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How to Profit From New Protection for the Backbone of the Internet

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empirefinancialresearch.com

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Tue, Sep 12, 2023 08:33 PM

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Editor's note: Today in Empire Financial Daily, tech guru Michael Robinson from our corporate affili

Editor's note: Today in Empire Financial Daily, tech guru Michael Robinson from our corporate affiliate Trend Trader Daily is back – this time, to share the details about an important technology with the potential to protect a key aspect of our web-centric economy... A few weeks ago, my TV at home bought the farm... The […] Not rendering correctly? View this e-mail as a web page [here](. [Empire Financial Daily] Editor's note: Today in Empire Financial Daily, tech guru Michael Robinson from our corporate affiliate Trend Trader Daily is back – this time, to share the details about an important technology with the potential to protect a key aspect of our web-centric economy... --------------------------------------------------------------- How to Profit From New Protection for the Backbone of the Internet By Michael Robinson --------------------------------------------------------------- [Imagine winning on 94% of your trades...]( The best hedge fund managers win on HALF of their trades. This year, Enrique Abeyta has closed 35 trades – 33 of them were winners. [Go here now to see how he's achieved a 94% win rate](... --------------------------------------------------------------- A few weeks ago, my TV at home bought the farm... The culprit? A fried motherboard, the circuit containing a range of components that serve as the TV's "brain." Meanwhile, the same issue recently cost me my beloved stereo. Maybe you've experienced this problem, too... These days, everything from our smartphones to our TVs run the risk of motherboard failure. And while the expense and hassle to replace an iPhone or stereo is significant, it pales in comparison to the expense a company faces when its entire computer system overheats. This is a major threat companies are facing nowadays. Perhaps that's why a new kind of technology is quickly attracting attention – a technology that can help protect everything from electronics to gaming systems to electric vehicles ("EVs"). Today, I'll introduce you to this technology... and reveal how to ride its emergence to market-smashing returns. --------------------------------------------------------------- Recommended Link: [24 words that killed the U.S. dollar]( At the 2023 World Economic Forum, Saudi Arabia's Finance Minister made a shocking announcement. After uttering just 24 words, it was clear he had just paved the way for utter disaster for the U.S. dollar. [Click here to see how to protect your money before year's end](. --------------------------------------------------------------- All electronic devices – from the smallest cell phone to the largest computer system – generate excess heat... And they all require thermal management to improve reliability and prevent failure. If a device can't properly release the heat that builds up, odds are, it'll overheat and stop working. To release this heat, components are added that can push hot air away from your device. Common components include fans, heat pipes, specially-designed vents, and heat sinks – special tubes that suck up hot air and pull it away. These components are examples of thermal-management technology, a market that research firm Mordor Intelligence projects will reach $17 billion by 2028. But now a fast-growing alternative is disrupting this market... I'm talking about liquid cooling. As its name suggests, this technology involves using a liquid – such as water or a refrigerant – rather than air, to cool a device. Liquid conducts more than 3,000 times as much heat as air and requires less energy to do so. And thanks to recent advancements in piping technology, the risk of this liquid coming into contact with the device it cools is substantially less than in the past. How does it work? Much like the radiator in your car or home, liquid-cooling systems circulate liquid through water blocks that rest on top of whatever is being cooled – a semiconductor chip, for example. The cooler liquid circulating through the block pools the heat away from the chip, thus cooling it down. At the same time, thermal paste and a baseplate component rest between the water block and chip to help improve the heat-transfer process. The heated fluid is pumped to the radiator, where fans expose it to cold air. The re-cooled fluid is then returned to the water block to be heated, and the cycle repeats. This is a futuristic concept... And there's also something known as "underwater computing." That's where computer servers are literally immersed in tanks full of cool liquids. Exciting, right? Liquid cooling is on track to become a $13 billion sector within the thermal-management market, this according to Allied Market Research... Even today, this technology is being used to protect things like gaming consoles, crypto mining rigs, computers, even EVs. But liquid cooling's biggest use case revolves around data centers – the backbone of our web-centric economy. Data centers are responsible for storing vast collections of hardware (think computers, routers, and mainframes) and sharing unfathomable amounts of digital information. Because these centers often contain thousands of systems, all of which are running 24/7, they usually rely on cooling systems to keep them from overheating. And make no mistake: Keeping these centers cool isn't cheap... According to Energy Innovation, a non-governmental organization focused on energy research, running air-conditioning systems can account for up to 43% of a center's energy use. At first blush, that may not sound like a lot. But consider that Arizton Advisory & Intelligence estimates that the data-center market will be worth $288 billion by 2027, up from $215 billion in 2021. In other words, there are a lot of data centers out there. And they're all relying on existing, costly thermal-management technologies. The thing is, these costs mean there's a strong incentive for these companies to "go liquid" – both to lower operating costs and to reduce their carbon footprint. And that opens up an exciting investment window for investors like us... A quick glance at some of the players in this space reveal some familiar tech names. Microsoft (MSFT), for example, recently completed a pilot project centered around liquid-cooling technology that it hopes to take global very soon. And Nvidia (NVDA), makers of complex graphics cards often used in data centers, is set to introduce a liquid-cooled version of its A100 computer card. Even the federal government is noticing this technology's impact. In May, the U.S. Department of Energy announced a $5 million grant to fund an advanced liquid-cooling system. To try and profit from this emerging technology, you could scoop up shares of either of the companies I just mentioned. But keep in mind: both are massive, trillion-dollar businesses. They've got a lot of irons in the fire, so investing there to get exposure to the liquid-cooling trend would be too broad. On the other hand, $14 billion Super Micro Computer (SMCI) is laser-focused on liquid-cooling technology. Its stock is already up about 230% this year – but given what we discussed today, it could have more room to run. In fact, on a recent earnings call, CEO Charles Liang said he doesn't see Super Micro's growth stopping anytime soon – an encouraging assessment, considering that the company is on track to bring in more than $10 billion in revenue this year. In my Digital Fortunes newsletter, you can get deep dives into emerging trends like liquid cooling, autonomous vehicles, and artificial intelligence – and how to profit from them... In fact, right now I've identified a potentially game-changing opportunity. A secret new "Bitcoin Killer" is being launched by the U.S. government... and it threatens to make every cryptocurrency obsolete. The vast majority of people in this country have no idea that it's coming, yet it will soon affect everyone who has a bank account. Get the full story – including how you can profit from this major development – [right here](. Regards, Michael Robinson --------------------------------------------------------------- If someone forwarded you this e-mail and you would like to be added to the Empire Financial Daily e-mail list to receive e-mails like this every weekday, simply [sign up here](. © 2023 Empire Financial Research. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Empire Financial Research, 1125 N. Charles Street, Baltimore, Maryland 21201 [www.empirefinancialresearch.com.]( You received this e-mail because you are subscribed to Empire Financial Daily. [Unsubscribe from all future e-mails](

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