The semiconductor equipment industry is expected to roughly double in size by 2030. Axon uses immersive technology for training and whatnot with things like axon VR, which actually uses headsets as a part of the curriculum. It's already been a 10 bag over the past 10 years. The monthly fool recommends stocks based solely on what you hear.
Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss:
- Apple’s bet on spatial computing - A major interface problem for headset adoption - Meta’s VR subscription service - Less obvious companies that could benefit from a boom in immersive tech
Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON
Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl
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