Brownstone Research: Jeff Brown's Tech Investing & Insights

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Routine Journal readers know that tech isn't our usual beat. Our coworker Jeff Brown will be familiar to our longtime readers.

In reality, he had several triple-digit returns in his Brownstone Research study portfolios in 2015. Here's what Jeff believes the tech sector will bring us in 2021 Each year, I like to take a look at the huge photo and predict what's simply around the corner. Long time readers of my work know that I follow the most exciting tech patterns on the edge of mass adoption.

These trends are experiencing exponential development and developing amazing opportunities for financiers. I desire to make certain all our readers are prepared for what's next. And with that in mind, let me draw the picture of what I see coming in the next 12 months 1. 5G Devices Our brand-new 5G (fifth-generation) wireless networks are a subject I have actually been covering for years now.

Despite the fact that the COVID-19 pandemic disrupted supply chains in 2015, a remarkable 250 million 5G-enabled devices were still sold. Specifically in the 2nd quarter, there were supply chain disturbances, making delays, and work interruptions. And all of this ultimately caused Apple delaying the release of the 5G-enabled i, Phone 12 by 2 months.

When you consider all of that, selling 250 million systems is impressive. More importantly, the hold-ups caused by the pandemic created a lots of suppressed demand. And that need is now going to be pushed into 2021. In fact, I forecast that more than 500 million 5G devices will be shipped in 2021.

Stage 3 of 5G When I've spoken about 5G in the past, I have actually described its three different phases. In Stage One, the facilities of these new networks is constructed out, including all the brand-new towers and fiber-optic circuitry that 5G will require. In Stage 2, 5G devices go on sale.

And in Phase Three, 5G services start to be offered. That's when we start to see applications operating on 5G networks. Consider things like massive multiplayer games over a smart phone. That's not possible with 4G. It will be with 5G. And my 2nd 5G forecast for 2021 is that we will begin Stage Three by this summer season.

But they will care if there are interesting applications that can only be accessed with a 5G phone. So more and more customers will go out to buy a 5G phone to gain access to these applications. That leads to more 5G apps being developed. In reality, 5G is going to open a suite of incredible applications: self-driving cars, the Web of Things, robotic surgery, and more.

The investment chances going forward will be enormous. 3. CRISPR Genetic Modifying Stepping away from 5G, the next essential innovation I visualize in 2021 is CRISPR hereditary modifying. CRISPR represents "clustered regularly interspaced brief palindromic repeat." It's a mouthful. But it's one of the most exciting advancements in biotechnology.