George Gilder’s “Convergence Plays” (Moonshot Stocks) – All 3 Revealed

Economist and futurist George Gilder says he's made a stunning discovery that will bring major changes to the market.

A few tiny and efficient “Convergence Plays” are at the center of this change and they're igniting a massive $15 trillion economic force.

 

The Teaser

This is being pitched as “the biggest commercial opportunity in today’s fast-changing economy.” Quite the claim and one I intend to get to the bottom of.

George Gilder has been called Ronald Reagan's favorite economist, as the former Presiden often quoted from his 1981 book, Wealth and Poverty. For the past three decades, he has also published the Gilder Report, which we have reviewed here along with some of his previous teasers, including his “5G Killer” Stocks.

A quick back-of-the-envelope calculation shows that $15 trillion is bigger than the entire electric vehicle market, green energy, blockchain, and crypto markets combined.

So what could this force be?

We know right away what it's not and that is the vampire FAANG stocks – Facebook, Apple, Amazon, Netflix, and Google/Alphabet.

Honestly, it's a huge relief to hear this, as I don't think I can take another decade or more of “big tech” running rhapsode.

Convergence Shifts

The title of George's last book prior to the most recent one he just published last month is Life After Google.

In it, he made a stunning call and warned that Google as we know it is doomed!

This is supposed to come to pass due to a market force called a Convergence Shift.

A Convergence is when distinct technologies, industries, or even devices merge to create new booms out of old, tired economies. The Convergence of the Internet and new ad-serving technology is what made Google possible and now the Convergence of artificial intelligence, machine learning, the Internet of Things (IoT), and robotics are helping to make it obsolete.

George says this process has already started, with Google recently posting four straight quarters of declining revenue. A trend he expects to accelerate in the months and years ahead.

A few tiny companies that he's teasing here have jump-started this $15 trillion convergence economy that will soon become part of our everyday lives.

 

The Pitch

Full details on these companies are only disclosed in a special report, 10X Convergence: 3 Top Stocks That Could Recharge the S&P, that is not available for sale anywhere.

The only way to access it is by taking a risk-free trial subscription to Gilder’s Moonshots research service. The retail cost for one year of Moonshots is $3,990 but for a limited time, we can subscribe for the “remarkably low” price of just $599 for six months.

Included in the offer are a 30-day money-back guarantee, two research reports, a model portfolio, and an investing master class, where we'll supposedly learn the seven pillars that can help “rig“ markets in our favor.

 

Is Silicon Valley's Time Up?

At nearly $15 trillion market value, this is the biggest convergence shift ever seen in the history of the stock market.

But it won't displace Silicon Valley as the world's foremost tech hub.

Last year market intelligence firm CBI Insights published a list of the 100 most promising private AI companies in the world. This year’s winners represent 10 different countries across the globe. But a whopping 73 of the companies selected are headquartered in the US, with the UK coming in second with 8 winners, and Canada third with 5.

Companies from India, China, Sweden, and Germany also made the list, but they represent a tiny minority.

I suspect the numbers are even more skewed towards the US and Silicon Valley among mature, publicly listed AI companies. So no, Silicon Valley is not going anywhere, anytime soon.

But this story is much bigger than a West Coast tech hub, as by 2025 some 75 billion devices will be intelligently connected globally.

This has some far-ranging implications which are beyond the scope of this article like privacy, permitted uses of data, and so forth.

But above all, it seems like a paradigm shift, just like the Internet was. Some companies will survive, some won't, and some will make a fortune. Let's find out which category George's top three stock picks fall under.

 

Revealing George Gilder's Moonshot Stocks

Let's jump right into these as there's a lot to unpack.

Convergence Play #1: The Company That Will Power Web 3.0

• This company's platform allows anyone with a smartphone to scan a realistic 3D and fully interactive digital twin of any space.
• Amazon Web Services Marketplace formed a partnership with this tiny company.
• It is a $3 stock with a strong balance sheet, $477 million in cash and investments, and no debt.

This is definitely Matterport Inc. (Nasdaq: MTTR). The stock is currently trading just a few cents shy of $3 and it is an AWS partner with a clean balance sheet.

Convergence Play #2: Tiny Defense Contractor Powering Web 3.0

• This tiny company is the only U.S.-owned, advanced microchip company doing business today.
• The company has developed a superior microchip described as radiation-hardened.
• It has just signed landmark contracts with the Department of Defense (DoD) totaling $269 million.

George's pick here sounds like SkyWater Technology, Inc. (SKYT). It fits the description with a market cap of only $392 million, the company has developed a radiation-hardened line of microchips, and it is a DoD supplier.

Convergence Play #3: The Uber of Cell and Gene Therapy

• This company is taking CTG to the masses by converging machine learning, 3D bioprinting, and medicine.
• It has developed mobile processing labs that help deliver novel therapies on-site at any hospital at an affordable cost.
• Still a $3 stock, the company already has point-of-care centers set up in the U.S., Europe, Israel, and South Korea.

The pick here is almost certainly Orgenesis Inc. (Nasdaq: ORGS). Orgenesis' mobile processing units and labs (OMPULs) are currently being used for point-of-care production and commercialization of cell and gene therapies. Its network does indeed extend to Europe, Israel, and South Korea and shares are under $2 as I write this.

 

Moonshots or Crapshots?

I am enthusiastic about AI, machine learning, and robotics for a couple of reasons.

A recent study found that the Internet economy grew seven times faster than the overall US economy since 2016 and now accounts for more than 10% of GDP.

Since AI and robotics apply to nearly every industry and aren't strictly relegated to the online realm, they will far surpass the Internet's impact on society, which as we can see has been enormous and is still growing.

Second, as a kid, I was still watching Saturday morning cartoons when the Internet first got started. So to be at the inception of a broad new field as an adult with *some money to invest is exciting.

None of the picks George has made in this teaser are profitable…yet. But I reckon a diversified portfolio of such “moonshot” businesses will pay off BIG if held over the long term.

 

Quick Recap & Conclusion

• Economist and futurist George Gilder is teasing some tiny and efficient “Convergence Plays” that are at the center of a major $15 trillion change to the economy.
• We learn that a Convergence is when distinct technologies, industries, or even devices merge to create new booms out of old, tired economies. This particular Convergence is all about the coming together of artificial intelligence, machine learning, the Internet of Things (IoT), and robotics.
• George is teasing three tiny companies that are jump-starting this $15 trillion convergence economy and the full details are exclusively in a special report called 10X Convergence: 3 Top Stocks That Could Recharge the S&P. The report is ours with a risk-free trial subscription to Gilder’s Moonshots research service for $599 for the first six months.
• Fortunately for you, our loyal readers, we were able to reveal all three of George's picks for free! They are Matterport Inc. (Nasdaq: MTTR), SkyWater Technology, Inc. (SKYT), and Orgenesis Inc. (Nasdaq: ORGS).
• We are very much in the early stages of this Convergence and amassing a diversified portfolio of “moonshot” AI, machine learning, IoT, and robotics stocks now, will pay dividends later.

Are you already all aboard the Convergence train and invested in new economy stocks? Let us know in the comment section.