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As investors go crawling back to oil and gas to ride out the energy crisis, they’re neglecting a key player in the clean energy space that’s collaborating with Amazon to create an environmentally friendly delivery fleet.

After its initial 66% run-up in February, this company has traded back down to a bargain deal for a company with such strong prospects and financials. I fully expect another run with this stock, so…

We are in the throes of a spectacular bull market.

Since it started stampeding back in 2009, the S&P 500 has risen 551%, while the DOW and Nasdaq have risen even higher. And they are still climbing.

Which, on its face, is great for us – but we need to be cautious. There are many threats to a bull market, but there is one singular, systemic threat that everyone should be afraid of: rising interest rates.

Regardless of what the media says, this holiday season will be a bust for many traditional retailers.

Anyone dependent on international trade or third-party shipping will suffer from every supply hiccup from factory to sales floor – labor shortages, container shortages, rising shipping costs…

The list goes on.

Any company with a stake in international shipping has gotten pummeled this month – and rightly so.

Despite claims that retail will see an incredible holiday season full of sales, it has become increasingly clear to us investors that demand has outpaced supply for almost every product on the market. Shelves are clearing out and wishful thinking isn’t going to move products from ports and warehouses to the sales floor any faster.

Which is why I’m watching companies that are doing more than just sit, wait, and hope. Companies that are planning strategically for the long-term to lock in profits for themselves and their shareholders.

There have been droves of podcasts, TV shows, and even movies that have chronicled the downfall of the “$47 Billion Unicorn” during its last attempt to go public in 2019.

If you’ve read the news recently, you know that China is unwinding.

On top of the worsening Evergrande situation, President Xi Jinping has been cracking down on Chinese tech companies utilized by the U.S., which would be bad news for companies reliant on Chinese and Taiwanese semiconductors.

As I mentioned yesterday, semiconductor demand is rising and it won’t stop any time soon. The resulting shortage has created massive backorders for all tech from PCs to washing machines – and many investment opportunities for us.

Semiconductors… A piece of tech people hardly knew or cared about before there suddenly weren’t enough to go around. The consequences of this short have rippled through the tech industry, from smart phones to LEDs lightbulbs, but none were hit harder than computer manufacturers.

The persistence of the work from home movement has increased demand for PCs and desktops, resulting in a flood of orders placed with hardware makers already struggling to keep up. As backlogs grow, vendors aren’t expecting to catch up until mid-2022 at the earliest.

And even then, demand for PCs and the semiconductors that make them possible could continue to grow until the end of this decade. If that comes to pass, the semiconductor industry could double, reaching a revenue between $500 billion to $1 trillion.

Oil, gas, coal… the whole fossil fuels industry has jumped to new heights this week.

And those heights are only going to get higher, so now is the time for us to dive into the best energy plays to grab before winter hits.

The green revolution is, sadly, not today’s reality.

The media would have you believe otherwise.

Yet that idea fooled even the biggest Wall Street traders and hedge funds in recent weeks.

The energy crisis in Europe and Asia has newsrooms scrambling to bring new oil and gas stories to the front page. But in this fossil fuel frenzy, they’re overshadowing an incredible opportunity with natural gas that could double your investment by next year.