Just came across this older analysis on 5G stocks worth digging into. So the 5G IoT market is supposed to explode - we're talking $800+ billion by 2032 according to some research firms. That's wild compared to where it is now.

Obviously the big telecom plays like Verizon and AT&T are already positioning themselves. Verizon's got deals brewing with companies like Sony Honda for connected EVs launching soon. AT&T's also pushing into this space with their RedCap tech for wearables and low-power devices. Both are throwing off decent dividend yields too, which is nice if you're sitting on the position.

The interesting part? You can also just grab an ETF like SNSR that holds a basket of 50+ companies benefiting from this IoT wave - Qualcomm, Garmin, DexCom and others. Spreads the risk instead of betting everything on one telecom.

Not saying it's a slam dunk or anything, but if 5G IoT really takes off like they're projecting, these cheap 5G stocks could be worth accumulating while they're still relatively quiet. Curious if anyone's already positioned in any of these or if you think the hype is overblown?