Latest ideas and analyses related to Inflation Reduction Act

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Autos

+12 pts



Potential BEV Demand Based on Our Survey; Details and Sector Implications of US Inflation Reduction Act

By realjoe on Sept. 13, 2022, 4:47 p.m.
Tagged topics: analyst checks , Inflation Reduction Act

Views: 6, Votes: 3, Responses: 0, Attachments: 1
JCI , CARR , TT , WSO , LII

+12 pts



Inflation Reduction Act Heat Pump Provisions Could Offset Cyclical Volume Pressure in Resi HVAC

By mooreideas on Sept. 1, 2022, 2:12 p.m.
Tagged topics: analyst raises target , Inflation Reduction Act

Views: 6, Votes: 3, Responses: 0, Attachments: 1
ESG , US Macro

+21 pts



US Inflation Reduction Act -- What's transformational, what's supportive, what's underappreciated

By ethonomics on Aug. 31, 2022, 8:43 p.m.
Tagged topics: deep dive , green capex , Inflation Reduction Act

Views: 17, Votes: 3, Responses: 0, Attachments: 1
TSLA

+24 pts



$TSLA Takeaways from Giga Berlin Visit and  Meeting

By cassie on Aug. 29, 2022, 3:03 p.m.
Tagged topics: Inflation Reduction Act , plant tour

Views: 18, Votes: 3, Responses: 0, Attachments: 1
FREY

+10 pts



$FREY IRA presents significant opportunity; upgrade to Buy

By ethonomics on Aug. 25, 2022, 11:10 a.m.
Tagged topics: buying opportunity , Inflation Reduction Act

Views: 6, Votes: 1, Responses: 0, Attachments: 1
Energy

+18 pts



Estimate Changes Stronger In International For 2H22; Buy WFRD and SLB

By ethonomics on Aug. 23, 2022, 1:52 p.m.
Tagged topics: stock picking , Inflation Reduction Act

Views: 22, Votes: 3, Responses: 0, Attachments: 1
US Macro

+16 pts



well, I guess investors can look for some low-key air-conditioning stock suck as Watsco and Carrier. Both of them outperform the market in recent trading...

By wallstreetfront on Aug. 18, 2022, 2:04 p.m.
Tagged topics: fiscal policy , Inflation Reduction Act

Views: 3, Votes: 2, Responses: 0, Attachments: 0
US Macro

+5 pts



Very useful report. Solar and wind major beneficiaries, which i agree with. Hydrogen opportunity much harder to judge. Solar already works well at scale....

By realmomobags on Aug. 18, 2022, 1:47 p.m.
Tagged topics: fiscal policy , Inflation Reduction Act

Views: 1, Votes: 1, Responses: 0, Attachments: 0
RUN , PLUG , AES

+17 pts



The IRA Is a Big Deal for US Clean Tech; Increasing Growth and Price Targets

By mooreideas on Aug. 18, 2022, 12:24 p.m.
Tagged topics: analyst downgrade , analyst upgrade , Inflation Reduction Act

Views: 10, Votes: 2, Responses: 0, Attachments: 1
US Macro

+64 pts



Taking Stock of the Energy Spending in the Fiscal Package

By ethonomics on Aug. 17, 2022, 4:29 p.m.
Tagged topics: fiscal policy , Inflation Reduction Act

Views: 48, Votes: 10, Responses: 2, Attachments: 1
Pharma

+34 pts



Pharmaceuticals: Assessing exposures across US Large Cap Pharma from Medicare price negotiation provisions

By ethonomics on Aug. 15, 2022, 3:39 p.m.
Tagged topics: Inflation Reduction Act

Views: 19, Votes: 3, Responses: 0, Attachments: 1
Clean Energy

+37 pts



US Inflation Reduction Act of 2022: Transformational for clean hydrogen, SAF, CCUS, DACCS

By ethonomics on Aug. 15, 2022, 3:38 p.m.
Tagged topics: Inflation Reduction Act

Views: 27, Votes: 5, Responses: 0, Attachments: 1
Health Care

+32 pts



Drug pricing negotiations on the way to becoming law

By ethonomics on Aug. 8, 2022, 5:20 p.m.
Tagged topics: Inflation Reduction Act

Views: 10, Votes: 2, Responses: 0, Attachments: 1
US Macro

+34 pts



Inflation Reduction Act: High-Level Implications by Sector

By mooreideas on July 28, 2022, 12:21 p.m.
Tagged topics: regulatory environment , Inflation Reduction Act

Views: 11, Votes: 3, Responses: 0, Attachments: 1