Paul Mampillys A well respected name on wall street. This is his new one (reveale it on Thu for his followers….)And right now, I’ve uncovered an “off-the-radar” company that is set to dominate one the fastest growing markets in the world.
A market exploding from $12 billion in 2012 to an estimated $106 billion in 2021.
That’s a surge of 736%.
Massive growth that has big players like Google, Microsoft and Apple salivating at the chance to get in on the action.
But there’s just one problem…
This new company is already crushing the market from its “first-mover advantage.”
In fact, after owning 40% of the global market for first generation PC technology…
It’s set to dominate the second-generation mobile technology in a market that is 32% bigger than PCs.
Bottom line, I believe this will be “the one stock that kills Apple!”
Yes, you read that right.
This company is about to pull a David-and-Goliath move of epic proportions.
I know that’s a bold prediction when you consider Apple just hit a $1 trillion market cap.
Seems to be related to Crypto and my gut is telling me that it is AMD
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I’m thinking it’s IBM. Already a subscriber to one of his other services, so not buying the $10 Million portfolio.
It’s a strong teaser pitch – I’m definitely curious. If be willing to pay a reasonable price offline for the details if any subscribers is interested.
He says that it can be bought today for around $10 per share. So IBM and AMD are off the table.
The reference to the percentage growth is what makes it AMD. At one time it was at $10. Lets see what Gumshoe says.
I missed the part where he said it can be bought for around $10 per share. Are you sure about this?
In may it was $10. Its AMD.
“Market exploding from $12 billion in 2012 to an estimated $106 billion in 2021.”
I believe this is actually referring to the global mobile gaming industry. Check out the second chart on this webpage: https://newzoo.com/insights/articles/global-games-market-reaches-137-9-billion-in-2018-mobile-games-take-half/
Now, pinpointing the specific stock is trickier. “The one stock that kills Apple!” and “This new company is already crushing the market from its “first-mover advantage. In fact, after owning 40% of the global market for first generation PC technology…”
Doesn’t quite fit but could it be Glu Mobile (GLUU)? At $1.0B market cap and a pure play mobile gaming company, it’s got the right profile for a huge upside.
Was originally thinking Nintendo (NTDOY) but if the stock price is currently around $10 then it’s not it.
Checked all the smaller cap video games stocks today (e.g. not Tencent, its market cap is too big) and the biggest gainers are: ATVI +3.5% (mkt cap $56B which is still only 5% the size of Apple), CYOU +2.2% (digital gaming pure play in China; mkt cap $0.7B), and TTWO +3.5% (mkt cap $15B).
Couldn’t find any video game stocks at around $10 price.
Wouldn’t be surprised if the pick was ATVI considering the company’s acquisition of King Digital a few years ago. ATVI was a leading video game publisher during the first generation PC gaming period. Plus, a 3.5% move in one day for a $56B market cap stock is unusual, especially without any major news announcements.
That being said, CYOU is a digital gaming pure play in the biggest gaming market in the world and with less than $1.0B market cap, it has the potential to achieve 1000% gain much easier than a larger stock.
But damn if TTWO’s stock chart doesn’t look great with no upper resistance!
Just got a last call email from Paul Mampilly about the $10 million Portfolio subscription deadline, which is tonight at midnight ET. Thought it was last night so today’s performance of gaming stocks as described above are obviously irrelevant. We’ll see next week when the stock idea goes live early next week.
Couldn’t it be HP? Owned 40% of 1st Generation PC…it’s definitely the Gaming Market he is talking about…and they are doing laptops/tablets for gaming…market share growing…whereas the “MAC” is on the decline.
Can it be Lenovo? They purchased IBM’s computer business and were trading around $10 a few weeks ago.
Haven’t seen the teaser but CMCM is my off the cuff guess without doing any research.
Couldn’t help myself and went to read the some CMCM SEC filings. Again can’t tell if it’s Mampillys company or not, but it may be worth a look. They have some games that got released late Q2 that may bump revenue in Q3. Also I always like when companies have to reverse an impairment charge. It’s not cheap but I may buy a little for a Chinese flyer.
Need the Thinkolator on this one…hoping Gumshoe posts an article on it.
Agreed! We need the Thinkolator on this reveal. Please help. #thinkalator
I guess AMD. This newsletter has been pushed again recently and PM is lazy – never updates his initial release material. AMD was approx. $10 when first released. I could see AMD going to $15 but not to $24 . Quite remarkable, but Intel has been to slow to react for a number of years and could be the next GE.
Not AMD. He pitching this to his Profits Unlimited subscribers too, and AMD is already one of his active recommendations.
I found a hit from 12/15 that has the sames quotes as Mampilly used and the stock identified is:
“After taking a look inside these three devices, we know one thing for sure: Without this tiny firms’ proprietary components, their “iPhone Killers” wouldn’t even exist. The firm, for those of you itching to know, is
Himax Technologies Inc. (NASDAQ: HIMX), and we believe it’s setting itself up in the world of augmented/virtual reality the same way Intel once did with PCs, and the way AMD once did with mobile. You’ll find more information on Himax and an official recommendation below, but I’d like to show you a few “iPhone Killer” video clips and product descriptions first.”
http://media.angelnexus.com/pdf/tao/tao-december-2015-nar.pdf
I haven’t seen much movement on this stock this week, however.
interesting…………