3 Tech Stocks That Could Change The World
Companies / Tech Stocks Oct 20, 2021 - 02:12 PM GMTBy: OilPrice_Com
The mega-industries of energy, healthcare, and digital advertising aren’t just ripe for disruption … they’re already being shaken to the core by tech advancements that were thought impossible just a short while ago.
For the energy industry, solid state batteries could change everything. And it’s not a moonshot, anymore. These are the next-gen saviors of the battery industry, and by extension, the entire EV segment.
Billions of dollars are pouring into advanced technology that is no longer in the realm of pure imagination. It’s being commercialized as we speak, and the auto industry’s giants are piling in.
And the healthcare industry, broken and severely challenged as it has been, isn’t just being disrupted--it’s being digitally rewritten. Telemedicine was soaring even before the pandemic. Now it’s explosive.
Continued advances in digital technology, imaging, gene editing (no longer fiction), and AI are threatening to completely sideline annual doctor visits, according to the Wall Street Journal. Your next doctor might end up being an AI brain that thinks like thousands of doctors at once.
In 2020 alone, wellness apps were downloaded 1.2 billion times. Beyond that, the market for big data analytics in healthcare could be worth up to $68 billion by 2025.
The tech stocks behind that will be one of the biggest beneficiaries of the era.
And it’s attracting some very big money. Total VC investment into the digital health space in H1 2021 was $14.7 billion. And the year’s not over yet. McKinsey sees it hitting $30 billion by the time the year is out.
All of it circles back around to an industry that’s always been huge … but is ready for a sea change: Digital advertising, which is growing at 2X the rate of the overall industry and should gain another 12% this year alone.
The big disruptor here is “programmatic advertising”, which turns ad targeting into a game of supercomputers and sophisticated algorithms. This niche segment should see almost 30% growth this year.
In all three industries, the combined disruption sets the stage for brilliant early-in opportunities for investors.
These are the top 3 stocks on our tech advancement radar:
#1 Quantumscape (NYSE:QS)
Quantumscape has been an exciting stock for early-in investors to own, but it’s built on a foundation that makes every bit of sense in today’s EV battery market.
Li-ion batteries come with a suite of clear disadvantages, including capacity, peak charge deterioration over time, overheating, and the necessity for serious cooling systems. That’s not to mention their penchant for exploding or catching on fire if damaged or compromised.
Because of that, the holy grail for EV makers is now the solid-state battery, which uses a solid electrolyte instead of a liquid or polymer, and can deliver two to 10 times the energy density of lithium-ion. They’re more powerful, without consuming the extra space. And they should be able to charge faster.
BIg Auto is all over this, with the latest headlining news being Toyota’s (NYSE:TM) $13.6 billion investment commitment into the space. But betting on Toyota isn’t going to land an investor any massive rewards … betting on a smaller company focused solely on solid state could.
That’s QuantumScape, the California-based development-stage company that is working towards the commercialization of solid-state lithium-metal batteries for EVs and other applications (think: energy storage).
It’s got some pretty big names behind it, including Bill Gates, SAIC Motors, and even Volkswagen (OTCPK:VWAGY). That’s because it’s widely seen as the leader in this space. QuantumScape’s solid-state battery can hit an 80% charge in under 15 minutes (it takes Li-ion batteries over an hour to reach this). It also boasts lower manufacturing costs that come in about 17% cheaper than its lithium-ion counterparts. It’s got better range and longer battery life, too.
Investors jumping in on this are betting on the future. This is a speculative play, but QuantumScape plans to bring its prototype into commercialization by 2022 and enter commercial production between 2024 and 2025. The speculative nature makes this stock a favorite of short sellers, too, but so far, big names aren’t flinching.
#2 Treatment.com International Inc. (CSE: TRUE; OTC: TREIF)
American healthcare is broken, and digital offerings are a major element of the fix, but the North American based Treatment.com takes things quite a few steps further with its answer to big tech for healthcare, with the most sophisticated Global Library of Medicine AI platform that thinks like a doctor because it’s been trained by hundreds of them, from all over the world.
The AI is “Cara”, the brains behind Treatment’s Cara Health mobile app that provides consumers with symptom checks, personalized health assessments, and full-on healthcare and wellness management from actual doctors--without stepping into an office … and without paying a dime.
This is the AI bridge that connects wellness, telemedicine, pharma, and health products all in one place. It even lets users manage healthcare for their entire family.
Cara asks you questions about your symptoms and then sorts through millions of pieces of information that include historical medical cases, demographic data, and advances in medical knowledge. The end result is a more accurate recommendation than any other digital tool in the world. And it can all be integrated with Apple Health Kit, Apple Watch, and FitBit.
And, yes, the basic app is free. But there are impressive revenue streams for Treatment.com here.
In the world of mobile apps, once the upfront costs of development and AI learning are paid for, it’s all revenue, all the time. The company anticipates that consumers will pay for recommendations through premium app subscriptions and a series of upcoming plugins for everything from dermatology specialty segments, to cardiology.
There are three revenue-generating avenues here: corporate licenses, health and wellness products, and university medical school training. But the biggest value here is that Cara is a goldmine of data … Cara’s access to health trends can help insurance providers and governments to provide better health services.
And the market for big data analytics in healthcare could be worth an astounding $68 billion by 2025.
Treatment.com was listed on the Canadian Securities Exchange on April 19th, 2021. Right now, it’s valued at around $170 million. That could soon change: It’s not on major radar just yet, but when it launches on the market in late November, it could prove highly disruptive.
Why? Consider this: WebMD is valued at $2.8 billion right now. Demand for its services is soaring. Yet, it doesn’t even have AI and functions largely as a glorified search engine with no medical support. This is what healthcare consumers want … and right now, Cara is the only sophisticated AI that can give it to them.
With the majority of Americans completely overwhelmed by a healthcare system that is impossible to navigate, we think this launch will ping some very serious radar not just because it’s meeting a very clear and soaring demand and has its own medical library with a sophisticated, doctor-trained AI that the company plans to scale up to ~10,000 disease diagnoses known to man …
But also because it will have access to a healthcare data goldmine that everyone in the industry will want to get its hands on, massive growth runways, and proprietary IP that could become worth billions.
#3 Trade Desk Inc. (NASDAQ:TTD)
This isn’t just about social media anymore. By far the fastest-growing segment of the digital advertising industry is “programmatic advertising”, which promises to put ads directly in front of consumers using high-speed computers and the ultimate in algorithmic science.
And Trade Desk is experiencing a major growth spurt right now.
Trade Desk helps advertisers buy digital ads across publishers in an advertising world that has gotten overwhelmingly big.
This stock has already been one of huge rewards for investors who have stuck with it long enough. Since it went public in 2016, investors could have seen gains as high as 4,000% on this one. It isn’t likely to give new investors the same kind of return, but market sentiment and basic company fundamentals suggest it still has room to run.
It took a hit in 2020 along with the rest of the advertising industry, which just needed to relocate its feet, but it’s back in full force this year. The company saw revenue increase over 100% YoY in Q2 this year, and 67% for H1 2021.
This year, Trade Desk has also set out to expand its business, which has meant major investment dollars spent. Even so, it saw net income up over 40% in the first half of the year.
Digital advertising has only one way to grow at this point, but unless it’s all consolidated, that growth is hindered--and messy. Trade Desk is the disruptive consolidator here, and its next expansion should be a big one.
By. Tom Kool
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