One of the biggest advantages you can have as an investor is seeing a trend before everyone else does—not after it’s on CNBC, and not after Wall Street piles in, but early.
That’s when the biggest gains are made.
And i’ve built my career on doing exactly that.
Back in March 2019, I recommended Nvidia to my subscribers at $3.17 per share (split-adjusted). At the time, it wasn’t the dominant AI story you hear about today. It was still early.
That stock went on to gain as much as 5,625% at its peak.
A few years earlier, in April 2016, I recommended Monolithic Power Systems (MPWR) at $61 per share. The company was only worth $2.5 billion at the time. Again, it wasn’t a headline name or a crowded trade, but it was a company positioned right in the middle of a major shift in power management and semiconductors.
That stock climbed as much as 1,959% from that recommendation.
Those kinds of gains don’t happen by accident.
They happen when you identify a trend early, before the rest of the market fully understands it.
The Pattern Most Investors Miss
Over more than 25 years, I’ve learned that the biggest opportunities don’t come from chasing what’s obvious—they come from identifying what’s necessary.
During the internet boom, everyone chased websites, but the real winners were the companies building the infrastructure behind it.
The same thing is happening with AI. The biggest gains didn’t come from hype; they came from the companies enabling the system.
That’s the pattern, and it’s happening again right now.
I’ve put together a full breakdown of what I’m seeing and why I believe this could be the next major wealth-building cycle.
What I’m Seeing Today
Today, we have multiple megatrends converging and accelerating at once:
Artificial Intelligence,
Electric Vehicles,
Data Centers
Manufacturing Reshoring
Most investors are treating these as separate opportunities, but they’re not.
They all depend on one thing: electricity—and more importantly, they depend on a system that wasn’t built for what’s coming next.
That’s the part of the story most people are missing.
When demand rises faster than the system can handle, you get a bottleneck—and bottlenecks are where the biggest investment opportunities are created.
That’s where capital flows, backlogs build, and pricing power increases.
It’s not subtle; it’s structural, and it tends to last for years.
Bottom Line
Right now, I’m focused on the part of the system that everything depends on.
Not the flashy names or the obvious trades, but the companies tied directly to power infrastructure, grid expansion, and electrical systems and equipment.
This is the same type of behind-the-scenes positioning that has led to some of the biggest winners in past cycles.
If you look back at the biggest winners of the last few decades, they all had one thing in common: they were early—before the narrative, before the crowd, and before the big money fully moved in.
That’s where we are right now.
If you want to see exactly what I’m seeing and how I’m approaching this next phase, you can wait until this becomes obvious, or you can get ahead of it now.
Because by the time everyone is talking about this trend, the easy money is already gone.
Don’t be late to this one.
Because in this market, being early isn’t just an advantage—it’s everything.
Here’s to the future,
Matt McCall
Founder, NXT Wave Research
