Uncategorized
The Chip Company Heralding the Era of the Metaverse
The meta-verse isn’t even close to being fully realized, but it’s already dishing up profits for companies that provide critical infrastructure to make its virtual world a reality.
Meta Platforms (FB) has already invested more than $16 billion in building and operating 18 Facebook cloud campuses in the US. It expects to invest as much as $34 billion as it retools its data centers and networks for the demands of a globally-distributed virtual world.
The FB numbers are big, that’s for sure, but they’re only part of the global data center demand story. Companies all around the world are moving operations into the cloud. As a result, global data center infrastructure spending will climb to $200 billion in 2021.
That’s a solid tailwind for companies that support data center buildouts.
Even with all that investment, the metaverse won’t ever be widely adopted if global networks aren’t fast enough to keep the user experience exciting. Today, even the most popular communal gaming experiences are limited by how many users can join and play at any given time, in part, because of network limitations.
That means the metaverse will need significantly faster global networks to meet its potential.
Which is exactly what I’m watching this week.
Meet the Software Company That’s a True “Inflation Assassin”
“It’s the supply chain, stupid.”
- My open note to U.S. Fed Chair Jay Powell.
I never bought into the whole “inflation-is-transitory” call by the U.S. Federal Reserve.
I knew that assessment was wrong – dead wrong, in fact. I knew that inflation is actually “structural” (i.e. “sticky”) and here to stay. And I said so … openly – during appearances on Fox Business News and here at Total Wealth Research in my talks with you.
The Jay Powell-headed Fed clearly doesn’t get it.
That’s creating risks to the U.S. economy – huge risks.
But it also creates major trading-and-investing opportunities for us – windfall-magnitude opportunities, in fact.
To reap that windfall, you need to understand both types of inflation – and see the difference.
Click here to see those differences, what comes next – and one stock to grab now to profit.
The Company Behind the COVID-Killing Pill Only Stands to Profit
Big pharma has cooked up yet another fantastic biotech company for us investors.
Not only does this company pay an incredible dividend – it has a 30% profit margin. That’s unheard of for a company of this size in this industry.
So, let’s get in today.
Omicron Stock Play – The Ship Stock Worth Every Penny
When it comes to the new COVID-19 variant… the only thing we know about it is that we don’t know anything at all.
But when it comes to the stock market, I know plenty.
After Friday’s nasty sell-off and Monday’s rebound, I started searching the markets for the best stock picks to ride out the next pandemic wave – and today I’m sharing my findings with you.
In this week’s exclusive video, we’re taking to the high seas with a long-term shipping play.
The US Army Electrifies Its Fleet with this Upstart Tech Company
I hope you had a restful holiday break because we need to hit the ground running today. The US Department of Defense is making deals with a young vehicle electrification company that could send its stock to the moon.
It’s currently less than six dollars a share – which with a bargain you won’t find in any Cyber Monday sale – so let’s get to it.
How Bitcoin is Playing “Jenga” With Stocks – And We All Know How That Game Ends
What if I told you the cryptocurrency craze – inflated by U.S. investors, traders, speculators, and especially by world punters – is just one immense bubble that’s going to burst?
Would you believe me?
What if I convinced you this bubble is real – and that it’s going to pop? Would you then believe me if I told you that this implosion in cryptocurrencies will cause the stock market to crash, too?
Well, let me convince you of the former so I can make you see the risks of the latter.
Winter is Coming and so Is an Oil and Gas Rally
From where I sit in New York City, the nights are getting colder and colder. I know I’m not the only one who’s cranking up their thermostat – and that got me thinking…
As winter draws ever nearer, oil and gas prices will soar. And I have just the right play for you.
Three Profit Stocks to Grab Before Cyber Monday Strikes
It’s time I roll out some of my favorite consumer spending plays.
Because, if you haven’t noticed, the surge of inflation in the US last month hasn’t slowed consumer spending. US households are still flush with the $2.5 trillion in savings amassed during the pandemic. Mix that with pent-up consumer demand, and you create the perfect storm.
Sales are 21% higher than before COVID, as Americans spend more on anything and everything, from electronics to furniture to building materials.
Big Amazon News Tanks Stock – And It Won’t Recover
Ever wondered how credit card companies make money?
They have many revenue streams, but there is one that retailers have been rallying against for years: payment fees. For every purchase you make with a credit card, the card company takes a cut to the tune of 0.5% of your total purchase.
Which doesn’t sound like a lot, but when you add up the thousands of dollars spent every day on credit cards, that 0.5% cuts deep into retailer earnings – and Amazon Inc (Nasdaq: AMZN) decided it won’t stand for it any longer.
In today’s video, I’m telling you what this means for you, and I’ll give you four new plays to go with it.
Thanks to This New Drug, Moderna and its Peers are “Yesterday’s News”
Moderna Inc. (Nasdaq: MRNA) and BioNTech SE (Nasdaq: BNTX) were two of the big stars of the COVID-19 Pandemic.
But those two biotechs – and other players like Merck & Co. (NYSE: MRK) – are scrambling to find that “Next Big Thing” to stay relevant, or get hot again, in the post-peak-pandemic world.
But I’m here to deliver some very bad news: None of these three are going to pull this off.