Absolutely excellent illumination of a really comprehensive topic.
I was very surprised that Varta played a role in the matter, as the company had only recently gone bankrupt and I had not expected it to continue operating.
Another hope of mine is that BYD as a battery manufacturer will also play a role in the overall construct.
The topic is very important, especially with regard to data centers, as the amount of energy required will continue to increase and a seamless supply is essential.
There are a lot of suggestions for investing, but everyone has to choose what they find most interesting.
I can't make up my mind. Have you already decided where you want to start?
I was very surprised that Varta played a role in the matter, as the company had only recently gone bankrupt and I had not expected it to continue operating.
Another hope of mine is that BYD as a battery manufacturer will also play a role in the overall construct.
The topic is very important, especially with regard to data centers, as the amount of energy required will continue to increase and a seamless supply is essential.
There are a lot of suggestions for investing, but everyone has to choose what they find most interesting.
I can't make up my mind. Have you already decided where you want to start?
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@TradingHase Thank you for your detailed feedback 🙏 At the moment, I am only invested in CATL and MP Materials. The topic plays a central role in the area of batteries and energy supply for data centers, especially when it comes to energy efficiency and reliability 🔋
However, I have to say that I myself am not yet as broadly invested in the sector as I would like to be. My research has made me realize how many exciting companies there are here, but you can't invest in all of them. Some are already on my watchlist and I plan to expand my portfolio by around six to eight stocks over the next few months.
I'm more of a stock picker and want to make my own decisions instead of investing via ETFs. That way I can gain my own experience, both good and bad.
I still find BYD very interesting. Even though the company has come under pressure at times due to the negative narrative surrounding Warren Buffett's exit, BYD remains one of the most exciting players in the field of electromobility and battery technology for me. The current share price is definitely attractive again, which is why I am not ruling out a re-entry 🚀
I would be interested to know which of your favorites you currently find particularly exciting and where you personally see long-term potential?
However, I have to say that I myself am not yet as broadly invested in the sector as I would like to be. My research has made me realize how many exciting companies there are here, but you can't invest in all of them. Some are already on my watchlist and I plan to expand my portfolio by around six to eight stocks over the next few months.
I'm more of a stock picker and want to make my own decisions instead of investing via ETFs. That way I can gain my own experience, both good and bad.
I still find BYD very interesting. Even though the company has come under pressure at times due to the negative narrative surrounding Warren Buffett's exit, BYD remains one of the most exciting players in the field of electromobility and battery technology for me. The current share price is definitely attractive again, which is why I am not ruling out a re-entry 🚀
I would be interested to know which of your favorites you currently find particularly exciting and where you personally see long-term potential?
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•@EpsEra I am invested in BYD myself, despite the confusion surrounding the split, which was not a complete split, or the exit of WB, which I do not understand. However, I would not add to it as the existing position is already large enough.
CATL is one of the big players and will remain so, as the company is constantly evolving.
This is also necessary, as the development of battery technology in particular is progressing extremely rapidly.
For this very reason, $KC will remain my only investment in raw materials for the time being (which is extremely negative and not worth selling). It is not clear where the research and technology is going. There have already been successful attempts to store energy in salt! This means I fear revolutionary research results that could suddenly make the raw materials we need today superfluous.
I wouldn't want to invest in an ETF on this topic either, as a lot of "garbage" also destroys performance here.
However, I agree with you that CATL is worth investing in.
For the above reason, I wouldn't necessarily want to go into suppliers or, as it is called here, shovels either.
The software side is extremely important, but I don't have the confidence to filter out the player that will set the main standards.
CATL is one of the big players and will remain so, as the company is constantly evolving.
This is also necessary, as the development of battery technology in particular is progressing extremely rapidly.
For this very reason, $KC will remain my only investment in raw materials for the time being (which is extremely negative and not worth selling). It is not clear where the research and technology is going. There have already been successful attempts to store energy in salt! This means I fear revolutionary research results that could suddenly make the raw materials we need today superfluous.
I wouldn't want to invest in an ETF on this topic either, as a lot of "garbage" also destroys performance here.
However, I agree with you that CATL is worth investing in.
For the above reason, I wouldn't necessarily want to go into suppliers or, as it is called here, shovels either.
The software side is extremely important, but I don't have the confidence to filter out the player that will set the main standards.
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