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$Meta Platforms(FB.US$ $Direxion Daily FTSE China Bull 3X Shares ETF(YINN.US$ $BlackBerry(BB.US$When will BB break out?
Translated
![Picture](https://ussnsimg.moomoo.com/1638978989547-101636865-android-org.png/thumb)
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I don't understand the market, but I bet the market doesn't understand me.
$SPDR S&P 500 ETF(SPY.US$ $Netflix(NFLX.US$ $Tesla(TSLA.US$ $AMC Entertainment(AMC.US$
$SPDR S&P 500 ETF(SPY.US$ $Netflix(NFLX.US$ $Tesla(TSLA.US$ $AMC Entertainment(AMC.US$
![Picture](https://ussnsimg.moomoo.com/1638775666833-71331847-android-org.jpg/thumb)
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My YouTube channel:
https://youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
I have seen an increasing level of coverage of metaverse articles. Isn't it incredible? I don't think China will clamp down on metaverse if this is a global trend.
Like what I wrote in the past, multi metaverse will occur in China just like the internet in China. The only difference is that this ecosystem will be regulated and kept separately from rest of the world.
Communicating with the rest of the world is still possible but how would this be done will be monitored more carefully. In any case, let's not go too deep in explaining this part.
It is interesting to see Huya jumping up by almost 10 percent in a record level of volume of over 12 million shares. This is a good sign but the question here is whether can this eventually bring huya to test 8.8 USD and break it strongly n let the momentum let it breach 10.3 USD strongly. The price performance of 10 percent up is much better than douyu which is up only 2 percent and bilibili is down 2 percent.
Gaming and gaming streaming (with its community) is definitely one important part of the metaverse. But metaverse is a multi year concept that requires a lot of parts like augmented reality, virtual reality tools, connectivity speed for 5g and maybe even 6g in the future, data centers, artificial intelligence, chips to push for deeper level creation, etc.
Will Huya eventually fly? I have an existing position in it but I am not expecting that it will surge to the "sky" in the short term. Rather I will wait patiently for it to build up its monthly active users and for it to strengthen its community stickiness, where users can attend virtual concerts, movies, sports, etc together. One important part for it to go back up is for China to resume game approvals and for China not to introduce any stringent tech regulation going into 2022.
As always, this should not be construed as any investment or trading advice.
$HUYA Inc(HUYA.US$ $DouYu(DOYU.US$ $Bilibili(BILI.US$ $BILIBILI-W(09626.HK$ $Meta Platforms(FB.US$ $ROUNDHILL BALL METAVERSE ETF(META.US$ $NVIDIA(NVDA.US$ $Roblox(RBLX.US$ $Activision Blizzard(ATVI.US$ $Microsoft(MSFT.US$ $Unity Software(U.US$
https://youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
I have seen an increasing level of coverage of metaverse articles. Isn't it incredible? I don't think China will clamp down on metaverse if this is a global trend.
Like what I wrote in the past, multi metaverse will occur in China just like the internet in China. The only difference is that this ecosystem will be regulated and kept separately from rest of the world.
Communicating with the rest of the world is still possible but how would this be done will be monitored more carefully. In any case, let's not go too deep in explaining this part.
It is interesting to see Huya jumping up by almost 10 percent in a record level of volume of over 12 million shares. This is a good sign but the question here is whether can this eventually bring huya to test 8.8 USD and break it strongly n let the momentum let it breach 10.3 USD strongly. The price performance of 10 percent up is much better than douyu which is up only 2 percent and bilibili is down 2 percent.
Gaming and gaming streaming (with its community) is definitely one important part of the metaverse. But metaverse is a multi year concept that requires a lot of parts like augmented reality, virtual reality tools, connectivity speed for 5g and maybe even 6g in the future, data centers, artificial intelligence, chips to push for deeper level creation, etc.
Will Huya eventually fly? I have an existing position in it but I am not expecting that it will surge to the "sky" in the short term. Rather I will wait patiently for it to build up its monthly active users and for it to strengthen its community stickiness, where users can attend virtual concerts, movies, sports, etc together. One important part for it to go back up is for China to resume game approvals and for China not to introduce any stringent tech regulation going into 2022.
As always, this should not be construed as any investment or trading advice.
$HUYA Inc(HUYA.US$ $DouYu(DOYU.US$ $Bilibili(BILI.US$ $BILIBILI-W(09626.HK$ $Meta Platforms(FB.US$ $ROUNDHILL BALL METAVERSE ETF(META.US$ $NVIDIA(NVDA.US$ $Roblox(RBLX.US$ $Activision Blizzard(ATVI.US$ $Microsoft(MSFT.US$ $Unity Software(U.US$
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I'm down but everything that's down a lot is still significantly above my cost basis.
Added a small amount of DIS $Disney(DIS.US$ . Otherwise, everything is pretty meh.
Might buy more dkng $DraftKings(DKNG.US$ tho $Thor Industries(THO.US$ , average down some...sigh.![]()
Added a small amount of DIS $Disney(DIS.US$ . Otherwise, everything is pretty meh.
Might buy more dkng $DraftKings(DKNG.US$ tho $Thor Industries(THO.US$ , average down some...sigh.
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I don’t understand the constant comparisons and choose one over the other debate between $Roblox(RBLX.US$ and $Unity Software(U.US$. They are vastly different companies with vastly different approaches to the metaverse. They are highly complementary stocks if you believe in the evolution of the internet and gaming then own both. And the author hit it on the head with the developer advantage of Roblox in that they pay for success not the development capex so they can focus on capex for the platform itself.
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I don’t think Unreal and $Roblox(RBLX.US$ are truly competitors to $Unity Software(U.US$. Unity has a much broader ambition and product roadmap than either of those companies. And Unity is not picking a fight with $Apple(AAPL.US$ or $Alphabet-C(GOOG.US$. Roblox’s developers will become Unity developers.
Adults don’t want to play Roblox — and that’s okay, because the adolescent and teenage market is still powerful and monetizeable. But many of those Roblox developers will go on to become Unity developers.
Last point — agree if you compare P/S for Roblox and Unity, Roblox looks cheaper. But if you compare EV/GP, Unity is the cheaper pick. And I think EV/GP is a more reasonable valuation metric in this space.
Adults don’t want to play Roblox — and that’s okay, because the adolescent and teenage market is still powerful and monetizeable. But many of those Roblox developers will go on to become Unity developers.
Last point — agree if you compare P/S for Roblox and Unity, Roblox looks cheaper. But if you compare EV/GP, Unity is the cheaper pick. And I think EV/GP is a more reasonable valuation metric in this space.
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In a November 4th interview, the CEO of Bloomberg Media Justin Smith said that "There’s been this windfall of advertising spend that has really been unprecedented," and added that "I’ve never seen anything like it in my career."
"It started in 2020, the second half, particularly in the fourth quarter," he said. "It powered through 2021. Particularly digital advertising, but even some of the traditional platforms like TV and print have done extremely well."
His comments were corroborated by Q3 earnings results from ad tech stocks. $Alphabet-C(GOOG.US$ is trading at an all-time high after reporting earnings. $The Trade Desk(TTD.US$ jumped after analysts raised estimates for TradeDesk's full year earnings, leading to gains for other ad tech stocks, including $Pubmatic(PUBM.US$ , $Criteo(CRTO.US$ , $Magnite(MGNI.US$ , $TechTarget(TTGT.US$ ), and $Cardlytics(CDLX.US$ .
$Taboola Com(TBLA.US$ reported strong results today and raised full year guidance, suggesting the strength in ad spending has continued from Q3 into Q4.
Note that Taboola rival $Outbrain(OB.US$ has yet to report results.
"It started in 2020, the second half, particularly in the fourth quarter," he said. "It powered through 2021. Particularly digital advertising, but even some of the traditional platforms like TV and print have done extremely well."
His comments were corroborated by Q3 earnings results from ad tech stocks. $Alphabet-C(GOOG.US$ is trading at an all-time high after reporting earnings. $The Trade Desk(TTD.US$ jumped after analysts raised estimates for TradeDesk's full year earnings, leading to gains for other ad tech stocks, including $Pubmatic(PUBM.US$ , $Criteo(CRTO.US$ , $Magnite(MGNI.US$ , $TechTarget(TTGT.US$ ), and $Cardlytics(CDLX.US$ .
$Taboola Com(TBLA.US$ reported strong results today and raised full year guidance, suggesting the strength in ad spending has continued from Q3 into Q4.
Note that Taboola rival $Outbrain(OB.US$ has yet to report results.
!["Unprecedented" spending on digital advertising leads to opportunity in ad stock](https://ussnsimg.moomoo.com/2731387851017781834.jpg/thumb)
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