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The IoT Stock Boom is Back (SWKS, PI, LEAS, SLAB)

Gartner estimates that the IoT market will grow 21% next year. That would take it to 5.8 billion endpoints during that period. The biggest users: utilities—smart metering—are expected to rise 17% to reach 1.37 billion endpoints. The fastest grower is building automation, including lighting, rising by 42%, and followed by automotive applications (growing by 31%) […]

Four Ways to Play the Audio Boom (SONO, DBL, HRAL, LOGI)

The tech sector has become outsized during the current bull run, with an aggregate market cap that amounts to more than three other sectors combined as the megacaps rally. One consequence of this move is a differentiation process whereby investors are starting to parse the sub-industries into separate booms. One of the more interesting sub-sector […]