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The One Candidate Hotter Than Donald Trump Hails From Silicon Valley

14 | By Michael A. Robinson

The odds that we may get a U.S. president who understands that the road to wealth is paved with high tech have increased significantly over the past few weeks.

Of course, I’m talking about Republican presidential candidate Carly Fiorina. As the former CEO of Hewlett-Packard Co. (NYSE: HP), Fiorina hails from Silicon Valley and, therefore, grasps the ever-growing importance of the cloud, Big Data, the Internet of Everything (IoE) and other tech sectors in both our lives and the U.S. economy.

Carly-Fiorina

When I first introduced you to Fiorina back in July, I was among the very first investment analysts to suggest this former tech executive should be taken seriously. At the time, she was barely a blip on the national media’s radar screen and was polling in low single digits.

Since then, she’s made a strong name for herself, primarily by shutting down GOP frontrunner Donald Trump during a debate that polls show she won.

And now polls show her tied for third place in the Republican presidential horse race.

And today, I want to show you what Fiorina’s rapid rise means for tech investors like you…

Madame President?

Let’s get one thing cleared up right now. I’m not endorsing Fiorina – or any candidate.

My role here at Strategic Tech Investor is to analyze the markets… the news… the major trends – and then show you how to profit.

And I think that Fiorina’s candidacy – as long as she and her message stays in the spotlight – is a big “win” for tech investors and tech’s place in the economy.

After all, technology isn’t just the top-performing sector in the market these days – it’s become a catalyst for what I call the “convergence economy.”

With the emergence of e-commerce, semiconductors, advanced sensors, smartphones, the connected car and the IoE, tech’s rapid growth is catapulting society further into the Digital Age as these areas continue to overlap with one another.

And there is no turning back…

That’s why it’s critical that those running for the White House understand the fundamental role technology plays in our lives.

Now, a Fiorina presidency remains a very long shot.

Outsiders without big backing from Wall Street and other major funders pretty much never win the Oval Office.

However, let me put on my prognosticator’s cap and predict what a Fiorina win would mean for tech investors like you.

As the former CEO of HP, she knows firsthand the importance of computer networks, information technology, cybersecurity, software and data mining.

So it’s no surprise that following the 9/11 terrorist attacks, then-Secretary of State Colin Powell sought Fiorina’s advice while she was still running HP as to how the government could share information between agencies more securely. She’s worked with the Department of Defense and the National Security Agency in a similar capacity.

Therefore, if Fiorina were to become president, I’d look for tech companies, like HP, that facilitate communication to get some very big federal contracts.

As the first chair of the Central Intelligence Agencys External Advisory Board when it formed in 2007, she also has a strong background in defense. So she’d likely push for the Pentagon and Langley to add even more tech systems.

Defense-tech contractors – and their investors – would be smiling.

Plus, even if she never makes it to Washington, her candidacy will constantly highlight importance of investing in the nation’s technology infrastructure.

No one on the campaign trail now is a better advocate for that than Fiorina.

How She Got Here

I’m not surprised at how well Fiorina has done since our original chat back in July. After all, grass-roots voters in Iowa and New Hampshire were even then giving her rave reviews for her command of the facts.

Yet, at the time, the Wall Street Journal/NBC News poll showed Fiorina with hardly any support or name recognition. But in an update published yesterday, the Journal notes that she is coming on strong.

“No candidate in the race has enjoyed a swifter ascent than Mrs. Fiorina, who barely registered in the July survey. She has since taken the spotlight in the GOP race after a strong performance in a televised Sept. 16 candidate debate.”

According to the WSJ/NBC poll, her backing from likely Republican primary voters rose from 2% to 28%.

As the Journal noted, much of that has to do with her strong performance in the most recent Republican debate. With 22.9 million viewers, the show set a record as the most watched program in CNN’s 35-year history.

During the debate, Fiorina accomplished three main objectives. First, she clearly raised her profile – she’s now tied for third place among GOP hopefuls along with U.S. Sen. Marco Rubio.

Second, most polls showed she won the debate. She received top billing the next day in The New York Times and Associated Press as well.

Third, she began to shore up what is surely the biggest weakness of her campaign – her mixed record at HP.

While serving as CEO of the storied Silicon Valley giant, she made two moves that have haunted her on the campaign trail. She had HP buy Compaq Computer in a bid to drive down costs, increase profit margins and go after more tech contracts at Fortune 500 firms.

She’s also received consistent criticism for laying off some 30,000 workers.

Since the debate, she has gone on the offensive, noting that by the end of her tenure in 2005, HP actually had a net increase of roughly 20,000 jobs.

She also has hammered away at the point that many of the problems HP faced during her tenure stemmed from the aftermath of the “dot-com bust.”

The tide further began to turn in her favor last week during an appearance on the popular Fox News program The O’Reilly Factor. Host Bill O’Reilly asked her several tough questions about her HP tenure.

Fiorina was so adroit in turning the questions to her advantage that O’Reilly twice complimented her on the quality of her answers, something the irascible commentator rarely does.

Add it all up, and you see that what many thought was impossible back in July is now becoming a prospect – that just might get a major party candidate who hails from Silicon Valley.

Related Reports:

Strategic Tech Investor: How This Candidate for President Could Drive Your Tech Shares Higher.

14 Responses to The One Candidate Hotter Than Donald Trump Hails From Silicon Valley

  1. Henry E Morales says:

    FIORINA is our best hope, Modern Technologies, can put the Country and our people on their feet and moving forward, allowing us to renovate our Republic, making it again a prosperous nation and a living example for all the freedom loving peoples of the world.
    The High Technology Industry will provide us with an opportunity to reconstruct our economy and make the American Dream a truly living experience for all our people and an example for the nations and inhabitants of this planet.
    I hope, my fellow Americans will see the through the smog and elect FIORINA. Together we can clean up the mess we are in, purge undesirable politicians, bureaucrats and the corrupt elite of Lobbyists, Bankers and Corporate leaders.
    Please, please please DO NOT fall for the lies and misinformation coming from the conventional media. Listen to your heart and trust your GOD
    GOD BLESS AMERICA A REPUBLIC AND THE LAND OF THE FREE.

  2. Tom Stanley says:

    During the last debate to me Carly came off a bitchy and it is my belief that tech will be upon us in a given time regardless of the leadership.
    Being that you are discussing leadership I have been thinking that Trump will grow this country the fastest bringing prosperity to the people better than the others wild being able to talk a deal that will actually benefit the country as a whole, benefiting industry and innovation across the board. But I have no crystal ball or premonitions, just going fro the data I’ acquired thought the years.
    Tom

  3. CHRISTOPHER BOWEN says:

    She is articulate and concise. No schmooze, no charm, cool, business-like, and very sharp. Women may not like her opinions on abortion, but they admire her more than Hillary, who is less of a Presidential candidate. I figure a Trump/Carly ticket could beat the Dems, even if Biden, the smoothie who has never done anything, charms voters. He would have to have a sudden death struggle with Hillary for the nomination that would undermine Dem chances in 2016. Carly will never be popular, but she could draw enough white women over 40 to swing the election. White women over 40 are the swing vote, not blacks or Hispanics. They defeated McCain in 2008 because he looked like their first husband, and Romney in 2012 because he was an idiot not to denounce the Republican morons in Missouri and Indiana running for Senate and their claims about rape.

  4. Robert in Vancouver says:

    I think Carly would be a superb President and make the USA the great world leader in almost every category, like it used to be.

    I’m Canadian so I can’t vote for her, but would if I could.

  5. Jim Leavenworth says:

    I knew before before clicking you’d be talking about Fiorina. I’m sure I don’t need to tell you you’re in a small minority of tech heads who are impressed by her or at least impressed in any positive sense. The thing is our current President is attuned to our high tech future and you know it but more importantly young people who will live out their productive lives in that future know it which accounts for Obama’s continuing support from that demographic. There is no denying race is a major factor in the fanatical opposition he has received from the extreme right wing. Of course these people have no interest in governing witness the savaging of the political corpse of even a solid conservative like John Boehner like so many Tasmanian Devils.

  6. LtDan Davis says:

    I can’t understand why you think I would want to come to you fore political advise, particularly if you are promoting Fiorina. She was a disaster at HP, almost destroying that company. just ask the stockholders and execs that work(ed) there. She is a serial liar about ther record and about the “fetus on the table” ask anyone paying attention. Her only positive accomplishment was getting Sen Boxer reelected.

    • Tom says:

      I did not know about Fiorina. Yea, she almost ruined one business so let’s reward her by giving her a bigger business, with an enormous dept. and is on a shaky base to begin with. Obama isn’t a big enough liar let’s elect a bigger liar! And let’s also look at the countries she will need to be dealing with, their opinion of women, and her ability to form a solid and beneficial deal. If there is any questions about that just ask HP.
      I don’t know about her other opinions; I don’t think that could lower her rating in my eyes any more than it already is.
      As far as her being a tech person and that helping the tech growth; I think that a strong economy would do more to grow the country in general than in just one sector.
      I receive pleas for monies from her camp almost daily, up until I put them in the spam folder.
      Vote your conscious – Vote for America!

  7. LtDan says:

    Fiorina brought HP to it’s knees and lied about her abysmal record and the “fetus on the table” There is no video as she described, let alone from PP. And, someone could support her? No one I know.

  8. Irv Stein says:

    Fiorina’s performance indicates to me a tendency to present as facts, ,biased presentations ,that, at best, are only approximately truthful and designed to influence ,rather than inform.
    After listening to her present that film about Planned Parenthood as gospel,
    when it was an obvious biased distortion of the work of a valuable organization, makes me better understand her failure at HP.

    She is either extremely naive, or an unprincipled political opportunist !

    EITHER WAY- CARLY – COUNT ME OUT- !

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