2020年3月31日星期二

The Internet Won’t Be the Same After COVID-19

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CASEY DAILY DISPATCH - Casey Research

Editor’s note: If you've been following the Dispatch, you know we believe there's an investment opportunity in nearly every situation – even in the middle of a crisis.

That's why we had to share another piece from tech expert Jeff Brown, who dedicated his career to finding the best money-making ideas in science and technology. That's why he's been closely following the global impact of the coronavirus… which he believes will ignite the rise of 5G – the next step in wireless communication.

On April 8, at 8 p.m. ET, Jeff's hosting a free event where he'll reveal the best 5G stocks to invest in for life-changing gains. You can register right here. Then, scroll down to learn how the coronavirus is already affecting the internet – and how the 5G rollout will fix it…


The Internet Won't Be the Same After COVID-19

By Jeff Brown, editor, Exponential Tech Investor

Teeka Tiwari

Numbers coming out confirm what we already knew to be the case…

COVID-19 is ushering in a societal change that is slowing down the internet.

This is great news for tech investors. More on that in a minute.

First, let’s look at what’s unfolding before our eyes…

Finnish telecommunications company Nokia is a global leader in 5G. It recently released data showing that most wireless networks around the world will see 30-45% growth in traffic over the next year.

But peak usage has already jumped 20-40%… over the past four weeks.

Business Is Booming

These numbers are beyond crazy.

It’s all because hundreds of millions of people who used to work in an office are staying home.

Videoconferencing traffic – for work and for socializing – has spiked 300%. Gaming traffic has exploded 400%. This is probably because millions of kids are staying home from school.

Network data traffic will more than double every 12 months if this persists. We’re talking about the definition of exponential growth.

It will overwhelm communications networks all over the world.

As a result, “cloud” data centers are building out additional infrastructure, as are wireless carriers.

The 27-member European Union (EU) has gone so far as to ask companies such as Netflix, Disney, Zoom, and Facebook to cut the quality of their video.

The EU hopes this will relieve some of the strain on its networks and free up bandwidth for healthcare and distance learning.

Bottom line: Business is booming for many technology companies right now.

Here’s why…

Demand Spike

Companies providing wireless services have seen a massive spike in demand.

Any companies making the products data centers use – wireless networks and 5G infrastructure – are getting slammed with new orders right now.

Sales are going up, not down. But their stocks have pulled back. That spells opportunity for savvy tech investors.

And guess what…

This shift to remote working and remote entertainment will have a lasting impact.

I predict we’ll see a second surge in COVID-19 cases in the fall. It won’t be as bad as the surge we are experiencing right now. But it will be enough to prompt many people to continue to work and play remotely.

We can expect these modified behaviors to persist through the 2020-2021 winter in the Northern Hemisphere.

The bigger picture is that remote operations just make sense for certain industries.

The transition to a more remote-based workforce was inevitable. COVID-19 was just the catalyst.

We’ll continue to see elevated network use even after the virus is just a distant memory.

I know investing after the recent spate of extreme stock market volatility seems counterintuitive to some.

But as my colleagues and I here at Legacy Research have been preparing you for, crises like this one are also great opportunities to build your wealth. They give you the chance to pick up quality stocks at “bargain basement” prices.

And providing the company you invest in doesn’t go bust (which won’t happen with the in-demand 5G companies I’ve selected), the lower the price you pay for a stock, the higher your profits will be when you sell.

Make no mistake: The crowd is running scared. And I understand the urge to panic alongside everyone else. But I hope you stay rational instead.

The world needs increased bandwidth and 5G wireless network services now more than ever.

That’s why I’ve been preparing my readers by recommending best-of-breed 5G and cloud-based companies.

They are all trading at bargain valuations right now. To learn more about adding these companies to your portfolio, go here to register for my free 5G summit on April 8 at 8 p.m. ET.

Regards,

Jeff Brown
Editor, Exponential Tech Investor


Reader Mailbag

Today in the mailbag, two readers agree with Doug Casey’s statement that we are living in a fascist system – and that the government has taken too much power into its own hands. As one reader puts it, “the march toward authoritarianism continues”…

I agree with you, Doug. Thank you for my continuing education. We need to go back to the gold standard. When the world was on the gold standard in the 1800s, we made more economic progress in those years than the previous six centuries combined. 

We now have $73 trillion in total debt. This is the largest debt accumulation in world history! Between us and China, we are holding approximately 45% of total world debt, which is $258 trillion!

The time to bring our country together is now! I believe that our creator in heaven chose us to lead the world. The only way to do this is to lead by example! We must bring the federal government into compliance with the Constitution: limited government with clearly defined powers!

– Robert

Of course there is no capitalism left in the United States! The sad thing is that even those who say they are capitalists, who cheer for capitalism, refuse to recognize that we no longer have it.

One might argue that small enterprises and local businesses can still operate freely. But regulations and red tape aside, no one in the nation can enjoy a free market with a fiat money system and a central bank.

Doug’s description that we are, in fact, fascist rather than capitalist is correct. And the march toward authoritarianism continues (and escalates with the pandemic). The whole political correctness movement is fascist in nature.

Like sheep, we have voluntarily succumbed to what amounts to martial law; in most cases they have not had to use guns (yet).


– Steve

Is the U.S. capitalist in name only? Can America’s “march toward authoritarianism” be stopped? Keep sending us your thoughts at feedback@caseyresearch.com.


In Case You Missed It…

Silicon Valley Genius Makes Next Big Tech Prediction

Angel investor Jeff Brown has put his money into 130 tech startups…

And he’s profited on 93% of them.

In three of the last four years, he picked the No. 1 Tech Stock on the S&P 500… before it went up.

Now, he’s found a new opportunity.

A company that makes the tiny device critical to every single new 5G phone.

Apple is expected to release their phone on or around Sept. 22.

When they do, shares in this tiny devicemaker could soar.

Find out all the details before it’s too late.

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www.caseyresearch.com

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