Buy EVGO by Sep 16, 2026.

TL/DR: EVgo represents a leveraged play in the EV / autonomous driving markets. The insanely high switching costs gives this company a moat that rivals that of enterprise SaaS in the 2000s and 2010s. In my opinion, their partnership and buildout strategy is the best in the business. With the new EV market having digested the federal tax rebate cut, states instituting their own incentives to replace it, new affordable EVs coming to market driving primary purchase market, and multiple …