Subspace keeps promoting their network is the most suitable for metaverse. How is it compared to NET and FSLY?
What’s up with your addiction to FSLY? There is literally no time frame where FSLY performs better than NET. Not 1Y. Not 6M. Not 3M. Not even 5D.
That’s not the question.
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Given all the hype, one would think NVDA is the best metaverse stock… wrong.
YTD gain MTTR trumps 
NVDA. Both beat TQQQ. RBLX is close behind TQQQ.
U almost same as Nasdaq. COIN 
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Huang, CEO of Nvidia:
That avatar system is essentially a robotic system. And the way that you would do that is, for example, the 25 million-or-so retail stores, restaurants, places like airports and train stations and office buildings and such, where you’re going to have intelligent avatars doing a lot of assistance?
They might be doing a check out, they might be doing check in […] So the virtual robotics application, digital avatars is going to be likely the largest robotics opportunity. […]
I believe Omniverse Avatar will be in drive-thrus of restaurants, fast food restaurants, checkouts of restaurant, in retail stores all over the world within less than 5 years.
It’s sorta the opposite of Metaverse. AI-powered avatars out in the real world.
“The metaverse is the next frontier just like social networking was when we got started,” billionaire businessman Orlando Bravo, co-founder and managing partner of private equity firm Thomas Bravo, recently told CNBC. “It’s investable and it’s going to be very big.”
Agree. Is why Mark is betting the farm. Socializing is the killer activity for metaverse. That is why need to invest in gaming (RBLX, DIS), communication (ZM), networking (subspace/NET/FSLY), Platforms(U), Tools (MTTR, ADSK), Component (NVDA), Avatars/NFT trading (COIN) and big boys (AAPL, MVRS, MSFT). MTTR is for creating digital twin out of physical and ADSK is for creating physical twin out of digital. Yes, commerce and adtech… it will follow but when and which one? In this early stage, the highest probability bet is U and RBLX.
metaverse is a mixing of physical and virtual worlds. So far, many have interpreted it as virtual world. We already have bits and pieces of the metaverse… need an unified architecture to embody them.
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However, the euphoria might have climax or about to… if you have them, no need to sell but if you don’t have them, expect volatility… below is my preferred bullish count for U (no change from previous, just updated with latest price progress), may not be correct 
…
If $210 isn’t wave 1 then expect wave 1 to be around $230-$250. Following wave 1 is wave 2 which tend to be sudden and sharp… no need to panic, what follow is wave 3 which usually is the most powerful wave … expect wave 3 to be at least $300… I expect U to be 10x today price in ~10 years, so would just hodl regardless of volatility and drawdowns… BTFD if dip is good enough… I have sold many other stocks, raising cash to 50%, so plenty of ammo to BTFD. Use to have 20+ stocks, now 6 U RBLX MTTR COIN FSLY ZM. Considering whether I should just reduce further to 2, U RBLX 
Do I have as much conviction as I have in U RBLX as I have in AAPL in 1997? How come I dare to throw all I got into AAPL… trying to recall… I really like late SJ and understand the popularity of music listening and the pain points. But I don’t know much about U RBLX except I love the movie The Matrix and love to play video games… I am not a social person, vaguely understand metaverse is fulfilling some kind of social activity needs… anyone care to tell me? I believe Mark understood this but he is partial, he wants to make money and dominate the metaverse… other big boys won’t allow this to happen.
Above is not a financial advice. Just thinking aloud.
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Take note, make you the most money. Not the company makes the most money. Apple will make the most money but is hard to fathom that it can 10x so unlikely to make you the most money. He didn’t include U, he is probably right that U won’t make you the most money in 5 years but I think it would make you the most money in 15-20 years.
The article listed out why all the cons why we have moved to the centralized system. Now we are to move back where we come from?
Above is the top three trends. Other than U, Puru didn’t own any stocks in the above trends. Is why he is so bearish.
VR 101 in VR
Stanford’s Virtual People class is among the first to be taught with instructors and students wearing VR headsets. The fully remote class connects students in a virtual environment for about half of the total course time. Students felt the shift from Zoom to a shared virtual space was a marked improvement . The class on VR has been taught since 2003, but technology is just now getting to the point where it can actually be taught in VR. Here is a short YouTube video from the summer version of the course that gives a little bit of a feel for how class functioned in the virtual space.
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Jensen Huang, Nvidia founder:
AR is how the AI comes out of the Omniverse into our world, and VR is a wormhole that we use to go into the Omniverse.
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Short term picture of RBLX… long term is obvious, potential 10x-100x bagger 
… trading strategy for U RBLX MTTR COIN is similar, hold a core position and trade opportunistically…
$138.77 is either wave i or wave iii 
If there is a pull back next week that didn’t go below $121, then is wave iii, otherwise is wave i.
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I don’t own any.Speaking of bullshit treads. What happened to AV?
Self driving was supposed to be everywhere now. Ancient history in the lies and bs pile.
You should post in TSLA thread. Elon claimed that it would be ready. I don’t follow EV. I view car like any home appliances.
My point was this:
You guys are all chasing the latest trends. A little history lesson will tell most don’t pan out like planned. Like the latest meta verse hype. You are too old to be chasing your
tail.