International Data Corporation show that global PC shipments grew by 55% year over year in the first quarter of 2021. That caused an almighty crunch Jeff called a “tech shock” in a recent online briefing. But Jeff is confident the supply chain will catch up soon… He worked in Asia as an executive at chipmakers Qualcomm (QCOM) and NXP Semiconductors (NXPI). He’s been to Taiwan – the world’s most prolific chipmaker – more than 100 times. He also lived in San Diego and worked at the corporate headquarters of Qualcomm. His experiences taught him an important lesson about the chip industry: It goes through cycles all the time. Jeff… I worked in the semiconductor industry for two decades. I’ve never seen a cycle quite like this one. But cycles aren’t new to the industry. They’ve been with us forever. The industry builds out access capacity. This leads to a surplus of chips. Prices fall. Eventually, supply meets demand for end products. Production slows down. And investment into building new capacity slows down as well. Then, when demand picks up, prices rise again. And we realize we need more capacity. So tens of billions of dollars more flow into building out more capacity. Supply picks up. And the cycle starts again. That’s why it’s best to ignore the media’s scary stories… Jeff isn’t worrying about what’s going on. Instead, he’s more bullish now than ever on the right semiconductor stocks… The level of investment taking place right now in the semiconductor industry is off the charts. Not only for basic manufacturing capacity, but also for what I call bleeding-edge chips – advanced semiconductors that go into our iPhones, self-driving cars, and artificial-intelligence (AI) applications. This is great news for chipmakers… and for tech in general. It’s not only driving increased capacity. It’s also a catalyst for an explosion in innovation. Meanwhile, consumer electronics, medical, industrial, and automotive companies are bringing new products to market faster than ever. And these products are using more chips than ever. AI… 5G… self-driving cars… and other hot tech trends also require more semiconductors than ever before. It’s why Jeff is recommending best-in-breed semiconductor companies to readers of our Near Future Report tech investing advisory right now. With these tailwinds in place, he says the opportunity for investors is massive. | Recommended Link | | Deadline Approaching!!! “Is this investment better than a time machine?” Imagine if you could go back in time and buy Amazon when it was only $20 a share… Or Bitcoin when it was just $240… This is how big Jeff Brown believes this opportunity could be… and how certain he is it’s going to happen… Get the full story before the cutoff tonight at midnight. | | | -- | |
More on that tomorrow… Including the name and ticker symbol of the top chipmaker on Jeff’s radar right now. It’s up 200% since he added it to the model portfolio at our large-cap tech investing advisory, The Near Future Report. But he says it still has plenty more room to climb as demand for chips soars. In the meantime, make sure to check out Jeff’s free “tech shock” briefing. He explains in more detail what’s causing the bottlenecks… what’s going on with demand… and who the winners and losers will be. Go here to watch that now. And if you’re already a paid-up Near Future Report subscriber, you can catch up on his top semiconductor recommendations here. In the mailbag: Is Social Security a scam?… Today, we’re turning to friend of the Cut and master trader Jeff Clark. On Monday, Jeff penned a blistering attack on the Social Security system. He’d been looking at a statement of his future benefits. And what he found left him furious… I’m likely to live until 84 years old. So if I pay into the system until I’m 62, and then start taking Social Security, I’ll have 22 years of payments at $1,400 per month. That’s a total of 264 payments – a total payout of $369,600. That’s more than $41,000 less than what I would have paid into the system. No interest. No capital gains. Never mind inflation and the drop in the value of the dollar… the Social Security Administration is stealing $41,000 from me. It’s stealing it from you, too. This sparked a debate among Jeff’s readers… Jeff, you hit the nail on the head with what has been happening to working people for 100 years. – Kendall V. I’m not an expert on Social Security. However, the system wasn’t designed to make participants money. No doubt, many of us could do much better if we could invest the money we pay into Social Security. But the majority of American workers could not. – Geoffrey D. I thoroughly enjoyed your essay about Social Security. It is shameful that we are treated so poorly! What really frosts me are those who call this an “entitlement.” First, they confiscated our money. Then, they changed the rules so they could spend our money on government giveaways, rather than hold it in escrow for the contributors. They restricted the investments available to the Social Security Administration to U.S. Treasurys. Then they took those returns to damn near zero to fund their outrageous spending! If they had allocated only, say, 50% of the Social Security funds to an S&P 500 ETF [exchange-traded fund], the Social Security benefits would dramatically increase. And the fund would be far from bankrupt. Just saying… – James W. Did Jeff’s thoughts about the government’s mismanagement of your tax dollars strike a chord with you? Let us know at feedback@legacyresearch.com. Regards, Chris Lowe
September 29, 2021
Barcelona, Spain Like what you’re reading? Send your thoughts to feedback@legacyresearch.com. IN CASE YOU MISSED IT… | What Is This U.S. Military Operation? It’s taking place in a little-known location buried in the Nevada desert. Runways, hangars, and airstrips fill the mysterious area. And armed guards patrol the perimeter. No one in the general public probably knows what’s happening here. But Dave Forest discovered the U.S. military is using this location, and a few others, to conduct a special operation. The last time the military carried out a similar “operation” in 2011… You could have seen extraordinary gains. And now? The U.S military is making the same type of move again. And Dave Forest has found a way that you could parlay this new operation into potential gains of 617% over time. Click here to see the full story. 
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