China's $5B Bet to Beat the West
Plus: Diesel’s Quiet Replacement Is Here
This week’s market, investing, and business insights from insiders and experts outside the mainstream media:
China is already inside your car, your house, and your grid.
A quiet $165M bet was just made on a future without diesel.
THIS stock loves your totaled car—and business is BOOMING.
It started with hotdogs, now they’re running a fuel empire.
And more. Let’s get to it!
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Top Insights of the Week
1. 🧩 China's $5B Bet to Beat the West
You’ve probably never heard of China’s CATL… But if you drive an electric car, they might be under your hood. If you use solar at home, they might be storing your energy...
This week, they raised $5B. Not to grow in China. To grow outside it—Hungary, Spain, Germany. Deals with BMW. Stellantis. Even Ford…
CATL makes 1 out of every 3 electric car batteries on Earth. They're way ahead. And they’re still pushing…
Last year, they spent $2.6B on R&D. That’s nearly 3x more than LG Energy, their closest competitor.
They’re not just making car batteries anymore. They’re building for the grid. Developing new tech. Even exploring sodium-ion.
This isn't a happy accident. It’s strategy…
China spent years building everything—mines, refineries, ports, factories. Now, three-quarters of the world’s lithium-ion batteries come from there. So do most of the raw materials.
Meanwhile, America is trying to catch up. The Inflation Reduction Act kicked things off. $130B into clean energy. New factories from Kentucky to Nevada. Jobs. Momentum. Real signs of life.
But now, Congress might gut it…
The two tax credits that helped launch the battery boom—30D (for buyers) and 45X (for U.S. builders)—are on the chopping block. No credits, no cushion. Just when the race was getting good.
2. 🤔 Diesel’s Quiet Replacement Is Here
While everyone’s busy arguing about giant nuclear plants, one company is building something smaller. Way smaller…
Radiant just raised $165M to make a nuclear generator the size of a shipping container. No diesel. No smoke. Just 1 megawatt of steady power. Quiet. Clean. Reliable.
Backup power isn’t sexy. But it’s everywhere—hospitals, army bases, data centers. When the grid goes down, diesel kicks in. It’s a $30B market. Running on machines that haven’t changed much since the '80s. Radiant wants to swap those out.
Here’s what they’ve got going…
Raised $165M, led by DCVC
Total funding: $225M
Building a factory to make 50 microreactors a year
Testing starts in 2026, shipping by 2028
Working with the U.S. Department of Energy on exclusive fuel tech
Most of the world still relies on diesel when power cuts out. But diesel is loud, dirty, and expensive. It works. But it’s a last resort…
Radiant’s not replacing the grid. It’s replacing the rusty generator out back. With something cleaner. Something better.
If this takes off, it opens the door for…
Crypto mines that never go dark
Remote AI centers powered off-grid
Military bases without fuel trucks
Emergency power without fumes
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4. 🚗 THIS Stock Loves Your Totaled Car
Most people see a car crash and think: “What a mess.” Copart Inc. (CPRT) sees inventory. They built a $53B empire off bent fenders and busted bumpers…
They don’t fix the cars. They don’t tow the cars. They just auction them off — online. And business is booming.
How wrecks became riches…
Every time a car gets totaled, there's a 50/50 shot it ends up in Copart’s hands.
They’ve turned junkyards into a global marketplace — 185+ countries, 250+ locations, over 4M cars a year.
They own the land. That’s key. Competitors lease. Copart buys dirt cheap, sits on it, and watches it 10x in value. No rent. No risk of eviction. Just leverage.
And with 2.7 million wrecks a year in the U.S. alone, Copart’s inventory pipeline is locked and loaded.
Last quarter’s financials…
But... there are some potholes…
Land’s getting pricey.
Autonomous vehicles could mean fewer crashes… eventually.
Expansion into new countries brings regulatory and operational risks.
Still, none of that breaks the model — yet.
Top 3 Charts of the Week
1. ⛽️ Costco Quietly Built a Gas Empire One Pump at a Time
Costco and Walmart are quietly becoming gas station chains. Costco now runs 719 fuel stops — and gas makes up 12% of its revenue.
Fuel is bait. Costco uses cheap gas (up to 30¢ off per gallon) to pull people in. Over half of gas buyers end up shopping inside too — that’s the real win.
Gas margins are shrinking. Prices fell 13.4% year-over-year, hurting sales. Still, Costco’s gas play is more than a side hustle — it’s a strategy to drive foot traffic and sales.
2. 🧐 Americans Are Seeking More Help With Adulting
More Americans are Googling how to do basic life stuff — like washing clothes, filing taxes, or using a hammer. Searches for simple “how-tos” are hitting all-time highs.
People are growing up without learning basic skills. Schools cut practical classes like home ec, and now YouTube, TikTok, and ChatGPT are filling in as the new “Dad, how do I?”
3. 📱 U.S. Smartphone Imports from China Crash to 2011 Numbers
China’s smartphone exports to the U.S. fell 72% in April — the worst drop since 2011 — thanks to paused-but-scary tariffs that rattled supply chains.
Electronics shipments are stalling. Laptops and storage gear also dipped. America relies heavily on China for gadgets — $124B worth last year.
Your next phone might be late, pricier, or both. Trade spats don’t just hit governments — they hit your pocket.
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