Ideas For Now-

There is a TV ad I think for Sprint in which in an interview like set up people tell this lady why they need 5G. And they get really fake angry. It's awful.

Lady- Tell me why you need 5G

wacky girl-- I find it impoooooosible to do my yoga on zoom. I keep dropping out.

There's one other fake angry man and the reasons are just so lame-- Why do we need 5G? We just got through all of this with 4G.

The Chinese have a different and very cool take on all of this but it's scary stuff though...
 
stonedinvestor said:
Van talk to me about that logo on that car-- The Gay Antelope? That is some prancing bear but it has a weird horn... who green lighted that!
More...
I think he's getting ready to mount the bull.

Re 5G.... we'll need it for autonomous cars as more and more come to market.

The real play, and I wrote about this well over a year ago, is in the tower companies.
5G is line of sight and very short ranged.

March 2019:

vanzandt said:
There will be 100's of thousands of new towers, literally. 5G uses what's called millimeter waves, ie, very short microwaves. They are pretty much line of sight, they don't travel far, and they don't pass through things very well.

If one were a modern day Vanderbilt or Rockefeller.... they would go now with contracts (and cash) in hand... knock on farmer Brown's door....and pay cash money for an option that gives controlling interest over said piece of property (use land along interstates and U.S. routes to start) as it pertains to the placement of an antenna on said property no matter how small... for the next 30 years.

That said, a more conventional (and boring) way would be to buy CCI stock. Crown Castle. Its a tower REIT.
Its pricey... and why not, its a must have for any institutional portfolio that wants to play 5G. Nice dividend though. REIT thing.

I like my way better though. Pay cash to cash strapped property owners now and write 30 year options contracts... then resell them to CCI for 100X more when they come begging because you hold all the cards. Here's the thing... 5G is not going to be about streaming movies faster.... its going to be about the internet of everything; and especially autonomous vehicles. A million new towers will be needed. Small towers... but towers none the less.
Think big ET'rs.... you could become a 21st century robber-baron. A tower-baron. :D
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When I wrote that, $CCI was $116. Its $167 now.
 
I'm a lemonade freak. I judge vacations entirely on the quality of the fresh lemonade.

I just got from Buvette a IV packet, that looks like a urine test OMG it's brilliant I can see the lemon pulp it's so fresh and it didn't spill it zipped in this is a totally new way to deliver beverages!!!

Which brings me to DoorDash.. They have bought Caviar and I basically use caviar alot huge amount most of my free money in fact goes to them I might owe these guys... but Door Dash bought them and they have made it better! I'm telling you the dashers are much more reliable than the former Caviar lollygaggers and they a have a system in which deliverers are sent to the food in a timely manner everything a bit tastier and faster... That's an IPo coming out... DASH.
or DOOR
 
This one really gets me. First off you know when you ask Siri or whoever a question they refer you to a ton of stuff... Also the volume here this chick would of been taken out by a sniper as she's talking away... This is 5G?
 
Van have you heard about remote driving. This seems better than having a blind lady roll up on you...

You know ericcson and nokia I though these companies had vanished.. I wonder if.. these are investments?
 
So I'd like to tell you I am in at $106.12 but apparently I am not... Watch this has characteristics of gummybear investing....

XPO Logistics, Inc. (XPO)

107.68+3.05 (+2.92%)
As of 12:15PM EST. Market open.
 
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