You’re Looking in the Wrong Place for the Next Big Winners

Over the last two days, I’ve laid out something most investors are just starting to realize:

We don’t have an AI problem. We don’t have an EV problem. We have an electricity problem.

Demand is exploding, the grid is aging, and the system wasn’t built for what’s coming next.

And almost everyone is positioned wrong.

When a major trend takes off, investors tend to chase what’s most obvious.

Right now, that includes AI stocks, EV companies, and big tech. And sure—those can work.

But they’re crowded, they’re obvious, and in many cases, they’ve already made their move.

Meanwhile, the real bottleneck is being almost completely ignored.

I’ve been doing this for a long time, and one thing has remained consistent: the biggest opportunities rarely show up in the headlines.

During the internet boom, everyone chased dot-coms. But the real money wasn’t in the flashy names—it was in the infrastructure behind them.

Fiber, hardware, and networks quietly became the foundation that made everything else possible.

The same thing happened with smartphones. It wasn’t just about the devices themselves; it was about the entire ecosystem supporting them.

And right now, we’re seeing that exact same setup take shape again.

Every major cycle has a choke point, and that’s where capital ultimately flows.

At the moment, everything is converging on one critical system: the electrical grid.

The problem is, it’s not ready.

That lack of readiness points to massive infrastructure spending ahead, supply constraints that are already beginning to form, and a small group of companies sitting directly in the middle of it all.

These are businesses that control the flow of electricity inside data centers and substations, build and connect the grid itself, supply the physical components needed to expand it, and protect the infrastructure that keeps everything running.

They aren’t household names, but they are already seeing rising backlogs, stronger pricing power, and accelerating demand.

On Monday at 7pm ET, I’m going to show you exactly who these companies are - and why I believe they could be some of the biggest winners of this entire cycle.

Let me be clear: this is not a fully discovered trend.

It’s still early—before Wall Street consensus, before large institutional flows, and before it becomes obvious to everyone else. That’s exactly why the opportunity exists.

Because once it becomes mainstream, the easiest gains will already be gone.

I’m not chasing the end products or following the hype. Instead, I’m focusing on the part of the system that everything else depends on.

When you combine exploding demand, aging infrastructure, and constrained supply, you get the kind of setup that can drive multi-year winners.

You can chase what’s popular, or you can position yourself where the money is about to flow.

Right now, that money is moving into the backbone of the economy: electricity.

If you want to understand how this plays out and the specific companies I’m watching—you’ll want to tune in at 7pm ET on Monday.

Here’s to the future, 
Matt McCall
Founder, NXT Wave Research