
Bluetti Earth Day Sale takes up to 54% off power stations, Lectric XP 3.0 cargo bundles from $999, Aiper solar smart pool monitor, more
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6 months agoon
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Today’s Green Deals are being led by Bluetti’s Earth Day Sale that is taking up to 54% off power stations and solar generator bundles, like the one we’re seeing on the AC180 Portable Power Station that comes with a 350W solar panel back at its $902 low, among plenty of others. That’s not the only Earth Day savings, as Lectric switches to its holiday-themed sale with up to $654 in free gear accompanying e-bikes, adding cargo-capable packages to the XP 3.0 e-bikes starting from $999. We just spotted the first savings on Aiper’s new solar-powered HydroComm Smart Pool Monitor that offers 5-in-1 testing at $200 off, as well as the first of EcoFlow’s phase 2 Mega Sale flash offers that bundle either the DELTA 2 or DELTA Pro Ultra power stations starting from $849 and only lasting through the rest of the day. Plus, all the other hangover Green Deals are in the links at the bottom of the page, like yesterday’s second phase EcoFlow Mega Sale offers, the launch discount on Hiboy’s U2 Pro Electric Scooter, and more.
Head below for other New Green Deals we’ve found today and, of course, Electrek’s best EV buying and leasing deals. Also, check out the new Electrek Tesla Shop for the best deals on Tesla accessories.
Bluetti’s Earth Day Sale returns the AC180 1,152Wh LiFePo4 bundle with a 350W panel to $902 low
Bluetti is launching its Earth Day Sale through April 27 with up to 54% being taken off its power station lineup, complete with bonus savings. One solid option for your upcoming out-of-the-house ventures is the brand’s popular AC180 Portable Power Station bundled with a 350W solar panel for $901.55 shipped, after using the promo code Earth5 at checkout for an additional 5% off. This package would normally fetch $1,499 at full price, with past sales, particularly Black Friday, having seen it fall to this same low rate. The savings are returning here with the hopes of helping you enjoy Mother Nature even more thoroughly at a 40% markdown, slashing $597 off the going rate and returning it to the lowest price we have tracked and can currently find. This price is also beating out Amazon’s pricing by $47.
Bluetti’s AC180 power station is a solid backup power option for camping trips, with it carrying a 1,152Wh LiFePO4 capacity that covers devices and appliances with its 1,800W output that can surge up as high as 2,700W if needed. There are 11 ports to connect to for off-grid power: four ACs, four USB-As, one USB-C, one DC, and even a 15W wireless charging pad. You can regain 80% of its battery in as little as 45 minutes when plugged into a wall outlet, or you can get that same recharge in 2.8 to 3.3 hours when utilizing its maximum 500W of solar input, with alternate options available via a carport or a generator. It’s rated for 3,500+ life cycles, meaning you could use and recharge it every day for over nine and a half years, at least, before having any concerns.
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***Note: None of the prices below have had the extra savings factored in, so be sure to use the promo code Earth5 at checkout to score the maximum savings!
Bluetti’s most popular Earth Day Sale backup power options:
Bluetti’s best Earth Day Sale camping companions:
Bluetti’s best Earth Day Sale road tripping companions:
- AC180 (1,152Wh) with 200W solar panel: $699 (Reg. $1,598)
- AC200L (2,048Wh) with D40 DC battery charger: $1,099 (Reg. $1,699)
- For RVs, trailers, and vans
- Elite 200 V2 (2,073.6Wh) with 200W solar panel: $1,199 (Reg. $2,498)
- AC200L (2,048Wh) with 200W solar panel: $1,299 (Reg. $2,499)
- Elite 200 V2 (2,073.6Wh) with 350W solar panel: $1,499 (Reg. $2,199)
- AC200L (2,048Wh) with 350W solar panel: $1,599 (Reg. $2,848)
Bluetti’s best Earth Day Sale work-from-home companions:
- Elite 200 V2 (2,073.6Wh) with two 200W solar panels: $1,699 (Reg. $2,499)
- AC300 (2,764.8Wh) with B300K battery and 350W panel: $1,949 (Reg. $2,999)
- AC300 (2,764.8Wh) with B300K battery and two 200W panels: $1,999 (Reg. $3,497)
- AC200L (4,198Wh) with B300K expansion battery: $2,098 (Reg. $3,498)
- AC180T (1,433Wh) with MultiCooler fridge and 200W panel: $2,198 (Reg. $2,498)
- AC200L (4,198Wh) with B210 expansion battery: $2,298 (Reg. $2,899)
- AC500 (2,764.8Wh) with B300K battery and 350W solar panel: $2,499 (Reg. $3,599)
- AC500 (5,529.6Wh) with two B300K expansion batteries: $3,099 (Reg. $3,999)
- Comes with free trolley and two P090D to P150D cables
- EP800 (9,920Wh) with two B500 expansion batteries: $5,499 (Reg. $8,999)
Bluetti’s Earth Day Sale on-the-go charging solution deals:
- Alternator Charger 1: $249 (Reg. $399)
- AC180 (1,152Wh) with alternator charger: $698 (Reg. $999)
- Elite 200 V2 (2,073.6Wh) with alternator charger: $1,199 (Reg. $1,999)
- AC200L (2,048Wh) with alternator charger: $1,248 (Reg. $1,999)
- AC300 (2,764.8Wh) with B300K battery and alternator charger: $1,699 (Reg. $2,799)
Bluetti’s Earth Day Sale solar panel deals:
You can browse the entirety of Bluetti’s Earth Day sale on the landing page here.

Load up and head out with Lectric’s cargo-equipped XP 3.0 e-bike bundles at up to $455 off from $999 in Earth Day savings
Lectric has switched over to its Earth Day Sale pricing taking up to $654 off its e-bike bundles, with its popular best-selling XP 3.0 e-bikes getting a mix of bundle options. You’ll find the standard models getting $295 in free gear at $999 shipped, while the Step-Thru Long-Range models are getting $355 in free gear at $1,199 shipped and the Black Step-Over Long-Range model getting the largest package of $455 in free gear at $1,199 shipped. These bundles would normally run you $1,294, $1,554, and $1,654, respectively. While these aren’t the largest bundles we’ve seen, they are providing the occasional cargo-ready add-on gear that is perfect for outdoor treks, especially while enjoying nature on trips. The $295 bundles offer the steel-encased front and rear cargo baskets, rear-view mirrors, a phone mount, and an accordion-style bike lock. From there, the $355 bundle trades the mirrors for an Elite headlight while the $455 bundle gives you the same with the addition of a suspension seat post and wide comfort saddle.
Lectric’s XP 3.0 models are the best-selling e-bikes in America, offering reliable commuting power alongside extremely affordable rates. The folding frames on any of these e-bikes house a 500W hub motor that peaks at 1,000W, delivering 20 MPH speeds unless you live within a state that permits the higher 28 MPH speeds.
The big difference between your choices here will depend entirely on just how far you need it to carry you, with its pedal assistance providing you with 45 miles of travel riding the standard models and up to 65 miles of travel riding the long-range models. And for when you’re not feeling like pedaling, there are throttles to go entirely electric, though keep in mind doing so will decrease your traveling range. Along with the free add-on gear, you’ll also enjoy some quality stock features, like the integrated rear cargo rack (which the basket attaches to), puncture-resistant tires, 180mm hydraulic disc brakes, an LCD display, and more.
Lectric XP 3.0 e-bike offers with up to $455 bundles:
- XP 3.0 Black Standard e-bike with $295 bundle, 45-mile range: $999 (Reg. $1,294)
- XP Step-Thru 3.0 Black Standard e-bike with $295 bundle, 45-mile range: $999 (Reg. $1,294)
- XP Step-Thru 3.0 White Standard e-bike with $295 bundle, 45-mile range: $999 (Reg. $1,294)
- XP Step-Thru 3.0 Black LR e-bike with $355 bundle, 65-mile range: $1,199 (Reg. $1,554)
- XP Step-Thru 3.0 White LR e-bike with $355 bundle, 65-mile range: $1,199 (Reg. $1,554)
- XP 3.0 Black LR e-bike with $455 bundle, 65-mile range: $1,199 (Reg. $1,654)
Lectric XPedition 2.0 offers with up to $654 bundles:
- XPedition 2.0 standard cargo e-bike with $296 bundle, Stratus White: $1,399 (Reg. $1,695)
- XPedition 2.0 standard cargo e-bike with $296 bundle, Raindrop Blue: $1,399 (Reg. $1,695)
- XPedition 2.0 DB cargo e-bike with $505 bundle, Stratus White: $1,699 (Reg. $2,204)
- XPedition 2.0 DB cargo e-bike with $505 bundle, Raindrop Blue: $1,699 (Reg. $2,204)
- XPedition 2.0 DB LR e-bike with $654 bundle, Stratus White: $1,999 (Reg. $2,533)
- XPedition 2.0 DB LR e-bike with $654 bundle, Raindrop Blue: $1,999 (Reg. $2,653)
Lectric XP Trike with $420 bundle:
Lectric XP Lite 2.0 LR e-bike offers with up to $365 bundles:
- XP Lite 2.0 Lavender Haze e-bike with $123 bundle, 80-mile range: $999 (Reg. $1,315)
- XP Lite 2.0 Arctic White e-bike with $148 bundle, 80-mile range: $999 (Reg. $1,147)
- XP Lite 2.0 Sandstorm e-bike with $316 bundle, 80-mile range: $999 (Reg. $1,315)
- XP Lite 2.0 Lectric Blue e-bike with $316 bundle, 80-mile range: $999 (Reg. $1,315)
- XP Lite 2.0 JW Black e-bike with $365 bundle, 80-mile range: $1,099 (Reg. $1,464)
Lectric XPeak 2.0 offers with up to $316 bundles:
Lectric XPress 750 Commuter e-bikes with $316 bundle:
Lectric ONE LR e-bike with $220 bundle:

Aiper’s solar HydroComm smart pool monitor provides 5-in-1 testing of your water with first savings at $300
Coming at us by way of its official Amazon storefront, Aiper is now offering the first chance at savings on its new HydroComm 24/7 Smart Pool Monitor at $299.99 shipped, after clipping the on-page $50 off coupon. Having been introduced to the world back at CES 2025 with a $500 price tag, this is the first chance at savings that we’ve seen, with Aiper’s direct site matching the deal, as well. All-in-all, you’re looking at a combined $200 markdown here that equips your pool with intelligent 5-in-1 testing that can run for 24 hours a day, 7 days a week. Be sure to head below to learn more about this device and check out the discounts we’re seeing on the brand’s robot pool cleaners.
There’s no more need to have several different testing kits for when you need to check the various levels of your pool once you’ve added Aiper’s new HydroComm monitor to the water. It provides 5-in-1 testing thanks to the advanced detection head, giving you accurate read-outs for your pool’s pH, ORP, EC, TDS, and temperature. What’s more, it comes solar-powered, so it can continue running for 24/7, ready to provide you the information you need, whenever you need it – and should there be any cloudy days where sunlight isn’t available, there’s also the DC port to plug it in.
Aiper’s in-ground pool cleaning robot deals:
- Scuba S1: $580 (Reg. $700) | matched at Aiper
- for pools up to 1,600 square feet in size
- floor/wall/water line cleaning
- Scuba S1 Pro: $950 (Reg. $1,200) | matched at Aiper
- for pools up to 2,150 square feet in size
- floor/wall/water line cleaning
- Scuba X1 (newest model): $1,199 (Reg. $1,799) | matched at Aiper
- for pools up to 2,150 square feet in size
- floor/wall/waterline cleaning
Aiper’s above-ground pool cleaning robot deals:
Aiper’s other robot deals for all pool types:

Cover campsite and home backup with EcoFlow’s DELTA 2 and DELTA Pro Ultra flash sale bundles starting from $849
For today only, as part of EcoFlow’s second phase Mega Sale that is running through April 25, you’ll find flash offers taking up to 52% off two varying backup power solutions, with the first being the bundled DELTA 2 Portable Power Station that comes with an expansion battery and a waterproof bag at $899 shipped or you can grab just the station and battery from Amazon at $849 shipped. The 3-in-1 bundle from the direct sale normally goes for $1,877 at full price, which we don’t normally see, as it’s usually the station and the bag that get bundled for $449 or $499 in these flash savings. Outside of these short-term discounts, the station and battery combo averages around $999 with the cuts, meaning you’ll be getting one of the best values while these deals last, regardless of whether you go with or without the additional bag.
A solid option to support you through outdoor travels as you enjoy the Earth’s bounty, EcoFlow’s DELTA 2 power station starts at a 1,024Wh LiFePO4 capacity that will instead be bumped to 2,048Wh thanks to the extra battery, and which can go higher to 3,074Wh with one more added on. It provides you with 15 port options with a steady 1,800W power output that will surge to 2,200W to meet larger appliance needs, bolstered by the X-Boost tech that also improves recharging rates. Plugging the station into a wall outlet will have the battery back to 80% in about 80 minutes, with it also accepting a maximum of 500W of solar input that can refill it in as fast as three hours time, with ideal conditions. With it rated for 3,000 life cycles, you can use and recharge the battery every day for over eight years, so with weekend or non-daily usage it will last you far longer.
The second of these offers gives you the brand’s more comprehensive and expandable DELTA Pro Ultra power station with a trolley for $4,799 shipped, coming down from $6,297 and $200 under the trolley-less offer from Amazon. This is the brand’s most expansive unit that you can invest in over time down the road, giving you a 6.1kWh LiFePO4 capacity to start with up to 7,200W of power output. Those numbers, with the addition of additional equipment, can go as high as a 90kWh capacity and 21.6kWh output with three inverters (stations) that are each given five batteries, which is great for folks looking for whole-home backup setups (especially if you have roof panels to regularly keep it all juiced up, though this will also require the brand’s Smart Home Panel 2).
Be sure to check out the full lineup of EcoFlow’s phase 2 Mega Sale, which is taking up to 65% off an expanded list of units from the first phase, complete with bonus savings and starting from $119 through April 25.
Best New Year EV deals!
- Aventon Ramblas Electric Mountain Bike: $2,599 (Reg. $2,899)
- Lectric ONE Long-Range e-bike with $220 bundle: $2,399 (Reg. $2,507)
- Lectric XPedition 2.0 35Ah Cargo e-bike w/ up to $654 bundle: $1,999 (Reg. $2,741)
- Tenways AGO X All-Terrain e-bike with $307 bundle (new low): $1,899 (Reg. $2,499)
- Lectric XPedition 2.0 26Ah Cargo e-bike w/ $505 bundle: $1,699 (Reg. $2,204)
- Rad Power RadRunner 3 Plus Utility e-bike (new low): $1,699 (Reg. $2,199)
- Aventon Aventure 2 All-Terrain e-bike: $1,699 (Reg. $1,999)
- Lectric XPeak 2.0 Long-Range Off-Road e-bike with $316 bundle: $1,699 (Reg. $1,915)
- Tenways CGO800S Step-Thru Commuter e-bike with $315 in free gear: $1,699 (Reg. $1,999)
- Aventon Pace 500.3 Step-Over e-bike with free extra battery: $1,599 (Reg. $1,799)
- Aventon Pace 500.3 Step-Through e-bike with free extra battery: $1,599 (Reg. $1,799)
- Heybike ALPHA All-Terrain e-bike (new low): $1,499 (Reg. $1,699)
- Aventon Abound Cargo e-bike: $1,599 (Reg. $1,999)
- Aventon Level 2 Commuter e-bike: $1,499 (Reg. $1,899)
- Tenways CGO600 Pro belt-drive e-bike with $118 bundle: $1,499 (Reg. $1,899)
- Tenways CGO600 Pro chain-drive e-bike with $118 bundle: $1,499 (Reg. $1,899)
- Rad Power RadWagon 4 Cargo e-bike with free caboose: $1,499 (Reg. $1,799)
- Lectric XPeak 2.0 Standard Off-Road e-bike with $227 bundle: $1,499 (Reg. $1,726)
- Lectric XP Trike with $420 bundle: $1,499 (Reg. $1,918)
- Rad Power RadRover 6 Plus Step-Thru Fat Tire e-bike with extra battery: $1,399 (Reg. $1,599)
- Aventon Sinch 2 Folding e-bike: $1,399 (Reg. $1,699)
- Velotric 2024 Nomad 1 Plus All-Terrain e-bike with $134 bundle: $1,399 (Reg. $1,799)
- Lectric XPedition 2.0 13Ah Cargo e-bike with $296 bundle: $1,399 (Reg. $1,725)
- Lectric XPress 750 Commuter e-bikes with $316 bundle: $1,299 (Reg. $1,615)
- Rad Power RadExpand 5 Folding e-bike: $1,299 (Reg. $1,599)
- Rad Power RadRunner Plus Utility e-bike (new low): $1,299 (Reg. $1,799)
- Velotric T1 ST Plus Lightweight e-bike with $120 bundle: $1,299 (Reg. $1,549)
- Velotric Discover 1 Plus Step-Thru Commuter e-bike with $120 bundle: $1,199 (Reg. $1,599)
- Lectric XP 3.0 Long-Range e-bikes with up to $455 bundle: $1,199 (Reg. $1,654)
- Lectric XP Lite 2.0 JW Black LR e-bike with $365 bundle: $1,099 (Reg. $1,464)
- Rad Power RadRunner 2 Utility e-bike (new low): $999 (Reg. $1,499)
- Aventon Soltera.2 Urban Commuter e-bike: $999 (Reg. $1,199)
- Lectric XP 3.0 Standard e-bikes with $295 bundles: $999 (Reg. $1,294)
- Lectric XP Lite 2.0 Long-Range e-bikes with up to $316 bundles: $999 (Reg. $1,315)
- Hiboy U2 Pro Electric Scooter (new model): $900 (Reg. $1,500)
- Segway Ninebot F3 eKickScooter: $700 (Reg. $850)

Best new Green Deals landing this week
The savings this week are also continuing to a collection of other markdowns. To the same tune as the offers above, these all help you take a more energy-conscious approach to your routine. Winter means you can lock in even better off-season price cuts on electric tools for the lawn while saving on EVs and tons of other gear.
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Environment
Truckers are ready to embrace battery power TODAY – but it’s not what you think
Published
3 hours agoon
October 13, 2025By
admin
A new whitepaper by heavy truck makers PACCAR and Dragonfly Energy that incorporates real-world fleet trial data and Environmental Chamber Testing conducted at the PACCAR Technical Center seems to indicate that over-the-road truck drivers are ready to embrace battery power and reduce emissions – just not while they’re driving.
The whitepaper, titled Reducing Idle Time & Fuel Costs: Lithium Powered Solutions for Commercial Fleets, looked at different ways to reduce harmful diesel emissions across the duty cycles of a number of different fleet operations, and what they found was that powering a truck’s auxiliary and cabin systems with a high-voltage lithium-ion battery dramatically reduced engine idle time even under worst-case operating scenarios.
Another report by a group called the Clean Air Task Force showed that idling heavy-duty diesel engines while drivers are “hoteling” in their trucks (they’re parked, but running the engine to power the sleeper cab’s climate controls, kitchens, or electronics) exacts a heavy toll on both drivers and shipping fleets.
Idling not only burns fuel and increases operating costs at 0 MPG, it also emits a dangerous cocktail of harmul pollutants that pose direct health risks to drivers, rest stop employees, and nearby communities. Diesel exhaust contains fine particulate matter (PM), nitrogen oxides (NOₓ), and numerous airborne toxins that are known carcinogens, making them a serious problem even to those who think climate change is a global conspiracy from “Big Science” to keep those plucky young oil billionaires in the place.
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From a mechanical standpoint, extended idling also accelerates engine wear, degrades emission-control systems, increases maintenance, and shortens engine life.
Battle Born semi batteries

By adding a relatively high capacity hybrid battery (like Dragonfly Energy’s Battle Born brand batteries) to the something like a PACCAR Kenworth T680 (at top), drivers can stay parked for several hours, operating their sleepers’ refrigerators, ACs, or heaters without the noise and emissions and costs of diesel – and they probably sleep better too, without the drone of neighboring diesels cranking on around them all night.
“We believe idle reduction remains one of the most immediate and cost-effective ways fleets can reduce fuel consumption and emissions while improving driver comfort. But just as important, the industry is increasingly focused on operational efficiency and maximizing asset utilization,” explains Wade Seaburg, chief commercial officer at Dragonfly Energy. “We believe our collaboration with PACCAR not only validates the performance of our LiFePO₄-powered solutions, but also highlights how they help fleets maximize uptime, extend equipment life and get more out of their assets.”
The electrification of the auxiliary systems also reduces engine hours, stretching out the time between scheduled maintenance and reducing operational downtime.
In other words, the hybridization of OTR trucks is a win-win-win. The full whitepaper is available for download at BattleBornBatteries.com/Lithium-Powered-Idle-Reduction. Take a look at it yourself, then let us know what you think of the idea in the comments.
SOURCE | IMAGES: PACCAR, Dragonfly Energy; via AP Newswire.

If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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Environment
Renault says a desirable $20,000 EV is coming – and it’s NOT made in China
Published
3 hours agoon
October 13, 2025By
admin
French car brand Renault believes they’ve got the key to more affordable EV batteries, and their new LFP tech promises to slash the costs of production by 40%. The result? New, desirable EVs with a sub-20K price tag that aren’t made in China.
Spanish news site Motorpasión is reporting that Renault, like Ford, is embracing a more affordable lithium-iron phosphate (LFP) battery chemistries that are safer, cheaper, and less dependent on rare mineral mining than conventional li-ion batteries.
That’s a big change from the recent past. Because they’re less energy dense and weigh a bit more than comparably-sized lithium-ion NMC (nickel-manganese-cobalt) batteries, European automakers looked down on LFPs. But with Chinese automakers like BYD, MG, and Leapmotor flooding Europe with affordable LFP-powered EVs, that stigma is fading fast.
Fun, affordable LFP vehicles

The stability, battery life, and cost advantages of LFP have become too compelling to ignore — especially as global lithium and nickel prices continue to fluctuate, making long-term business projections difficult. Renault’s decision to embrace LFPs then, is less about catching up on the Chinese’ technology than it is about catching up catching up on the Chinese’ economics, and acknowledging that affordability is the real barrier to mass adoption.
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That was the thinking behind Renault’s relaunch of the R5 E-TECH (sold as the Le Car in the US) and the announcement that a new Twingo would be coming soon.
It was also the thinking behind the French carmaker’s decision to launch the new Ampere vehicle software development sub-brand back in 2023. At the time, the stated goals were to improve (what are now called) Renault’s software-defined vehicles and, separately, to reduce manufacturing costs of new EVs by 40% – which, if you’ll notice, is just about what the switch to LFP chemistries will enable them to do.
“Creating a new model of company specializing in electric vehicles and software running as of today: How better to illustrate our revolution and the boldness of our teams?” asked Luca de Meo, Renault Group CEO, at Ampere’s launch. He answered his own question, saying, “Instill a sustainable corporate vision and ensure it is reflected in each and every process and product. Build on the Group’s strengths and review the way we do everything. Form a tight-knit team and work for the collective. Harness our French roots and become the leader in Europe. Assert our commitment to our customers, our planet and those living on it.”
Renault is set to launch an all-new, all-electric version of its iconic Twingo minicar from the 1990s in the next few months (at top). The car is targeted straight at the BYD Dolphin and is expected to have a starting price of about €17,000 (just under $20,000 US).
SOURCE: Motorpasión; images via Renault.

If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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Environment
There’s a brewing risk to the stock market rally — and it’s not the flare-up in China trade tensions
Published
6 hours agoon
October 12, 2025By
admin
Stocks were brutalized Friday in a way we haven’t seen in ages. Everything except some downtrodden consumer packaged goods stocks, led by the resurgent PepsiCo , was slaughtered. The headwinds were enormous and came from disparate places. Bond yields came down huge, something that equity markets normally greet with tremendous relief and price-to-earning multiple expansion. Instead, we got multiple contraction and a flight from pretty much everything, including crypto, into Treasurys. Gold hung in, but these days nothing seems to correlate with gold — except the sun coming up. The cadence of Friday’s session was downright disastrous and incredibly depressing: an eerily up opening for most stocks, led by the data center group — the new safe and sounds? — only to be hit by an 18-wheeler of a post by President Donald Trump on Truth Social. The note rambled, it shocked, and, most importantly, it blew up what we thought was a U.S.-China detente that had simply been tested earlier in the week by Beijing’s tightening of export rules for rare earth minerals . There have been so many tests that we just presumed this is another needless sticking point that the Chinese might be willing to give up on when the trade talks start in earnest. But because of it, and its belligerent timing, coinciding with what looks to be a successful ending to the Israel-Hamas war orchestrated by the president, Trump had had enough. Time to walk away. This weekend, the Chinese urged more negotiation, but we don’t know if the China hawks in the Trump administration — led by the lately unseen Peter Navarro — are in ascendance, or whether the pragmatists — led by a very busy Treasury Secretary Scott Bessent and a momentarily obscured Commerce Secretary Howard Lutnick — are still in control. I can’t tell if Beijing’s mineral restrictions got Trump so steamed that he threatened to cancel a meeting with Chinese President Xi Jinping planned for later this month in a fit of pique, or if he senses that, at last, he has the cards, as he likes to say. The Chinese, he believes, need our market now more than ever. There’s been no improvement in their real economy despite a stock market that seems manipulated higher, a la 2016. Their winning stocks are out of sync with what makes the Chinese economy tick, which is exports to the U.S. and Europe, both of which are slowing down, although the former much more than the latter. But judging from the slowdown in German car sales in China that we saw last week , you have to wonder whether Europe will start saying no to Chinese auto imports. If they have any preservation instincts, the Chinese could be even more stymied. Given that there’s been no fix of the myriad real estate issues that are at the heart of China’s $8 trillion problem , they are more vulnerable than we think. Sure, they have an ascendant semiconductor industry, but the president himself buys into the theme that everything should be built on Nvidia’s “chassis,” as CEO Jensen Huang told us our special October Monthly Meeting. Trump’s pledge to implement an additional 100% tariff on Chinese imports , starting Nov. 1, could truly do damage to China. That’s true, even if Trump said in a Truth Social post that he does not want to hurt China . At the same time, the president believes the timing of a non-negotiable tariff, always a possibility, is right for our American companies. Remember, he believes he made it clear in his first term it was time for U.S. firms to start moving their supply chains out of China. Those who haven’t moved will just have to take the hit. Fewer and fewer of our companies still make things or take things from there, except companies like the dollar stores and Wayfair , though the furniture retailer has reduced its exposure to China versus 2019 levels during Trump’s first trade war. Dollar Tree has an investor day Wednesday. The stocks of all the dollar stores and Wayfair have been rolling over because of a margin squeeze, which seems to matter more, at last, than their status as a place where the struggling “have-nots” shop. To me, Club name Costco is the better bet if you’re looking for a stock that benefits from shoppers hunting for value. Costco finally started rallying after those better-than-expected September sales numbers last week. The market turned on Costco after a perceived miss last quarter . I say perceived because the quarter was fine versus every other retailer, but it is in the high-multiple dog house for the moment. The rare earth minerals do matter. The president has tried to find rare mineral substitutes outside of China and when he does , like with MP Materials , the stocks act like rockets. Last week, we saw it with Trilogy Metals . We don’t have much of an option yet to make up for Chinese supply because the Chinese had, brilliantly, held the prices for the minerals below the cost of production in our country. So, the potential U.S.-China talks might still be on depending upon the severity of the dependence. I am well aware that, without further negotiations, it is not a terrific setup for Club holdings with meaningful China exposure. That group primarily consists of Apple , Boeing , Nike and Starbucks . They were all particularly painful in Friday’s trading. I think the selling already is overdone, especially because the Chinese said this weekend that they want the talks to continue. Each of the four has an escape hatch from the bears. Apple always faces trouble, but does Beijing want all manufacturing to go to India? Boeing also could be hurt, but Airbus isn’t building more than expected. Nike said this summer that 16% of the footwear it imports into the U.S. is from China, and perhaps some of that could be redirected to serve the Chinese market. Meanwhile, Starbucks is fielding bids for half of its Chinese business. As for Nvidia, whose market-leading AI chips remain a geopolitical football, Jensen reiterated during the Club meeting that China sales aren’t baked into its guidance, and the stock is cheap even without them. We didn’t set out to be a China fund, and we aren’t. But we do have too much exposure to China and a good manager has to admit when he is on the wrong side of the trade — for now. We are not a hedge fund. We are not trading in and out of stocks of companies we like. We are also not wishful thinkers. We know not all stocks work out over time. But consider this: There are two outcomes here. One is that we “lose” China as a market to sell things in retaliation for the 100% tariffs. The other is that China blinks and gives in. The decline Friday built in a lot of the first and none of the second. Again, to focus on our portfolio, when you think about China targeting Apple, you have to remember that they would be truly cutting off their noses to spite their faces because Apple is a valued employer in the country. They know that if they push too hard, India with its younger population beckons. Sure, India is as mercantile as China. They do go hand and hand — until they don’t, because they are much more transactional than ideologically based. The more Apple moves production to India, the lower the overall tariff rate that Apple has to eat, as it still makes some goods in China destined for us. Aside from Nike’s efforts to diversify its supply chain, the Chinese market is a problem for the company, as CEO Elliott Hill told CNBC the other day . Starbucks is going to sell a piece of its China business, and there are multiple interested buyers, according to media reports . The Chinese can’t wean themselves off of Boeing airplanes even if they tried, and they keep trying with minimal success. Where do I net out? I like these stocks here and want to buy more of all of them if they go lower and our trading restrictions let us. I sense emotional selling, and I want to take the other side of that. Concerns about supply But let’s be very clear: I don’t want to take the other side of the decline in the speculative stocks. We have to spend some time here because I support owning speculative stocks, in general, but not at this moment. In my new book, “How to Make Money in Any Market,” I offer a program of owning five individual stocks, with one — or two, if you are younger — being of the speculative variety. The reason for that suggestion is because of the long history of good individual stocks clobbering the S & P 500 . But the speculation gets very difficult when the buzzy companies with red-hot shares wise up and start offering stock in institutional-sized pieces when they have been bid up by retail buying. We have a lot of chatty billionaires who have been telling us that this move has been like 2000, the year the dot-com bubble burst. The move has been more reminiscent of a sped-up version of the 1998-99 period, sped up because retail just never quit. But last week we dipped our toe in 2000 territory with the $2 billion equity offering from IonQ , the quantum computing firm. Here’s company with a small revenue ramp that is losing hundreds of millions of dollars. It had an ample cash position, but management is not a bunch of dummies. It knows that retail enthusiasm for the stock has given it an opportunity of a lifetime — shares have more than tripled since Trump paused his “reciprocal” tariffs in April. Interestingly, management issued a statement on Friday that included this: “We believe this is the largest common stock single institutional investment in the history of the quantum industry.” The company, led by the affable and able Niccolo de Masi, says it is five years ahead of all the others in the industry. De Masi was also ahead of everyone else in raising capital and he did so in a clever way. Rather than just issuing easily shortable common stock, you got a lot of warrants with it. That makes the stock harder to understand, an anathema to the shorts. The deal seems to have been bought by an outfit called Heights Capital Management. They are a PIPE dealer, meaning that they buy stock at a big discount to the last sale, sometimes shorting the stock ahead of time. PIPE is short for private investment in public equity. We do not know the circumstances behind the IonQ sale here. What matters is that the company is issuing a ton of shares and we don’t know what Heights Capital, an entity managed by Susquehanna, will do with them. No matter what they do, though, the point is that secondary stock has been issued like the profitless companies of 2000. Now, IonQ is one of the better ones I was expecting to offer stock. I have had them on “Mad Money,” and they seem very legitimate. But it was up more than 70% this year when it announced the deal. Therein lies the problem. If a stock is up a lot, and its move was on the back of retail traders, then it is too dangerous to own going forward because of the potential for underwriting. Moreover, if we get a huge mount of deals, it is going to hurt a market that has done well because there hasn’t been much new supply. I often talk about how important the basic laws of supply and demand are for the market. When there’s not a lot of new supply being created, that creates upward pressure on prices. In other words, we could recreate what happened beginning in 2000, if this keeps up. It is the most dangerous part of the market. I am calling the group the “Denizens of Sherwood Forest,” and we need to watch this list because if there are many more IonQs, they will bleed into the other part of the stock market. The real part. Think about these stocks as favorites of the Robinhood crowd. (As the folklore goes, the legendary Robin Hood character lived in England’s Sherwood Forest.) To become a Denizen of the Sherwood Forest, the stock has to be up a great deal; be losing gobs of money; and have a market cap above $1 billon. These are the dot-com stocks of this era. They are worth ringing the register on now because of the “success” of the IonQ deal. They are all candidates for secondary offerings, and if that happens, shareholders will be inundated with new stock. Going industry by industry, here is a breakdown (year-to-date performance as of Friday’s close): Quantum Rigettii Computing : 188% D-Wave Quantum : 293% Crypto mining data center IREN : 509% Cipher Mining : 266% CleanSpark : 109% Crypto treasury companies Eightco Holdings : 349% BitMine Immersion : 573% Brera Holdings : 106% (last month, it announced plans to change its name to Solmate) Alternative energy Plug Power : only 60% (its cash on hand has declined dangerously in recent years) Bloom Energy : 291% (slightly profitable on an adjusted basis last quarter, and it could use cash) EOS Energy : 184% SES AI : only 38% (but it generates tiny amounts of revenue and is losing a colossal amount) Rare Earths USA Rare Earth : 184% Critical Metals : 121% NioCorp Developments : 570% United States Antimony Corp : 590% Biotechs uniQure : 248% (the gene-therapy firm already completed a secondary offering in late September) Mineralys Therapeutics : 243% (there was sizable insider buying last month) Intellia Therapeutics : 118% Grail : 271% Immatics : 46% Space Planet Labs : 264% Ambiguous AI Diginex : 4,582% (completed an 8-for-1 forward split last month) Mercurity Fintech Holding : 238% Innodata : 111% Churchill Capital Corp : 114% (this is a special purpose acquisition company, or SPAC) Nuclear OKLO : 593% Nuscale Power : 119% Energy Fuels : 297% Neocloud data center Nebius : 368% Now there are others. This is not exhaustive. And there are smaller ones. But these are the companies that should do gigantic secondary stock sales. If they do, and if they flood the market, then we will be deluged with stock and I don’t know if it can be contained to the Sherwood Forest. I would tell you this: One of the untold stores of 2000 is a radical shift to the Coca-Colas and Bristol Myers of the world. Of course, this time those stocks have powerful forces against them in GLP-1s and Robert F. Kennedy Jr., the nation’s top health official. So, keep track of these. Know that these are the real enemy — not the data center plays with real businesses; not the “Magnificent Seven” constituents, no matter how poorly Club name Amazon trades; or the resilient banks. It’s third-quarter earnings season starting this week. That will become front and center, but new supply is what I worry about because demand is soft and supply could be very large. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
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