Articles About Computing

The Secret Way to Play The “Car of the Future”

0 | By Michael A. Robinson

To hear Wall Street tell it, being able to upgrade a car with software over the air is all the reason you need to invest in an automaker, but just because Wall Street says something doesn’t make it true.

Don’t get me wrong. Being able to update hundreds of thousands of vehicles across 14 major car brands is no mean achievement.

And while I applaud the good folks at Stellantis N.V. for targeting roughly $22.5 billion in software sales, I don’t think that’s enough of a hook to invest in the stock – at least not at this point.

Sure, Stellantis hit it out of the park with earnings last quarter, but this statistic can be deceiving. Its long-term profit track record is inconsistent at best.

Instead, there is a Silicon Valley leader that has great car-related technology whose stock has run rings around Stellantis for some time now.

And in the last year, the stock has beaten the broad market by more than seven-fold.

Let me show you why there’s still so much upside ahead…

This One Company is Taking Data to a Whole New Level

0 | By Michael A. Robinson

As different as they may be as individuals, there’s one thing the nearly 5 billion people who are online these days have in common.

They’re all data broadcasters.

Let me explain. Every time any of us goes online to shop or do research we generate a wide range of information about our searches, locations, buying habits, and much more.

Turns out some privately held companies hope to let consumers cash in on the roughly 2.5 quintillion bytes of data created every single day. That’s the number 2.5 followed by 18 zeroes.

And while I applaud these entrepreneurs, I don’t see this really paying off for the average tech investor. We’re talking a few hundred dollars a year at best.

I believe you’d do much better to invest in a tech leader that has a unique hook in big data, a market on pace to be worth $103 billion by 2027.

Let me show you why this company has over doubled the return of the S&P 500 over the last year…

This Company Has the Answer for A Chip-Starved Economy

0 | By Michael A. Robinson

The global chip shortage has created a major obstacle to the sales of new cars, which are running about 22% below pre-pandemic levels, according to Federal Reserve data.

This is causing serious pain to major automakers, and the good folks at Ford Motor Co. are learning right now that pain is a great teacher.

No Wonder Ford wants more control over its own destiny, and in order to get it, they recently entered into a strategic pact with chip producer Global Foundries Inc. (GFS).

The companies didn’t provide estimates of the financial value of the alliance. But industry analysts say it could easily be several billion.

That news was followed a week later on November 24 that Samsung Electronics will invest $17 billion in a new Texas chip factory.

I believe these two announcements prove the massive potential investment behind the global chip boom has years to run.

And I’ve identified a great chip supply firm that stands to gain from semiconductor sales across the board.

Let me show you why it’s set to double earnings in just a little over three years…

The Next Computing Paradigm Starts Now

0 | By Michael A. Robinson

It’s not every day that Amazon launches or acquires a new business, but when they do, it has a good chance of scaling into a business that makes millions, if not billions of dollars. Not only that, but it makes the entire business stronger.

Just look at Amazon’s creation of Amazon Web services (AWS), which brought in almost $50 billion in revenue in 2020, or successful acquisitions such as Zappos, Audible, or Whole Foods. There is also Prime Video and Music, which helps them maintain over 90% customer retention. That is hugely impressive given their scale.

The fact is, Amazon knows how to target the right sectors and businesses and that is why I’m so excited by one of the newest businesses that Amazon has launched, targeting an industry that is forecasted to reach $1 trillion by 2035 according to McKinsey.

“Going Digital” Continues to be Vital in The Modern Economy, And This Company Makes It Easy

0 | By Michael A. Robinson

As a recovering part-time musician, I know a lot about the disconnect between the analog and digital worlds. A whole collection of songs that I originally recorded on analog media are now basically stuck that way.

You see, I still have dozens of reel-to-reel tapes of the early songs I wrote in the late ’80s to the early 2000s, and to go “fully digital,” I would have to hire a sound engineer whose an expert on digitizing these files.

Many thousands of firms throughout the global economy are facing a problem very similar to this one. See, as crazy as it sounds, there are lots of companies out there who have not made a full digital transformation, and drastically need help in order to do so.

All of this explains why IDC says spending on this field of IT services will hit $6.8 trillion between the base year of 2020 and 2023.

And I’ve identified a leader in the field that is set to double its earnings in roughly 2.5 years…

Amazon, Microsoft, And Google All Rely on This One Company

0 | By Michael A. Robinson

I’ve mentioned to you before just how amazing the profit potential in the exciting new world of the metaverse is.

Using AR and VR technology, the metaverse will involve overlaying digital technology onto our surroundings, as well as integrate real-world things into virtual environments.

The result is nothing less than the functional merger of the digital world with the real one.

Today, I want to reveal another great way to play the foundations of the metaverse as well as the computing world in general.

This Silicon Valley legend is one of the world’s top chip firms. It’s up 85% since I last recommended it back in June.

On top of that, it recently struck a deal with a major metaverse pioneer and is on pace to double its earnings in less than two years…

The “Eyes” Of the Metaverse Could Double Your Money in Three Years

0 | By Michael A. Robinson

A Special Note from Michael: Before we get started today, I need to take a moment to mention another incredible high-tech trend I’ve noticed in the market. Cryptocurrency is going wild, with sector-leader Bitcoin setting a new all-time high of $68,000. The thing is, that may not even be the end of it. In the coming years, it may be as much as $500,000. The thing is, there are other cryptocurrencies on the market that could outperform Bitcoin by ten times over, and you can hear all about them right here.

When we spoke on Tuesday, I introduced you to the massive potential for investing in a new immersive field known as the metaverse. The thing is, I haven’t even covered the extent of the opportunity this new field will offer us.

I want to re-emphasize how big a deal it is that the top 12 firms that offer access to the all-encompassing technology alone now sport combined market caps of roughly $11.5 trillion dollars.

Now, Mark Zuckerberg is making a lot of noise about the billions that Facebook Inc., or as it’s now called, Meta Platforms Inc., is investing in this field to get an early mover advantage.

But that’s just a distraction. Last time, I noted that, at this point, Apple Inc. is a much better investment with more upside because its app store offers investors a premium metaverse portal.

But there’s another stock in this field that I want to tell you about as well.

To really understand the potential of this latest play, you’ll need to take a look using a very special “lens” – and I mean that literally, the lens of an advanced AR headset.

The firm with this unique metaverse “vision” is on pace to double earnings, with strong odds of doubling its stock price, in roughly 2.5 years…

With Cybercrime on The Rise, This Company Is Fighting Back

0 | By Michael A. Robinson

For savvy tech investors looking to ride the boom in cyber security brought on by the pandemic, it’ll pay off big to be a little bit “sassy.”

Please don’t think I’m being flip here. See, that’s how you pronounce an important new platform in the field.

It’s known as Secure Access Service Edge (SASE). And it’s exactly the kind of cybersecurity innovation that we need right now.

Consider that none other than the FBI says instances of cybercrime climbed some 300% last year. Citing the dramatic shift of employees working from home Computer Weekly said in a recent report that ransomware hacks had grown some 90% so far this year.

Clearly this is a target rich environment for a sector that Fortune Business Insights says was worth more than 153 billion.

And the company pioneering SASE is bound to clean up. Let me show you why it’s on pace to double earnings, with stock price posed to follow, in just 3.5 years…

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…