These 5 Want To Get In Your Pants

Dear Reader,

Imagine if Meta (META), Nvidia (NVDA), Alphabet (GOOG), Microsoft (MSFT) and Amazon (AMZN) all wanted a piece of you and would stop at nothing to get it. 

I mean that in a strictly good way. 

Imagine if all of those companies — more than $12T in total market cap — wanted something you had, because without it, failure and demise was almost guaranteed. 

Right now, that’s precisely the position where one Toronto-based electronic component manufacturer finds itself. And it’s all because of a single technology being pioneered there. 

A successor to the traditional, classic copper-wire electronic connector, the component this company has developed uses light instead of electrical impulses to transmit signals, and promises to be no less ground-breaking than inventions like the transistor, and integrated circuit.

The result is more speed, smaller size, less heat and an overall data-transfer rate of up to 8x what today’s standard electronic connectors can achieve. 

An Innovation On Par With The Transistor, The Integrated Circuit, and the Microprocessor

For the biggest tech companies in the world, this small but fundamental evolution in data management can mean the difference between continued growth and catastrophe. 

You see, all of these giant firms are in the midst of the biggest data-center buildup in human history. 

Over the next several years, these companies will spend hundreds of billions, collectively, to ensure that the growing needs of consumers, as well as the rapidly evolving AI industry, will continue to be met. 

Some of them are even planning small nuclear reactors to help ensure there's never any downtime.

Unfortunately, no matter how fast they build these data centers – and these are some of the hugest complexes ever constructed – it will still not be enough for the massive explosion in data that’s already taking place. 

The problem is the pace of growth in our collective data usage.

In the year 2000, average daily global data transfer totalled 1-2 petabytes (petabyte = 1000 terrabytes).

In that same year, world data storage totalled approximately 12 exabytes, or about 10,000 times the daily transfer total. 

Today, average global daily data transfer totals more than 400 exabytes, a growth factor of between 200,000x – 400,000x.

We transmit 33 times more data every single day than all the world's hard drives could have stored 25 years ago.

The Information Age Is Drowning In Information

Mind-boggling as that may be, by the end of the decade, that daily figure is expected to grow another 10x.

So no matter how much money big tech pours into solving the problem of providing all the world’s data space for storage and ample bandwidth for transfer, demand will always outpace supply. 

Unless something comes along to change the current paradigm entirely. 

And that’s exactly where these revolutionary optical data connectors come into play. 

With the potential to increase data flow rates by up to 8x, the calculus of data center design changes entirely. 

Unfortunately for the tech firms, once one of them has this technology, the rest will require it just to keep up. And that’s precisely where we sit today. 

It's Good To Be Wanted

It’s not a matter of preference. All of these companies need these optical connectors to stay alive. 

And it's showing, as the company behind it all is rapidly ramping up production capability by acquiring production facilities abroad to keep up with demand. 

But here’s the interesting part: almost no retail investors know anything about it. 

This company is sitting on an intellectual property that will go down in history as a transistor, or integrated-circuit magnitude innovation, with multiple clients valued in trillions of dollars. Yet, it’s still trading at right around 1/10,000 that of NVidia (as of Friday afternoon).

That doesn't mean this company is a startup.

It's far from it, and it's valued in the hundreds of millions. 

So while it's small enough to grow by orders of magnitude, it's also big enough to finance its own expansions, and that’s exactly what it’s doing right now in preparation for a data center golden era. 

What Would You Do If You Knew About A Stock Undervalued by 98%?

And barring a civilization-ending event, that era is coming. There is no way around it. 

Money has already been earmarked and plans have been made. So the market for a fundamental electronic component that will boost operational potential is virtually guaranteed. 

I recently profiled this company for my readers. 

Right now, I’m making this information available to the public for the first time.

Check it out. Get the facts and figures, and see if the conclusions make sense to you.