In a recent presentation on the Brownstone Research website, Jeff Brown said that a “new device” inside a black box he has “will replace all 6.3 billion smartphones on the planet” and make “early investors rich beyond their dreams.”
According to Jeff Brown, the device inside the black box is an “early version of something known as S.C.G.,” and there’s a “little-known company” at the “center of this $1.5 trillion trend.”
What’s the device inside the black box? What is S.C.G.? And is it a $1.5 trillion opportunity?
In short, the device Jeff’s referring to is Spatial Computing Glasses (AKA augmented reality glasses), and the company he’s interested in is supposedly a “key supplier to Apple.”
In this post, I’ll unpack Jeff Brown’s spatial computing prediction, show you what I learned about the “little-known company” he’s teasing, and give you the heads up on the advisory he’s pitching, The Near Future Report, to help you decide if it’s worthwhile.
Jeff Brown’s Spatial Computing Prediction
Jeff Brown began the “End of Smartphones” (AKA “iPhone Killer”) presentation by holding up an iPhone 13 and throwing it in the bin, stating, “soon it will be worthless.”
He then said it was because of the S.C.G. device he has inside a black box on the table next to him and that it will be bigger than self-driving cars, blockchain, virtual reality, and 5G.
He essentially says it’ll change everything we know.
But change the way we work… the way we play… the way we shop… the way we invest… the way we communicate to others… the way we watch movies… the way we read books… and much, much more.
And according to Jeff Brown, it’s already happening. He says the S.C.G. device is “already hitting retailers across the nation” and that he bought his one directly from Amazon.
What’s is this so-called S.C.G. device?
Jeff says that S.C.G. stands for Spatial Computing Glasses.
I did some research on this to see what I could find, and it doesn’t appear as though Spatial Computing Glasses is the name of an actual product you can buy. The only reference to these I could find were articles about Apple’s augmented reality glasses.
So, this, combined with other comments he made in the presentation, leads me to believe that when Jeff Brown talks about an “S.C.G. device,” he’s referring to augmented reality (AR) glasses.
Nevertheless, during the presentation, Jeff says he believes the technology behind the device, which he refers to as S.C.G. technology, will “usher in the 4th computing revolution.”
He says the first computing revolution was the innovation of the first substantial mainframe computer (ENIAC machine) in the 1940s. The second revolution was that of the personal computer. The third was smartphones. And Jeff believes the fourth will be S.C.G. technology.
According to Jeff, this technology will be a game-changer because computing will no longer rely on laptop, computer, or smartphone screens. Instead, he says we’ll be able to view information and use the internet with simple hand movements, our eyes, and voice control.
It might sound a little far-fetched, but spatial computing is a genuine innovation and a rapidly evolving sector. From what I understand, it’s similar to augmented reality in that it helps bring the digital world into our physical environment with the help of things like AR glasses.
And it has the potential to impact everything from gaming, travel, and social media to e-commerce and healthcare (and much more).
That’s the gist of the technology, anyway. To sum it up, S.C.G. technology is tech that allows us to interact with the world in 3D, without a screen.
What device is inside the black box?
The S.C.G. device inside the black box in the presentation (to Jeff’s right) is a pair of Facebook’s smart glasses that he says he purchased from Amazon.
However, as Jeff points out, this isn’t the innovation he’s excited about. He refers to the glasses he’s wearing as a “stepping stone towards the next generation of devices” and an “early version” of S.C.G. technology. In other words, the tech behind things like AR glasses.
Jeff says he’s been tracking this technology since the release of Google Glass in 2013. And that “for the past few years Apple has been developing its own spatial computing device.”
According to Jeff, Apple is onto something big, and he’s “expecting a huge announcement” from the company regarding its spatial computing glasses (AKA augment reality glasses).
This is a very similar pitch Brian Tycango made about Augmented Reality, which I wrote about in my review of Visionary Investor. So Jeff isn’t the only one talking about the possibility of a big Apple announcement regarding their AR glasses.
Is Apple really working on spatial computing glasses?
Apple hasn’t announced anything yet, but there could be something in the works related to spatial computing glasses/AR glasses based on this article from macrumors.com.
And according to Jeff Brown, “we’re just days away from a major announcement” that could send his “#1 stock for this trend skyrocketing.”
What company is Jeff Brown talking about?
Based on the presentation, Jeff believes Apple is at the forefront of the SCG technology trend, but this isn’t the company he’s teasing. Instead, he’s interested in a “key supplier to Apple.”
Let’s take a closer look at the clues he provides about this company.
What Is Jeff Brown’s Spatial Computing Stock Pick?
During the presentation, Jeff Brown said he’s interested in a “little-known company” that could “skyrocket as this new device takes over the smartphone market.”
As with other Jeff Brown presentations, the whole thing is shrouded in mystery. But to recap, the “new device” he’s referring to is the SCG (Spatial Computing Glasses) device, which I believe is “code” for AR glasses, since this is what Apple is rumored to be working on.
Another reason I believe it has to do with AR glasses is that Jeff says the company he’s bullish on is “at the center of this $1.5 trillion trend.” And according to an article on pwc.com, this is an estimate of what the size of VR and AR market could be by 2030:
Virtual reality (VR) and augmented reality (AR) have the potential to deliver a $1.5 trillion boost to the global economy by 2030.
So, based on my research, the company Jeff Brown is teasing is involved in the VR/AR niche in some capacity and, based on another clue he provides, it’s also a supplier to Apple.
Jeff says most people aren’t aware that they work together, but after “countless hours of research” and calling on his “top contacts in Silicon Valley,” he found a “key Apple supplier” and that this is the company he’s interested in.
What does the company do?
According to Jeff, the company “makes a key component for these types of glasses.”
So, to recap, Jeff Brown says that his #1 spatial computing company makes parts for SCG devices (which I believe are AR glasses) and that they’re an Apple supplier.
However, even though Jeff says this company is “the only logical choice for Apple,” he says he can’t guarantee that the “company’s technology will show up in these new Apple headsets.” Nor does he know when (or if) an announcement will be made.
What else do we know?
Well, there are really only three other clues Jeff provides in the presentation:
“… their relationship as a long-term supplier to Apple puts it in a very favorable position.”
“… Apple already gave this company almost $500 million of their own cash just to help them with research and development.”
“… it’s 64 times SMALLER than Apple… so there’s a ton of upside potential here.”
Armed with these clues, I scoured the internet to see what I could find, but unfortunately, I could not determine which company Jeff Brown was teasing.
A few companies came close, but none of them fit the bill.
As a last-ditch effort, I revisited Lou Basenese’s iPhone Killer presentation which I recently wrote about, since this was a very similar presentation to Jeff’s.
Like Jeff, Lou suggested (in a roundabout way) that there’s a small company that makes components that are critical to Apple’s new AR glasses. And in the article, I guessed that the company he was teasing was Vuzix Corporation.
However, their market cap is just under a billion dollars as of writing, and Apple’s is over $2.46 trillion, which means it’s a lot smaller than 64X the size of Apple. So it wasn’t a match.
If my math is correct, we’re looking for a company with a market cap of just under $40 billion, assuming he’s basing his “64 times smaller” comment on market cap. And given how many companies are listed as Apple suppliers, that still makes it a needle in a haystack.
Especially since, according to Jeff Brown, Apple isn’t exactly promoting this company:
You can look at Apple’s latest earnings report, and you won’t find the name of this company anywhere.
I also never heard Tim Cook or any other Apple executive mention its name in this capacity.
How do you find out what company he’s teasing?
Jeff Brown reveals the company he’s teasing in a research report titled “The #1 Stock for the $1.5 Trillion Spatial Computing Revolution.” And he shares this report, along with several others, with subscribers of his advisory service, The Near Future Report.
So let’s take a closer look at what this service is about and how it works.
Recommended: Go here to see my #1 rated stock advisory of 2022
Overview of The Near Future Report
The Near Future Report is a stock advisory run by Jeff Brown of Brownstone Research focused on helping subscribers profit from emerging trends.
For example, things like artificial intelligence, 5G, cloud computing, augmented reality, autonomous vehicles, crypto/blockchain-related opportunities, and robotics.
So, spatial computing is only one of the trends Jeff is following. His goal is essentially to help subscribers invest in companies that he believes are at the forefront of major tech trends.
And as a subscriber of The Near Future Report, you get access to his latest investment ideas and research within each new issue over 12 months.
You also receive access to the model portfolio, which details all of his active recommendations, weekly updates on the portfolio to help you stay informed, and some bonus reports.
If you join through the “End of Smartphones” presentation we’ve been discussing, this includes the following four bonus reports:
- The #1 Stock for the $1.5 Trillion Spatial Computing Revolution: This report details the “little-known” Apple supplier Jeff believes is at the forefront of SCG technology.
- How to Invest in Tesla’s Secret Supplier: In this report, Jeff details a company that he says is making sensors for Tesla’s electric vehicles. According to Jeff, shares in this company are “95% cheaper than shares of Tesla.”
- My #1 Spatial Computing IPO: An IPO (Initial Public Offering) is when a private company issues shares for the first time on the public stock echcnage. And Jeff Brown details his “#1 IPO for this spatial computing revolution” within this report.
- Your 101 Guide to Striking It Rich in the NFT Gold Rush: Jeff is known for his recommendations in the crypto and NFT (Non Fungible Token) space, and this guide walks you through how he recommends profiting from the NFT trend.
How much does it cost to join?
If you join through the presentation, the cost to join The Near Future Report is $49. And according to the website, it comes with a 60-day money-back guarantee.
Who Is Jeff Brown?
Jeff Brown is a technology expert, investment guru, and founder of Brownstone Research.
According to Jeff, he has degrees and certificates from Stanford, M.I.T., and Yale. And before getting into financial education, he was a technology executive who worked for companies like N.X.P. Semiconductors, Juniper Networks, and Qualcomm.
He’s also an active angel investor, meaning he invests in startups long before they are publicly traded. And according to the Brownstone Research website, he’s a “mentor, advisor, or investor in more than 200 private technology and biotechnology companies.”
It’s unclear when, but at some point, Jeff got into the world of financial education, and the Brownstone Research website says he has almost 30 years of experience.
Jeff’s flagship service is The Near Future Report, but he runs numerous other services for Brownstone Research, including Exponential Tech Investor, Early Stage Trader, Blank Check Speculator, and a free email newsletter called The Bleeding Edge.
Does he have a good track record?
Jeff has made some great calls over the years. According to the website, he recommended bitcoin when it was trading at $240 per coin, helped his subscribers make triple-digit gains on stocks like Nvidia and AMD in 2016/2017, and recommended Tesla in 2018.
That doesn’t mean all of his recommendations have seen such incredible returns, and I’m unaware of the average gains of his recommendations since The Near Future Report began. But he has recommended some great tech-related opportunities over the years.
Jeff Brown’s spatial computing presentation is all about “S.C.G. technology,” which is more or less the term he uses to describe the technology behind spatial computing and augmented reality. And he says he’s particularly bullish on one company that’s a “key supplier to Apple.”
Jeff doesn’t reveal the company he’s bullish on, and there weren’t enough clues this time around for me to guess the stock he’s teasing.
However, he reveals his top pick in a report titled “The #1 Stock for the $1.5 Trillion Spatial Computing Revolution,” which you can access by joining The Near Future Report for $49.
Whether or not The Near Future Report is worth joining is something only you can decide, but it is a legitimate service, and based on Jeff Brown’s track record, it’s possible that some of his picks could turn out to be great opportunities.
That said, as with any service, there are no guarantees it’ll help you make money. So I wouldn’t join expecting to get rich overnight or without understanding the risks involved with investing.
Either way, I hope you found this helpful, and if you’d like to share your idea about what the stock he’s teasing might be, feel free to drop a comment below.