It's hard to invest in the nd products just now, wherever digital transformation is concerned. So you're looking at project collaboration software or automating business processes and those look actually more like picks and shovels. Verses going all in in companies that i like, like unity, like rowblock, soft work,. nibble at those positions because it's rarer for both that pure play idea and a profitable business model to merge up at the beginning of the game. You can still make a lot of money being patient.
Nvidia and Apple are two of the biggest companies investing in the metaverse, but they're making headlines today for different reasons. (0:25) Bill Mann discusses: - Nvidia's unusual stock movement in the past 24 hours - The graphics chipmaker slowing hiring and their guidance - Apple targeting the same iPhone production levels as last year - Why he's more concerned for Android phone makers than he is for Apple (13:56) Asit Sharma talks with Rickey Mulvey about the real possibilities (and companies) that might emerge from the metaverse. Stocks discussed: NVDA, FB, AAPL, U, GOOGL, WDFC, IBM, RBLX, DIS Host: Chris Hill Guests: Bill Mann, Ricky Mulvey, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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