Why Small Tech?

In December 2016, I posted a blog in American Galileo titled:  Read The Chip to Understand Small Tech.  The article explained why I thought that the best investment in Tech was "Small Tech".  However, I did not mean small tech companies.  All other factors being even, one should always invest in the biggest company.

My thesis is that small technology products will undergo the most innovation and growth.  Here's why:

If you look at the state of modern physics, the areas that are the most irrational, (and thus wrong), are those dealing with the micro-world.  I grew up the son of a nuclear physicist.  My father used to say to me such things as: "But, in the micro-world, Newton's laws break down."  Modern physicists do not understand (as Ayn Rand called it) little stuff.

So, as far as the economic market is concerned, what will happen if someone fixes the science that is supposed to reflect micro-physics (as well as other scientific specialties that are used in generating small tech products)?  I say it would result in an economic boom led by Big Small Tech product companies.

I have already made some progress in the goal of fixing micro-science.  My motive is money more than fame.  So, the following are my three positions for anyone else who likes my strategy:


Intel (INTC)

Intel (INTC) is the biggest U.S. based semiconductor company.  I'm invested in semiconductors for their: micro-complexity, proper science-dependent delicateness, and foundational macro-economic position.  Intel (INTC) is also involved in many other science-driven Small Tech product areas.  I read somewhere that their private R&D dwarfs all competitors, as well.

Microsoft (MSFT)

With the booming technological hardware market, software will be in huge demand.  What better company than Microsoft (MSFT)?  In recent decades the company has branched more and more into hardware components of their own which gives it a similar play as Intel (INTC).  Microsoft (MSFT) is known as a company that has many of the smartest people working there--partly due to it's hiring practices which is always a plus in my book.

Vertex Pharmaceuticals (VRTX)

This is a biotech company that many of you may never have heard of.  I've read two books about them and view the Vertex (VRTX) employee team as the best I know of in all of Big Cap Biotech.  They are pros at science and business.  Despite being biological, bio-technology reduces down to small tech science as much as any other field.


Paul Wharton
Father of Metachemics