Implications of Biden's Infrastructure Plan on EV and Clean Energy

there are a bunch of them. Investable - I would say only BYD, i actually really like them as a company, and have known about them for a while, they are quite innovative, but I am staying far away as it is a Chinese company, and I can only get an ADR, and with my luck, its going to pull another $BABA.

I did put a little into Lordstown ($RIDE) - TOTALLY underwater on that one. I stuck $500 in there as a lark, thinking they would come back though they are a hot mess. They are mostly MD/HD fleet, so not electric buses but same thesis - government (post office, local goverments, utilities) can use those for electric fleet.

I can’t think of any other public market ones.

the other one I am eyeing but don’t have the guts to buy just yet is Microvast Holdings Ord Shs, NASDAQ: MVST. They are a very prolific battery mfg, revenues are increasing but for some reason the market doesn’t love them…maybe too obscure?

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