In this week’s episode, we check in on some of our No. 1 picks. Our “Big Three” – climate tech, space, and robotics – remain our favorite sectors for 2023. In fact, if we were bullish on climate tech before, we’re ultra-bullish now.
While the summer’s skyrocketing gas prices are finally normalizing, OPEC+ is threatening to cut production and push energy costs higher again! Consequently, an OPEC+ production cut could inspire governments, businesses, and consumers across North America and Europe to hastily adopt alternative energy sources.
Indeed, there will be a massive shift toward clean energy adoption. That will provide enormous investment opportunities in solar, hydrogen, and battery energy storage (ESS) stocks. That’s especially true for energy storage.
Of course, there have been some developments in the robotics space that make us bullish as well….
