Please do not use personal information (like your email address) in the text of your comments. When researching MF I tend to end up here and learn more than I came for. But momentum in 5G is resuming in 2021, with a. And it kind of makes me think that they left this 5G Stock Poised to Explode in 2021 bit in there from some previous email. Right about where they are right now. What I want to know is the name of the stock that the former user of CEVA switched to. That is the utopia vision of course, but it is worth noting that this is going to have the most impact on future factories. Motley Fool Extreme Opportunities: Next-Gen Supercycle. What's being hinted at in the pitch for Motley Fool Extreme Opportunities: Next-Gen Supercycle? Formerly called Extreme Opportunities, this service is now under the Fools Rule Breakers brand. It's Iluka Resources, a global critical minerals company. A perfect match, and there actually aren't any other matches that are even close. Ive subscribed to Stock Advisor & Rule Breakers for 2 or 3 & 1 year(s), respectively, although in the last few months I kept selling at the top ( which is good), but then was worried about buying them, again, & until this last week, they have all been SO expensive, at least for me. I voted. Altuchers StarNet Two Investments to Profit from Jeff Bezos Big Bet. So what on earth are they talking about with that made $25 million last year and the 4.3X revenue? Well, I guess we can stretch a little bit to make that fit $25 million is the top end of what they say they can make in revenue (not earnings) in 2021, so maybe theyre just a little off on that number, and, like pretty much all SPAC mergers, AppHarvest justifies its valuation by making five-year projections so they think theyll have 395 acres planted in nine facilities by 2024, and will make $387 million in revenue in 2025. What are teased as Wyatts Five All-American Stocks for the 5G Revolution?, Researching Navelliers Place an informed bet on this 5G Smart Antenna technology right NOW Teaser Pitch, De-teasing Gilders Dont buy 5G Stocks, Buy 15G Instead pitch, Revealing Stutmans Three Companies that are Leading the Charge to 5G. Whats that God Chip Company Pitched by Jimmy Mengel? Ive never heard of a treasurer advocating this.). Thats just what I think, though, and its your thinking that matters it is, after all, your money. By clicking any link on this page you are giving your consent for us to set cookies. DeHaemers Spatial Computing Pitch Which Stocks are Teased? We use cookies on this site to enhance your user experience. Does anyone know Jeff Brown's stock picks for the 5G Flip? Another aspect or possible use of abandoned buildings is to develop worm farming facilities. The business is benefiting from the world . Wedbush Securities analyst Daniel Ives predicts that 2021 will be "the year of the 5G supercycle" with Apple "the clear winner." He rates Apple stock as outperform with a price target of 160.. According to this they were the first public co. to convert: The company is in fine shape, given their high gross margins and relatively low operating expenses, so they dont have any need for capital they have about $130 million in cash and no debt. Travis, a key point which seems to have been overlooked here, is that CEVA has a TINY TINY float of ONLY This one is actually one of their new recommendations. Anyone know anything about this one? We use cookies on this site to enhance your user experience. They have acquired land and financing for the construction of their second farm which may start producing late this year. A global commodities supercycle is defined as a synchronised and sustained price increase lasting more than five years, such as the one that occurred in the early 2000s and concluded with the 2008 financial crisis. Once I learn of a stock I always check it out using the inte Jeff Browns "5G Super Stocks Report" list these 5 stocks to take advantage of the 5G Boom . Whats the 81-cent Stock that Dave Forest calls The 5G Keystone?, What are those Three Hidden SaaS Stocks with 1,000% Potential?, Jim Woods Diamond in the Rough e-commerce play, Checking out the Fools teased Trend-Spotter picks. Has anyone been able to unravel TMFs latest teaser about their 5G event? 4-Rule Breakers Yes, CEVA has certainly been around. The numbers dont add up. Companies like AppHarvest utilize everything from connected networks and cloud services to sensors and artificial intelligence in order to drive larger and more sustainable crop yields.. And these seven 5G stocks to buy now for growth are the quiet forces behind the macro move to next gen telecom.. The Motley Fool made its name by finding transformative stocks targeting huge growth. The #1 Tech Stock for 2022 by Brown is the pick that he has chosen to go with as the 5G rollout gathers pace. I dont know what kind of assumptions theyre making about their construction costs, or about food prices or yields, but I would say, at least, that the progress for APPH will probably be much more predictable and linear than some of the high-tech SPAC mergers who are really making projections based on technology that hasnt yet been commercialized people have been industrializing agriculture for hundreds of years, and the act of planting, harvesting and transporting a tomato to market is much more predictable than inventing a new battery chemistry or selling a LiDAR system into a car that has not yet been designed. What's being pitched as an Agtech "Radar Stock" by the Fool's Next-Gen Supercycle? Im not a real estate person, but it seems to me these places screamed to me to be repurposed. )(, You are absolutely right I was a past subscriber and by the time some stocks make it to their newsletter the price has already increased substantially, Now that Ive seen it, I can add momentum to the stock which had been idle because of little subscribers. I believe LITE is part of one of Fool's premium services (5G or AI/AR). T-Mobile (TMUS) Finally, a telecom that's pulling ahead in the 5G race in the U.S. market. What's being pitched as an Agtech "Radar Stock" by the Fool's Next-Gen Supercycle? soliciting is forbidden -- Stock Gumshoe cannot serve as an exchange for buying, selling or trading information beyond what you post in your comments for public view. Symbol is SV and is trading at $9.95 right now. Links to outside information and information share are welcome, soliciting is forbidden -- Stock Gumshoe cannot serve as an exchange for buying, selling or trading information beyond what you post in your comments for public view. The fund managers at WAM Leaders have revealed one of their favourite ASX 200 mining shares. I recently dumped a lot of my money into CRNT (5G backhaul company). The street expects TSM's revenue to surge at a five-year CAGR of 19.7%. 5G = Grapes, Grains, Groundnuts, Garlic and Gooseberries. 8 years of stock growth is great and everything, but if you continuously have to raise debt to fund original content then the long term growth strategy isn't looking healthy. See great things for AppHarvest? February 23, 2021 / Travis Johnson, Stock Gumshoe Fool's "Small-Cap 5G Stock Targets 40X Potential" . Its a little bit like Rambus (RMBS) or Universal Display (OLED) in that its primarily an IP company, they own valuable patents and do basic R&D in their niche, and make money by licensing those patents and doing joint ventures with customers to advance new technologies and support new products. I recently drove through middle America and was stunned by all the abandoned shopping malls (and also abandoned buildings). Ha! Revenues came in at roughly HALF what was expected, losses were much higher than anticipated, and the total sales for the YEAR are now expected to be about 1/3 of what analysts had penciled in ($8 million is the guidance now, versus $23 million previously). I am a new Bee and wondering if anyone has an opinion on Luke Lango- Editor, Hypergrowth Investing. Whats Jason Stutmans $7 iPhone Killer Stock? Hello everyone, Take Care Travis, I just skimmed the article but I don't think this is close to what it's advertised to be. I recently signed up for zacks subscription and they have a tease about 5 stocks that could be bigger then the iphone,anyone have a idea wich tickers he is talking about? Like the internet in the 1990s eCommerce in the 2000s and the smartphone over the past decade, we [], Ads for Strategic Tech Investor say you must "Discover the Details Before a MAJOR December 10 February 24 Event That Could Send Shares Skyrocketing". If you pay $1,399 or $4,999 or whatever (nonrefundable, naturally) to learn about a secret stock, then once you read the secret report and get your tip, your brain is not going to want you to decide its a dumb stock idea. I do not believe Musk would have much use for a GILT acquisition in the near term, but potentially down the road if they happen to establish themselves as legitimate StarLink competition. I estimate that by the end of 2021, when. This is still making rounds. One would think after these results that they would have determined that their Option picks have even worse results than their stock and ETF picks. In fact, 5G. Price is meaningless. Investors left 2019 with hopes of a 5G "supercycle" in stocks, which was largely halted by the disruption brought on by the Covid-19 pandemic. See you at $50. Brown sounds great and I understand a bit about the technology, but when I see $2000 to subscribe, my spidey sense starts tingling. It may not be your key to riches but it will give you solid exposure to 5G if you are looking for some. Said the average cell phone uses one filter but 5G will need 24 to filter out interferences. They let you see their videos where they hype a new service, where there is a lot of information about investing and stocks. And drop some more clues about the companys location: Situated in the heart of America, the company is heavily investing millions of dollars into new facilities to meet this demand. That's the upshot of a new report out of investment bank Needham this week, as its analysts report back from the just-ended Consumer. Yes, $25 X 268 is $6.7 billion. Here is the key copy I targeted: Because this under-the-radar Pennsylvania company makes a component so essential to the improvements in Apples 5G iPhonethat Apple is expected to include it in every single new [], Any thoughts on the 5G stock being teased by David Fessler (Oxford Club) with this copy? What other clues do we get about this one? One is public and suppose to have patents galore on components needed in 5G devices. He was teasing a 5G-related stock earlier this year, covered here: https://www.stockgum After the umpteenth time he said To put that into perspective again, thats: PLPC hit my screen. So what's the "$6 Digital King" stock they're recommending? Im on the fence at this valuation, even though Ive been able to reasonably justify a 30-40X EBITDA valuation for my favorite indoor agriculture facility owner (thats the pot landlord IIPR), but its true that controlled environment agriculture is a growing trend, tomatoes face a lot less regulatory risk than marijuana, and AppHarvest is an impressive startup. Friday File: Buying Growth, Selling Mistakes a Wild Week in the Real Money Portfolio. What's being pitched as an Agtech "Radar Stock" by the Fool's Next-Gen Supercycle? I absolutely love the work you do. (Also teased as "America's 5G Landlord"), The Complete Investor promises "gains of up to 2,247%" in selling Leeb's special report "The 5G Fix: How To Profit From The $5 Stock That Fixes 5Gs Fatal Flaw". And every now and then, even in this market, our analysts uncover a true under-the-radar small-cap stock with what we think is a huge growth story to tell. As 5G adoption increases, the demand for smartphones, high-performance, automotive, and internet-of-things chips will rise. Of course there are always some losers but I am up 134% overall. The Fool's Investor Digest over the weekend included a little tease about one of their favorite small growth stocks, so I thought we'd dig into that for you on this lovely July Monday.. Stick with Msft and leave NOK for the sharks? : Former Telecom Insider Reveals This Is the Only 5G Stock You Need to Own. This stock is situated in the unique Agtech industry, concentrating in large-scale controlled indoor farms and while it made $25 million last year, their team predicts a $6.71 billion dollar market, and that's just based off one of their core targeted opportunities." Yes, $25 X 268 is $6.7 billion. There are thousands of folks that are turning food waste into black gold. Since Marijuana is now legal for recreational use in many states, what contraband are they growing with those tomatoes, opium poppies? I generally consider net insider selling to be the absence of a positive, not a negative by itself. Whats Kohls Intel of quantum computing? Brown gives plenty of clues which I will begin researching if there is no info here. Well see what that number might mean in a minute. Our licensing business continues to be solid with growing opportunities in 5G, Wi-Fi 6, TWS earbuds and automotive, as Gideon earlier elaborated earlier. Motley Fools Like Buying McDonalds in 1965 Stock, Unpacking Leebs Devastating 5G Flaw Exposed Teaser Pitch, Motley Fools Goosebumps Pitch for a Hidden 5G Superstar, Badialis Operation: Tech Takeover 2019 Pitch for a 5G Gold Miner, Two Stocks for Kings Spectrum Is this the Future of All Technology?, THREE unknown companies have a stranglehold on the entire 5G market, Two Stocks Sleuthed out from Navelliers Most Disruptive Innovation in 45 Years Pitch, Browns The First AI Stocks Id Recommend to anyone pitch, The 5G Device Every American Will Need leads to The #1 Tech Stock for 2019, Friday File: China, Data Center and 5G Shakeup plus a couple boring buys, A Cube, a Metal Pole, and an Absolute Killing, Chris Woods Tiny Disruptor in 5G teased for Project 5X, Friday File: Ackman, FIVE, 5G and Vanadium. many thanx, for your timely dissection of the FOOLS, 5G, Supercycle teaser !! 5G is predicted to entirely reinvent the way the world uses the web (877 cash now). Before everyone else saw the opportunity. I watched many of Jeff Brown's presentations, All of them the same with his pitch man. but wait, theres hope! Its not just a 5G stockits a 5G stock with what Jason calls a really attractive business model that sports 89% gross margins. Those are revenue numbers from marijuana contraband days! does your cousin grow multiple levels of crops on racks? Have other 5G favorites that light your fire? potential growth opportunity This stock is situated in the unique Agtech industry, concentrating in large-scale controlled indoor farms and while it made $25 million last year, their team predicts a $6.71 billion dollar market, and thats just based off one of their core targeted opportunities.. As for future projections of roughly 395 acres planted in nine facilities by 2024, and $387 million in revenue in 2025 What are they going to grow that yields roughly $1MM per acre? (And you should read that transcript if youre interested in the stock, it gives the companys basic outlook on where they stand right now.). I have yet to see anything from them which cannot be discerned with a modicum of DD, however CEVA follows the Fool premise of long plays and seems like a safe investment given their history. I bought their service for $99/yr. Invisible Fiber and a $150,000 windfall from Weird New Antennas Whats Jeff Brown at Bonner talking about? It is a match in that theyve also broken ground on two additional facilities, another 60 acres of growing area in Richmond, Kentucky for more tomatoes and other vine crops and 15 acres in Berea, KY, for, yes, lettuce and other leafy greens, so that adds up to 135 acres. Two items demanding super-premium prices! On the royalty front, we are expecting a decline in royalties from a leading smartphone OEM, who has switched to another baseband supplier for its recently launched 5G smartphone lineup. Or, I mean, what stock is he teasing these days as the "King of 5G 'Turbo Button' Technology? Friday File: Songs, Fixes, and the Fool's "5G Supercycle" A few new additions in the Real Money Portfolio By Travis Johnson, Stock Gumshoe , September 25, 2020 and all of the stocks in the portfolio that I got access to were already well past their dont buy if over $xyz amount. What's being teased in ads for Christian DeHaemer's Bull and Bust Report? He is quite pleased which prompted me to sign up for SA. Well, Jason Moser has done just that over at Extreme Opportunities: Next-Gen Supercycle. By Travis Johnson, Stock Gumshoe, September 25, 2020. 22 mill shares! I'd love to know any of these. High-end portfolio service from the Motley Fool, recommends an allocated portfolio of stocks around a theme (mostly 5G in this case), and provides commentary and updates on those stocks, regular rebalancing/reranking of the portfolio, and occasional additions of new stocks. Very well done, and even more appreciated. And if you want a little confirmation, the Motley Fool disclosures . Mencken who said 'No-one ever lost money underestimating the taste of the American Public? 5G could be the key growth driver for "tech" stocks in 2020. I recently drove through middle America and was stunned by all the abandoned shopping malls (and also abandoned building Yeah, I work for a large player in the 5G market, and this lines right up with the whole 5G ethos. To trade on our 5G share basket, you can open a live account or demo account. The top 5G stocks to buy in 2023 5G is the fifth generation of wireless networking technology. I have subscribed to 5 of the Motley Fools services. i joined motley fool -one of their promotions -all ever got out of them was trying to sell some wonderful service if you want to give them some money be my guest. Did anyone give you the 5G picks? Well, once upon a time the MF had a policy of refunding. Our record high royalty revenue reflects a particularly strong quarter in smartphone shipments and continued traction in our base station and IoT product category, which grew 50% year over year.. Of course, I havent bought shares at this point and I said some similarly positive things about CEVA last April, when it was being teased as one of the 5G (or 15G, he said) stocks by George Gilder, and I didnt buy it back then, either (mores the pity, its up more than 100% since then, like so many other tech stocks). Note: Berkshires float is tiny. Will Yastines teased Hypernet bring riches as it makes the Internet obsolete? [], I went scrounging around trying to find an infrastructure play at a compelling value. I think its important to remember that the MF endorses investing vs trading. Not just phones or tablets, [], I just listened to a Jeff Brown webinar on 5g technology. Essentially, the throughput of 5G means that you can have a small robot with the brain of a supercomputer. Links to outside information and information share are welcome, soliciting is forbidden -- Stock Gumshoe cannot serve as an exchange for buying, selling or trading information beyond what you post in your comments for public view. I know his total worth & not close to smaller acres company here & No he doesnt make close to $M an acre. Latest Navellier Growth Investor ad says "Our Expert Reveals ONE Under-the-Radar 5G Company That Is Storming to an Early Lead in this $12.3 Trillion Opportunity." The company made $100 million last year in a fast-growing slice of the 5G market. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone. For more information, read our disclaimer and privacy policy. So before ponying up $1,399 for a nonrefundable subscription you want all the info you can get, right? Overall, we believe that new royalty growth drivers will more than offset the decline in royalties from the 5G smartphone supplier switch.. We also see continued progress for our China-based customer, who has recently regained good momentum in low cost smartphones for emerging markets, and has also recently launched its first CEVA-powered 5G chip in China. companies before they find their target, we For free. Like any stock that I have purchased some go up and some go down if I look at short term. Makes perfect sense and this is clearly the most likely match they even do lean on technology, including some robotic systems, even though we should be clear that theres no particular 5G leverage. If theyre good picks, people are likely to try the free ones and then pay for the others when they get good results, because they want to go from good results to amazing results. No, MF is dirty. By clicking any link on this page you are giving your consent for us to set cookies. "), Anyone learn what Jeff Browns top three 5G stocks are? No. Many publishers have very similar no refund, but you can shift to something else we sell policies almost everyone restricts the money back guarantee to their lower-end $49-199 services. Jeff Brown's Near Future Report teases: "Which of These Three Stocks Could Create the Worlds First Trillionaire?" Anyone know what company this is? But that 4.3X sales bit is way off, so that slows me down a bit. Slower 4G and WiFi-type communication networks would work fine for these facilities even if they are implementing Internet of Things sensors for their water, lighting and control systems, and being a hair faster or with lower latency with 5G presumably isnt going to matter much for a tomato that takes a few months to grow and ripen. MicroVision Inc. Our indicative theme of 5G stocks - which includes semiconductor players, tower infrastructure companies, testing equipment providers, and wireless carriers that stand to gain from the. September 1, 2020 / Travis Johnson, Stock Gumshoe What's the "5G Fix?" An Updated Look at Leeb's "Devastating 5G Flaw Exposed" Teaser Pitch The Complete Investor promises "gains of up to 2,247%" in selling Leeb's special report "The 5G Fix: How To Profit From The $5 Stock That Fixes 5G's Fatal Flaw" and will generate $6.6 billion in royalties This is a quote from the bitcoin exchange guide. It got a little bit lost in the shuffle with the pandemic and the explosion of SPACs and space stocks and sports gambling and all kinds of other sexycool ideas, but its still out there. AppHarvest says that the reliability and dramatically higher yield (30X higher) of indoor farming justify the costs of these facilities, as does the control of water (using 90% less than conventional farms) and chemicals and lower likelihood of contamination (no pests inside = no pesticides, and being inside also means e coli or other contamination is less likely). Jeff Brown Stock Pick For 2020 - Jeff Browns Biotech Pick We are going to stzrt adding the VAX to the aircraft chem trails to get the ardent anti Vaxers. The Stock of a Lifetime: The 1 Stock for This $15.7 Trillion Revolution., Who Owns Bill Shaws Super-Charged Battery Royalties?, Forests The #1 Copper Investment in America. Is this really a winning bet? As another commenter said, my bet would also be on Disney. The REPORT, 5G SUPER STOCKS REPORT" is in the EXPONENTIAL TECH INVESTOR package. For Motley fool's Next-Gen Supercycle, they are about to release 5G stock with 608 million revenue, targeting 128x growt Dennis1926, the 5G "Master Key" stock is the ticker: GILT Here's the promise: By acquiring shares in these SPAC And with it comes a demand potential that could make you forget all about Apple tech and instead think about non-GMO apples (and other foods) this company will farm for mankind.. Hi Travis, When can we expect your new pick for the lockbox portfolio? Interestingly enough, my father bought plug and bldp on Fool recommendations a few years ago. AppHarvest is one of their radar stocks for the service. Micron stock price Stansberry promotion for a $5 gold royalty company. Thanks Trevor for your reasonable and fairly priced service that I was able to sign up for without any scammy emails! This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. -Hux. Technology evolution takes some time, even discrete upgrades like 4G to 5G, but its clearly coming so whats the stock the Motley Fools are touting as a play on that? Another Motley Fool promo that makes me glad I cancelled my MF membership. The $6.71 billion number does ring a bell for us, however thats how AppHarvest assesses the current value of the fresh leafy greens market, which has long been the most obvious product for indoor growing though AppHarvest itself is starting with tomatoes and wont be getting to greens, they expect, for a year or two. https://www.stockgumshoe.com/reviews/the-foundation-alliance/. Seems to be unfollowed and ILLIQUID. By Travis Johnson, Stock Gumshoe, April 15, 2021. I thought options did better in volatility, which is why I wanted to recheck the price, & consider. SWKS They make the 5G chip that goes into the Iphone among many other IOT items. We use cookies on this site to enhance your user experience. Of course, the market cap might be far different by the time we get to 2025 maybe theyll sell more shares along the way, maybe the stock price will rise or fall in a meaningful way. At that volume you have to have a huge wholesale network to distribute that volume quickly while fresh, you will be selling at WHOLESALE (and not the high end retail prices), and there has to be enough demand. Thanks Travis. You could literally have a robots brain core-dump, be detected, the VM purged, and a new one booted in milliseconds. But thats not the odd part the oddness is that this pitch is headlined as an Undervalued 5G stock with 268X growth potential but the actual tease is in a totally different business whose actual connection to 5G, if any, is really a stretch. CEVAs latest earnings call transcript was posted. Whats this Small-cap 5G stock theyre pitching? What do you make of this? Would love your thoughts, please comment. https://www.gurufocus.com/stock/CEVA/summary. Now any software maintenance, or problems is decoupled from the robot. By larslonden, April 11, 2023. There are innumerable variations on this theme and potentially an asymmetric real estate opportunity buying abandoned buildings for cents on the dollar and redeploying them in this way. This company has actually created a chip that will be utilized to access the 5G network which is currently being set up in numerous areas worldwide. With indoor operations you could use highly productive African Nightcrawlers and produce rich soil building worm castings for those organic salads and hemp affiliates. AINT GONNA HAPPEN but I really hope to be proven wrong! 1-10X Portfolio Id find it more worthwhile if theyd let you see one stock pick for free, then have you pay to see the other four. The majority of MF recommendations that I have held have done nicely. Whether its worth what APPH is trading at, I dont know. What are the five six stocks hinted at in "Webinar" ads for Wyatt's Million Dollar Portfolio? That being said if you want to really enroll in options then you can always call them up and enroll over the phone. If you've subscribed to Motley Fool Rule Breakers: Next-Gen Supercycle, please click the stars below to indicate your rating for this newsletter, and please share any other feedback about your experience using the comment box below. However they should gain from upgrades to Telco and Utility grids/5g etc. So anyway, it seems this is really an Agtech play, not a 5G one and its not technically a recommendation from the Motley Fool service theyre adding, its a radar stock from their Extreme Opportunity: Next-Gen Supercycle portfolio service ($1,399 for the first year, no refunds) which I guess basically means that its a watchlist idea that they think you should vet, not necessarily buy just yet. This time the "5G Master Key" is Gilat Satellite Networks (GILT) trading at $9.81 at the mom Generally true that the most signal-dense 5G signals have trouble with obstacles because the wavelength is shorter. So, Id like to know what they are going to grow that is going to yield $1MM per acre per year. So if youre look at price/sales, its really at more like 60X sales right now. Or, maybe I should start a SPAC or do an IPO for a company that grows ammunition and computer chips! It doesn't. Skyworks Solutions ( SWKS 0.77% . In automated factories today, the brain of your robot lives at the robot, and upgrading can mean significant disruption to your entire production line. Its not the same as buying a pair of shoes, you dont like them, you ask for a refund, you send them back. Topic Archives: Rule Breakers: Next-Gen Supercycle. You some how manage to get down to the raw fundamentals, in quite vivid detail in a short letter to your followers. I love stockgumshoe.They do a great job of dissecting these money hungry news letters! Cue the twilight zone music. I dont remember where I heard about it first but I think it is Aquabounty. Please do not use personal information (like your email address) in the text of your comments. Estimates now are that they will report adjusted earnings per share of 60 cents for 2021, about the same as last year, and then a 10%+ jump in revenues in 2022 that will bring earnings to 89 cents a share. CEVAs technology portfolio includes digital signal processors, AI processors, wireless platforms and complementary software for sensor fusion, image enhancement, computer vision, voice input and artificial intelligence, all of which are key enabling technologies for a smarter, connected world. Our analysts have done the hard work to discover current and emerging trends driving the 5G sector, and companies well-placed to succeed. Always nice to see my stocks in your portfolio.