| Dear Reader, Would you like to own stock in the #1 most important company on Earth? That’s what RiskHedge analyst Stephen McBride offered SIC attendees yesterday for SIC PLUS Day. Semiconductors (aka microchips) are hard to get right now—which is a serious dilemma because they’re the “brains” of all electronics and the entire world runs on them. Phones, cars, video games, computers... virtually all progress over the past half-century has been driven by more and more powerful chips. The latest variant packs 20,000 transistors on the width of a human hair. Carmakers are at the center of this shortage, and their dependency will only increase over time. Electric vehicles have up to 3,000 chips in them (twice as many as regular cars), and for AI-based self-driving cars, the number of chips increases tenfold. Why can’t we just make more chips? Taiwanese and Japanese chipmakers are currently running on overdrive, but building a new plant costs $20 billion and takes longer than building a nuclear plant or aircraft carrier. The reason: Each of the chip-manufacturing machines costs $5 million... and there’s only one company in the world that builds them. (You’ll get Stephen’s amazing pick for free when you watch his presentation with your SIC 2021 Pass.) So we’re talking about a global monopoly, with a technology so sensationally new and different that no one else has figured out how to do it. The company uses “ultraviolet lithography” to print the chips onto blank wafers. It took 20 years of hard R&D work to get there, but it was well worth it. The iPhone 12 chip was made with this technology, by the way. “The precision of these machines is the equivalent of shooting an arrow on Earth and hitting an apple on the Moon,” said Stephen. “It’s the most advanced equipment humans have ever made.” Right now, the stock is down a bit, which makes for a great entry point. To learn all about this company—name, ticker, and all the details—get your SIC 2021 Pass today and watch Stephen’s presentation. The word "Wow!" came to mind after several of the segments. I will be replaying almost all the segments. —John B., SIC 2021 attendee In the SIC PLUS Day sessions, you’ll also discover... In the past, investors in oil, gold, silver, and copper have made fortunes. But master resource investor Marin Katusa now is convinced that one “commodity” will beat the greatest boom cycles of all of the above. This up-and-coming green investment, Marin claims, will “be the biggest commodity of the next 25 years—I have never seen anything like it.” Why you should stay away from Treasury bonds right now—CMG CEO and CIO Steve Blumenthal discusses why bonds should be in your “Explore Bucket” rather than your “Core Bucket” right now... and what to invest in today for stable returns. Biotech Millionaire editors Chris Wood and Jake Weber talk about their AI-based trade ideas in biotechnology. Drug discovery and development are incredibly expensive and tedious endeavors—it takes 10–15 years to get a new drug candidate ready for market, and only one in 10 will receive FDA approval. AI is the saving grace to help companies develop precisely targeted drugs faster and cheaper. In this session, you’ll get several actionable stock picks from the editors. Jared Dillian in a fast-paced Q&A session, answering SIC attendees’ questions. Watch Jared provide a broad outlook on the markets, different sectors, the future of the US dollar, and more. Get your SIC 2021 Pass today to be able to act on these time-sensitive stock recommendations. We’re also happy to report that all video and audio recordings of the conference are now ready for your viewing (and listening) pleasure. This conference far exceeded my expectations. Though I was obviously more interested in some topics than others, I gained a tremendous amount of knowledge, insight and actionable information. The presenters were dynamic and engaging, and the slides represented a massive amount of research and analysis. I also appreciated the format, with so much downloadable content, and the opportunity to replay the presentations for greater understanding. It's not good form to gush on, but I thought the conference was terrific, well worth the price of admission. Thank you!
—Mike G., SIC 2021 attendee Don’t waste another minute. Get top-quality analysis and insights from 50 renowned asset managers, economists, and geopolitical experts now—and save 50% (only until May 31). Best, Mauldin Economics |
