The Future of Networks

A primer on how to invest in the coming wave of infrastructure innovation (Telecomm/Networks Basket)

TL;DR of the Article

In this Investment Primer I will go in depth on the following:

• AI Growth Drives Data Center Expansion

• Importance of Spans

• Investment Opportunity

• Market Cycle Timing

• Telecom Sector's Potential

• Growth Drivers

• Current Industry Downturn

• Infrastructure Focus - Future technological integration

  • Fog Computing

  • Fiber Optics

  • Wireless Networks

  • Software

• Government Initiatives Programs

• Which Stocks to invest in

• Basket Composition