I'm investing in electric utility stocks because I think electric cars are going to be really big. And I have... — Carl Nassib

I'm investing in electric utility stocks because I think electric cars are going to be really big. And I have a little bit of money invested in copper because electric cars use a lot more copper than regular cars.

Author: Carl Nassib

Insight: There's something refreshingly straightforward about noticing a trend and following the money where it leads. Carl Nassib's logic here cuts through a lot of noise: if electric vehicles are genuinely going to dominate transportation, then the companies that deliver the electricity and the materials that make it possible become crucial infrastructure. It's not just betting on the flashy thing—it's thinking one step deeper about what actually needs to exist for that thing to work at scale. Most of us do the reverse in our own lives. We get excited about a trend and chase it directly, missing the quieter, more foundational pieces. This applies everywhere from technology adoption to career planning. When everyone's talking about AI, for instance, most people try to become AI developers. But someone thinking like Nassib might notice which companies need to upgrade their power systems to run all those servers, or which raw materials suddenly have new demand. The slightly counterintuitive part: the unsexy infrastructure plays often move slower and more predictably than the breakthrough itself. Electric utilities don't make headlines. Copper mining doesn't trend on social media. But they're the unglamorous backbone that makes the revolution actually possible. Sometimes the smartest investment—or the smartest move—isn't in being part of the story everyone's telling. It's in being part of the systems everyone will need.