Surgical Science Stock Is a Pure Play on Medical VR

The reality is that virtual reality (VR), augmented reality (AR), and other riffs on these digital interfaces have not lived up to the hype. The latest hype cycle got underway around 2015-16. That’s when the vaunted Oculus Rift headset hit stores and Magic Leap came out of stealth mode. The former failed to launch the VR gaming revolution and the latter pretty much failed to launch to expectations. This translates to few opportunities for retail investors. Just two AR/VR stocks can be found in our Nanalyze Disruptive Tech Portfolio that are pick-and-shovel plays on the theme, and both are largely predicated on the success of the metaverse, which appears to be spinning nowhere, like the blue wheel of death on the computer screen. Still, if any of those market reports out of Mumbai are to be believed, the current VR/AR market is not inconsequential.

Unfortunately, the above chart does not break down the numbers between consumer and enterprise markets. We suspect more of the growth is happening on th