Old Economy and New Economy Synergies = Massive MegaTrend - Proffe Invest

Old Economy and New Economy Synergies = Massive MegaTrend

By: September 11, 2024

If you want to break it down a bit further, here’s what just the smart highways sector looks like in coming years.

Source: SNS Insider

Smart highways will make driving safer – self-repairing concrete to keep potholes at bay, smart materials that reduce frozen roadways or snow accumulation, traffic sensing, etc. – and it will help enhance productivity and travel times.

While there will be plenty of new companies jumping in, the smart move here is to go with Old Economy players, like Caterpillar (NYSE: CAT) or Deere & Co. (NYSE: DE), along with Honeywell (NYSE: HON) and Schneider Electric (OTC: SBGSY).

As for smart homes, Alphabet (NASDAQ: GOOG) and Amazon (NASDAQ: AMZN) have been involved in smart housing for almost a decade now. With their powerful server farms, as well as cutting edge consumer digital devices, it’s a perfect place to marry all of their various divisions.

You can be sure that Apple (NASDAQ: AAPL) won’t be far behind.

Source: LinkedIn

This is also going to bring along less holistic tech companies for specific components. This sector is best addressed as a “pick and shovel” play where the key to all of it working is smart systems driven by powerful server farms and powerful chips.

Those plays are NVIDIA (NASDAQ: NVDA), ASML (NASDAQ: ASML) and Applied Materials (NASDAQ: AMAT). Advanced Micro Devices (NASDAQ: AMD) will also have a hand in this smart MegaTrend as well.

Because of the magnitude of all these changes across a variety of industries, this will be a quiet revolution where things are moving incrementally short term, but long term will deliver us all to an entirely different place.

That’s why grabbing a toehold in these stocks now is a smart way to play these MegaTrends.


Related Articles

Pick Great Stocks and Use Different Vehicles
November 6, 2025

This week, instead of talking about a MegaTrend sector and its beneficiaries, I wanted to share how I have engineered Proffe’s Trend Portfolio and its progress.

How AMZN Uses AI To Optimize One Of Its Biggest Cost Centers
October 30, 2025

AI is used in logistics contexts in many different ways. The most important ones include: The Emerging Winners Companies, like AMZN, that are “techy” use AI heavily and will only expand their skills, but more traditional logistics players, like UPS (NYSE:UPS), employ AI as well, e.g. for optimizing routes to increase efficiency. Tech companies that […]

Space Defense: 10.7% CAGR for the Next Decade
October 23, 2025

Countries are investing in space, not only for commercial purposes, but for defensive purposes as well…

IBM: Key Player in an Important Defense Industry Niche
October 16, 2025

Let’s focus on an oftentimes underestimated, but still highly important, niche – chips for the defense industry.

Get the MegaTrends Shaping the World—in Your Inbox Free

Sign up for Proffe’s MegaTrends to receive weekly analysis on the biggest trends and companies shaping the future.