Investing in the METAVERSE Stocks Universe

Companies / Metaverse Dec 08, 2021 - 12:56 PM GMT

Dear Reader

Facebook hit the nail on the head by bringing forth realisation to the masses of the emerging metaverse's with their corporate name change to META, though most will soon forget what all the fuss was about and carry on their merry way until they next big metaverse story, so this aspect of the Quantum AI mega-trend will continue to trundle along in the background. However savvy investors will already be aware of the "meta-verse" and what it heralds in terms of virtual products and services as the headsets technology plays catchup so as to allow the masses to escape from an increasingly dismal economic future given the rise of machine intelligence automation that seeks to replace human labour as we have seen play out in countless movies such as Ready Player One.

Whilst those who are skeptical of the 'metaverse' or what I would call virtual worlds and see it as a flash in the pan that will soon forgotten for the next 'big thing' need to understand that we all already inhabit a virtual world in our day to day city lives, none of which is 'natural' but virtual space carved out by humans to inhabit to earn points (currency) to buy goods and services which is why so many people are easily able to escape into video games, and their virtual spaces which the metaverse virtual worlds take to the next level. i.e. metaverse's are basically GAMING ENVIRONMENTS that are being MONETIZED by means of crypto tokens such as the buying of virtual LAND,

I can imagine that many if not most of us within the next 10 years will spend a significant portion of our daily lives in virtual spaces by donning VR or augmented reality headsets and even some going as far as wearing immersive suits to simulate at least 4 of our 5 senses.

The metaverse is an emergent derivative of AI and thus is one of the primary sectors to be invested in even if we never called it the metaverse until Zuckerberg posted his META youtube video -

GAMING
VIRTUAL REALITY
AUGMENTED REALITY
SOCIIA MEDIA
VR and AR CREATOR TOOLS.

In fact the metaverse acts as a reminder that we are NOT invested in ordinary stocks, the likes of Wall Mart, Tesco or oil corporations even banks et-al. These are QUANTUM AI that stocks that are seeking to change the NATURE OF OUR REALITY!

A reminder of the QUANTUM AI BIG PICTURE for we tend to forget, get lost in the detail of quarterly earnings reports. In fact it may prove useful to revisit my article of June 2020 (Machine Intelligence Quantum AI Stocks Mega-Trend Forecast 2020 to 2035!) so as to keep oneself grounded in the Big Picture.

The Big Picture is that of an EXPONENTIAL Quantum AI mega-trend that is reinventing the nature of our reality. Which is why there have been times in the recent past when I have tended to completely ignore quarterly earnings reports because they tend to be a time wasting distraction from the BIG PICTURE!

The Quantum AI mega-trend implies to expect -

a. That we probably exist in some form of simulation where the primary currency of our Universe is INFORMATION.

b. That life like VR is coming, and likely manifest itself before my forecast date of early 2032. And in that spirit here is a message from your analyst from the meta-verse for a taste of what the will soon increasingly become the reality of virtual environments where people donning VR headsets converse with one another in real time just as if I were talking to you in the real world as this 360 video illustrates.

https://youtu.be/L9q3dWWJ4Go

This article is an excerpt from my recent extensive analysis - Best Stocks To Profit From the $1+ Trillion Emerging Metaverse Mega-trend

Contents:
VR and Gaming Becomes the Metaverse
A Video Message from Your Metaverse Analyst
PRIMARY META-VERSE STOCKS
QUANTUM AI METAVERSE STOCKS
METAVERSE STOCKS UNIVERSE
Google Glass a Big Fat FAIL
META (Facebook) Dominating VR
APPLE AR Headset Coming 2022
ROBLOX - High Risk
TENCENT- Chinese High Risk GAMING
XXXXXX - CAD - $254 RISK - 3 OUT OF 10
XXXXXX - RISK 3 OUT OF 10.
XXXXXX NEW LIFE FOR AGEING GAMING GIANT? RISK 2 OUT OF 10
XXXXXX - DIGITIZING THE REAL WORLD - RISK 8 OUT OF 10
INTEL Black Friday Sale!
IBM The REAL Quantum Metaverse STOCK!
NVIDIA THE KING OF THE METAVERSE!
XXXXX
AI Stocks Portfolio Current State
AI Stocks - What's Cheap
AI Stocks - What's far value
AI Stocks - What's expensive?
Stock Market Trend Forecast Current State
Current State of Cathy Wood ARKK Garbage
RIVIAN IPO Illustrates We are in the Mother of all Stock Bubbles
DECENTRALAND
SANDBOX
How to Get Rich in the MetaVerse
Bitcoin Trend Analysis
Crypto Current Portfolio
Covid19 Winter Storm Fuel for Financial Crisis 2.0
OMICRON - The 'Oh Dear' Worst Ever Covid Strain?
Consequences for the Stock Markets?
Financial Crisis 2.0 Current State - TAPERING
Financial Crisis 2.0 Stock Market Bubble Investing Strategy
Why You Should Not Fear a 50% Draw down in Your Stocks Portfolio
What's driving asset price inflation?
Inflation Forecasting a Recession In 2022
UK Inflation Hits 30 year High of 6%
UK Energy Customers Falling into Energy Firms Fixed Rate Tariffs Trap
Fin tech Stock - Global Payments Inc.

The whole of which was first been made available to Patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $4 per month. https://www.patreon.com/Nadeem_Walayat.

And access to my most recent analysis that acts as an early warning of the increasing risks of market panic event!

STOCK MARKET CRASH / BEAR INDICATOR TRIGGERED - 103.4% vs 100% = Switched ON!

What is the CI18?
CI18 Trigger Feb 2020
Existing Stock Market Trend Forecast
Stock Market VIX
Stock Market December Trend
OMICRON THE STRAW THAT BROKE THE CAMELS BACK!
MUTED SANTA RALLY
The Alibaba Stock Market
ARKK Garbage
Stocks Bear Market of 2022 May Have Started EARLY!
Facebook $301 Buying level achieved.
Recession 2022
Quantum AI Tech Stocks Portfolio
Crypto FLASH CRASH Early Christmas Present

Note: The information provided in this article is solely to enable you to make your own investment decisions and does not constitute a personal investment recommendation or personalised advice.

PRIMARY META-VERSE STOCKS

You want to know what the PRIMARY metaverse stocks are?

We'll obviously Facebook comes to everyone's mind but so should MICROSOFT, equally if not more so than FACEBOOK due to products such as TEAMS and it's heavy presence in the Gaming space which Facebook is desperately attempting to enter via Oculus. For instance I am registered Quest developer as one has to so as to unlock full access to the Quest headsets functions, such as to over clock the headsets to run at higher frame rates and resolution though at the cost of battery life. And who knows I may well create a few virtual environments within the Quest platform, though Facebook are control freaks as they intend on SQUEEZING MONEY out of Quest users AND developers.

Another big player in the metaverse that you are all familiar with is NVIDIA! the GPU hardware that RENDERS the metaverse, so good on all those who still hold Nvidia! You made the right decision, even if I can't stomach the 90X earnings valuation, Nvidia IS THE PRIMARY HARDWARE provider of the metaverse.

Amazon with it's cloud servers and content generation, TENCENT another gaming giant though I don't have a clue what's going to happen next given CCP shenanigans.

And of course not forgetting one of favourite high risk meta-verse gaming stock that has now been brought to immediate attention of all ROBLOX!

All of these are PRIMARY meta-verse stocks! And on we go down the list,Intel, TSMC,. AMD, Western Digital and even floundering Corsair, ALL are metaverse exposure stocks!

So if one is invested in the AI and high risk tech stocks then one is already exposed to the metaverse in one shape or another. And it won't be long before the likes of APPLE and Google will be joining Facebook to become PRIMARY meta-verse stocks i.e. they are BOTH developing augmented reality products that have YET to make it to market but we are likely to see announcements of during 2022.

QUANTUM AI METAVERSE STOCKS

Here is the list of AI stocks in terms of percent exposure to the Metaverse both for current and anticipated exposure during 2022 before we all go marching off to buy dozens of unnecessary high risk small cap stocks.

Virtually every tech stock on my AI and high risk portfolio bar, IBM and Tesla ARE META-VERSE stocks! Even coinbase has a stake in the metaverse as a payments gateway for transactions across hundreds of crypto tokens. And so all should to varying degree be exposed to the emerging trillion dollar metaverse market. This is why I keep referring to AI stocks as being PRIMARY because virtually every major unfolding technological development is a SUBSET of AI that we are already exposed to!

So given that we understand that the AI stocks are primary and one only needs to maintain exposure to them (a note to myself that I MUST get my skates on in rebuilding exposure to especially Microsoft and Apple whilst at the moment I just cannot stomach buying Amazon or Nvidia given their eye wateringly high valuations).

Beyond these primary meta-verse stocks come the creator stocks, the software platforms used to create the metaverse, the likes of Unity and and Auto desk. And clearly game environments that are morphing into virtual worlds which means I need to reevaluate the likes of SONY that patrons prompt me from time to time to take a look at.

METAVERSE STOCKS UNIVERSE

Here's an indication of the wide spread spread and breadth of potential metaverse stocks which is as near as infinite as the number of virtual worlds that will soon be generated. IBM? How is IBM a metaverse stock?

When I look across at the Top 4 AI tech stocks 2 are hitting the nail on the head and 2 have so far missed the boat. Apple and Google have nothing to show. Whilst here is a closer look at 5 existing and 4 new potential meta-verse stocks to see if there are any opportunities to accumulate.

Again the rest of this extensive analysis has first been made available to Patrons who support my work.

Best Stocks To Profit From the $1+ Trillion Emerging Metaverse Mega-trend

So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $4 per month. https://www.patreon.com/Nadeem_Walayat.

And access to my most recent analysis that acts as an early warning of the increasing risks of market panic event!

STOCK MARKET CRASH / BEAR INDICATOR TRIGGERED - 103.4% vs 100% = Switched ON!

Also access to my extensive analysis on the state of the AI tech stocks that highlighted several stocks trading at bargain basement levels - AI Tech Stocks Portfolio Updated Buying Levels and Zones as Financial Crisis 2.0 Continues Brewing

Contents:
Financial Crisis 2.0 Checklist
The China Syndrome
Stock Market Begins it's Year End Seasonal Santa Rally
Stock Market Trend Forecast Current State
INVESTING LESSON - BUYING VALUE
Peloton 35% CRASH a Lesson of What Happens When One Over Pays for a Loss Making Growth Stock
INVESTING LESSON - Give your Portfolio Some Breathing Space
INVESTING LESSON - Give your Portfolio Some Breathing Space
How Stagflation Effects Stocks
INTEL Bargain - 15.5% Discount Sale
Why Intel stock price dropped 15%?
FACEBOOK - 10% DIscount
IBM - 20% Discount
Amazon - 5% Discount
APPLE 4% Discount
AMD $136 on Route to $200
TSMC - $117
Microsoft $336
Google $2980, PE 28.7, EC 30.
Nvidia Leaves planet Earth - $299, PE of 106
Heads Up on NEW Potential Tech Stocks
AI Stocks Portfolio Updated Buying Levels
AI Stocks Buying Plan B
FREE TRADE the Perfect Stocks and Shares ISA?
FREE SHARE FROM FREETRADE
High Risk Stocks Brief
Crypto's 20% Discount Event
Bitcoin Trend
Palladium Brief

And access to why inflation will be far from transitory, batten down the hatches for what's to come-

Protect Your Wealth From PERMANENT Transitory Inflation

Best Real Terms Asset Price Growth Countries for the Next 10 Years
Worst Real Terms Asset Price Growth Countries for the Next 10 Years
The INFLATION MEGA-TREND
Ripples of Deflation on an Ocean of Inflation!
Stock Market Trend Forecast Current State
US Dollar - Stocks Correlation
US Dollar vs Yields vs Dow
Stock Market Conclusion
34th Anniversary of the Greatest Crash in Stock Market History - 1987
Key Lesson - How to REALLY Trade Markets
AI Stocks Portfolio Current State
October Investing Plan
HIGH RISK STOCKS INVEST AND FORGET PORTFOLIO
Can US Save Taiwan From China?

And my extensive analysis of Silver concluding in a trend forecast into Mid 2022.

Silver Price Trend Forecast October 2021 to May 2022, CHINOBLE! AI Stocks Buying Plan

UK Inflation Soaring into the Stratosphere, Real rate Probably 20% Per Annum
The 2% Inflation SCAM, Millions of Workers take the Red Pill
Silver Previous Forecast Recap
Gold Price Trend Implications for Silver
Silver Supply and Demand
Silver vs US Dollar
Gold / Silver Ratio
SILVER Trend Analysis
Long-term Trend Analysis
Formulating a Trend Forecast
Silver Price Trend Forecast October 2021 to May 2022
Silver Investing Strategy
SIL ETF - What About Silver Mining Stocks?
Gold Price Trend Brief
Why the CCP is Living on Borrowed Time and Needs a War
Understanding the Chinese Regime and What it is Capable Of
Guanxi
Chinese People do NOT Eat Dogs Newspeak
CHINOBLE! Evergrande Reality Exposes China Fiction!
AI Stocks Portfolio Investing Strategy
AI Stocks Portfolio Amendments
AI Stocks Portfolio Current State
October Investing Plan
HIGH RISK STOCKS INVEST AND FORGET PORTFOLIO
Why China Could Crash Bitcoin / Crypto's!
My Next Analysis

So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $4 per. https://www.patreon.com/Nadeem_Walayat.

My analysis schedule includes:

UK House Prices Trend Analysis, including an update for the US and a quick look at Canada and China - 65% done
How to Get Rich! - 90% done - This is a good 6 month work in progress nearing completion.

High RIsks Stocks Portfolio Quarterly Review
US Dollar and British Pound analysis
Gold Price Trend Analysis - 10%

Again for immediate access to all my work do consider becoming a Patron by supporting my work for just $4 per month. https://www.patreon.com/Nadeem_Walayat.

And ensure you are subscribed to my ALWAYS FREE newsletter for my next in-depth analysis.

Your metaverse invested analyst.

Nadeem Walayat

http://www.marketoracle.co.uk

Nadeem Walayat has over 35 years experience of trading derivatives, portfolio management and analysing the financial markets, including one of few who both anticipated and Beat the 1987 Crash. Nadeem's forward looking analysis focuses on UK inflation, economy, interest rates and housing market. He is the author of five ebook's in the The Inflation Mega-Trend and Stocks Stealth Bull Market series that can be downloaded for Free.

Nadeem is the Editor of The Market Oracle, a FREE Daily Financial Markets Analysis & Forecasting online publication that presents in-depth analysis from over 1000 experienced analysts on a range of views of the probable direction of the financial markets, thus enabling our readers to arrive at an informed opinion on future market direction. http://www.marketoracle.co.uk

Disclaimer: The above is a matter of opinion provided for general information purposes only and is not intended as investment advice. Information and analysis above are derived from sources and utilising methods believed to be reliable, but we cannot accept responsibility for any trading losses you may incur as a result of this analysis. Individuals should consult with their personal financial advisors before engaging in any trading activities.

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