Just to set the expectation right, I don’t have a crystal ball. I don’t know what EXACTLY is going to happen and when. I actually like it that way otherwise life will be too boring and 💯 predictable. 😐
But I am reasonably good at spotting things and recognising emerging patterns.
I’m fairly confident that these emerging trends will bring us the next mega market leading companies and stock performances.
As you know, I can give buy/sell recommendations of stock. But you could identify which companies are in trending sectors and identify good buying points. I have started to make some changes to my long term investment portfolio to reflect these emerging trends.
These tech have the potential to be the future biggest hits. These tech are at the verge of mass adoption.
They are:
5G - Devices and Components
Genomics & Drug Discoveries
Telemedicine
Cryptocurrency
5G:
Things have been progressing a lot under the radar for couple of years.
Apple’s iPhone 12 is a 5G ready device. There are slight delay in manufacturing and shipping enmass due to Covid19 related issue. But there are predictions that the world could see more than 500Million 5G devices (not just iPhones) will be shipped in 2021.
These devices need the 5G capable components - Semiconductors, and 5G cell towers and Network offering these services to customers. All will be going through seismic shift in their businesses.
5G opens up various capabilities that are currently unimaginable for many. In fact, 5G is going to open up a suite of incredible applications: self-driving cars, the Internet of Things, robotic surgery, and more. All of these technologies need 5G. The investment opportunities going forward will be enormous.
Genomics
I’m talking about CRISPR genetic editing.
CRISPR stands for “clustered regularly interspaced short palindromic repeat.” It’s one of the most exciting developments in biotechnology.
At a high level, CRISPR is a technology that can edit our genetic makeup as if it were software. If there’s a “typo” in software code, it can have disastrous consequences. The program can crash or not function correctly. CRISPR uses a similar idea – but with our genetic code. “Typos” in our genome can lead to disease. CRISPR can correct these “typos.”
For years, CRISPR was mostly a niche technology that wasn’t well understood. And during that time, there were really only three companies operating in this space.
But things are changing. CRISPR is no longer just theoretical. We’re seeing actual results. We’re treating diseases and seeing that this technology just works. And as a result, a “second crop” of early stage CRISPR companies is going public and delivering incredible returns.
This entire industry is effectively a greenfield opportunity. The size of this opportunity is in the hundreds of billions of dollars. There’s room for many companies to exist in this space. And there will be more.
Sticking with biotechnology, we are seeing amazing things happening at the convergence of biotech and artificial intelligence (AI).
Google’s AI subsidiary, DeepMind, just announced at the end of 2020 that its latest AlphaFold software can accurately predict the folding of a protein based solely on its amino acid sequence with 92.4% accuracy.
That’s important because the way a protein in the human body folds determines if a pharmaceutical will be able to bind to that protein and be effective. In essence, we have to know how these proteins fold if we want a drug to work. Historically, this has been a trial-and-error process.
But now, AlphaFold can predict protein folding with 92.4% accuracy. That’s going to make it much easier to create drugs that do what they’re designed to do.
No where in history we have been able to create a vaccine in 12months of identifying a major disease outbreak. Humans achieved that fete in 2020 for Coronavirus Pandemic. The MRNA technology is another ground breaking technology that is likely to break records and save people’s lives along the way.
Telemedicine
This is another field that will gain traction and mass adoption in 2021 and beyond. Various companies are using AI and tracking technology to connect patient data to physicians. Since the pandemic remote consultation has been accepted by majority of public as the safest and easiest way to consult with your doctor than exposing yourself to, you know, the risk of Covid19.
There are companies that specialises in this in the likes of Livango which was bought by Teladoc. Companies like Dexcom innovates on diabetic management and monitoring and linking data back to physicians etc. There are many more. Explore this area and you will find gems. Robotic surgery has been among us for a while. Intuitive Surgical has been doing it for a few years now.
Cryptocurrency
Bitcoin has going main stream in 2020. I have a separate on this - check it out here.
At the time of writing this article Bitcoin has cross $41900. Just a year ago it was at $7200. That’s 580+% in just 1year. Big corporates are rushing into it.
Happy Learning & Successful Investing 🙏
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