Metaverse: Next Biggest Opportunity

It was the internet in the late ’90s, social media in the 2000s, and digital currency (crypto) in the 2010s. Facebook’s Metaverse might be one of the greatest investment opportunities in the 2020s. If you are following Facebook’s Connect 2021 conference you will realize how much deep Facebook now Meta has invested in the platform. They own Oculus which is the first step towards VR/AR metaverse. The application of Metaverse based platforms is immense and beyond gaming and virtually every aspect of our lives. Here are some of the potential companies to benefit from:

1. $Unity Software (U.US)$ Unity Software: Virtually all applications will be developed either on Unity or Unreal Engine.

2. $Autodesk (ADSK.US)$ Autodesk: They own 3D Max and Maya which again might be used to develop VR/AR applications. Plus they have various Building Information Modelling tools like Revit and Navisworks which might be useful in creating Metaverse beyond gaming.

3. $Matterport(Delisted) (MTTR.US)$ Matterport: 3D scanning

4. $Trimble (TRMB.US)$ Trimble: Again they have Sketchup and various 3D scanning tools

5. $Shopify (SHOP.US)$ Shopify and Amazon: They might be the first ones to create virtual stores.

6. $Microsoft (MSFT.US)$ Microsoft: They own Minecraft and have developed ‘Hololens’

7. $Roblox (RBLX.US)$ Roblox: The platform already works with Oculus.

Let me know if there are any other key players which I have missed.