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Into the Metaverse We Go

Written by Barry Dumas | 29-Nov-2021 07:45:00

Stock Picks

If you thought Spielberg’s Ready Player One was a bit farfetched or some dystopian future never to be seen wasn’t a thing, think again, and welcome to the future of living!

The Metaverse

So, what is this ‘Metaverse’ thing everyone is talking about?

Well, think of the metaverse as the Matrix meets a metamorphosis of the internet, a virtual world driven by AI, VR, and AR, where everyone across the globe connects. The metaverse term has been around longer than Zuckerberg's recent rebranding of Facebook to Meta Platforms to seemingly capitalize on this concept that has been around since the '90s.

Here is a couple of metaverse stock picks to get you started:

Meta Platforms, Inc. (FB)

With its recent rebrand from Facebook to Meta Platforms, it is clear that Mark Zuckerberg’s social company is heavily invested in pioneering our new metaverse. Through its Oculus rift acquisition back in 2014, Meta has become a leader in virtual reality (VR) and now augmented reality (AR).

The company is also investing billions into our ‘new reality. Looking at Meta's latest Q3 earnings release, these investments into AR and VR will reduce operating profit by $10 billion this year. It will continue its investment into this vital aspect of interacting in the metaverse. "I expect this investment to grow even further for each of the next several years." – Mark Zuckerberg.

This will undoubtingly be a long-term investment play that should pay off for the artist formerly known as Facebook, seeing as they might be the go-to place for metaverse interaction.

Click logo to view Metaverse shares
on EasyEquities

 

Unity Software Inc. (U)

This real-time 3D development platform and INVSTR Friday stock pick is the latest buzzword for buddying metaverse investors. Unity Software is an attractive choice because the metaverse will not be built by Meta Platforms alone.

Unity's interactive 3D content development could be a key driver in the metaverse construction over the long term. Unity Software which offers two platforms, namely Create Solutions and Operate Solutions, will enable thousands of developers and content creators for the metaverse. Just consider that over 70% of today's top 1000 mobile games were built using Unity's platform; that's huge in this space.

Unity Software's recent stellar Q3 earnings and upward forward guidance has seen interest in the company soar. The company has endless expansion opportunities limited only by the imagination as a metaverse pioneer over the long term.

 

NVIDIA Corporation (NVDA)

This gold standard visual computing, artificial intelligence (AI) share, and FANG+ favorite have been firing on all cylinders, an obvious choice as a metaverse stock pick.

Nvidia reported Q3 earnings, which beat expectation as year-over-year (YoY) revenue increased 50%, a new record for the company, while adjusted earnings also increased 60% YoY. The company’s fourth-quarter guidance looks just as good, with an expected 48% increase in YoY revenue. This could be the beginning of the company's extraordinary growth story considering the metaverse is only getting started.

Another aspect and keeping true to its innovative nature, Nvidia introduced the world to its Omniverse platform back in 2019. This could be a foundation of the metaverse as the Omniverse also enables developers and designers' 3D simulation and design collaboration. They can build simulated environments to test AI systems and even self-driving cars before deploying them.

Nvidia CEO Jensen Huang had to say about the metaverse: "it is going to be a new economy that is larger than our current economy." and Nvidia a positioned to capitalize.

Click logo to view NVIDIA Corporation (NVDA) shares
on EasyEquities

Bonus Round:

Another viable stock option to Meta Platforms and Unity Software could be the online entertainment platform Roblox Corporation (RBLX). Roblox has also been a firm EasyResearch stock pick favorite this year and has share price has gained over 80% since our pick on 23 March 2021.

Roblox is very popular with younger generations as the offering needs minimal coding experience to engage with the platform and with a mission statement like this: "Roblox’s mission is to bring the world together through play. We enable anyone to imagine, create, and have fun with friends as they explore millions of immersive 3D experiences, all built by a global community of developers.” the company is primed for the metaverse.

Click logo to view Metaverse shares
on EasyEquities

Informed decisions

The metaverse is here to stay an exciting investment space to take note of, which has the potential to revolutionize the way we do almost everything. Things like doing business, shopping, visiting friends, you name it, will make way for a “new normal" and yes, that new normal as well, as pandemics might become more prevalent, limiting face-to-face contact.

New to investing

and want to know more about our recent stock picks?

Read: Top 3 most bought Ozzy stocks

 

Sources – EasyResearch, Digitaltrends, TechRadar, Meta Platforms, Inc, Keith Speights, Nicholas Rossolillo, KoyFin, Unity Software Inc, Leo Sun, NVIDIA Corporation, Keith Speights, Bloomberg, Roblox Corporation.

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Barry is a market analyst with GT247, with a wealth of experience in the investment markets. Now in his tenth year in the markets, Barry "The Beef" Dumas brings a combination of technical analysis and fundamental insights to the table

 
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