Brownstone Research: Jeff Brown's Tech Investing & Insights

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Emma Walsh here, handling editor of the Journal. Regular Diary readers know that tech isn't our usual beat. And when it pertains to tech investing, we leave it to the specialists. Luckily, we have numerous such professionals in our Rolodex. Our colleague Jeff Brown will recognize to our long time readers.

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

These patterns are experiencing exponential growth and developing incredible opportunities for financiers. I wish to ensure all our readers are gotten ready for what's next. And with that in mind, let me draw the photo of what I see being available in the next 12 months 1. 5G Gadgets Our new 5G (fifth-generation) cordless networks are a subject I've been covering for years now.

Although the COVID-19 pandemic disrupted supply chains last year, an impressive 250 million 5G-enabled devices were still offered. Specifically in the 2nd quarter, there were supply chain interruptions, manufacturing hold-ups, and work stoppages. And all of this ultimately resulted in Apple delaying the release of the 5G-enabled i, Phone 12 by two months.

And that demand is now going to be pressed into 2021. I predict that more than 500 million 5G gadgets will be delivered in 2021.

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

And in Stage Three, 5G services begin to be provided. That's when we begin to see applications working on 5G networks. Consider things like enormous multiplayer games over a smart phone. That's not possible with 4G. It will be with 5G. And my second 5G forecast for 2021 is that we will start Phase 3 by this summer season.

But they will care if there are exciting applications that can just be accessed with a 5G phone. So more and more customers will head out to buy a 5G phone to access these applications. That leads to more 5G apps being developed. In reality, 5G is going to open a suite of extraordinary applications: self-driving vehicles, the Internet of Things, robotic surgical treatment, and more.

The financial investment opportunities going forward will be huge. CRISPR Genetic Modifying Stepping away from 5G, the next essential technology I anticipate in 2021 is CRISPR genetic editing. It's one of the most amazing advancements in biotechnology.