Augmented/Virtual Reality

Meta Stock and The Metaverse Thesis

“You know who” had a meeting with his fellow Twitter employees in which he talked about how advertising return on investment (ROI) doesn’t need to be provided in bull markets. Just throw money at any old influencer and who cares what sticks. These days, media companies need to show they’re effective at showing an ROI […]

Is Epic Games a Threat to Unity Software Stock?

Once upon a time, but not so long ago, Nanalyze covered tons of tech startups. We published dozens of lists, from the top AI startups in the United Arab Emirates (of all places) to some of the first synthetic biology startups making fake food (and now being sold in fast-food places). Starting around 2017, some […]

Roblox Stock: Falling Bookings Raise Concerns

Conviction is a critically important virtue of an effective leader. You must believe what you say when you say it. There’s no room for misinterpretation when you’re commanding the troops. This same principle extends to the investing world. We often make fun of the term “cautious optimism” because it epitomizes how many pundits are afraid […]

Unity to Acquire ironSource: Good News or Bad?

The epitome of a first-world problem is complaining that the supercomputer that’s constantly by your side – the one mostly used to read inane drivel on social media or play games – doesn’t stay charged long enough. All that cheap constantly available electricity available everywhere doesn’t stay in that incredibly engineered compact lithium battery long […]

Unity Software Stock Plummets. Is it a Buy Now?

There’s an old saying the Americans have which goes something like this. Take a number two or get out of the loo. It’s about being decisive and acting with conviction. In the world of investing, this becomes critically important. When a stock you’re holding falls and your thesis hasn’t changed, you add more shares if […]

Unity Technologies Stock: A Pure Play on the Metaverse

Some people binge-watch TV series. We binge-watch movie trailers, because we generally don’t have the time to devote to a season’s worth of episodes or Oscar-contending films, but we don’t want to exist entirely in a pop culture vacuum. As you might expect from geeky MBAs who cover emerging technologies, our sweet spot is science […]

How to Invest in the Metaverse Minus the Hype

Think about a virtual world that’s so real you wouldn’t know it’s a virtual reality. Maybe we’re living in such a world already, and that’s called the simulation hypothesis. If you’re in a simulation, and you create another simulation, then you have nested simulations. Elon Musk believes there’s a one in a million chance we’re […]

Confluent Stock: A Metaverse Big Data Play

Short-term stock price movements are nothing but noise, yet human emotion means we can’t help but check our portfolios every five minutes during market open. You’d think mainstream pundits would discourage such behavior, but they do anything but. Just look at this gem from Jim Cramer several days ago (our emphasis in bold). A year […]

Matterport Stock: A Richly Valued Metaverse Play

Probably the best thing to come out of the special purpose acquisition company (SPAC) era is a population of stocks that all started out at the same price point. This makes it exceptionally easy to gauge performance at a glance. That is until stocks start splitting, but we have a feeling the only splitting happening […]

Investing in The Metaverse with Event Streaming

They say an average human driver needs about half a second to react to an unexpected event while driving. “In athletics, anything under a tenth of a second is considered unhuman and therefore a false start.” That’s according to a study by Sky Sports that measured F1 driver Nico Hulkenberg’s reaction time at less than […]