The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Despite all of the bad news of late, we were surprised to see that the S&P 500 index actually increased by $282 billion in the last 12 months through June 2012. Interestingly, just one stock accounted for 83% of that gain. That stock was Apple. Apple continues to create great products that people want, and the iPhone is now generating more revenue per quarter than Microsoft's entire business. In recent days, we've heard a lot about new challenges to some of Apple's leading products, but we don't see it giving up its dominance anytime soon.

If you're one of the thousands of investors riding Apple to spectacular gains, you're doing yourself a disservice by not looking at the variety of companies benefiting from the same trends that make Apple the most valuable company in the world. The Motley Fool has just released a free report on mobile called "The Next Trillion-Dollar Revolution" that details a hidden component play inside mobile phones that also is a 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.