The Oxford Club’s David Fessler has released a video predicting that a California company specializing in 5G, which he calls “the Next Tech Giant,” could go up 30x by 2026.
“I predict that the Next Tech Giant will be up 30-fold by 2026… turning every $1,000 stake into $30,000 and every $5,000 stake into $150,000.”
According to the presentation, what this company’s working on is so important that we’ll never see nationwide 5G coverage without its patented “linchpin” device.
“At the end of the day, we will NEVER see nationwide 5G coverage without this obscure California tech firm’s patented ‘linchpin’ device.”
What company is Fessler teasing? And what’s so important about its device?
That’s what we’ll be discussing in this post.
I’ll start by breaking down David Fessler’s 5G prediction, and then I’ll show you what company I think he’s teasing based on the clues he shared in the presentation.
So with that said, let’s get started!
David Fessler’s 5G “Linchpin Device” Prediction
David Fessler began the presentation by asking viewers to look at a “strange device” in the form of a “plain black box” that he claims could “kill a $751 billion industry.”
“This seemingly unremarkable device could soon kill a $751 billion industry – and send its little-known manufacturer on an explosive stock run.”
Later in the presentation, Fessler revealed that this so-called “black box” is a 5G-enabled device that his recommended company makes and that the market he believes it could make obsolete is “most current internet appliances.”
“So what makes this device so special?
In short, it renders most current internet appliances – a $751 billion market – obsolete.”
What’s the big deal about 5G?
Chances are you’ve heard about 5G by now, but in case you haven’t, 5G is defined as the fifth-generation technology standard for broadband cellular networks.
In other words, it’s faster wireless internet.
And David Fessler believes that 5G could see a “120-fold expansion” in the years ahead, becoming the “most monumental advance” of cellular network technology in history due to its speed compared to the older 4G network.
“We’re talking about a 120-fold expansion here.
In short, 5G blows the other booming markets out of the water.
The global upgrade from 4G to 5G will be as big as the transition from Morse code to landlines… and from landlines to cellphones.
It will be the most monumental advance in the history of cellular network technology.
And the reason boils down to five letters: S-P-E-E-D.
At its highest theoretical speed, 5G can transmit data 100X FASTER than 4G.”
Theoretically, 5G could be around 100 times faster than 4G at its maximum speed, so what Fessler says is technically true. But there’s a big difference between theory and reality.
I don’t consider myself a “5G expert” by any stretch, but I have used one of the latest 5G wireless internet devices for over a year now. And despite being in a good 5G area and spending over $700 on a device made by one of the leading brands, I haven’t found it to be (anywhere near) 100x faster than 4G (it seems I’m not the only one, either).
Of course, how fast 5G will be for any one person will depend on a variety of factors like your device, its location, the network quality, and service provider, etc.
And it goes without saying that 5G technology is a big step forward overall. Not just in terms of faster web browsing and the like, but because of what it could potentially “enable.”
As David Fessler pointed out in the presentation, 5G could enable autonomous vehicles to have faster reaction times, advance the field of robotic surgery, encourage the adoption of augmented reality, and more or less become the “backbone” of numerous other technological advancements that require faster internet.
This is a similar view shared by other tech investment gurus I’ve come across, like InvestorPlace’s Eric Fry, for example, who has likened 5G to a “platform technology.”
In any case, David Fessler believes that 5G represents “the biggest paradigm shift since the transition from horse-drawn carriages to automobiles.” And he says that one company’s “weird black box” (AKA 5G wireless internet device) will be “at the center of it all.”
“We’re talking about the biggest paradigm shift since the transition from horse-drawn carriages to automobiles.
It’s a shift that could transfer hundreds of billions of dollars in wealth from one area of the tech world to another…
Causing some people to accrue life-changing wealth… and others to see their hard-earned fortunes go up in smoke.
And I believe this weird black box will be at the center of it all.”
To illustrate the potential behind his recommendation, Fessler highlighted the massive gains early investors of companies like Apple, Square, Nvidia, and Roku (among others) saw, which he said each “provided a linchpin technology to a booming market.”
And Fessler suggested in the presentation that the 5G company he’s recommending is in a similar position (i.e., providing a linchpin technology to a booming market), which could lead to its stock “soaring by 30-fold over the next four years.”
“And it manufactures the linchpin technology behind 5G, the biggest technological advancement in global history.
That’s why I believe this crucial combination of a linchpin tech with a booming market…
Will send this stock soaring by 30-fold over the next four years.”
Unfortunately, David Fessler didn’t reveal the name of the company he’s recommending in the presentation. Instead, he shares the details in a report called “The Next Tech Giant: The Linchpin Stock Behind the 5G Revolution.”
But I looked into his clues to see what I could uncover.
And in the next section, I’ll show you exactly what I think his 5G stock pick is.
What 5G Stock Is David Fessler Teasing?
The first main clues David Fessler shared about his pick were that it’s a “California tech firm” and that its stock is trading at somewhere around $5.
“That’s the kind of explosive profit potential I see in the $5 5G stock I’m calling the ‘Next Tech Giant.'”
David Fessler also shared some hints about the company’s CEO and the partners and customers the company has apparently “signed.”
“The CEO is a 35-year veteran of the tech industry.”
“As the Next Tech Giant rolls out its new breakthrough 5G device, he’s already signed Qualcomm, Foxconn, Ericsson and Nokia to its partner list… and AT&T, Verizon and T-Mobile to its customer list.
But they’re not only ones…
The CEO has also developed strategic customer relationships with industry leaders like Amazon, IBM, Dell, Coca-Cola, Hertz, Shell, Fastenal, VMware, and U.S. Bancorp.
The Next Tech Giant even counts the Department of Defense and the Department of Homeland Security as customers.”
Aside from that, Fessler said that numerous high-profile institutional investors have taken a stake in the company, to the tune of $180 million.
“The Next Tech Giant behind this disruptive device has been quietly attracting a lot of attention from institutional investors.
Vanguard, BlackRock, J.P. Morgan, Goldman Sachs, Citigroup and others have all taken stakes valued at $180 million.”
And lastly, he said it has 55 patents:
“It’s protected its technology with 55 patents…
What could it be?
At first, I struggled to find any company matching Fessler’s clues. But after sifting through dozens of 5G-related companies and checking which ones have partnered with the tech firms Fessler mentioned, I eventually came across Inseego Corp. (INSG).
Inseego is a California-based tech firm that specializes in 5G-related technology and makes wireless 5G devices similar to the one Fessler showed in the presentation.
And the company’s stock price, as of writing, is around $2 per share.
As a side note, it looks like the presentation was first released in December 2020, and many tech stocks, including this one, have traded down since then. So that may be why he referred to it as a “$5 stock.” Either way, given it’s below $5, it’s still a match on that front.
Anyway, as for who’s partnered with Inseego…
According to the “Partners” page on the company website, its partners include Qualcomm, Ericsson, and Nokia (among numerous other well-known tech companies). And the same page shows that its customers include the ones Fessler mentioned.
As for Foxconn, another “partner” Fessler listed, Inseego appears to have moved its manufacturing operations to Foxconn, which is based in Taiwan, several years ago.
What’s more, this 2021 5G white paper Inseego published states that the Department of Defense and the Department of Homeland Security are its customers.
So the clues about what the company does, where it’s located, its stock price, and the partners and customers it has appear to match what Fessler said in the presentation.
As for the remaining clues:
- The investment firms he mentioned (above) appear to have taken a stake in the company at one point or another.
- Inseego’s current CEO is Ashish Sharma. However, the date stamp on Fessler’s presentation is December 2020, and the CEO at that time appears to have been Dan Mondor, who the company site says “has over 35 years of telecommunications and media technology experience,” which matches Fessler’s clue.
- Lastly, Inseego’s 2020 annual report states that they “currently own 55 patents.”
So, Fessler’s 5G “linchpin device” stock pick appears to be Inseego.
As for whether or not you should invest, I’ll leave that part up to you. But there are some helpful articles about this company online for free, and David Fessler breaks down his pick in a report called “The Next Tech Giant: The Linchpin Stock Behind the 5G Revolution.”
The only catch is that to access that research report, you have to join the Oxford Growth Investor for $49, a stock advisory service he and Matthew Carr run.
Recommended: Go here to see my #1 rated stock advisory of 2024
Should You Join Oxford Growth Investor?
Oxford Growth Investor is one of The Oxford Club’s flagship investment advisory newsletters focused on growth stocks in the tech and biotech sectors.
The service is run by investment gurus David Fessler and Matthew Carr, who look for opportunities in “the fastest-growing industries on the planet.”
David Fessler’s background is in electrical engineering, and according to his profile on the Oxford Club website, he has over 50 years of experience trading stocks. And his claim to fame was recommending Tesla in 2013, back when many others were avoiding it.
As for Fessler’s colleague, Matthew Carr, he’s the “Chief Trends Strategist” of The Oxford Club and has two decades of experience, with a background in energy-related stocks.
Together, Fessler and Carr follow tech-related trends like 5G, AI, augmented reality, crypto, self-driving cars, and others. And they aim to help readers profit from these.
The cost to join Oxford Growth Investor varies, but it’s $49 if you sign up through the presentation, and that gives you access to the latest Oxford Growth Investor recommendations, investment insights, and other resources like research reports.
As for whether or not it’s worth joining, that will depend on your goals, preferences, and risk tolerance (among other things). I’m not a member of this service, so I can’t speak from experience, but it doesn’t look like a scam. And both Fessler and Carr seem to have recommended some great stocks over the years, so it could be worth a look.
As with any service, however, there’s no guarantee you’ll make money following the recommendations you receive as a subscriber. And since all investments carry risk, it’s even possible you could end up losing money.
The “Next Tech Giant” presentation centers around a “$5 5G stock” David Fessler’s recommending that he believes could go up 30-fold by 2026.
I didn’t find the presentation to be as overhyped as some, but there are a couple of points I think are worth mentioning before I wrap this up.
First, the patent stuff…
The impression I got from the presentation was that the company Fessler’s recommending has a patented device that’s somehow “critical” to 5G coverage.
And while I have no idea if that’s true or not, if you got the same impression as me, I recommend taking that with a grain of salt.
Why? Because it’s very common for tech companies to have numerous patents, and unless you’re an expert who’s spent hours, days, or even weeks studying a company’s patents and compared them to what other companies in the space have, it can be very difficult to know how pertinent these (actually) are from an investment point of view.
Second, David Fessler may have picked great companies like Tesla in the past, but that doesn’t mean his 5G pick will see a 30x gain by 2026. Maybe it will; maybe it won’t. At the end of the day, nobody knows how well any stock will do in the future, which is why I think it’s important to never invest more than you can afford to lose.
Anyway, that’s my two cents.
What do you think? Is 5G really as big a deal as Fessler (and other “gurus”) suggest? And do you agree that Inseego is his pick? Let us know in the comments below.