What I Learned This Week

5G wireless is on-track to emerge as a major Trumponomics winner. We highlight six compelling early beneficiaries to buy now.

5G wireless is converging with AI and quantum computing to disrupt numerous industries—a key message at this week’s Abundance 360 conference in Los Angeles.  This combined with the strong support for 5G by Trump’s FCC Commissioner nominee, Ajit Pai—who believes the FCC should “return to a light-touch approach” to promote innovation and speed deployments—sets the stage for the technology to have a major impact on the global economy.   U.S. operators are at the frontend of a potential $275 billion network upgrade cycle over the next seven years.  Verizon and AT&T plan to launch 5G “fixed wireless” services this year with speeds over one gigabit per second (Gb/s)—and mobile and IoT service…

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