I am willing to bet that in the most recent months you’ve heard about 5G somewhere or another. Be it your Facebook feed or some financial publication, it is quite the hot topic. Why all the fuss you ask? Well let’s discuss. But before we do let’s take a quick walk down memory lane.
If you can remember 1G elevated us from rotary phones to cellular phones. 2G allowed us to get voicemail and SMS messaging. 3G gave us internet browsing and GPS location abilities. Currently, 4G allow users deep web capabilities and faster speeds. 5G is the fifth generation of wireless technology and is one of the fastest, most robust technologies the world has ever seen.
Society is shifting to an IoT(Internet of Things) ecosystem which is transforming life as we know it. Ushering in a world of autonomous cars that communicate with each other, virtual reality, augmented reality, smart homes, farms, smart cities, drones, robotics, remote healthcare, national defense, and the list goes on.
In this new environment citizens, corporations and governments will always be connected to each other without latency through the internet thanks to 5G. Additionally, 5G will increase business efficiencies and give consumers access to more information faster than ever. This new technology is being deployed as we speak and there is no turning back. Corporations must race to get 5G or die trying.
5G was created by NASA and Machine to Machine Intelligence Corp.(cybersecurity firm) in 2008. 11 years later and we are off to the races to get this technology in the hands of the masses. All the major wireless carriers like Verizon, AT&T, Sprint, & T-mobile are leading the way in the west but 5G is a global movement, so there are major international players at the table. China has their hand in the pot with companies like ZTE and Huawei vying for their piece. Consequently, this has landed Huawei in the hot seat resulting in the company being banned in the US.
In fact, the US and European countries are trying to thwart Chinese dominance in the 5G world and political chess is being played. Particularly Huawei, in a counter move against their ban, is now suing the US government crying foul play. Vice President Mike Pence sent a sharp warning to all countries that want to continue to do business with Huawei and considers this company to be a national security threat (side eye). That should let you know how serious 5G is.
The nation that leads the world in wireless technology rules the world. The US is the global leader in 4G technology and is committed to maintain it’s dominance at all cost.
It is important for us to understand the 5G phenomenon as traders and investors so that we may know how to capitalize on this revolutionary technology.
The current cell towers that exist today are not compatible with 5G so that means it is necessary to implement new infrastructure. While 5G is more powerful than the current generation its drawback is that it can’t reach long distances.
To solve for the distance issues the new 5G boxes will be installed closer in proximity. I’m talking one on every block in your neighborhood. That’s a whole lot of technology that needs to be installed. These tech companies have figured out how to install the 5G boxes on light poles, street signs, buildings, etc. They literally hide in plain sight. Carriers have already begun to increase spending on deploying 5G which means more money for tower companies, communications, and chip makers. This is happening in real time my friends!
Consumers will be able to experience 5G on mobile devices as early as the end of this year, so don’t sleep on it. Get in position now!
I put together a watchlist to get you in position before the Fifth Generation technology take off:
T, CSCO, INCT, QCOM, S, VZ, MRVL, AMAT, VOD, ERIC, XLNX, ADI, KEYS, ENTG, LRCX, CCI, AMT, SOXX, SBAC, ASML, UBNT, MPWR, XLC
Remember the key is to get in before the move. Don’t say I didn’t give you heads up. With that I’ll sign off. Happy trading Wallstreet Jackboyz and girlz!