U.S. homes are overrun with smart devices -- six per household and more than a half billion overall. In the past three months alone, we've seen the "installed base" of smartphone users grow by 9 million and tablet users by 18 million, according to research firm NPD.

This is the sort of breathtaking growth Cisco Systems (NASDAQ:CSCO) talks about when it issues predictions about the geometric rise in mobile data. What does it mean for investors? For one thing, the "connected home" isn't a future idea -- it's here now, and it's changing habits as a result.

In the following video, Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova assesses the shift and offers some ideas for how to profit. Please watch, and then leave a comment in the box below. How many devices are in your home? How often are you on a tablet or smartphone? Let us know what you think.

Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple at the time of publication. Check out Tim's Web home and portfolio holdings, or connect with him on Google+Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

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