9/20/2023 0 Comments Jim fink at kleinholz![]() That drives a lot of things, from demand for storage and distributed access and content delivery networks to demand for more fiber connections to better technologies for compressing and sending data faster, and there are investable ideas for most of those strategies… but he’s got something much more specific to tease: a company that profits from the buildout of “fiber to the home.” OK, so that’s the big idea - and it’s one we’ve heard before, and it carries the ring of truth: “Internet of Things” means “more data”… and “more data” means “more congestion,” particularly since we’re also seeing huge demand for bandwidth from increasing video streaming and cloud computing and lots of other high-impact trends. Instead, it connects your home directly to the Internet with cutting-edge fiber-optics.” “Unlike conventional cable, fiber-to-the-home doesn’t rely on outdated copper wire. It’s called fiber-to-the-home, or FTH for short. “The good news: There’s a simple solution to this invisible traffic jam. The result? A massive “traffic jam” of data-and glacial Internet speeds that will make you long for the days of dial-up…. “The new Silicon Squeeze will simply overwhelm existing cable networks. “You see, those cables can only handle around 10 megabytes of data per second…. “But it’s a disaster for the copper cables that connect the Internet to your home. “This new Silicon Squeeze won’t be a problem for the massive fiber-optic lines that from the backbone of the Internet. “The Invisible Traffic Jam in Your Living Room And by 2020, there will be 50 billion devices connected to the Internet of Things…. ![]() By 2018, that number will rise to 20 billion. “Today, there are 7 billion devices online. It’s the idea that, sooner or later, everything-from your toothbrush to your coffeepot to your watch-will be connected to the Internet. “You’ve probably heard of the Internet of Things. “I’ll tell you how to get in on the ground floor and triple your money in the next 24 months…. “Here’s why this invisible ‘traffic jam’ is about to set off a $100 billion battle to control the Internet… “Unstoppable Profits from the ‘Silicon Squeeze’ Particularly since he tosses out some of the phrases that really act as Pavlovian triggers for investors, like “ Is This the Next Peter Lunch-Style ’10-Bagger’?”Īt first, I thought he was still teasing the same stock he’d been riding since December as his “if you buy only one stock in 2015” idea that he called the “best tech stock under $6 (and then, later, “under $8”), and I was going to check up on that because that company was actually acquired pretty recently at probably close to the average price during the times Fink teased it heavily (that was Silicon Image, by the way, my older article on the tease is here… it was bought by Lattice Semiconductor for $7.30 per share).īut no, he’s got a different idea this time… ready for the excitement?įirst, the big picture promise - here’s an excerpt to give you an idea of where he’s going… ![]() We’ve covered quite a few teaser pitches from Jim Fink at Roadrunner Stocks over the past few years, including a few weak performers and a few very good ones (not so different from most folks), and this one caught our eye this week with the specific prediction that the “secret stock” will triple your money in the next two years. ![]()
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