ELECTRIC PICKS AND SHOVELS

While everyone is trading Electrical Vehicle stocks, the 'tourist is more interested in the components that go into the vehicles

Although recently much attention has been focused on the Softbank-tech-stock-call-option foray, those staring solely at Facebook, Amazon or Salesforce are missing the real action. The bubble is not in tech stocks. Many of those tech companies actually produce profits. Sure, valuations might be stretched, but they aren’t DotCom-stupid by any means.

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