RJ Hamster
The Next Tech Boom Is Already Underway, and Here’s…
The Next Tech Boom Is Already Underway, and Here’s What’s Driving It
Before we jump in, a quick reminder – our InvestorPlace offices are closed today given the Presidents’ Day market holiday. If you need help from our Customer Service team, they’ll be happy to assist you when we reopen tomorrow.
In last Friday’s Digest takeover, we reintroduced you to Wall Street veteran Marc Chaikin. Today, we’re back with another perspective from Marc that can help your portfolio.
Some technological breakthroughs feel abstract…until you see how they change a real person’s life.
In today’s guest essay, Marc shares a remarkable story from the height of COVID: a life-saving robotic surgery performed in London with guidance from a specialist sitting 4,700 miles away in Seattle. It worked because of something most of us barely think about anymore – high-speed internet.
But Marc’s point isn’t just about medicine. It’s about markets. When a technology quietly becomes essential infrastructure, it reshapes entire industries – and the biggest investment opportunities often form before most investors realize what’s happening.
That’s exactly what Marc plans to break down in his free live market briefing tomorrow at 10 a.m. Eastern. You can reserve your seat right here.
If you’re trying to separate durable trends from passing hype, Marc’s essay below is a must-read.
I’ll let him take it from here.
Have a good evening,
Jeff Remsburg
Mo Tajer needed a lifesaving surgery at one of the worst times in history…
The 31-year-old Englishman had testicular cancer. And he had undergone four rounds of chemotherapy.
But unfortunately, the cancer spread to his abdomen…
Doctors found a roughly two-inch tumor wrapped around his aorta and inferior vena cava.
The aorta is the body’s most important blood vessel. It carries blood from the heart to the rest of the body. And the inferior vena cava moves blood back to the heart.
Doctors knew the tumor could rupture either of these major blood vessels at any moment. If that happened, Tajer could die from internal bleeding.
Tajer had to get the tumor removed as soon as possible.
But doctors faced a big problem…
A Life-or-Death Problem With No Obvious Solution
Tajer needed his surgery in the thick of the COVID-19 pandemic.
Most major cities were locked down. And many countries had restricted travel.
In hospitals all over the world, doctors and nurses dealt with a surging number of patients as best they could. A lot of those patients fought for their lives in COVID-19 wards.
Many hospitals couldn’t keep up with the demand for beds. So they postponed most surgeries.
Tajer couldn’t afford to delay his surgery, though. He needed help immediately.
A traditional open surgery was out of the question. Tajer would’ve needed a two-week recovery in intensive care. And with so many COVID-19 patients, there wasn’t any room.
That’s when his attending physician, Dr. Archie Fernando, had an idea…
She could use a robot to remove the tumor in a less invasive way.
You see, Tajer’s treatment took place at Guy’s Hospital in London. And the hospital owned a Da Vinci Xi robotic surgical system from Intuitive Surgical Inc. (ISRG)…
As you can see, this roughly $2 million system has four robotic arms.
The technology helps doctors perform minimally invasive surgeries – like removing tumors. It’s much safer than traditional open surgery. And it doesn’t require a long recovery.
Globally, more than 6,700 hospitals use one of these robotic-assisted surgical systems.
But there was another problem…
Fernando had never performed that kind of surgery.
So she had to get creative again. Specifically, she turned to Dr. Jim Porter for help.
Porter is the medical director for robotic surgery at the Swedish Medical Center in Seattle. He has conducted thousands of surgeries using the Da Vinci Xi robotic surgical system.
Hospital officials got Tajer to an operating room. Then, Fernando and Porter worked together for five hours to remove the tumor.
Tajer made a quick recovery. And he went on to live his life without any lingering pain.
This story gets even more amazing…
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The Critical Technology Most People Take for Granted
Porter helped Fernando while wearing his pajamas at his home in Seattle.
That’s right…
Due to the COVID-19 pandemic, Porter couldn’t travel to London.
But thanks to modern technology, he saw everything in real time. And he guided Fernando step by step through the procedure.
He didn’t just talk her through it, either.
With a special program, Porter used his laptop to show Fernando what to do. He pinpointed exactly where she needed to cut Tajer.
Fernando and Porter worked together to save Tajer’s life. But without another critical tool in today’s tech-heavy world, the procedure wouldn’t have been possible.
We’re talking about high-speed internet.
Think about it…
Porter was 4,700 miles away from the operating room. And yet, it felt like he was standing right next to Fernando as she made the needed cuts to remove Tajer’s tumor.
If it weren’t for high-speed internet, Tajer likely wouldn’t be alive today.
We use high-speed internet for all sorts of things these days. And that dependence is only growing…
Take artificial intelligence AI, for example.
This powerful technology simply doesn’t work without a massive amount of data. And it’s critical for that data to move as quickly as possible from one point to another.
Self-driving cars require the collection and processing of a constant stream of data as well. Otherwise, they couldn’t safely navigate the roads.
Factory automation is intensifying all over the world, too.
Folks, there’s no denying that AI was the hottest investing topic of 2025. And it could grow even further in 2026.
Put simply, humanity keeps finding new and exciting ways to use the incredible tool of the internet. The massive data boom isn’t going away anytime soon.
And this is exactly the kind of shift investors need to be paying attention to right now.
When transformative technologies like high-speed internet or AI quietly become essential infrastructure, the biggest opportunities don’t always show up where people expect them. And the risks aren’t always obvious either.
That’s why I’m stepping forward next week with a free live market briefing to explain what’s changing beneath the surface of today’s market — and how investors can position themselves as innovation accelerates in 2026 and beyond.
On Tuesday, February 17, at 10 a.m. Eastern, I’ll walk through what I’m seeing right now… why some stocks are built to thrive in this environment while others are far more fragile than they appear… and how to identify the small group of companies with the strongest potential ahead.
I’ll also share a brand-new analytical toolyou’ll be able to try for yourself, along with two free stock recommendations during the broadcast.
Click here to reserve your seat for this free live event — and I’ll see you there.
Good investing,
Marc Chaikin
Market Expert and Founder, Chaikin Analytics
