Biggest mistake many people made is thinking NET and FSLY have similar technology and so broadly comparable.
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Mark followed this forum! Is he changing to Agent Smith or The Matrix?
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You can never kill Agent Smith Facebook. The more you punch him, the more Agents Smith will come out.
Agree on FSLY. just sentiment anyway on twitter that NET is hitting a high for now…
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Ditto for U 
my highest conviction metaverse stock. For U, I label as (i) instead of (1). Common retracement for wave (ii) is between 38.2%-61.8%, min retracement is 23.6%. Since this is an uber bull trend till end of the year, 23.6% is most likely i.e. pull back should be over.
NC in count. Just an update of lower degree EW waves.
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Ditto for MTTR. My second highest conviction metaverse stock.
NC in count. Just an update of lower degree EW waves.
Current thinking is either COIN or NET/FSLY should be the third high conviction metaverse stock. 1st U 2nd MTTR. I reduced 50% of RBLX holdings and bought more COIN, hope I don’t regret 
Below is the lower degree EW picture of COIN, I suspect price wise, wave (iv) is there but time wise may need another day or two.
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So far is a dumb move. Sell the winner, buy the loser.
Below is the WAG EW picture of RBLX. Due to lack of data, publicly traded not long, basically has to guess where it is 
Why are these Metaverse stocks?
SNAP is one. And it got crushed by Tim Apple.
Metaverse is very demanding on network especially at the edge.
Need NFTs in metaverse, and people would trade NFTs.
Social media is a tough business. Is like fashion. Avoid unless you are damn sure that the CEO-founder is as good as Mark.
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A deep dive into COIN.
Officially, there is a replacement for FAANG, known as FAZER.
FSLY
APPN
ZM
ESTC
ROKU
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Bigger Than Tesla? Top 10 Metaverse Stocks to Buy Now
Metaverse is getting hotter and hotter Next year would probably overtake FinTech, Crypto and TSLA as best ideas in web/ tweets/ fin twit.
Top 5 stocks of Peloski 
NVDA 
CRWD
MSFT
PYPL
RBLX 
Company Deep Dive: Unity Technologies - by MazwoodCap dated Feb 8, 2021.
I’m starting small, watching and being patient. Despite the excitement, it takes time to build the future.
I prefer to buy a lot now when it is not mooning and sit for years then rushing in with others.
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I am gunning for 100x 1000x would be better. Me learned the same lesson as Puru.
My top three metaverse stocks are:
U
MTTR
COIN
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After some deep thought, perhaps RBLX and the sleeping giant DIS, could be 4th. Network is critical but is it highly profitable? That is extremely high margin?
He should also give examples of the companies he didn’t buy that went under and how much money he saved on that
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