DeHaemer’s “Spatial Computing” Pitch — Which Stocks are Teased?

What's Bull and Bust Report hinting at as a way to become "I bought Apple in 1980" rich?

By Travis Johnson, Stock Gumshoe, March 18, 2021

Here’s how the latest teaser pitch whets our appetite… it’s in an ad for Christian DeHaemer’s Bull and Bust Report over at Angel Publishing…

“… this is NOT some tiny technology tweak or clever little gadget…

“This is the kind of tech revolution that will change every aspect of our world from retail to health care to manufacturing and beyond.

“It will be the hot technology everyone is talking about in 2021.

“And the best part is you do NOT have to understand all the intricacies of how this tech works to get filthy rich from it.”

Get to stay dumb and still get rich? That’s speaking my language… so what is it that he’s actually talking about? More from the ad…

“This technology allows doctors to practice complex surgeries before they ever pick up a knife. And once they DO begin to cut, this technology guides surgeons like a sophisticated missile guidance system… so you never have to worry about potentially deadly medical errors.

“Oil and gas companies are using this technology to plan and build giant offshore oil rigs. This technology can predict and prevent dangerous mechanical failures before they happen. It’s already saving millions of dollars and countless lives around the world.

“Car manufacturers are using this technology to speed up design times, boost performance, and test-drive cars before they are built.

“This technology is also already guiding drivers in real time and warning them of potentially deadly hazards, potentially savings millions of lives and a fortune in insurance premiums….

“It’s called ‘spatial computing.’

“And it’s going to change how you interact with EVERYTHING in the world around you.”

He also gives the example of being able to put a virtual beetle on his desk just by searching for it on Google, so what we’re talking about here is just “augmented reality” — the ability to use your camera and 3D sensors to have data from the internet interact with the visual world.

The most popular iteration of this has been Pokemon Go, where you can visualize a Pokemon critter overlaid on the camera image on your phone as a part of the “real” world, but it’s been around as a novelty and an occasionally hyped “this is going to change the world… eventually” … idea for a good 5-10 years. Here’s what I wrote a little less than two years ago as a passing aside in a Friday File, which I remember mostly because I got to put a picture of a different “bug” on my desk here at Gumshoe HQ:

June 7, 2019: We’re actually seeing a little progress in augmented reality again, though the big guys are being a lot more quiet about it these days, and the hype cycle hasn’t really restarted just yet. Google Glass 2.0 is finally being released, and technically it’s pretty similar but this time it’s a much more specifically enterprise-focused productivity tool, not the super-creepy geek chic specs that we saw trotted out a couple years ago. They look like safety glasses, and they have a job to do — you won’t see them out on the town, they’ll be used by workers to more productively call up hands free access to instructions, directions, checklists, and the other stuff that makes worker bees more productive and effective.

I also was reminded of a great turn of phrase from Gartner when describing adoption of new technologies, specifically Augmented Reality — this is a quote from Investors Business Daily last week:

Augmented Reality In ‘Trough Of Disillusionment’
Late last year, market research firm Gartner said augmented reality technology was nearing the bottom of the “trough of disillusionment” stage of the hype cycle for emerging technologies. It had fallen from the “peak of inflated expectations.” Gartner said AR still has five to 10 years before it reaches the “plateau of productivity” stage.

I wonder if the hypester newsletter dudes will be hitting us with a “trough of disillusionment” ad sometime soon… they sure did talk up virtual reality a lot back when it was in the “peak of inflated expectations.”

That cycle is why the big guys are so often the only really successful companies in new technologies — because their massive cash flow and huge R&D budgets make it easy for Microsoft, Google, Apple and Facebook to pour a few billion dollars into develo