What’s DeHaemer’s “Linchpin Technology” (Chipmaker) Pick?

Today I received an email that led me to a new Christian DeHaemer presentation about a so-called “linchpin” technology being developed in a “weird yellow room” that he claims could help you “turn every $2,500 invested into $245,925.”

As I got further into the presentation, I learned that it was all about a U.S. chipmaker company he’s interested in. And to get the details on it, you need to join the Bull and Bust Report, a $99 research service he runs.

Long story short, I decided to look into the clues he shared about the company in the presentation, and I believe the company he’s teasing is Skywater Technology (SKYT).

In this post, I’ll walk you through DeHaemer’s “Linchpin” Technology prediction, show you why I think it’s Skywater, and shed some light on the service he’s pitching.

Unpacking Christian DeHaemer’s “Linchpin” Technology Prediction

Angel Publishing’s Christian DeHaemer began the presentation by asking viewers to take a look at a “weird yellow room,” which is essentially a yellow-lit lab with two people standing in the middle, surrounded by machines.

According to DeHaemer, the room is more than 80,000 square feet, is “15 minutes away from one of America’s most prestigious universities,” and he later explains it’s the “clean room” for the company he’s teasing.

He also claims it’s the most important location in America right now:

“Because this yellow room is THE most important location in America right now — both economically and politically.”

“Yet few people have ever heard of it.”

According to DeHaemer, “$170 million in Pentagon money is flowing through this room’s walls,” and up to $52 billion more could soon follow thanks to a new Senate bill.

“And thanks to the passing of Senate bill 1260, up to $52 BILLION more could soon follow — this time from Congress.”

What’s the big deal with this mystery yellow room?

According to DeHaemer, it all has to do with a “tiny piece of technology,” that he refers to as a “true ‘linchpin’ that gives life to every other technology modern society relies on.”

Later in the presentation, he reveals that the “linchpin” technology he’s referring to is a semiconductor, also known as a microchip.

As DeHaemer explains, semiconductor chips are in every tech product a company creates. From laptops, phones, and TVs to cars, exercise equipment, and refrigerators.

He also points out that in 1990 America was making almost half of the world’s chips, but now domestic chip manufacturing only accounts for 12% of the world’s supply, mostly because chipmaking is largely outsourced to Asia. In particular, a Taiwanese chipmaker called Taiwan Semiconductor Manufacturing Company (TSMC).

Long story short, DeHaemer talked about the semiconductor shortage and how it’s now taking almost twice as long to get a semiconductor as it did before the pandemic, which he believes is pushing up prices of everyday tech products and vehicles.

This isn’t exactly news; there’s a huge shortage of microchips globally due largely to surging demand and supply chain disruptions caused by the pandemic. And it’s common knowledge that the U.S. outsources a large chunk of its chip production to Taiwan.

Still, DeHaemer makes a point – the U.S. needs to bring chipmaking home, and that appears to be exactly what’s happening. The U.S. government is pouring billions of dollars into local chip manufacturing and research.

And, according to DeHaemer, the “tiny company” he’s teasing could benefit:

“That’s why — for once — the government is taking DECISIVE action.

It’s moving to bring chip manufacturing back home…

And is putting up tens of BILLIONS of dollars to make it a reality.”

[…]

“And the tiny company I’m showing you today is poised to receive a HUGE chunk of it.”

Why does he believe this “linchpin” semiconductor company is so important? In short, DeHaemer claims it’s the only “100% U.S.-owned and -based chipmaker in existence.”

He explains that Intel only designs and manufactures its own chips, so it’s not capable of making them for outside customers. And that AMD and NVIDIA, two other U.S. companies, are “fabless” chipmakers, meaning they don’t make chips – they only design them.

In the next section, I’ll show you why I believe the company he’s teasing is Skywater Technology and give you some info on the company.

What Is Chris DeHaemer’s U.S. Chipmaker Pick?

To find out what company DeHaemer was teasing, I noted down the clues he shared in the presentation and scoured the internet to see what I could find.

The first clue I looked into was how the company’s CEO was supposedly at a meeting with President Joe Biden at the White House discussing the fragile chip supply chain.

DeHaemer says that, during the meeting, Biden held up one of the company’s wafers (tool for making chips) and shared an image of this.

“Because this tiny company was recently the center of attention at a private meeting hosted by President Joe Biden inside the White House’s Roosevelt Room.

The meeting was called to discuss our fragile chip supply chain…

And in attendance were the CEOs of tech giants like Google, HP, AT&T, Dell, Ford, General Motors, and more…

As well as the CEO of our tiny company.”

[…]

“Soon after, he held up one of this company’s wafers — a tool used for creating chips…”

I uploaded the image DeHaemer shared of Biden holding up the wafer to Google image search and found a bunch of news articles about the meeting. However, I couldn’t find any mention of the company’s name in any of the articles I scanned.

So I kept on digging. And it was the next clue that led me right to it:

“Recently, high-ranking officials from the Department of Defense visited this facility.”

[…]

“And then rewarded it with $170 million to begin making a revolutionary new variety of custom chips for them.”

That led me to an article on bizjournals.com, which states that in October 2019, Skywater announced it would be “receiving as much as $170 million from the U.S. Department of Defense to create radiation-resistant microchips.”

Not only does that article confirm DeHaemer’s clue about the $170 million in funding, but it also matches the part of the presentation where he said the company “supplies the DOD with these radiation-resistant chips.”

So, that pretty much confirmed it. But I was curious about the Biden meeting clue, so I took to Google again, and that’s when I came across this article on asahi.com that confirmed that the wafer Biden was holding up during the meeting was indeed Skywater’s.

At this point, all that was left to do was confirm some of DeHaemer’s other clues, which I did, and they all fit like a glove.

For example, DeHaemer said the company “just went public in mid-2021,” which is true. Skywater Technology (ticker: SKYT) started trading in April 2021.

He also says that BlackRock, Vanguard, and Macquarie Investment Management have put millions of dollars into this company – also true.

And he said it’s “trading for only $17.”

As of writing, Skywater is trading at $10.36. However, it was trading at around the $17 mark in December 2021, so DeHaemer’s presentation was likely published several months ago.

So, to sum it up, I believe Skywater Technologies (SKYT) is Christian DeHaemer’s “linchpin” chipmaker pick because it matches all of the clues he shared in the presentation.

What’s does Skywater do?

Skywater is a Technology Foundry that manufactures integrated circuits (AKA microchips) for companies in the aerospace and defense, medical, automotive, computing, and industrial sectors (among others).

The company was formed in 2017 as a spin-off from Cypress Semiconductor and is headquartered in Minnesota, where its 80,000 sq ft cleanroom (AKA engineered space) is located. And it has a 36,000 sq ft cleanroom in Florida.

As for the stock, Skywater’s current market cap makes it a small-cap company, so that means it matches DeHaemer’s “tiny company” clue as well.

I’m not a stock-picking guru, so I won’t comment on whether or not I think it’s a good investment. However, Chris DeHaemer details his pick and why he’s bullish in a report titled “Make a Fortune From the Tiny Company Solving America’s Biggest Crisis.”

So, assuming my guess is correct, that’s the best way to get his research on the company. And the only way to access the report is to join the Bull and Bust Report.

What Is the Bull and Bust Report?

The Bull and Bust Report is an investment advisory service edited by Angel Publishing’s Christian DeHaemer. And it’s focused on helping subscribers profit from what DeHaemer describes as “Federal Reserve–created bubbles” in the market.

The service also aims to help subscribers avoid losing money during market corrections and bear markets. Hence the name “Bull and Bust” report.

How does the service work?

I recommend seeing my complete review of the Bull and Bust Report for all the details. However, in short, subscribers of the service receive a monthly newsletter where DeHaemer shares his top investment ideas and insights.

Each newsletter details the name of his latest pick, why he’s interested in the opportunity, and instructions on how to take advantage of it.

You also get access to the model portfolio that shows you all of DeHaemer’s active recommendations, “profit alerts” that keep you updated on his recommendations, and research reports he’s put together on different investments.

For example, if you sign up through the presentation, you get the report I mentioned earlier that details his “linchpin” pick, one on crypto and another on the metaverse.

Does the Bull and Bust Report have a good track record?

In the presentation, Christian DeHaemer lists at least two-dozen triple-digit picks he’s shared with subscribers in recent years. So, assuming that’s true, he’s shared some decent investment ideas. However, those are just the highlights.

However, he doesn’t share how well the service has performed on average, so it’s unclear how well it has done since its inception.

How much does it cost?

The cost to join Bull and Bust Report is $99 for 12 months and comes with a six-month money-back guarantee, according to the Angel Publishing website.

Who Is Christian DeHaemer?

Christian DeHaemer is the editor of Bull and Bust Report and a regular contributor of a daily email newsletter focused on the energy sector called Energy & Capital daily.

Both of these services are published by the company he works with, Angel Publishing, which is based in Baltimore and sells numerous other advisory services I’ve written about.

I’ve also written about some of DeHaemer’s other presentations. For instance, I recently looked into his “Blockchain Back Door” presentation, and my research suggested that the company he was teasing was Taiwan Semiconductor Manufacturing Company (TSMC).

According to his profile on the Angel Publishing website, DeHaemer’s been in the finance world since 1996 and worked on Wall Street for two decades before traveling the world to find investment opportunities in places like Kenya, China, and Mongolia.

All in all, DeHaemer seems like a real investment guru, but I feel some of the marketing used to promote his service is a bit overblown at times. And as with any service, there’s no guarantee the investment recommendations he shares will make you money.

Bottom Line

Chris DeHaemer’s “linchpin technology” presentation centers around the global semiconductor shortage and how the U.S. is turning to localized chip manufacturing to solve the problem. And he claims his pick could make investors a 9,737% gain.

“America is about to bring home its chip supply…

And the tiny company I’ve told you about today is KEY.

Most investors have no idea it even exists…

Yet those who get in on the ground floor TODAY could capture a 9,737% gain — turning every $2,500 into $245,925.”

As mentioned, after looking into DeHaemer’s clues, I believe the company he’s teasing is Skywater Technology, a U.S. chipmaker based in Minnesota.

However, regardless of the company, there’s no guarantee ANY investment will make you money, let alone help you turn $2,500 into almost a quarter of a million dollars.

Anything is possible, I guess. But I suggest taking the marketing with a grain of salt because that is a very bold prediction, in my opinion.

In any case, I hope what I’ve shared has helped shed some light on DeHaemer’s presentation, and if there’s anything you’d like to share, drop a comment below.

2 thoughts on “What’s DeHaemer’s “Linchpin Technology” (Chipmaker) Pick?”

  1. Hi there, Tim,
    I clicked on to watch Dehaemer’s presentation, but decided not sit and be bored to death with waffle & ramblings then fall to sleep. I googled & came up with your concept of the company which was great. So, with your findings, the company could well be to keep an eye on & see how it performs. Once again, incredible findings by you.

    Reply

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