Archive for January, 2021
Federal officials are now alleging – and they are almost certainly correct – that a team of Russian hackers penetrated as many as 250 corporate and government networks.
Known as SolarWinds, the hack is named after an Austin TX networking software firm. The breach may have affected some 18,000 SolarWinds Corp. clients around the U.S.
Ironically, the victims include some elite Silicon Valley leaders. We’re talking Cisco Systems Inc. (CSCO), Intel Corp. (INTC), and Nvidia Corp. (NVDA).
Now you know why the global cybersecurity market is set to grow by 151.5% over the next seven years to $281.7 billion.
Today, I will reveal a cyber firm whose privileged access tools are tailor-made for these kinds of events.
Let me show you why the firm is set to double earnings in as little as two years…
Dear Strategic Tech Investor Reader,
It is amazing to think that 150 years ago in 1871, Western Union debuted the first electronic fund transfer. Way before the internet, computer, and even the telephone, this first payment was done via the telegraph and proved to be immensely successful, setting off what we know today as Fintech.
Now the industry today is much more than sending payments. It’s managing funds, trading stocks, cryptocurrency, lending, payment plans, and much more, all conducted through apps on your phone or on a computer.
It really is incredible how far we have come, and in the last year, we have moved faster than ever before as traditional banks closed their doors and fintech took over.
With apologies to Mark Twain, reports of the chip sector’s demise were greatly exaggerated.
See, last winter, several leading chip stocks faced downgrades as Wall Street hit freak-out mode.
The thinking at the time was that a global recession and a supply chain strained by the pandemic would put a big crimp in semiconductors sales.
Now it can be told. The exact opposite turned out to be true.
As I have noted here several times, the global chip industry is booming.
Turns out the pandemic caused a surge in demand for tech across the board. And that puts chips at the center of everything.
A key industry report recently raised 2021 forecasts for the $433 billion sector. Semis are now supposed to rise 8.4% next year, nearly 65% more than last year.
Today, I want to show you a great backend play on the entire sector with a company that has beat the broad market by 71.6%…
At first glance, this would seem to be a terrible time to invest in law enforcement technology.
After all, officials in several cities have joined the movement to defund police departments.
Consider that Austin, TX, and Los Angeles, CA have recently cut more than $143 million from their police budgets. Minneapolis has moved to slash a more modest $8 million.
Here’s the thing. As cities cut police budgets and either furlough officers or see them resign, police officers will still carry on with their everyday work.
And that actually plays to the advantage of a law-enforcement tech leader that is pioneering cloud computing for police.
The firm also sells non-lethal weapons and body cameras
that fit right in with the current environment and is set to double its earnings in less than two years…
Streaming media was one of the biggest success stories of 2020. You’ve can see what I’ve already had to say about it here, here, and here. Now, that trend is shaping up to carry right on through 2021.
Walt Disney Co.’s (NYSE: DIS) Disney Plus gained almost 90 million subscribers in less than a year and became a platform to release its newest movies.
Netflix Inc. (NASDAQ: NFLX) added over 25 million subscribers in the first half of the year, and multiple new platforms launched including Peacock, NBCUniversal’s (NASDAQ: CMCSA) streaming platform, and HBO Max.
A few weeks back, an unknown burglar broke into my younger daughter Kendall’s apartment while she was sleeping in her bedroom.
I sure wish that she could have had the new security drone camera from smart-home firm Ring.
It’s set up to fly for security sweeps and then dock itself when not needed. As a dad who is a security freak, this sounds very appealing to me.
Unfortunately, the device won’t be available until early next year.
That said, it still shows you just how fast drone technology is moving in a market growing at 20.5% a year and headed to a value of $43 billion by 2024.
We’re seeing drones used for deliveries of goods and medical supplies, corporate and national security surveillance, and tactical deployments for soldiers.
Today, I want to show you a great pure play on the market.
It just made a key merger that deepens the product line and is on a path to double earnings in 3.5 years…
In 2020, the FAANG companies stood out as major leaders in the economy, crushing the broader market, but they aren’t the only places to look for moneymaking opportunities in 2021. Zoom Video Communications Inc. (ZM) did well this year, but right now it seems more like a wait-and-see. I’m also interested in Twilio Inc. (TWLO) and The Trade Desk Inc. (TTD). Not only that, but I predict that, as we move into the second half of 2021, we’ll be seeing even more strength from the economy. In particular, I’m expecting e-Commerce, fintech, and the cloud to be critical sectors for investment.
The legal case against Facebook Inc. (FB) is gaining steam, and demonstrating just what a huge deal, and an opportunity, the social media sector is right now.
At this point, we now have the federal government and 46 states seeking to have the world’s most successful social network break itself up.
The idea is to have the Silicon Valley giant with 2.3 billion active monthly users divest itself of the wildly popular apps Instagram and WhatsApp.
To make that happen, though, the Federal Trade Commission (FTC) and the states must meet the high standard of clearly proving that Facebook acted illegally.
Here’s the thing, though; As tech investors, we don’t have to decide who’s right or wrong, or whether that will happen or not.
Our mission is to profit from the social media market that is worth at least $100 billion.
If you follow the suggestion I’m making today, you’ll capture the entire sector in one investment that is doubling the market’s return…
For anyone who doubts that high tech is now driving the American economy, I have one word for you – COVID.
Never before in our history have we seen basically the entire country go on lockdown.
Not even in the Great Depression did nearly every hotel, restaurant, factory, office building, and retail store close in a heartbeat.
No wonder Wall Street freaked out and sent the S&P 500 down 34% between February 19 and March 22.
Turns out America had an ace up its sleeve, a big one – high tech.
It drove the economy’s historic rebound with 7.4% GDP growth in the third quarter.
That puts three key enabling technologies front and center. All three crushed the market in 2020.
Make no mistake. They will boost a strong recovery in 2021, particularly in the second half of the year.
Earlier this week, I spoke with you about how to plan ahead to take maximum advantage of the opportunities that these technologies and others will create in the coming year.
Now today, I want to show you exactly why these technologies will lead the market higher next year and reveal a great way to play each one of them…