Thursday, January 24, 2019

Project 5X - Risk Hedge

Project 5X - Risk Hedge



...5G will be up to 1,000 times faster than 4G.

But the real story is not the speed itself. It’s what the speed can do.
You see, 4G connections have a bit of lag.
You may rarely notice it, but it’s there.
5G will have zero lag.
Which may sound like a small detail...but it opens up a whole new world of money-making opportunity for you.
5G will allow you to:
  • Appear as a hologram at a meeting in New York, from the comfort of your home, anywhere in the world.
  • Have a self-driving car safely take you out for a night on the town.
  • Download an HD movie in under five seconds.
Zero lag means the applications of 5G are endless.
King’s College in London did an experiment with 5G recently. Using virtual reality, a doctor performed surgery on a dummy patient from a different room.
That never would have been possible with 4G.
As you can imagine, with remote surgery, even the smallest lag could be disastrous.
The same is true with self-driving cars.
...
Today’s newest 4G phones have around 50 RF filters built in.
But 5G uses a different set of frequencies altogether. So, all phones will need new RF Filter chips.
That’s why, in order to take advantage of 5G, all 4G smartphones will have to be replaced.
All 5.1 billion of them!
Which gives us a rare investing opportunity...
...Take self-driving cars...
Just one self-driving car will use as much data every day as 3,000 smartphones!
Can you imagine how many RF filters one self-driving car will need?
The money-making opportunity in the RF filter space is mind-boggling.
...
And my research shows that only two companies stand to earn the lion’s share of profits from supplying those RF filters.
...Its a $180 million RF filter company based in Huntersville, NC, close to Charlotte.
The company is called Akoustis Technologies Inc. (NASDAQ: AKTS).
Akoustis is a disruptor.
It developed a unique kind of RF filter, called a BAW RF filter.
And even though BAW filters are expensive, customers are lining up to buy them.
That’s because companies need them in order to take advantage of 5G.
....This other RF filter company is, hands down, my top pick of 2019.
It has patented a technology that can build custom designs.
So, they’ll be able to build far more complex filter arrangements than Akoustis.
They’ll be able to do it faster and cheaper, too.
But there’s something else this company does.
...It doesn’t just sell RF filters. It licenses the design.
Then it collects royalties every month.
So, this company has managed to turn a one-time fee into ongoing streams of income, without giving up the intellectual property rights.


No comments:

Post a Comment