Returned from CES last week. Slept for a couple days. Woke up. Tried to remember something that will change the world. Couldn’t think of anything.
Here’s a problem: CES is becoming like the old Comdex. It’s like a giant star that’s gotten too big and general and will soon Supernova and collapse in upon itself.
Here’s another problem. Apple generates the most excitement, both form the technology and a investment perspective, in the mobile consumer electronics space. And Apple doesn’t go to CES. So what you have is a gigantic hallway filled with 150,000 people trying to copy Apple.
That being said, there was stuff to listen to. If you want a list of some potential future tech trends, I wrote about some futuristic stuff on Investor Uprising.
In terms of investment ideas, I believe that the place to look in mobile and consumer is in suppliers and chips, because clearly as devices multiply it opens up many chip markets for many players. Read my CES Investor’s Guide on Investor Uprising.