Today I’m looking into Lou Basenese’s latest presentation about a new “iPhone Killer” device that he says could replace the Apple iPhone and other smartphones.
And according to Lou, there’s one “tiny company that makes an “indispensable part for the iPhone Killer” that could make you 130X your investment.
It was quite a compelling presentation, and I really wanted to know what this company was, so I decided to look further into it and think I may know which stock he’s teasing.
Read on for my full analysis of Lou’s prediction.
Lou Basenese’s “iPhone Killer” Prediction
The “iPhone Killer” presentation kicks off with Louis Basenese (Lou) talking about the concept of creative destruction, which is basically about how new technologies replace old ones.
According to Lou, creative destruction is about “deliberately killing a breakthrough product and replacing it with a better one.” And this really sets the tone for his entire presentation.
He provides numerous examples of companies that could’ve embraced creative destruction in one way or another and remained the dominant player in the industry as a result but instead chose to cling to their old business model.
For example, he talks about what happened with great companies like Blockbuster, Sears, Dell, and Kodak, among others, that clung to old ways instead of embracing change.
See, by strategically killing, say… an aging business model… a declining product… an outdated design… a tired brand… a fading trend… Sears, Dell, Blockbuster, America Online, Kodak, MySpace, and Yahoo could’ve stayed perched atop their kingdoms.Lou Basenese (source: dailytrendtrader.com/iphonekiller/transcript.html)
Lou then transitions into talking about how he believes Apple will “kill its iPhone” on purpose and points out that where Steve Jobs was the creator of the iPhone, Tim Cook will be the “destroyer” of it. Something to that effect anyway.
Why would Apple want to “kill” its iPhone?
Well, truth be told, it’s probably worth taking some of Lou’s statements with a pinch of salt, but the reason he says this could happen is that iPhone adoption has reached its peak.
The market for smartphones is fully mature, with “peak innovation” having already been reached… roughly three years ago.
As a result, Lou says Apple’s empire is in “grave danger,” which he says is why they called a “secret meeting” at its Cupertino headquarters.
What happened at the meeting?
According to Lou:
During the meeting, Apple revealed its most ambitious product ever.
Code-named “N421,” credible sources believe the device’s highest purpose is…
To kill the iPhone.
So, according to Lou Basenese, “N421” is the name of the product Apple is working on that could replace the iPhone.
What is “codename N421?”
Up until this point, I’d never heard of N421. So I took to Google to see what I could find, which led me to an article on Bloomberg that confirms N421 is the codename for Apple’s new AR (augmented reality) glasses which are currently under development.
What is augmented reality?
Augmented reality (AR) is basically an “enhanced version” of the physical world, and AR glasses could bring this technology to the masses within the next several years.
This isn’t the first time I’ve come across a presentation about Apple’s AR glasses, either. I recently reviewed a service from Stansberry Research called Visionary Investor. And the presentation for Visionary Investor was all about the $7 trillion AR market and how Apple is at its forefront.
This tech is pretty interesting, to say the least. AR could disrupt almost every industry on the planet, from gaming, social media, shopping, medicine, manufacturing… even the military.
In any case, during the presentation, Lou talks about the significance of AR and says there are “five recent breakthroughs” that underpin his “iPhone Killer investment thesis.”
Here’s a summary of the five reasons Lou is betting on this tech:
- Addictive Technology: As the name suggests, the first reason Lou is bullish on “codename N421” (AKA Apple’s AR glasses) is that he says it could be super addictive, moreso than smartphones.
- Fast and Furious: This has to do with Apple’s M1 chip, which Lou says can produce a CPU “clock speed” of 3.2 gigahertz, enough to power the new AR glasses.
- Power Surge: Lou says the iPhone Killer will need 14X the battery power of an iPhone and that Apple’s “Project Titan” team are working on a new type of batter for the Apple Car which could benefit their AR glasses.
- Airtight Patents: According to Lou Basenese, Apple received approval for 2,490 patents last year, “many of which cover the iPhone Killer’s 3-D interface features.”
- Human Capital: Lou says that over 1,000 engineers have been working on the iPhone Killer and that Apple has purchased four private companies which could help work on it.
Based on the presentation, these are the main reasons Lou says the N421 / iPhone Killer / Apple’s new AR glasses (call it what you will) have potential. And apparently, Apple could announce the iPhone Killer as early as October 27, 2021.
On the merits of the facts I’ve gathered so far, I have every reason to believe (and boldly predict) that…
Apple will reveal its plan to launch the iPhone Killer — thus connecting the positive terminal — during its next earnings call on October 27.
We have no way of knowing for sure if this is when the “iPhone Killer” (as Lou calls it) will be announced, or if it will ever be announced for that matter.
However, October 27 is when Lou says Apple could announce their new AR glasses and recommends taking action before this date if you want to capture the most gains.
How do you take advantage of his prediction?
Well, to start with, Lou says that “owning a few shares of Apple is both worthwhile and prudent,” but that’s not actually what his recommendation is.
Instead, he recommends buying shares of a company that makes the iPhone’s Killer’s “only irreplaceable part,” which has to do with something he calls “Holo-Core technology.”
Let me explain…
What Is “Holo-Core” Technology?
According to Lou Basenese, Holo-Core isn’t a standalone device; it’s one of seven main parts that make up the iPhone Killer (AR glasses). And apparently, it’s the most important part.
He says he calls it “Holo-Core” technology because it “gives users a fully immersive, 3-D, hologram-like experience” and because “Tim Cook referred to the technology as “core” to Apple’s future back in 2016.”
And Lou provides the following mockup of Holo-Core technology:
According to Lou, Holo-Core technology contains the following elements:
- Graphics card
- Speaker system
- Memory bank
- Holographic lens
So, to sum it up, Lou says Holo-Core technology is essential to making the iPhone Killer work and that the global leader in this technology is a “small company based in upstate New York.”
How do you find out what company he’s recommending?
To find out which stock Lou is recommending, you need to join his paid investment advisory service called Digital Fortunes through the presentation. Because in doing so, you get access to a special report he created titled “How to Profit From the iPhone Killer.”
However, I did some digging, and I think I know what stock he’s teasing. So if you’re not ready to sign up and want to see my best guess on what the stock is, read on.
What Stock Is Lou Basenese Teasing?
Lou doesn’t provide many clues about the company in the presentation, which seems to be the theme with his presentations; he only reveals a few clues here and there.
That way, you have to join his service.
Fair enough, I guess.
The last presentation of Lou’s I analyzed had to do with a “secret $15 company” that he said could help Jeff Bezos launch his new Project Kuiper satellite internet project.
So from what I can gather, what Lou does is identify the latest “megatrend,” then looks for a small company that is more or less “essential” to making that megatrend happen.
In this case, the megatrend is augmented reality, and the company he’s teasing apparently develops “Holo-Core” technology which is essential to making the iPhone Killer work.
With that said, here are the remaining clues he provides in the presentation:
It’s a tiny company making an indispensable part for the iPhone Killer.
… a company growing profits every quarter
Well, the company currently trades on the Nasdaq for 0.10% the size of Apple!
From my analysis, this little company’s technology is roughly three years ahead of Samsung’s… and two years ahead of Apple’s… and it’s protected by over 180 patents.
… is a small company based in upstate New York.
As you can see, we don’t have much to go off here. And even though I think I may know what company he’s teasing, I am far from 100% certain on this one.
In any case, my best guess is a company called Vuzix Corporation (VUZI).
- It’s a small company specializing in augmented reality glasses that, according to proactiveinvestors.com, holds 184 patents and pending patents in the video eyewear field.
- The company is based in New York.
- It trades on the Nasdaq and has market cap of less than 0.10% of that of Apple.
- In February, 2021, Lou Basenese published an article on the Trend Trader Daily website recommending Vuzix and talking about how Apple could possibly acquire it.
None of this is concrete, so it’s worth re-stating that this is just my best guess, but based on my research, I think this could be the company he’s teasing.
To know for sure what stock Lou is teasing and get the full details as to why he’s recommending it, you need to subscribe to his Digital Fortunes service.
So let’s take a closer look at what this service is about and how it works.
Is Digital Fortunes Worth Joining?
Digital Fortunes is a stock advisory service focusing on the latest technology and biotechnology trends. As a subscriber, you get Lou Basenese’s latest research on the trends and technologies he’s interested in and the companies he thinks are best-positioned to benefit.
Each month, for 12 months, you get a new issue of Digital Fortunes which breaks down Louis’ latest recommendation, as well as access to the model portfolio, email updates, and some bonus reports depending on which page you join through, and which membership option you select.
All in all, there are four bonus reports on offer:
- How to Profit From the iPhone Killer
- Creative Destruction — the Most Powerful Investment Force of the Last 100 Years
- My #1 Way To Play The Regenerative Medicine Boom!
- The Secret $15 Company Behind Elon Musk’s Race to Own the Internet
The last report has to do with a presentation I’ve broken down on this site, so if you want to learn more about that, check out my full breakdown of Lou’s Secret $15 Company.
The cost to get started is between $99 and $149, and which option you choose determines what bonuses you get. And either way, according to the website, the Digital Fortunes membership comes with a 30-day money-back guarantee.
Whether or not you think Digital Fortunes is worth joining ultimately depends on your personal preference and circumstances. On the one hand, this is a legitimate service, and Lou has recommended some great stocks over the years, so it could be worthwhile for the price.
On the other hand, even though Lou targets companies that could see huge upside potential, there are no guarantees, and investing in emerging tech stocks is very speculative.
So it’s something you need to weigh up for yourself. That said, if you want to learn more about this service before joining, check out my full review of Digital Fortunes.
Who Is Louis Basenese?
Lou Basenese describes himself as a “renowned technology analyst and investor” of nearly two decades on the Trend Trader Daily website.
In recent years, he has become a popular finance guru and is probably best-known for his free email newsletter, Trend Trader Daily, and Digital Fortunes (AKA Trend Trader) service.
However, he also runs higher-tier services, including Micro-cap Advantage, Biotech Breakout Alert, and Takeover Trader, and has shared his insights on shows like CNBC, Fox Business.
Lou has also worked for Morgan Stanley, where he helped manage over $1.5 billion, and he has started (and helped start) successful companies over the years.
Some of his most noteworthy predictions include recommending Apple and Tesla. In addition, he says he has made several accurate predictions related to Apple specifically.
For example, Lou says he predicted Apple would become the first trillion-dollar company, that they’d become a pseudo bank by leveraging mobile payments, and that it would implement biometric security features, all of which happened.
Of course, not everything Lou Basenese has predicted worked out. Still, he does seem to have his finger on the pulse of tech trends, and that is what his iPhone Killer prediction is all about.
Louis Basenese’s iPhone Killer prediction is all about Apple’s new AR glasses (dubbed “codename N421”) and the “tiny company” that makes the “Holo-Core” technology that makes it all possible.
In fact, without Holo-Core’s advanced engineering, innovative science, and addictive functionality… the iPhone Killer wouldn’t be possible.
After researching what Lou says in the presentation, my guess is he’s recommending a company called Vuzix Corporation, a small company that appears to be a leader in the augmented reality glasses space.
Assuming I’m right, there’s no evidence that Vuzix is working with Apple, that Apple will make any AR-related announcements on October 27, 2021, or that Apple will acquire Vuzix.
It’s all, more or less, speculation at this point.
So, even though it’s possible you could “pocket up to 130X your investment,” as Lou suggests, it’s important to understand that there are no guarantees. Speculating on emerging tech companies is a risky endeavor at the best of times, so it could go either way.
I guess that’s all part of the fun, though, right?
In any case, I hope you found this helpful, and if you’d like to share your thoughts on Lou Basenese’s presentation or service, feel free to drop a comment below.