This video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
Infinera is one of David's favorite stock ideas. It's been one of his Best Buys Now, and was ranked No. 2 on his list of favorite big data stocks. In light of that enthusiasm, David has decided to increase his position in this stock within his "Trends and Trades" portfolio. In this video, he walks us through his rationale for doing that.
David and some of our top analysts at the Fool are really excited about an emerging revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion Dollar Revolution" that details a hidden component play inside mobile phones that also is a market leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.