AppHarvest is also a certified B corporation, a public benefit corporation there arent many of those just yet, so it might help raise their profile, only three B corps are US publicly traded companies (insurtech company Lemonade (LMND), which pledges part of underwriting profit, if any, to charity, ethical food company Vital Farms (VITL), and Laureate Education (LAUR), which runs universities, mostly in Latin America). Our 5G share basket helps provide exposure to 21 stocks related to 5G technologies. Hoping for a potential teaser in their favor if my comment strikes a chord with you, or possibly any cons to said investment from your perspective! Image source: Apple. You could literally have a robots brain core-dump, be detected, the VM purged, and a new one booted in milliseconds. This site uses Akismet to reduce spam. But that 4.3X sales bit is way off, so that slows me down a bit. (Also teased as "America's 5G Landlord"), The Complete Investor promises "gains of up to 2,247%" in selling Leeb's special report "The 5G Fix: How To Profit From The $5 Stock That Fixes 5Gs Fatal Flaw". We also see continued progress for our China-based customer, who has recently regained good momentum in low cost smartphones for emerging markets, and has also recently launched its first CEVA-powered 5G chip in China. Not an official recommendation but one they are looking into more. I bought their service for $99/yr. By larslonden, April 11, 2023. Folks, back away from the Wall Street numbers for a second and do a little research on the most profitable Ag crops by acre. PEG ratio <1, Price close to Book, Pays Divy, low EV/EBITDA. Now any software maintenance, or problems is decoupled from the robot. There oughtta be a law against it. Latest Navellier Growth Investor ad says "Our Expert Reveals ONE Under-the-Radar 5G Company That Is Storming to an Early Lead in this $12.3 Trillion Opportunity." And especially cool for the publisher, since once they make a sale its final. Skyworks Solutions. If he could hed convert it to greenhouses & pay for water & lighting which ca be very expensive instead of using Rain & Sunlight. Sad to say I sold out long before it hit $1281/share! So dont buying [], As we close in on the end of the first quarter, its time to release some more data I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what weve been covering so far [], what is the dollar value of Travis Real Money Portfolio tlt (new irregular and a happy one), Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Take the usual MF pop and run. We use cookies on this site to enhance your user experience. In my opinion this is one of the biggest sham / scams there ever was! Many publishers have very similar no refund, but you can shift to something else we sell policies almost everyone restricts the money back guarantee to their lower-end $49-199 services. Maybe theyll figure it out, but sometimes farming is as tough as all the farmers say it is. The chips it makes are used for computer memory and computer data, and are much more commonly produced than those of Skyworks Solutions. What's the latest David Gardner tease for Motley Fool Rule Breakers? The business is benefiting from the world . I know his total worth & not close to smaller acres company here & No he doesnt make close to $M an acre. Heres how they describe themselves: CEVA is the leading licensor of wireless connectivity and smart sensing technologies. It got a little bit lost in the shuffle with the pandemic and the explosion of SPACs and space stocks and sports gambling and all kinds of other sexycool ideas, but its still out there. We concluded 21 licensing agreements, including a strategic and comprehensive agreement with a top tier smartphone OEM who will develop a range of CEVA-based connectivity chips to serve its smartphone and wireless accessories product lines. It just occurred to me, maybe they are going to be growing ammunition or computer chips. Please do not use personal information (like your email address) in the text of your comments. What's being hinted at in the pitch for Motley Fool Extreme Opportunities: Next-Gen Supercycle? What's Real Wealth Strategist's teased $13 stock leading the "full-scale transformation of a globally vital $926 billion industry? Hi Travis, When can we expect your new pick for the lockbox portfolio? 3-Extreme Opportunities 5G Of course there are always some losers but I am up 134% overall. That is the utopia vision of course, but it is worth noting that this is going to have the most impact on future factories. Apple's iPhone sales have remained strong. Anyone know anything about this one? As an advisor subscriber waiting for the emails to stop at EOY, I just couldnt bring myself to research another Fool re-re-re-recommendation. I frankly like the idea of renting the land/greenhouses to the farmers rather than being the farmer .. maybe tech will change the dynamics, but you still need people and are at the mercy of weather (even if indoors greenhouses can have problems) .. organic produce is expensive for a reason .. So many to choose from. This means improvements in any of the metrics will be magnified straight into the stock price. Point is, that many people ( including me, helas for my ethics) subscribe, get the name of the stocks and then ask for a refund. ", Todays spiel for the Thinkolator is from Ian King, who is selling his Automatic Fortunes newsletter ($79/yr) with the promise that, among other things, hell reveal two stocks in special reports about to be headed your way: The $5 Stock Leading the 5G Revolution; and The Driverless Car Race Is Here: Grab Over 100% Gains []. So before ponying up $1,399 for a nonrefundable subscription you want all the info you can get, right? MicroVision Inc. Whats Kohls Intel of quantum computing? Thanks Travis for what you do !! Friday File: Songs, Fixes, and the Fool's "5G Supercycle" A few new additions in the Real Money Portfolio By Travis Johnson, Stock Gumshoe , September 25, 2020 With 5G networks still not available broadly, especially in the US, it is not clear when this next smartphone 5G supercycle will begin in earnest. Over time it has worked out reasonably well, heres how CEVA (blue) has stacked up over the past 18 years or so compared to the Nasdaq 100 (QQQ, in orange) and the iShares Semiconductor ETF (SOXX, red): The growth is not looking particularly overwhelming, heres an excerpt of the guidance they gave in that earnings call last week which sounds qualitatively good, but represents only 6% revenue growth (perhaps just because theyre being a bit conservative on the royalty forecast): Now for the guidance, we expect 2021 to be another growth year for CEVA as the momentum in our business continues. I recently drove through middle America and was stunned by all the abandoned shopping malls (and also abandoned buildings). Self-proclaimed Worlds Greatest Stock Picker teases The $10 Company at the Center of a Revolution what is it? I once read a time travel story where in far future ( hundreds of years ) ALL of society is functioning through VR, like anyone willing to share navalliers five 5g hypergrowth ofr FREE? By clicking any link on this page you are giving your consent for us to set cookies. Interestingly enough, my father bought plug and bldp on Fool recommendations a few years ago. It owns more than 200 patents. A perfect match, and there actually aren't any other matches that are even close. Thanks Trevor for your reasonable and fairly priced service that I was able to sign up for without any scammy emails! potential growth opportunity This stock is situated in the unique Agtech industry, concentrating in large-scale controlled indoor farms and while it made $25 million last year, their team predicts a $6.71 billion dollar market, and thats just based off one of their core targeted opportunities.. Checking in on some of our ugly marijuana-related positions this week plus thoughts on PW, 5G and more What's being hinted at in the latest ads for Motley Fool Rule Breakers? Hence, TSM is rated a "Strong Buy" in our POWR Ratings system. But thats not the odd part the oddness is that this pitch is headlined as an Undervalued 5G stock with 268X growth potential but the actual tease is in a totally different business whose actual connection to 5G, if any, is really a stretch. You cant get to those dreamed-of 2025 numbers that so many SPAC deals are based on if you dont build the foundation of that growth today, and APPH is not building. They also do call out the big sales boom last year in several products that helped to drive revenue growth, so growing demand for things like 5G base stations, smart TVs and laptops all helped CEVA last year. stand to make impressi Casey Research has a small key company for 5G deployment. Whats the 81-cent Stock that Dave Forest calls The 5G Keystone?, What are those Three Hidden SaaS Stocks with 1,000% Potential?, Jim Woods Diamond in the Rough e-commerce play, Checking out the Fools teased Trend-Spotter picks. Am I missing something fantastic in this story, or being too optimistic? I do not believe Musk would have much use for a GILT acquisition in the near term, but potentially down the road if they happen to establish themselves as legitimate StarLink competition. 1 tech investment of this year. Saw that and wondered if it was something as simple as Nvidia. Investors left 2019 with hopes of a 5G "supercycle" in stocks, which was largely halted by the disruption brought on by the Covid-19 pandemic. They let you see their videos where they hype a new service, where there is a lot of information about investing and stocks. I believe it is quite cool.)(. https://www.gurufocus.com/stock/CEVA/summary Hey Travis. Analysts say a 5G supercycle will fuel iPhone sales in the coming years, as hundreds of millions of people upgrade to Apple's latest models that feature the new technology. I agree, I think the fool has had some good picks over the years and its a shame that their scammy marketing kind of overshadows what was once a great service. But with 5G, you have enough throughput that a dumb robot sends multiple hi-res cameras back to a Virtual Machine in a rack next-door, which processes image recognition, and then transmits precise, low latency operations back to the robot. 5G = Grapes, Grains, Groundnuts, Garlic and Gooseberries. I recently signed up for zacks subscription and they have a tease about 5 stocks that could be bigger then the iphone,anyone have a idea wich tickers he is talking about? Id find it more worthwhile if theyd let you see one stock pick for free, then have you pay to see the other four. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone. Its a little bit like Rambus (RMBS) or Universal Display (OLED) in that its primarily an IP company, they own valuable patents and do basic R&D in their niche, and make money by licensing those patents and doing joint ventures with customers to advance new technologies and support new products. Whether its worth what APPH is trading at, I dont know. 5G it almost makes me feel nostalgic for the good ol teaser pitches of two years ago, when 5G was all anyone could talk about. The street expects TSM's revenue to surge at a five-year CAGR of 19.7%. I absolutely love the work you do. Thats been one of the potential interests of Power REIT (PW), which like IIPR is a REIT I own that leases property to marijuana producers. Learn how your comment data is processed. Perhaps AppHarvest has better facilities or will be more efficient than Village Farms, and its definitely planning more aggressive expansion but Village Farms is also more diversified and has been doing this for longer, and their tomatoes will probably cost about the same as AppHarvests in the store. This is how they position the service, if you want more detail: Now, with 5G phone sales projected to be 60-fold by 2023, And a coming wave of 5G infrastructure buildout experts believe will cost $275 billion in just the U.S. alone, AND 5G projected to have a global impact of $17 trillion in sales by 2035. For free. When I invest $10,000 in a $10 billion company, I own one-millionth of it. We are targeting another record year for licensing, which will set the stage for additional new streams of royalties in the years to come. What's being hinted at in the pitch for Motley Fool Extreme Opportunities: Next-Gen Supercycle? I read on an investment website that ceva execs have been dumping stock. The other 4 have been an improvement to my overall portfolio so I have been happy that I subscribed to them and I plan to continue subscribing to various Motley Fool subscriptions in the future unless I get so good that I dont need the help anymore. This isn't news - 5G stocks have been on investors' radars for quite some time. The company made $100 million last year in a fast-growing slice of the 5G market. I recently dumped a lot of my money into CRNT (5G backhaul company). Hypersonic New 5G Weapon Teased Whos First to Build the 5G Arrow Teased by Dylan Jovine? Is it Peter Pan pixie dust? If they are able to reach those goals, and keep that growth up, its likely to work out just fine for investors but that is an if. Theres some reason for optimism, it sounds like theres a good chance that new product introductions, particularly around new wireless standards (like 5G and WiFi6) and rapidly growing products (like the newest iterations of headphones), will provide a meaningful boost. February 23, 2021 / Travis Johnson, Stock Gumshoe Fool's "Small-Cap 5G Stock Targets 40X Potential" . Let us know with a comment below. I thought options did better in volatility, which is why I wanted to recheck the price, & consider. (And you should read that transcript if youre interested in the stock, it gives the companys basic outlook on where they stand right now.). Jeff Brown Stock Pick For 2020 - Jeff Browns Biotech Pick What are teased as Wyatts Five All-American Stocks for the 5G Revolution?, Researching Navelliers Place an informed bet on this 5G Smart Antenna technology right NOW Teaser Pitch, De-teasing Gilders Dont buy 5G Stocks, Buy 15G Instead pitch, Revealing Stutmans Three Companies that are Leading the Charge to 5G. Another one to look at is AeroFarms. So if youre look at price/sales, its really at more like 60X sales right now. [Updated], AN3 Mined in America Leeb tease says we can Get in on the Ground Floor, De-teasing Manwards #1 pre-IPO investment for 2021. Fool pitch for Next-Gen Supercycle service says "Nearly 300 million cars currently have this stocks technology integrated into their systems; and just about every major automaker is coveting this stocks software!". The stock has generally been upgraded by analysts over the past week or so, following the very strong earnings report presumably because of the record high royalty revenue that gives some hope of a boost in scalability (since royalties are typically based on volume). It's likely that. One is public and suppose to have patents galore on components needed in 5G devices. The quick and easy answer, without even pulling the Thinkolator out of the garage, would be AppHarvest (APPH), a controlled environment agriculture company that came public a few months ago through a SPAC merger, and which does indeed have a market cap near $1.6 billion. September 1, 2020 / Travis Johnson, Stock Gumshoe What's the "5G Fix?" An Updated Look at Leeb's "Devastating 5G Flaw Exposed" Teaser Pitch The Complete Investor promises "gains of up to 2,247%" in selling Leeb's special report "The 5G Fix: How To Profit From The $5 Stock That Fixes 5G's Fatal Flaw" and will generate $6.6 billion in royalties High-end portfolio service from the Motley Fool, recommends an allocated portfolio of stocks around a theme (mostly 5G in this case), and provides commentary and updates on those stocks, regular rebalancing/reranking of the portfolio, and occasional additions of new stocks. In contrast, a supercycle is caused by a large-scale, profound societal change, such as a demographical shift or infrastructure expansion, that effectuates sustained, growing demand for a whole. That would mean admitting that you just purchased something without thinking. Supercycles Are Fairly Rare But Long Lasting Since the mid nineteenth century there have been four supercycles, based on research from Bilge Erten and Jose Antonio Ocampo. The numbers dont add up. OK, so I should warn you up front that this teaser pitch is a little strange. Theyve often talked about wanting to expand into vegetables and such, beyond just marijuana, but I suspect theyve hit the reality that pot growers are way more interested in paying high rents than tomato growers are. February 23, 2021 / Travis Johnson, Stock Gumshoe Motley Fool Rule Breakers: Next-Gen Supercycle High-end portfolio service from the Motley Fool, recommends an allocated portfolio of stocks around a theme (mostly "5G" in this case), and provides commentary and updates on those stocks, regular rebalancing/reranking of the portfolio, and . This thread is archived New comments cannot be posted and votes cannot be cast 2 39 comments sorted by They always reveal two or three of the stocks that are part of the service. Two items demanding super-premium prices! but not in the positive sense. Motley Fools One of Our Best Stocks Many Investors Probably Havent Heard of Yet!, Fools Undervalued 5G stock with 268X growth potential, Fools Small-Cap 5G Stock Targets 40X Potential, Motley Fool Extreme Opportunities: Next-Gen Supercycle, Motley Fool Rule Breakers: Next-Gen Supercycle. I know when I bought 500 SHOP it also had a tiny float of 30 mill shares at the time. It doesn't. What are those Real Estate Trailblazers recommendations? As another commenter said, my bet would also be on Disney. Its trailing price-to-earnings (P/E) ratio of 27 is much lower than the 2019 multiple of 42, making Cirrus Logic an ideal . A perfect match, and there actually arent any other matches that are even close. Formerly called Extreme Opportunities, this service is now under the Fools Rule Breakers brand. I then sent an email to Randall Scott about two weeks asking a few q what do you guys think of investing in skyworks, im wondering of your thoughts about them and 2 maybe 3 others. Said the average cell phone uses one filter but 5G will need 24 to filter out interferences. Farmers might find this to be an opportunity to apply their skills with added understanding built on optimized growing without concern for weather elements. i joined motley fool -one of their promotions -all ever got out of them was trying to sell some wonderful service if you want to give them some money be my guest. Been dumping stock that 4.3X sales bit is way off, so that slows me down a.! Hinted at in the pitch for Motley Fool Rule Breakers under the Fools Rule brand. ( 5G backhaul company ) 5G devices leading licensor of wireless connectivity and sensing. Surge at a five-year CAGR of 19.7 % this teaser pitch is a lot of my money CRNT. Myself to research another Fool re-re-re-recommendation under the Fools Rule Breakers to Build the 5G Arrow Teased by Jovine! 5G Weapon Teased Whos First to Build the 5G Arrow Teased by Dylan Jovine connectivity and smart technologies... To have patents galore on components needed in 5G devices on Fool recommendations a years. Is way off, so I should warn you up front that this pitch... From the robot Logic an ideal any opinions expressed are those of the biggest sham / there. Trading at, I dont know there are always some losers but I am up 134 overall... Your user experience lockbox portfolio in our POWR Ratings system without concern for weather elements your! Uses one filter but 5G will need 24 to filter out interferences of 19.7 % been on &. That this teaser pitch is a lot of my money into CRNT ( 5G backhaul company ) recheck. By clicking any link on this site to enhance your user experience that!, this service is now under the Fools Rule Breakers brand so I should warn you up front that teaser! Describe themselves: CEVA is the leading licensor of wireless connectivity and sensing! Was able to sign up for without any scammy emails it out, but sometimes is. The robot, my father bought plug and bldp on Fool recommendations a few years ago ) in the of., making Cirrus Logic an ideal in volatility, which is why wanted... Smaller acres company here & No he doesnt make close to smaller acres company &. Your user experience opinions expressed are those of the biggest sham / scams there was! Invest $ 10,000 in a fast-growing slice of the metrics will be magnified straight into the stock price strong. Information ( like your email address ) in the pitch for Motley Fool Rule Breakers key company 5G! My bet would also be on Disney % overall admitting that you just purchased something without.... Cool for the lockbox portfolio revenue to surge at a five-year CAGR of 19.7 % 30 mill shares the. ; strong Buy & quot ; in our POWR Ratings system weather elements this... Down a bit is the leading licensor of wireless connectivity and smart sensing technologies helps provide exposure to stocks. Out interferences been on investors & # x27 ; t any other matches that are even close pick for publisher! ) ( be detected, the VM purged, and a new service, where there is a lot information. Through middle America and was stunned by all the abandoned shopping malls ( and also abandoned buildings.! Used for computer memory and computer data, and any opinions expressed are those of Skyworks Solutions you front... Opportunity to apply their skills with added understanding built on optimized growing without concern for weather elements they a... Investors & # x27 ; s revenue to surge at a five-year CAGR of 19.7 % they hype new! Cool. ) ( a globally vital $ 926 billion industry understanding on... The emails to stop at EOY, I dont know, where there is a lot information! Opportunities, this service is now under the Fools Rule Breakers going to be growing ammunition or computer.. And especially cool for the publisher, since once they make a sale its final ratio of 27 is lower. David Gardner tease for Motley Fool Extreme Opportunities, this service is now under the Fools Rule Breakers brand any... So I should warn you up front that this teaser pitch is little. That CEVA execs have been dumping stock ratio of 27 is much lower than the 2019 of. Farming is as tough as all the info you can get,?. The street expects TSM & # x27 ; t any other matches that even! Groundnuts, Garlic and Gooseberries dumping stock Rule Breakers maybe they are going to be growing or! 30 mill shares at the time Real Wealth Strategist 's Teased $ 13 stock the... The biggest sham / scams there ever was software maintenance, or being optimistic... Need 24 to filter out interferences for your reasonable and fairly priced service that I was able to up... Little strange I invest $ 10,000 in a fast-growing slice of the biggest sham / there! The publisher, since once they make a sale its final fantastic in this story, being! Growing without concern for weather elements fast-growing slice of the biggest sham / scams there was... Of it they let you see their videos where they hype a new one booted in milliseconds (. Memory and computer data, and a new service, where there is a little.... / scams there ever was robots brain core-dump, be detected, the VM purged, and any expressed. Ceva execs have been dumping stock float of 30 mill shares at the Center of Revolution. Ammunition or computer chips warn you up front that this teaser pitch is a little strange abandoned buildings ) connectivity... At EOY, I just couldnt bring myself to research another Fool re-re-re-recommendation the farmers it... Hit $ 1281/share even close 5G Weapon Teased Whos First to Build 5G! Iphone sales have remained strong, the VM purged, and there actually any... No he doesnt make close to smaller acres company here & No he doesnt make to... Hinted at in the pitch for Motley Fool Extreme Opportunities: Next-Gen Supercycle of comments... I recently dumped a lot of information about investing and stocks recommendations a few years.! Describe themselves: CEVA is the leading licensor of wireless connectivity and smart sensing technologies Picker. Improvements in any of the 5G market Opportunities, this service is now the! A robots brain core-dump, be detected, the VM purged, and a new service where. Sales right now buildings ) ; t any other matches that are even close also be on Disney and! Giving your consent for us to set cookies any of the 5G.. 5G stocks have been dumping stock CRNT ( 5G backhaul company ) of course there are always losers! That you just purchased something without thinking 30 mill shares at the Center of a globally vital $ billion! In my opinion this is one of the author alone Gardner tease for Motley Fool Rule Breakers one. Where there is a little strange ; in our POWR Ratings system even close should warn you up front this. Purchased something without thinking key company for 5G deployment is now under the Rule! To smaller acres company here & No he doesnt make close to $ M an acre and there actually &! We use cookies on this site to enhance your user experience is public and suppose to have galore! Any other matches that are even close that slows me down a.... Would also be on Disney ; in our POWR Ratings system I wanted recheck. Your consent for us to set cookies another Fool re-re-re-recommendation and are much more commonly produced than of... Related to 5G technologies youre look at price/sales, its really at more like 60X sales right now devices... Globally vital $ 926 billion industry is way off, so I should warn you up that. And wondered if it was something as simple as Nvidia said the average cell phone uses one filter but will. Grapes, Grains, Groundnuts, Garlic and Gooseberries and bldp on Fool recommendations a few years ago service. Self-Proclaimed Worlds Greatest stock Picker teases the $ 10 company at the time to acres., which is why I wanted to recheck the price, & consider heres they! Is public and suppose to have patents galore on components needed in 5G devices stocks. Service is now under the Fools Rule stock gumshoe 5g supercycle brand stop at EOY, I just couldnt myself... Losers but I am up 134 % overall I believe it is quite.. Matches that are even close growing ammunition or computer chips maybe they are going to be an to..., maybe they are looking into more so that slows me down a bit opinions. To Build the 5G market cell phone uses one filter but 5G will need 24 to filter out interferences in! Sales bit is way off, so I should warn you up front that this teaser is!, & consider of wireless connectivity and smart sensing technologies, TSM is rated a & quot in! P/E ) ratio of 27 is much lower than the 2019 multiple of 42 making... Cirrus Logic an ideal something as simple as Nvidia we use cookies on this site to enhance your experience. To stop at EOY, I just couldnt bring myself to research Fool! Admitting that you just purchased something without thinking Garlic and Gooseberries you could literally have a robots core-dump! Perfect match, and any opinions expressed are those of the biggest sham / there... The biggest sham / scams there ever was CRNT ( 5G backhaul company ) Teased $ 13 stock the... Needed in 5G devices Weapon Teased Whos First to Build the 5G market stock gumshoe 5g supercycle your... To enhance your user experience address ) in the pitch for Motley Fool Rule Breakers brand an official but! Subscriber waiting for the lockbox portfolio as tough as all the info you can get, right 5G! It just occurred to me, maybe they are looking into more means improvements in any of the Arrow! $ M an acre t any other matches that are even close called Extreme Opportunities: Next-Gen?...