Auto sales are rocketing.
In November, the industry sold $1 billion worth of new vehicles a day, setting a record for that month.
And this flood tide of new vehicles will have more cutting-edge technology than ever before, creating a perfect profit storm of two exploding industries.
This is the most exciting time I've ever seen in the industry since I began tracking it 34 years ago.
And here's the thing: Google and Apple are excited, too. They'll make plenty of money on this trend, as you're about to see. But the "pure play" here is a much better investment...
Best Investments 2014: How to Find the Tech Stock Winners
Today (Thursday), Money Morning Defense & Tech Specialist Michael A. Robinson appeared on FOX Business' "Varney & Co." to discuss whether the tech companies that are driving the market right now will be among the best investments in 2014.
Robinson believes the growth and earnings of tech companies continue to offer investors what they want - good cash flow and solid earnings. When Varney co-host Charles Payne points out that "Amazon hasn't made a nickel since day one," Robinson counters by saying that "each company has a unique story to tell."
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A "Double Growth" Stock Like This Is the Perfect Fiscal-Cliff Defense
First, it was the mess in Syria.
Then we had to deal with the whole Team Bernanke "taper drama."
And now we're barreling into yet another "Fiscal Cliff" street fight.
With U.S. stocks trading at unsustainable highs, I can sympathize with those of you who look at these headlines with fear; you view each day's events as just the latest potential investing calamity, and worry they might ignite a single-day sell-off severe enough to eviscerate years of diligent saving and personal sacrifice.
I can even understand why many of you would like to scamper to the supposed safety of the sidelines.
But don't do it.
The sidelines, you see, aren't as safe as you might think. Missing the good days can be worse than riding out the bad ones. And you run the very real risk of getting left behind.
Plus, there's a way to stay invested - one that allows you to capture life-changing profits.
I'm going to tell you about it today.
And I'm even going to show you the one stock that will let you put this "Fiscal Cliff" defense strategy to work...
Some People Will Get Stinking Rich on These Devices
You've heard stories about him before - the savvy stock analyst who gets his hands on the hottest new smartphone before Verizon's first bulk order ships... only to smash it to bits so he can see what's inside.
The idea is simple: If you know which company manufactures a small - but key - component in the product, you can invest in it and make a bundle.
It's true. In technology, the people who manufacture the devices within the devices make a huge amount of money. Their investors do, too... especially when they get in right at the beginning.
That's why this is such a big moment for us.
Right now, I'm looking down the barrel of a device that will be made by the trillions - and in demand in every single sector of the economy. From agriculture, to smartphones, to eyeglasses, and even to diapers.
Imagine a device that in the next two years will become ubiquitous. Meaning that within five feet of your person, at any one moment in time, you'll likely find 20 or 30 of these devices.
That's how big this revolution is. I want you to remember that you heard it here first. I want you to see the numbers, too.
Getting in on this now is like getting in on Intel in 1970, when the $110 billion giant we know today sold its first chip.
Only, this is bigger...
A Tech Investing Homerun
You don't always have to buy a stock to double your money.
Sometimes, an exchange-traded fund (ETF) can pack just as big a wallop.
ETFs with that kind of horsepower don't come along all that often, which is why you have to pick the right one ... at the right time.
And that's the tech-investing home run that I have for you today - an ETF with actual double-your-money profit potential.
In fact, you'll be stunned at just how quickly every $1 you invest in this fund will turn into $2 in holdings.
The Ultimate Tech Stock "Treasure Map"
On Saturday, I introduced you to the "stealth small-cap" - aging-and-slow big-cap tech firms that were rediscovering the fast growth of their small-cap roots ... thanks to the newly emergent Cloud Computing trend.
Judging from the comments and correspondence I received, a lot of you were really intrigued by that concept - and by the huge opportunity for profits that the cloud was creating for investors.
In fact, Strategic Tech Investor subscriber Dionisios S. was so intrigued by that column that he asked me to identify some other "stealth-small-cap" profit plays.
What a great question.
The Big Lie in Tech Today
There's a number floating around the tech industry that is nothing short of amazing.
And it adds up to big money...
Here's the thing. Noted tech analyst Mary Meeker delivered a powerful message last week that turned the industry on its ear.
Speaking at the D: All Things Digital conference in southern California, Meeker revealed a stat that explains the force behind the unprecedented wave of tech innovation that's fueling the market's huge rally.
Meeker noted that people are using the Web to share roughly 500 million photos.
Not monthly, mind you. Not even weekly, but every single day.
As incredible as that sounds, it actually gets better -- the number is set to double in the next year...
No, that's not a misprint. By the end of 2014, we'll be sharing some 1 billion photos every 24 hours, or 41.6 million per hour.
Talk about a tidal wave...
As recently as 2009, shutterbugs exchanged on any given day roughly 75 million photos. So, we're talking about a more than 10-fold increase in roughly six years.
If that doesn't define exponential growth, I don't know what does...
How to Really Make a Fortune on the "Mobile Wave"
If you've been riding along with me for any length of time, you know I get really revved up whenever I talk about the "Mobile Wave" in technology.
The truth is, I can't help it: I look at the forecasts, calculate all the money that can be made, and end up feeling as jazzed as can be about the windfall profits we can reap from this transformational trend.
Apple Bond Offering is Proof It'll Do Anything to Avoid Taxes
The record $17 billion Apple bond offering this week will do more than just placate shareholders eager to get some benefit from the company's $144.7 billion in cash.
It will help Apple Inc. (Nasdaq: AAPL) avoid paying taxes, a feat that the Cupertino, CA tech giant has elevated to a high art.