Episode 62: Warren Buffett’s Energy Bets Going Bust, and Air Products (APD) and Albemarle (ALB) Stock Disaster?

It’s been a rough earnings season for many stocks, and “next-gen” energy and fuel companies have been no exception. Leader in hydrogen and liquid natural gas Air Products and Chemicals (APD) continues its big spending spree on infrastructure for future growth, as has Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B). In the lithium market, Albemarle (ALB) once again adjusted its 2023 expectations as well. It’s been a particularly turbulent year for this sensitive and cyclical proxy stock for electric vehicle growth. What’s going on? Chip Stock Investors Nick and Kasey delve into some of the current challenges for these companies, including some accounting effects, that could dramatically ease in 2024. They also unpack why big expenses on infrastructure don’t phase them as much as they do for chip manufacturing company Texas Instruments (TXN) as they discuss the importance of industry dynamics and business model when building a portfolio. All this and more in this latest episode of Chip Stock Investor. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #apple #m3 #qualcomm #snapdragonxelite #snapdragon #x86 #intel #amd #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Albemarle, Livent and Berkshire Hathaway, B Shares.