Articles About Computing

This Business Software Giant Just Boosted Its Userbase by 13 Million

0 | By Michael A. Robinson

We are now living in a world where it’s easier than ever before for employees to switch between working at the office and working from home, and wherever else that they choose.

Just like I told you about back on September 10, there’s a whole new world of tools out there to make it possible.

Many are even using the digital tools to start their own companies. Make no mistake, this also is a huge trend.

Meet the Company Building the “Brains” for Self-Driving Cars

0 | By Michael A. Robinson

The rollout of the true driverless car is only a few years away, and companies who don’t want to miss out are pouring billions into the space.

And now, that includes retailers who are climbing aboard to get a leg up on the competition.

Walmart Inc. (WMT) recently said it plans to begin testing autonomous vehicle deliveries in Austin, TX, Miami, and Washington, DC.

The nation’s largest store chain is doing so in partnership with Ford Motor Co. (F) and Argo AI, a self-driving tech startup.

And the news comes on the heels of an announcement from Waymo, the Google-backed autonomous car firm, saying it plans to add its driverless ride-hailing service in San Francisco, its second market after Phoenix.

With all of this growing interest and the money that comes with it, it’s no wonder Allied Market Research says the field will grow 39.4% a year through 2026 when it will be worth $556 Billion.

And I’ve identified a key supply firm making the entire sector possible. This is why it’s not surprising to me that many analysts have earnings doubling from 2020 to 2022 and share price targets over 50% higher than its current price.

In fact, I think we could go even higher than that, and I’ll explain why…

Even Construction Is Going Digital – and Warren Buffett Is Showing Us How to Play It

0 | By Michael A. Robinson

The coronavirus crisis showed us all the hazards of relying on a lengthy supply chain like you would find in today’s construction sites. Having crews scrambling to find lumber, copper wire, and lighting supplies is a massive risk.

That’s why the tech-centric field of modular construction is an unstoppable trend. I even mentioned it when we spoke last September 22.

Now, if anything, the field’s yearly growth rate of 6.5% is bound to accelerate.

Even before the recent shutdowns and supply bottlenecks, Grand View Research forecast the field to be worth $178.4 billion by 2025.

The field is so potentially lucrative that the world’s most legendary investor is staking a claim.

That’s right, none other than Warren Buffett is backing modular construction.

A startup owned by Buffett’s Berkshire Hathaway Inc. wants to make construction more like assembling automobiles, the main thrust of this sector.

The thing is, it will be impossible to achieve that goal without cutting-edge software. With that in mind, today I want to show you a great software leader who has a pole position in this field.

They just expanded their arsenal of products with a savvy merger that adds $1.7 billion to their addressable market. And they have triple-digit earnings growth on pace to double in 2.5 years.

Let me show you just how indispensable, and potentially profitable, this company really is…

Wall Street Counted This CEO Out – Now She Could Make You a Fortune

0 | By Michael A. Robinson

Whatever you do, don’t underestimate Lisa Su.

That’s exactly what Wall Street did when the veteran chip executive became the CEO of a storied Silicon Valley firm a little less than seven years ago.

Today, it’s a far different story. Wall Street now sings Su’s praises.

When Su’s appointment was announced on October 11, 2014, the stock went exactly nowhere.

Even worse, over the next nine months, the stock was off by more than 30%.

On the surface, you can see why. The company she was about to helm was bleeding cash and losing money.

There were rumors all over the Valley that one of the world’s more important chip firms would soon seek bankruptcy protection.

The reason: in 2012 alone, Su’s company lost more than $1 billion.

But now, Under Su, the stock has gone from $2.62 to a recent close of $75.50.

Per-share profits are doubling every 11 months.

Let me show you why there’s still plenty of upsides ahead…

There’s a New Way to Judge Tech Investments – and It’s Leading Us Straight to a Storied Profit Opportunity

0 | By Michael A. Robinson

Today, I want to tell you about a new way to judge the value of a high-tech stock. It’s especially important since it’s a great way to spot winners in a market under pressure from fears of rising inflation.

It’s called free cash flow per share. It tells you a lot about how the company is managing its profit margins because the higher those margins are the greater the firm’s free cash flow.

With that in mind, a firm that’s doubling its free cash flow per share every six years would be an investment well worth taking notice of.

And that’s exactly what I have in mind for you today with a storied and very well-run leader in the $430 billion semiconductor sector.

Even better, it’s returning a lot of that cash flow directly to investors through yearly dividend increases, with the yield now at 2.3%.

Let me show you just how price appreciation and great dividend growth make this stock such an excellent investment…

Industries From Healthcare to Blue Jeans Will All Want This Company’s Tech

0 | By Michael A. Robinson

I like to talk about pick and shovel plays because they are often the best way for you to claim a lucrative stake in a wide swath of a high-growth tech sector.

And I like to talk about just how much tech serves as the driving engine of the modern economy.

So, you can just imagine my excitement when I learned that Levi Strauss & Co. is embarking on a massive new $210 million digital spending program.

What we have here is a pick and shovel play, dating all the way back to the original California Gold Rush, where we get the term. And that company has decided it needs to go high-tech.

That means digital offerings, AI, and data analytics needed to thrive in the modern retail world where mobile and online shopping rule.

It’s all part of a sector that MarketsandMarkets says will be worth $1 trillion by 2025 as thousands more companies engage in digital transformation from legacy computer programs or paper-based systems.

And I have uncovered a great supplier firm that can help firms like Levi’s make the journey smoothly.

Let me show you why this digital tech expert has such incredible potential for growth…

The Fight Against Cybercrime Is Creating a New $304 Billion Sector

0 | By Michael A. Robinson

The FBI is on the move, accessing hundreds of private computers and related networks. The idea might make civil libertarians foam at the mouth, but they’re doing the country a favor that it seriously needs.

That’s because this move is a crucial step towards stopping the threat of a vicious new hack dubbed Hafnium.

Hafnium is bedeviling thousands of companies throughout the US. This is the latest in a string of hacks pushing the value of the cybersecurity market to $304 billion by 2027.

In fact, the email services firm Mimecast Ltd. claims that as many as 61% of companies experienced ransomware attacks in 2020, and almost 80% of organizations were harmed by a lack of cybersecurity preparation.

With that in mind, today I want to let you in on a relatively new cyber investment that is perfectly positioned to cash in on this rising industry…

America’s Healthcare Providers are Under Attack – This Company Is Fighting Back

0 | By Michael A. Robinson

Hospitals just can’t seem to get a break these days.

Hundreds of them have been working around the clock to treat the millions of Americans afflicted by the deadly coronavirus.

And now, medical centers across the US, are finding themselves under siege by a very different “virus.”

That’s because the healthcare sector ranks as the top choice for hackers trying to burrow into networks. Once in, they either launch malicious software known as “malware” or demand money- and sometimes both.

Take the case of Universal Health Services hospital system based in King of Prussia, PA.

The cyber-attack it received took the form of “ransomware” – locking users out of their own IT systems, and demanding payment to restore access.

Fortunately, there is a leader in the roughly $140 billion cybersecurity market that can help hospitals and businesses across the board.

In fact, there’s a new catalyst for the stock that I believe will help it double earnings in as little as three years…

Buy This SPAC to Play the Quantum Transformation of Computing

0 | By Alex Kagin

SPAC trading has definitely had its ups and downs over the last few months and this week we hit not one, but two SPAC milestones. There are now over 500 active SPACs in the market, and we have surpassed the 248 in total launched in 2020 in less than 3 months. This means there is over $150 billion in trust looking for the best private company to bring public. Read more.

Silicon Valley Is Forming a Historic Partnership With Detroit – Here’s Your Chance to Cash in on It

0 | By Michael A. Robinson

The grandaddy of the American auto industry is now fully embracing 21st Century digital tech.

And on the flipside, Silicon Valley is taking its well-earned place at the heart of the new and modern auto industry

See, cars today are basically computers running on four wheels and equipped with a drivetrain.

But the software drivers use to interact with their in-dash displays are often very clunky. It’s been a problem because they run on proprietary software that can’t keep up with Silicon Valley’s ace coders.

So, Ford Motor Co. (F) is getting a software makeover. The nation’s oldest carmaker has announced it will equip its vehicle displays with a suite of Android apps from Alphabet Inc. (GOOGL) starting in 2023.

And while I applaud this move, I think there is a much better way to cash in on the $13 billion auto software market growing at 15% a year.

It’s a firm that trades at a fraction of GOOGL’s $1,900 share price.

Even better, it’s growing earnings 83% faster than GOOGL and is on pace to double them in just 3.25 years…