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10 5G Stocks Billionaires Are Loading Up On

In this article, we discuss 10 5G stocks billionaires are loading up on. If you want to see more stocks in this selection, check out 5 5G Stocks Billionaires Are Loading Up On

The global market for 5G technologies is projected to experience substantial growth, with an expected increase from $30.62 billion in 2022 to $44.71 billion in 2023, indicating a compound annual growth rate (CAGR) of 46.0%. Furthermore, the market is predicted to reach $125.27 billion in 2027, growing at a CAGR of 29.4%. Industries such as automotive, industrial, consumer electronics, healthcare, energy, and utilities are involved as end-users in this market.

According to Jeff Fieldhack, the research director at Counterpoint Research, Apple Inc. (NASDAQ:AAPL) is predicted to be among the select few original equipment manufacturers (OEMs) that will experience growth this year, along with Honor and possibly OnePlus. Fieldhack emphasized that Apple Inc. (NASDAQ:AAPL) is at the forefront of the 5G competition. He further explained that companies are currently prioritizing profit margins over market share due to the economic downturn. Fieldhack also noted that Chinese OEMs are adopting a more cautious approach due to reduced growth projections in the smartphone industry. They are striving for sustainable margins rather than focusing solely on sales volume.

Don’t Miss: Billionaires Are Crazy About These 10 Stocks

As per a Reuters report, the UK has set a target to provide 5G mobile coverage in populated areas by 2030 and stated that there is no specific requirement for the number of network operators needed to ensure a competitive market. All four major mobile networks in the UK, namely BT’s EE, O2, Vodafone, and Three, are currently deploying 5G technology. The UK government expressed its desire for the next iteration of 5G, known as standalone 5G or 5G Plus, to be widely accessible by the end of the decade. This widespread availability aims to unlock the potential of new technologies such as autonomous vehicles, robots, and drones. Similarly, market research firm Counterpoint reported at the end of December 2022 that the shipment of 5G smartphones in India is expected to surpass that of 4G smartphones by the end of 2023. This surge in 5G smartphone shipments is attributed to the widespread adoption of high-speed 5G networks and the increasing sales of handsets in the lower price segments.

Billionaires, always keen on seizing profitable opportunities, are actively investing in companies like NVIDIA Corporation (NASDAQ:NVDA), Marvell Technology, Inc. (NASDAQ:MRVL), and T-Mobile US, Inc. (NASDAQ:TMUS) to take advantage of the flourishing 5G sector.

Our Methodology 

Insider Monkey tracks billionaire-owned stocks and in this article, we selected the 5G stocks that attracted the highest number of billionaire investors during the first quarter of 2023. We have also mentioned the overall hedge fund sentiment towards each stock as of Q1 2023. While some companies in our list are pure-play 5G stocks, others operate in the semiconductor and computing sectors, offering essential technologies and products that play a crucial part in supporting the 5G ecosystem.

5G Stocks Billionaires Are Loading Up On

10. AT&T Inc. (NYSE:T)

Number of Hedge Fund Holders: 58

Number of Billionaire Investors: 11

AT&T Inc. (NYSE:T) is a telecommunications company that provides a wide range of services, including mobile, fixed-line, and broadband services. AT&T Inc. (NYSE:T) has been actively deploying and expanding its 5G network. During the first quarter of 2023, the stock was found in 11 billionaire portfolios. 

Following meetings with investors at AT&T Inc. (NYSE:T)’s headquarters, BofA analyst David Barden expressed that there were no significant new positive perspectives on a substantial improvement in free cash flow in the second quarter. However, he also noted that the management exhibited a strong belief in achieving the full-year free cash flow guidance of $16 billion or more, without any indications of a downward revision as occurred last year. BofA maintained a Buy rating on AT&T Inc. (NYSE:T) shares with a price target of $25 on May 15. 

According to Insider Monkey’s first quarter database, 58 hedge funds were bullish on AT&T Inc. (NYSE:T), compared to 55 funds in the earlier quarter. Billionaire Ken Griffin’s Citadel Investment Group is the biggest position holder in the company. 

Like NVIDIA Corporation (NASDAQ:NVDA), Marvell Technology, Inc. (NASDAQ:MRVL), and T-Mobile US, Inc. (NASDAQ:TMUS), AT&T Inc. (NYSE:T) is one of the top 5G stocks that billionaires are loading up on. 

Here is what Chartwell Investment Partners has to say about AT&T Inc. (NYSE:T) in its Q2 2022 investor letter:

“In the Dividend Equity accounts, the three best performers in Q2 include AT&T (NYSE:T, 2.5%), up 17.1%. AT&T completed the spin off of the WarnerMedia business (HBO, CNN, etc.), and the market seemed to like the “back-to-basics” approach. Also, the telco business is expected to do relatively well in an inflationary environment.”

9. Verizon Communications Inc. (NYSE:VZ)

Number of Hedge Fund Holders: 59

Number of Billionaire Investors: 11

Verizon Communications Inc. (NYSE:VZ) is a telecommunications company that offers various services, including wireless and wireline communications, internet, and television. The company aims to provide nationwide coverage with its 5G network, focusing on both urban and rural areas. Verizon Communications Inc. (NYSE:VZ) stock was found in the investment portfolios of 11 billionaires during the first quarter of 2023. 

On June 1, Verizon Communications Inc. (NYSE:VZ) declared a $0.6525 per share quarterly dividend, in line with previous. The dividend is distributable on August 1, to shareholders of record on July 10. In the first quarter of 2023, the telecommunications firm reported an increase of 633,000 subscribers.

According to Insider Monkey’s first quarter database, 59 hedge funds were long Verizon Communications Inc. (NYSE:VZ), compared to 56 funds in the preceding quarter. Billionaire Cliff Asness’ AQR Capital Management is a prominent stakeholder of the company, with 4.8 million shares worth $188.5 million. 

Here is what Mawer Investment Management has to say about Verizon Communications Inc. (NYSE:VZ) in its Q3 2022 investor letter:

“There are a few other segments of our portfolios that displayed weakness in the quarter. Cable and telecommunication companies have been an area that has lagged the broader market as their worlds are increasingly colliding. Companies such as Verizon (NYSE:VZ) have been impacted as wireless operators are spending heavily to attract internet subscribers with fixed wired access and the cable companies are trying to build wireless businesses.”

8. Skyworks Solutions, Inc. (NASDAQ:SWKS)

Number of Hedge Fund Holders: 34

Number of Billionaire Investors: 12

Skyworks Solutions, Inc. (NASDAQ:SWKS) plays a significant role in enabling 5G technology through its semiconductor solutions. The company offers a range of products that support 5G infrastructure and devices, including front-end modules, amplifiers, filters, and integrated circuits. During the first quarter of 2023, Skyworks Solutions, Inc. (NASDAQ:SWKS) was a favored 5G stock among billionaires.

On May 25, Skyworks Solutions, Inc. (NASDAQ:SWKS) declared a $0.62 per share quarterly dividend, in line with previous. The dividend is payable on June 20, to shareholders of record on May 30. 

According to Insider Monkey’s first quarter database, 34 hedge funds were bullish on Skyworks Solutions, Inc. (NASDAQ:SWKS), compared to 43 funds in the preceding quarter. Billionaire David Shaw’s D E Shaw is a prominent stakeholder of the company, with a position worth $28.7 million. 

Vulcan Value Partners made the following comment about Skyworks Solutions, Inc. (NASDAQ:SWKS) in its Q1 2023 investor letter:

“Additionally, Skyworks Solutions, Inc. (NASDAQ:SWKS), Amazon, and TransDigm Group were all material contributors during the quarter. We have discussed these companies at length in prior letters. Skyworks Solutions has been successful at utilizing its advancement in cellular connectivity in other end markets such as the Internet of Things. All three of these companies are executing well, their theses are intact, and we are pleased to own them at a discount to our estimate of intrinsic value.”

7. Intel Corporation (NASDAQ:INTC)

Number of Hedge Fund Holders: 68

Number of Billionaire Investors: 13

Intel Corporation (NASDAQ:INTC) is a technology company known for its contributions to the semiconductor industry. While Intel Corporation (NASDAQ:INTC) has been involved in the development of 5G technologies, it is primarily recognized for its role in providing processors, network interface cards, modems, and other semiconductor technologies that are crucial for the implementation and operation of 5G networks rather than being a direct provider of 5G services. During the first quarter of 2023, the stock was held in the portfolios of 13 billionaires.

On May 31, Raymond James stated that Intel Corporation (NASDAQ:INTC)’s second quarter revenue is on track to meet the higher end of its guidance. While the timing of this development was somewhat unexpected, Intel’s management emphasized improved linearity, providing the company with enough visibility to raise its short-term outlook. Raymond James believes that the risk/reward ratio is favorable and maintains an Outperform rating on Intel Corporation (NASDAQ:INTC). 

According to Insider Monkey’s first quarter database, 68 hedge funds were bullish on Intel Corporation (NASDAQ:INTC), compared to 62 funds in the last quarter. Billionaire Steve Cohen’s Point72 Asset Management is a significant position holder in the company, with 10.4 million shares worth $340 million. 

ClearBridge Large Cap Growth Strategy made the following comment about Intel Corporation (NASDAQ:INTC) in its Q4 2022 investor letter:

“A third approach to return generation is purchasing idiosyncratic businesses that largely control their own destiny. Intel Corporation (NASDAQ:INTC), which we purchased in the first quarter on the premise that it would develop a leading domestic foundry business, has struggled with execution missteps and product delays. We are maintaining the position to provide ongoing exposure to semiconductors.”

6. Broadcom Inc. (NASDAQ:AVGO)

Number of Hedge Fund Holders: 72

Number of Billionaire Investors: 13

Broadcom Inc. (NASDAQ:AVGO) is a leading semiconductor company that provides essential components and solutions that support 5G infrastructure and devices. The company offers a portfolio of semiconductor products, including radio frequency front-end modules, wireless communication chips, and networking solutions that are crucial for the implementation and advancement of 5G networks. In Q1 2023, 13 billionaires were bullish on Broadcom Inc. (NASDAQ:AVGO), including Rajiv Jain of GQG Partners

On June 1, Broadcom Inc. (NASDAQ:AVGO) declared a $4.60 per share quarterly dividend, in line with previous. The dividend is payable on June 30, to shareholders of record on June 22. 

According to Insider Monkey’s first quarter database, 72 hedge funds were long Broadcom Inc. (NASDAQ:AVGO), with collective stakes worth $3.5 billion, compared to 72 funds in the prior quarter worth $3.9 billion. 

Alongside NVIDIA Corporation (NASDAQ:NVDA), Marvell Technology, Inc. (NASDAQ:MRVL), and T-Mobile US, Inc. (NASDAQ:TMUS), Broadcom Inc. (NASDAQ:AVGO) is among the 5G stocks that billionaires favor.

Aristotle Core Equity Strategy made the following comment about Broadcom Inc. (NASDAQ:AVGO) in its Q4 2022 investor letter:

“Broadcom Inc. (NASDAQ:AVGO) contributed to performance in the quarter following the company’s solid fourth quarter 2022 results. This was driven by better-than-expected results in both its semiconductor solutions, networking and storage segments. The company also provided first quarter guidance that was ahead of consensus as well as 2023 commentary that expects earnings momentum to continue due to a strong product cycle.”

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Disclosure: None. 10 5G Stocks Billionaires Are Loading Up On is originally published on Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

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Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

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