By Jeff Brown, editor, Exponential Tech Investor In the summer of 2018, Boston-based cybersecurity firm Cybereason discovered something troubling… The company exposed a massive international espionage campaign that had hacked into at least 10 major wireless carriers. The hackers wanted to track around 20 high-profile political and military figures – including monitoring their phone calls, texts, and physical locations. It’s something right out of a spy movie. This campaign (called Operation Soft Cell) had been going on for years. And based on the data, it appeared to be a nation-state attack – by China. Now, Cybereason didn’t release the identities of the targets. It’s too dangerous. And while we don’t know for sure who they are, it’s a safe bet they’re prominent Western targets. But all this info was revealed to key U.S. government officials around the same time they started banning 5G tech and networking equipment from China’s Huawei and ZTE. And today, I’ll share why the ban was a smart move for our national security – and what it means for investors… The Next Generation of Wireless Tech You see, I’ve been tracking the 5G space very closely. It’s the next evolution of wireless networks. And these new networks are going live on a weekly – and sometimes, daily – basis. On average, 5G will deliver mobile speeds 100 times faster than the 4G networks we connect to today. And having the fastest possible communications network on the planet is critical for economic growth and strength… Consider this: The economic impact of 5G will be in the range of three to five times more than the 4G wireless buildout. With 5G, as much as $275 billion will be invested by U.S. wireless carriers. Roughly three million jobs will be created in the U.S. And we can expect approximately $500 billion in GDP growth, too. At an industry level, expect $200 billion invested per year through 2025. So it’s no wonder President Trump is eager to push the 5G wireless buildout forward. In fact, early last year, the current administration “threatened” to build out its own national 5G network if wireless carriers couldn’t get it done. And my suspicion is that it was a warning. The White House was saying, “Get out there and build these 5G networks quickly – or we’ll do it for you.” It was lighting a fire under private companies involved in the 5G buildout. And it worked… Verizon just launched 5G in four more U.S. cities: Atlanta, Detroit, Indianapolis, and Washington, D.C. So President Trump and America’s senators will now have access to blazing-fast 5G. Now, some of us might be thinking that this early 5G coverage launch in D.C. isn’t a coincidence. And we’d be absolutely right… Putting 5G tech in the hands of busy policymakers demonstrates progress. After all, the president has made his intentions on 5G very clear. In April, he said: The race to 5G is a race America must win, and it’s a race, frankly, that our great companies are now involved in. We’ve given them the incentive they need. It’s a race that we will win. And America winning this 5G race could be a matter of national security… Wireless Networks’ World War Here’s what I mean by that: Countries leading the way in deploying 5G networks will have a competitive advantage over others. And the tech companies in these “first-mover” countries will be the first to develop the hardware and software enabling these 5G wireless services. Now, the fear is that China will set the 5G precedent. It’d leave America dependent on Chinese 5G infrastructure. The U.S. would be vulnerable to further cyber-spying. That’s why Cybereason’s discovery of Operation Soft Cell was alarming. And further, it’s why the government determined equipment from Huawei and ZTE was a security threat. Now, given the scale and origin of the operation, the ban looks like a smart move. Plus, the president is now insistent on getting America’s 5G networks built out quickly – by American and European firms. And for investors, here’s the bottom line… Behind the scenes, the world’s top superpowers – the U.S. and China – are waging a war for 5G supremacy. So 5G is an unstoppable trend. And companies providing the necessary tech for these 5G networks will benefit. American Tower (AMT) is one of those companies. It builds and maintains communications infrastructure like cell towers. It was instrumental in the 4G buildout that started in 2011. And it’s also heavily involved in erecting and maintaining the towers used in the 5G buildout. Right now, investors should be looking at companies like American Tower that provide critical network infrastructure. These key 5G stocks will soar. Keep this trend on your radar. I expect 5G to be the best investing opportunity of the next decade. Regards, Jeff Brown Editor, Exponential Tech Investor P.S. Investors who miss the 5G boom will regret it for the rest of their lives. I expect key 5G stocks to soar as much as 10x – perhaps higher. 99% of investors will miss this chance. I encourage you not to be one of them. That’s why I’m hosting the 5G Investment Summit on August 22 at 8 p.m. ET. I’ll reveal my stock-picking method for finding the fastest-moving 5G stocks. I’ll even give you the name of my No. 1 5G company to add to your watchlist. I haven’t revealed this research anywhere else. And the only way to claim it is by signing up right here. Reader Mailbag Today in the mailbag, while E.B. Tucker’s prediction about gold came true last week, a reader worries that the metal might not be such a safe haven after all… Why won’t the Feds confiscate gold again? With the government knowing everything about us, it seems easy to do. If they don’t take it, they can always tax the hell out of it and wipe out any gains. The total gold value versus the deficit is small, I know, but I don’t trust our government. I feel that if they get desperate, it’s apt to do anything that even gives the appearance of eliminating the income disparity that liberals are so worried about. Just a few thoughts. – Steven As always, send any questions, comments, or concerns to feedback@caseyresearch.com. In Case You Missed It… Next Thursday: Learn How to Invest Like a 5G Insider Silicon Valley executive and angel investor Jeff Brown has made a fortune from each wireless generation going back to the 2G era. During a free 5G summit on Thursday, August 22, he’s sharing his 5G investment script… revealing the name of the #1 company on his watchlist… and more. Register here for FREE.
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