Arthur Hanson
Well-known member
What is needed now is a low cost, wide coverage, SECURE, IOT network and this will be one of the next great opportunities for those that build it. Europe is already working on one. All this will enable an expansion of tech like many of those transitions before, from the first processor to the latest mobile. The opportunities in this area are large, stable with recurring revenues. i Security will be key for the damage that could be incurred by failures, unauthorized use and many forms of deliberate abuse. For semi companies TSM will be the leader as it's just an extension of mobile and in this area Intel is already behind. It will be interesting to see the many frontier opportunities will be discovered, just like in mobile. This will propel a boom in semis, sensors, mems and totally new platforms that we haven't even dreamed of yet. This is the new gold rush, all you have to do is look for it. I'm already investing in the stocks of companies small and large.