Maria’s Note: Maria Bonaventura here, Rogue Economics’ senior managing editor. Regular Inside Wall Street readers know Nomi is laser-focused on several key investing themes, including Infrastructure, Transformative Technology, and New Energy.
Today, we bring you an opportunity from our Casey Research colleague, David Forest, that involves several of these themes – the coming electric vehicle (EV) Superboom.
On Wednesday, March 2 at 8 pm ET, David is holding his first webinar of the year – the EV Superboom Summit. He’ll show you how the EV superboom will play out… and how you could make 49 years of average S&P 500 gains in one year.
You can sign up for Dave’s webinar here. Then, read on below to learn more…
Electric vehicles (EVs) are the biggest money-making opportunity of the 21st century.
This chart says it all. The explosion coming in EVs is unlike anything we’ve seen…
Early investors in electric vehicle pioneer Tesla made 3,400% over the last three years. Some people now feel those EV profits won’t happen again.
But EV makers like Tesla were just the opening act.
Think back to the automobile revolution in the 1920s…
Back then, automakers like Ford certainly cashed in. By 1930, car sales across America surged from zero to nearly 30 million units.
But carmakers were just a small part. The spin-off businesses created the biggest profits.
Demand for tires skyrocketed. Dunlop and Goodyear ballooned from nowhere. Raw rubber itself vaulted to a $30 billion global industry.
How about gas stations? That’s another $2 trillion sector that grew from scratch.
Road construction surged to $124 billion yearly. Over 60,000 service stations popped up in just a few years.
Steel and oil took off. Those businesses are worth $100 billion and $7.4 trillion today.
The impact of the auto boom runs even deeper. Roadside motels transformed the hospitality industry. That sector is worth another $570 billion.
There’s even more. Historians credit the auto boom with creating fast food. Drivers wanted quick meals so they could be on their way.
Add that in, and you’ve got another $650 billion sector.
That’s why I’m so excited about the rise of EVs. It’s a universe of profit opportunities.
Most investors know about EV manufacturers. We’ve all heard of Tesla.
But few investors know about the universe of EV spin-offs.
The EV Universe Is Coming
Just look at charging stations. Those need hardware, software, safety equipment, construction, maintenance, and at-point consumer sales.
How about batteries? Design, production, testing, research, next-generation materials, collection, recycling…
Even electric power: smart grids, management tools, generation, transmission equipment.
Not to mention self-driving technology, scanners, sensors, computer chips, fleet management, EV defense applications, even specialized insurance.
Put it all together, and it looks like this…
It’s a universe of profits. No other trend hits so many different businesses.
Driving is woven into the fabric of our society. We’ve had a century building our world around the car, the highway, and their roadside attractions.
Fortunes were made in the 1920s. The whole continent was up for grabs.
Then, America’s interstate highways launched in the 1950s. That massive boom continued until 1992, when the interstate’s construction was completed.
By then, auto profits were divvied up.
The winners won big. Ford, GM, McDonald’s, Goodyear, Harley-Davidson, Lane Construction, Howard Johnson’s, NAPA Auto Parts… the list goes on.
These giants stayed on top for decades. Today, they’re the icons of American road culture.
Connecting High-Tech and Real-World
We haven’t seen a profit universe like this since then.
The rise of the internet in the 1990s got close.
But that wasn’t physical. It didn’t capture so many different businesses the way driving does.
That’s what’s so exciting about EVs…
This revolution hits all the industries autos did 100 years ago.
But it goes beyond that… It connects high-tech and real-world infrastructure.
EVs are roving computers. They’re collecting, using, and passing on massive amounts of data.
My readers at Casey Research have already profited from this cutting-edge EV tech. There are stocks making wafer-thin auto chips, AI-driven software, and defense-level radar systems.
We’ve also made 385% on “old school” businesses, like mining EV metals. Batteries, for example, need plenty of specialty metals.
We grabbed 2,805% profits on advanced EV charging stations. We also saw triple-digit gains on safety technology that keeps EV batteries from exploding.
It’s a profit universe beyond most investors’ wildest dreams.
And it’s just starting.
What You Need to Do
Are you ready for restaurant chains geared to EV charging stations? They’ll have a captive audience of millions.
How about asphalt that charges your car as you drive? That’s not science fiction. It’s coming soon to your highways.
By combining two massive trends – infrastructure and technology – EVs create an unparalleled profit universe. There’s nothing else like it.
You might be shocked. You might be skeptical.
But whatever you do, don’t ignore this. You owe it to yourself – and to your children and to future generations – to at least consider this opportunity.
The average profit on my core EV picks to date is 867%. But an EV Superboom is coming… This time, I’m betting on 49 years of average S&P 500 gains in one year.
This might be your last chance this century to position yourself for a massive trend… in profit plays you haven’t even thought of yet. You don’t want to miss out.
Keep walking the path,
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David Forest
Editor, Strategic Trader
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