About this Video

• Video Title: I Reveal James Altucher's "Backdoor Starlink Play" (81,466% Gain?)
• Channel: Dylan Rieger
• Speakers: Dylan Rieger (implied)
• Duration: 00:09:00

Introduction

This video analyzes James Altucher's claim of a "backdoor" investment opportunity in Starlink, potentially yielding an 81,466% return. The video presenter investigates Altucher's past stock picks, examines clues from Altucher's sales presentation, and reveals the suggested stock, ST Microelectronics (STM), offering an analysis of its viability.

Key Takeaways

• James Altucher's Track Record: The video reviews Altucher's past stock picks, showing a mixed record with some successful and some unsuccessful investments.
• The "Backdoor Starlink Play": Altucher suggests investing in a supplier to Starlink as a way to profit from Starlink's potential IPO. The presenter identifies this as ST Microelectronics (STM).
• ST Microelectronics (STM) Analysis: The video provides a detailed analysis of STM, including its business segments (automotive, analog, microcontrollers, and key technologies), its recent financial performance (including a significant downturn in 2024), its partnerships with major companies, and its investments in future technologies.
• Presenter's Verdict: The presenter expresses skepticism about the Starlink connection as a significant investment driver for STM, viewing it more as a marketing angle. They suggest focusing on STM's core business and its long-term prospects. While acknowledging the stock's low valuation as a potentially contrarian play, the presenter ultimately decides against investing in STM due to lackluster long-term performance and concerning recent financials.
• Alternative Recommendation: The video suggests watching another video (by Eric Wade) for an alternative chip stock recommendation.