Bonner’s teased “Apple Leak” picks from Jeff Brown’s Exponential Tech Investor

What are the 3D Sensing Stocks hinted at as future Apple suppliers?

By Travis Johnson, Stock Gumshoe, August 29, 2017

It’s time for the parade of “what’s in the next iPhone” pitches to begin, I suppose…

And actually, we’re a little late — the prognosticating about the next Apple supplier to make you rich usually starts before this point, just a few weeks before the next product announcement, so perhaps that investing theme has lost a little steam over the years.

But still, we know that when Apple releases its next iPhones, which is now expected by everyone to be on September 12, the first ones to be delivered will immediately be taken apart and analyzed to see which chips and components are inside those little suckers.

And if any of those chips are surprises, stocks will likely move — either because they didn’t get built in, or because they did. That’s the way it rolls when you’ve got a product like the iPhone that sells in massive, company-making (or destroying) volume, and when plans are kept pretty well locked up to avoid leaks.

Lots of things do leak, of course, when it comes to expected phone features or designs… but it’s not so often that you have any real certainty about which specific suppliers will be involved, or whether they’re getting a piece of the pie or the whole thing.

The meat of this latest teaser pitch, which is for Jeff Brown’s Exponential Tech Investor ($2,500/year — and unlike many publishers, they still offer a brief “trial period” with refund guarantee), is that Brown has a couple ideas about companies that will be benefitting from Apple’s newest product.

So in order to keep you from throwing $2,500 at a hyped-up “1,000% returns” secret, let’s throw the Thinkolator at it and see if we can get you a little info first. Then, once we’ve named the stocks for you, you can go ahead and sign up for the newsletter if you want to… but since you’ll have done a little research on your own, you’ll be a little bit more ready to think critically about the recommendation.

Here’s the headline from the ad:

“Silicon Valley Insider Leaks PROOF That Apple’s September iPhone Launch Could Be 3 Times Bigger for Investors Than the iPad, Apple Watch and Original iPhone Combined…

“And reveals a unique way to play this event that could make you 21 times your money as this situation evolves, if you invest before September 6th…”

The claim of “Apple insider” status for Brown does have some basis in reality, at least — he worked about both NXP Semiconductor (NXPI) and Qualcomm (QCOM) before becoming an investing pundit, so he probably does have connections at Apple and its suppliers. Whether that helps him to predict the future or not, I have no idea.

And he cites several 1,000% gainers to point out the “Apple Effect” on supplier stocks (though to be clear, those gains in companies like Omnivision, Imagination Technologies and Cirrus Logic were not instant — some took a year or two, some almost a decade, and they’re just a small sample… not every Apple supplier climbed, and some who didn’t have enough of a competitive edge even fell in price thanks to the relentless price-cutting pressure from Apple).

But yes, it’s this general idea that new Apple suppliers soar, and also move higher when other companies adopt the same technologies as Apple, that Brown calls the “Apple Effect:”

“There is an entire ecosystem of companies that benefit from Apple’s existence. And many of them offer much bigger opportunities for you to make a small fortune than most investors realize.

“The reason these small companies are so exciting is because if you find the right one, their technology often has far greater applications than the iPhone itself… so the profit potential is much greater.

“For example, when competitors come along wanting to copy Apple’s technology – guess who they turn to?

“You bet… It’s those same small companies.”

So that’s the big picture… let’s get down to specifics. What are the features Brown sees coming with the next iPhone that might knock our socks off… or pad our wallets?

Here are our clues:

“Apple Leak #1:

“The Next Major Consumer Electronic Trend Could Be 3 Times Bigger than the Introduction of the iPhone, the iPad and the Personal Computer – COMBINED….

“On July 6, 2016, the next major revolution in consumer electronics kicked off – and it’s going to be a key feature of the new iPhone.

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“Augmented and mixed reality….

“It’s a trend Apple can’t ignore… Indeed, Bloomberg reports Apple CEO Tim Cook recently said:
We will all ‘have AR experiences every day, almost like eating three meals a day. It will become that much a part of you.'”

I didn’t quote the whole segment there, but the big “hook” is Pokemon Go and the huge impact that made on its little creator — and the potential it represents for augmented reality, though he also cites other “real world” applications beyond gaming for this blending of the real and virtual worlds.

“Imagine what you might see from the right company in that space…

“A company whose shares should rocket skyward as augmented reality makes its debut in the iPhone 8….

“Right now, the only people interested in investing in these opportunities are the big tech insiders….

“However, there is one public company that has the potential to grow exponentially on the back of this trend…

“I’m scheduled to meet with the CEO on September 8t