Twitter's growing influence on Wall Street and around the world has real-money consequences. According to new research from eMarketer, the network will double its revenue from mobile advertising this year and is on track to produce $1 billion worth of ad sales in 2014.

In short: Twitter is succeeding where Facebook (META 1.54%) and Yahoo! (NASDAQ: YHOO) have struggled to make gains. Among social networks, only LinkedIn (LNKD.DL), with its consistent record of near-100% growth, is moving as fast.

Yet there's also more to this story than just Twitter, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova.  Mobile use is climbing at such an extreme pace that tablets will soon outsell all types of personal computers, IDC Research predicts.  

Tim says investors should seeks stocks that are already poised to profit from this shift as they wait patiently for a Twitter IPO. Please watch this short video to get his full take, and then leave a comment to let us know which stocks you believe will profit from the rise of mobile computing.