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"We're living in a time of rapid change," is a phrase I hear often in the media these days. I think that's a big understatement.
The coronavirus pandemic has transformed the world and the markets in a little over a month.
Nevertheless, it's tough to imagine anything that would change my strong conviction on Microsoft Corp. (NASDAQ: MSFT).
I've made no secret of the fact that I believe "Mr. Softy" is one of the best plays in a $160 billion cloud computing sector that's grown stronger by the day since 2.5 billion people went under lockdown.
It's not hard to understand the catalyst for that: Governments, institutions, and individuals have little choice but to work and transact business remotely where- and whenever possible. That includes Microsoft itself, by the way.
Cloud computing and storage is absolutely critical for that effort.
So, my Microsoft recommendation stands, of course, but today, I want to look at another long-term buy.
This firm is closely allied with Microsoft - like my dad used to say, "People judge you by the company you keep."
The company I'm about to name is actually integral to Microsoft's own success, so much so that its earnings could double in the next three years...
About the Author
Michael A. Robinson is a 36-year Silicon Valley veteran and one of the top tech and biotech financial analysts working today. That's because, as a consultant, senior adviser, and board member for Silicon Valley venture capital firms, Michael enjoys privileged access to pioneering CEOs, scientists, and high-profile players. And he brings this entire world of Silicon Valley "insiders" right to you...
- He was one of five people involved in early meetings for the $160 billion "cloud" computing phenomenon.
- He was there as Lee Iacocca and Roger Smith, the CEOs of Chrysler and GM, led the robotics revolution that saved the U.S. automotive industry.
- As cyber-security was becoming a focus of national security, Michael was with Dave DeWalt, the CEO of McAfee, right before Intel acquired his company for $7.8 billion.
This all means the entire world is constantly seeking Michael's insight.
In addition to being a regular guest and panelist on CNBC and Fox Business, he is also a Pulitzer Prize-nominated writer and reporter. His first book Overdrawn: The Bailout of American Savings warned people about the coming financial collapse - years before the word "bailout" became a household word.
Silicon Valley defense publications vie for his analysis. He's worked for Defense Media Network and Signal Magazine, as well as The New York Times, American Enterprise, and The Wall Street Journal.
And even with decades of experience, Michael believes there has never been a moment in time quite like this.
Right now, medical breakthroughs that once took years to develop are moving at a record speed. And that means we are going to see highly lucrative biotech investment opportunities come in fast and furious.
To help you navigate the historic opportunity in biotech, Michael launched the Bio-Tech Profit Alliance.
His other publications include: Strategic Tech Investor, The Nova-X Report, Bio-Technology Profit Alliance and Nexus-9 Network.
