Big Winners Are the Big Thinkers, Like AMZN, TSLA, and CAT

By: October 26, 2023

Here are a few things to think about.

It’s predicted by the prestigious McKinsey Group that between now and 2040, we’ll spend $2 trillion on transport infrastructure.

Last year, smart transportation was a $110 billion industry. By 2030, the conservative estimate is around $300 billion. By that year, shared transportation and mobility could generate up to $1 trillion in consumer spending

Today, industrial and transportation sectors are responsible for about 71% of energy consumption in the US. The more efficient businesses are in moving people or goods from point A to point B, the better margins they will have. For the consumer, that means lower prices. For investors, that means better earnings.

Source: World Bank

If you combine the Urbanization MegaTrend with the Big Data and Renewable Energy MegaTrends, you get quite a broad and significant opportunity. You also get a lot of stocks to choose from. There are Old Economy winners here, as well as New Economy winners.

For example, while Tesla (NASDAQ: TSLA) may build the batteries and cars, it will be Caterpillar (NYSE: CAT) equipment (autonomous or smart vehicles) that will be building the smart roads they run on.

Also, sustainable transportation means flipping the pyramid on transportation choices in urban environments. For example, many modernizing cities are limiting car traffic through parts of town, encouraging walking, scooters, bikes, subways, trains, and buses.

Source: Frontiers

Reprioritizing how our cities will function will also mean that they’ll have to get “smarter” in every way to accommodate these new developments.

That means companies like NVIDIA (NASDAQ: NVDA), Advance Micro Devices (NASDAQ: AMD), and Qualcomm (NASDAQ: QCOM) will have plenty of new customers as this MegaTrend matures.

Of course, companies like Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) are already figuring out how to adopt this MegaTrend and use it to their advantage.

If you’re a long-term growth investor, then this is a space you need to get involved in. It’s not as hard as you think, since some of the biggest winners are already great companies that will simply maximize the benefits that this MegaTrend delivers.


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