E-Bus play is safer than volatile stocks like TSLA and RIVN: This is the first time in American history that school districts across the country have enough grant funding from the government to purchase new school buses for free. Electric ones. The $5 billion in EPA money from the IRA is covering 100% costs for many school districts, with $1B issued every year until 2026.

Green Power Motor Co (GP) was the breakout star of my portfolio so far in 2023, with a nice pop after they absolutely fucking nailed their January earnings report. Sold on a nice gain of 55% since buying in last year closer to their bottom. GP makes an electric bus literally called the BEAST.

Lion Electric Co (LEV) is the one I am watching next. They should have a nice pop on next earnings due to production and delivery records with their Joliet facility coming online 11/22 and currently rolling out vehicles. They have an incredible book of orders to fill; 2,408 orders consisting mainly of 2,085 very expensive electric buses. Lion has a red carpet to an actual successful ramp-up of production to work through said book of business. This is so promising because LEV is a newer company but they already have a book of orders going toe to toe with Blue Bird Corp, the industry leading bus maker in North America that has been around for decades longer.

E-bus tickers to watch: LEV, BLBD, GP, PTRA