On July 11, 2013, I told you how IP traffic on the internet was going to grow four times in size. I wrote:
Within the next four years, the size of the internet is expected to quadruple in size. By 2016, annual IP traffic is predicted to reach 1.3 zettabytes (to put that in perspective, there are 1 trillion gigabytes in a single zettabyte).
And I went on to tell you why this was going to happen and the cloud stocks you should own.
Palo Alto (NYSE: PANW) went from $43 to $229.
Citrix Systems (NASDAQ: CTXS) went from $45 to $148.
And Cisco Systems (NASDAQ: CSCO) went from $24 to $55.
A few years later, on May 25, 2016, I told my readers to buy Bitcoin and Ethereum, writing that Bitcoin was the new gold. My readers made profits of 2,528% and 1,040.32%, respectively.
The secret to investing is to recognize an almost incomprehensibly large new trend and buy the companies that will benefit from it.
This is why I am heavily invested in 5G, fintech, and, yes, the cloud.
Monster Opportunity
But there is another monster investment opportunity coming your way and I bet you’ve never heard of it. It’s called “spatial computing” (SC).
You’ve probably heard of virtual reality (VR), the internet of things (IoT), and artificial intelligence (AI), but you’ve never heard of SC.
The term spatial computing was coined by MIT Media Lab alumnus Simon Greenwold in 2003. He envisioned that these three concepts could combine. They would interact with each other using sensors, computer vision that tracks movement, and computer intelligence to make it work.
It reminds me of cellphones before Apple came out with the iPhone. We all knew the smartphone was coming. All the pieces were there — they were just waiting for someone to put them all together. Steve Jobs was that someone and Apple made many investors stupid rich.
But now the new trend is bringing self-guided computers into the real world. SC adds the third dimension to computers.
The future is robots working in warehouses, autonomous cars, drone delivery, or even medical holograms — not to mention automated weapons of war…
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Magical Leap
Jennifer Esposito is the VP of health for Magical Leap, an SC company that is doing great things in the medical world. She was quoted in Medcitynews.com:
When we talk about spatial computing, it is really the idea that the digital world and the physical world are fully interacting. They are aware of each other. There are things like persistence so if you believe something in the digital world, it will be there when you come back and there is this interactivity between the physical and the digital world. That’s how we try to define and differentiate it. We see it as a new computing platform using things like computer vision to make this merger of the physical and the digital possible.
Magical Leap is making systems where a doctor can practice an operation in a virtual or holographic world using exact replicas of the patient’s internal organs.
The company is teaming up with Brainlab, a German company that is awaiting FDA approval for its Mixed Reality Viewer.
Instead of looking at a 2D screen, the doctor can interact with a 3D hologram containing vast layers of big data in real time with consultants from around the world. In theory, they could do this while the patient is in the ambulance on the way to the hospital.
There are of course endless possibilities for this technology, from architecture to sports, and many that have yet to be thought up.
Magic Leap is still private but has gone through seven rounds of funding and raised $2.6 billion — which is huge.
That said, there are other ways to play the dawn of spatial computing while we are waiting for more IPOs, including the companies that make the sensors, chips, and parts (like Palo Alto). I am currently doing my due diligence and will have a report out soon.
All the best,
Christian DeHaemer
Check us out on YouTube!Christian is the founder of Bull and Bust Report and an editor at Energy and Capital. For more on Christian, see his editor’s page.
