Revealed: The Tiny Stock That Will Gain 81,466% (Starlink Backdoor Play)

About this Video

• Video Title: Revealed: The Tiny Stock That Will Gain 81,466% (Starlink Backdoor Play)
• Channel: Dylan Rieger
• Speakers: Dylan Rieger (implied, as the video is on his channel) and James Altucher (referenced throughout the transcript).
• Duration: 00:16:27

Introduction

This video investigates claims made by James Altucher regarding a "backdoor play" into a potential Starlink IPO. The video analyzes Altucher's past stock picks, examines his clues about the potential Starlink investment, and ultimately assesses the viability of the suggested stock, STM (STMicroelectronics).

Key Takeaways

1. Altucher's Track Record: The video analyzes Altucher's past stock recommendations, showing mixed results. Some picks performed well (Maxr Technologies acquisition), while others were less successful (Microchip Technologies).
2. Starlink IPO Speculation: Altucher claims Starlink's upcoming IPO presents a significant investment opportunity. He points to Elon Musk's statements and Bloomberg reports as evidence.
3. STM (STMicroelectronics) as a "Backdoor Play": Altucher suggests investing in STM, a supplier to Starlink, as a way to indirectly profit from the Starlink IPO. The video analyzes this claim and its validity.
4. Analysis of STM: The video presents a critical analysis of STM, highlighting concerns about revenue collapse, margin crunch, and challenges in the automotive and industrial sectors. The presenter ultimately concludes that STM may not be a sound investment at this time, suggesting other semiconductor stocks as better options.
5. Alternative Investments: The video proposes Credo Technology and TSMC as potentially better investment opportunities within the semiconductor sector.