This week, our advisors discuss 5G, one of the super-cycles in technology we constantly refer to. We believe that companies could have difficulty monetizing the transition into 5G as well as effectively communicating its capabilities to consumers. We subsequently examine the Chinese-based chip manufacturer, Taiwan Semiconductor. This company may prove to be an interesting play on semiconductors manufacturing, especially for “Black Listed” foreign companies. We conclude our meeting by discussing the leaders in augmented and virtual reality.