In today’s briefing:
- Automotive: Rev Your Engines
Automotive: Rev Your Engines
- I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as April, I was bearish.
- It all started when China decided to dump cheap EVs globally, which made me extremely concerned about Western automotive companies.
- Hell, I’ve been bearish on WOLF since March of 2023 and wrote not one but two notes about how Silicon Carbide looks like it’s in a rough spot.
💡 Before it’s here, it’s on Smartkarma
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