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Dupont Fabros Technology

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When This Stock Doubles, Thank Amazon

You'd be hard-pressed to find a sector of the economy that hasn't been disrupted somehow by the rise of the Internet and related technologies.

Blockchain technology… streaming media… ultra-miniaturization… online shopping… "Big Data"… have all changed the way we live, of course, but they've radically altered the business landscape as well.

Now, we've heard a lot about the companies losing out in this new paradigm. The "Retail Ice Age," for instance, which has bankrupted traditional retailers and shuttered iconic stores, is front-page news right now.

What's not headline material, however, is that the massive opportunities this shift is creating promise to be far, far more lucrative than retail or movie theaters ever were.

One industry, in particular, has exploded - I'll show you in a minute. It's a classic ground-floor opportunity, still in its very early days, but I don't expect it will take long for these gains to make news...