Metaverse Small Caps Poised After Goldman Sachs Points to $8 Trillion Upside (MTTR, SFLM, IMMR, NVDA, SNAP, U, RBLX, METV, FB)

The metaverse theme has been percolating in the integumentary tissue of the market since Facebook changed its name to Meta Platforms Inc. (Nasdaq:FB) last October. At this point, Wall Street has had enough time to put together reems of hard research-based analysis, which has recently started to poke above the surface of the information ocean […]

Top Analysts Say Metaverse is a Trillion Dollar Opportunity (SNAP, SFLM, FSLY, U, MTTR, RBLX, NVDA, FB)

Just how much will the Metaverse be worth for investors over coming years? According to JPMorgan’s most recent analysis, the market opportunity will drive over $1 trillion in annual revenues. In a wide-ranging research note out earlier this month (see “Opportunities in the metaverse”), the world’s most respected Wall Street house made the case that […]

The Future Gold Rush in Social Media Stocks (SHOP, FB, PINS, CMGR, SNAP, MSFT, TWTR, SOCL)

The social media revolution may seem like old news. But it could also just be getting started. The key point to appreciate here is “influence” – influence over public opinion and consumer decisions. Given that many of the top players in this space have access to hundreds of millions of people, and given that they […]

Why Clubhouse Media (CMGR) is a Bigger Story than You Think (FB, PINS, SNAP, CMGR, TTD, TWTR, VIAC, ROKU)

Clubhouse Media Group (OTC US:CMGR) is a rapidly developing story that has gotten little traction with retail investors yet, despite what appears on its face as a very strong thesis, a unique model with a strong narrative looking ahead in its industry, and extremely robust metrics that 20th century investors have difficultly appreciating, but in […]

Nextdoor SPAC Deal Set to Infuse Juice into Social Media Stocks (FB, TWTR, CMGR, SNAP, PINS, SOCL)

Traders and investors should expect the social media space to regain the spotlight following yesterday’s news that growth juggernaut Nextdoor – the hyperlocal neighborhood social network – is getting set to go public. The deal is expected to be worth $4-5 billion and will happen via SPAC (sponsored by Khosla Ventures). According to Axios, when […]

The Structural Bull Market in Social Media Stocks (FB, TWTR, CMGR, SNAP)

The social media space continues to represent one of the most powerful investment opportunities for investors over the long-term. From a marketing standpoint, it has become the only game in town.  According to a new report out this year from SmartInsights.com, more than half of the world’s population now uses social platforms on the internet. […]