Who needs autumn when the summer TV season is smoking hot? Not so much network TV shows but rather their record-setting cable cousins. AMC Networks (NASDAQ:AMCX) has never had so many viewers for Breaking Bad, while Season 4 of Duck Dynasty is pulling in Walking Dead-like numbers.

Two weekends ago, 5.9 million tuned in to watch Breaking Bad's mid-Season 5 premiere. Duck Dynasty's Season 4 opener drew more than double that number: 11.8 million at last count, with 6 million in the coveted 18-to-49 demographic.

Summer's emergence as a legitimate TV-watching season has changed this $2.2 trillion industry, kicking off a fight between entrenched interests such as Comcast and relative newcomers such as Apple. Check out the following slide presentation for more on what this means for you as an investor. And when you're ready for even more insight on how to profit from the new TV business -- including the secret Steve Jobs took to his grave -- click here for a special tell-all video.