written by reader Paul Mampillys A well respected name on wall street. This is his new one (reveale it on Thu for his followers….)

By zgiora, August 21, 2018

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

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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James
Member
James
August 22, 2018 10:23 pm

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.

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rkt4rhett
Irregular
August 23, 2018 11:37 am

He says that it can be bought today for around $10 per share. So IBM and AMD are off the table.

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soapetta
Irregular
August 23, 2018 1:02 pm
Reply to  rkt4rhett

The reference to the percentage growth is what makes it AMD. At one time it was at $10. Lets see what Gumshoe says.

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Craig
Guest
Craig
August 28, 2018 6:11 pm
Reply to  rkt4rhett

I missed the part where he said it can be bought for around $10 per share. Are you sure about this?

soapetta
Irregular
August 28, 2018 7:05 pm
Reply to  Craig

In may it was $10. Its AMD.

Pothead
Guest
Pothead
August 23, 2018 3:52 pm

“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.

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Pothead
Guest
Pothead
August 24, 2018 2:19 pm
Reply to  Pothead

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!

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Pothead
Guest
Pothead
August 24, 2018 6:11 pm
Reply to  Pothead

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.

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Clare Brackenridge
Guest
August 23, 2018 4:26 pm

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.

Craig
Guest
Craig
August 24, 2018 10:27 am

Can it be Lenovo? They purchased IBM’s computer business and were trading around $10 a few weeks ago.

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gdoggcrunch
Irregular
August 26, 2018 8:25 am

Haven’t seen the teaser but CMCM is my off the cuff guess without doing any research.

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gdoggcrunch
Irregular
August 26, 2018 8:58 am
Reply to  gdoggcrunch

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.

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James
Member
James
August 28, 2018 7:30 am

Need the Thinkolator on this one…hoping Gumshoe posts an article on it.

judith58
Irregular
judith58
August 28, 2018 10:46 am