I plan to continue to find, cite and buy…

“Fastest growing industry in the history of the planet.”

“Will impact every company you invest in, whether they are tech companies or not.”

“Billions of dollars will be made in the next few years by app companies and app investors”

These are a few of the things I’ve repeatedly written and said about  the app/smartphone/tablet/cloud revolution in the last couple years.    And today, as usual I came across a plethora of confirmations of these  trends.  Take a look at some of the huge numbers and impressive stats  here in this NYTimes article by Claire Cain Miller this morning:

• In the last six months, investors poured $500 million into developers of Twitter apps

Or

• In the last six months, companies including Wal-Mart and Salesforce.com,  collectively paid $1 billion to buy such start-ups

Or

• According to Twitter, 750,000 developers have built one million apps, up  from 135,000 developers and 150,000 apps a year ago.

Just about any article you read about app developers and smartphone  growth and tablet market (read: Apple’s iPad and maybe someday somebody  else will catch an iota of traction in the tablet sphere) is full of  numbers exactly like these.

As I’ve often pointed out, we shouldn’t overthink this.  When you  see the chance to get in front of an industry that’s changing the entire  world around you and will continue to explode in growth for the next  few years at least…well, you just want to invest in that industry.

And you don’t have to overthink the stocks either, frankly.  I’ve  personally studied and written fundamental and trading analysis for more  than 100 app-related stocks, but two of my mainstays remain simply  Apple and Google.  Last week, I explained why I was holding the Google calls I’d bought back in the lows of mid-June  into the earnings report Thursday night.  But as I pointed out in that  article:

“I’m planning on holding Google for the next five to ten years at least.”

We caught a several hundred percent gain in just a couple weeks with those Google calls.  To be sure, we won’t get as lucky about  all the near-term quarterly conference calls over the next few years as  these revolutions build and play out and peak.  Indeed, there will be  quarters and companies that disappoint all along the way, as market  shares are gained and lost (sorry cable companies!), as analysts numbers  are raised and raised, and as who knows what goes wrong in the  short-term at various points in the next decade.

And I’ll be both right and wrong at various points on various trades along the way.

I plan to continue to find, cite and buy the companies best  positioned to benefit from these booms that I expect to turn into some  of the biggest bubbles the market has even seen and to try to maximize  my gains in those companies along the way, even knowing that there will  be pain sometimes along the way. Such is life.

Regardless of the ups and downs and twists and turns, through all of  that, the revolutions will continue and fortunes will be made.

I want to make some of that fortune.  Don’t you?