I’m personally starting to buy some of t…

I’m personally starting to buy some of these app revolution stocks back using both common and some longer-dated call options.  If you’d like to see the details behind what stocks and options I am purchasing for my own account, please sign up at http://tradingwithcody.com.

You guys remember how for the last year that I’ve been pleading with all of you to get invested for “the coming app bubble”:

Get ready for the coming app-bubble.  I mean, come on, you know that even as the early adopters have been using apps and smartphones for the last few years, it’s just now starting to become a mainstream phenonomon.  This year some 250 million people will buy a smartphone, up from 150 million last year and on its way to more than a billion people in less than a decade from now.  When was the last time you heard growth statistis for a marketplace that blew your mind like that?  Yup, probably back when you first started researching ways to invest in the Internet.

And hopefully you were one of those people who got in that second phase, after the early adopters had worked through much of the bugs and the mainstream masses were just starting to get their first Internet accounts back in 1996/1997, right?   And hopefully you’re one of those people figuring out ways to invest in the app bubble now that the early adopters have worked through much of the bugs and the mainstream masses are just starting to get their first apps…right now in 2010, baby!

If you thought the Internet bubble was wild, you ain’t seen nothing yet.  The potential for apps to change not just how we consume telephone, video, and social networking services like never before, but we also don’t know just what kinds of Googles/Facebooks/Netflixes are going to be created this year, next year and the year after. After all, it wasn’t until late 1998 that Sergei and Brin even started the company that would create the single largest fortune out of the Internet– Google, whose valuations are now measured by the hundreds-of-billions.

Look, you can buy Google, Nokia, Websense, and other app-related companies at valuations that rival stale old companies like Caterpillar and Goldman Sachs.  Or you can chase a Netflix or PriceLine that will both benefit from their app-strategies and will continue to take marketshare from the HUGE marketplaces that they continue to disupt.

But whatever you do, get into apps, right now.  The app bubble cometh.

And here we are a year later, and why are all app-related stocks getting crushed this week?  Because Fred Hickey, JPM, and most all the other mainstream Wall Street tech analysts who were sleeping as my own analysis here on these pages was predicting the huge barrage of tablets/smartphones/new app devices that are now starting to hit this market now say that we are ALREADY in an app and tablet bubble.   We have exactly how many actual tablets in the marketplace right now?  Maybe 10 or 15?  How many are actually selling with real traction?  Maybe 2 or 3?   And these guys are already declaring the app bubble that they didn’t see coming as being fully blown and ready to pop?  We are literally less than a year into the tablet paradigm and they’re calling it over already?  Do they not think that there will be many, many more tablets and other cool form factors that we haven’t even conceived of yet that will be hitting the marketplace in 2012, in 2013, in 2014 or say in 2015?

Sure, we will have rolling inventory corrections as the ebbs and flows of individual products that win and lose among consumers shift and as the macro-economy does its cycles, and we very well might be headed into some inventory oversupply for the next few months if these Android tablet guys don’t cut prices as aggressively as I expect they will be in a few months.  And yes, some companies exposed to the app revolution will blow up and won’t navigate the waters well and….yes, same as it ever was.

But what is not the same as it ever was is that we have all these new smartphone/tablet/car-dashboard/future-form-factors that are being adopted by an entire planet’s population in just a few years’ time.  And these guys calling the top of the (still just burgeoning) app bubble in 2011 would have been like calling the top of the dot-com bubble in 1997…which come to think of it, a lof of these very same analysts like Hickey actually did!