Hi Tigers, welcome to ”What the Tigers Say” [Cool]
This is a weekly column planned to share the great opinion from Tigers on ‘How to Profit From the Tech Revolution? Investing Tips From Tigers’.
The VR announced by Apple is really powerful, with 5,000 patents and a price of $3,500 US, which beats the products of Google and Meta.
From Apple's groundbreaking ventures in the metaverse to Tesla's astronomical valuation and Nvidia's dominance in AI, these industry giants are capturing the attention of investors.
How to Profit From the Tech Revolution? Join us to explore stock investing opportunities that arise from the tech revolution.
Below are some insights from Tiger @NAI500, @Alvin Chow, @KevinChenNYC and @MaverickWealthBuilder. Which opinions do you agree with？
More for Reading：
Vision Pro Is A New Milestone for Mixed Reality, but Not Next IPhone
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Click titles to read the full analysis:
1. @NAI500: From Apple, Tesla to Nvidia, How to Profit From the Tech Revolution?
Key Points:
The capital market has affirmed this trend: In the current market environment where the P/E ratio of the $S&P 500(.SPX)$ Index is about 18 times, $Tesla Motors(TSLA)$ 12-month forward P/E ratio has reached nearly 40 times, while $NVIDIA Corp(NVDA)$ current stock price-earnings ratio is even higher. 45 times. However, compared with $Tesla Motors(TSLA)$ ’s ultra-high valuation of seventy to eighty times, the current $NVIDIA Corp(NVDA)$ pricing is not outrageous, and the proportion of institutional holdings is relatively high. Compared with $Tesla Motors(TSLA)$ , which gathered retail investors, $NVIDIA Corp(NVDA)$ ’s share price is not too high not big.
I don’t know whether Musk intends to combine the breakthrough of intelligent driving with the Chinese market during this trip to China. Analysts generally see $Tesla Motors(TSLA)$ 's "Full Self-Driving" (FSD) feature, which is not yet priced in the current stock price, as an opportunity.
Enterprises in the "trillion club" have a large number of end users, thus forming a huge ecosystem. $NVIDIA Corp(NVDA)$ currently occupies 80% of the artificial intelligence chip market. Although there are no competitors at the same level, no matter how large the single market is, there are still opportunities for investors. If you are particularly confident in the chain investment target, you might as well buy the $NASDAQ 100(NDX)$ index fund, or still focus on the leading companies on the track.
2. @Alvin Chow: When Apple Does It, It's Different
Key Points:
However, being $Apple(AAPL)$ gives the company an advantage in charging a premium for its products due to its brand reputation and excellent design. The "halo effect" surrounding Apple allows it to justify higher prices, and customers are often willing to pay for the Apple experience. Interestingly, when Meta ventured into the metaverse project, it faced significant backlash, resulting in stock sell-offs. In contrast, Apple's announcement had a minimal impact on its share price, with less than a 1% decline.
Supporters of Apple can argue that $Meta Platforms, Inc.(META)$ has struggled with hardware in the past, making their risks higher, while Apple has extensive experience in this area. Additionally, Apple already has an established app store that the Vision Pro headset can tap into immediately, whereas Meta had to build its app ecosystem from scratch. Furthermore, Apple's core revenue sources, such as iPhones, Wearables, and Services, remain strong and diverse. The profits generated from these sources are more than enough to fund new product development, including the Vision Pro. On the other hand, Meta's revenue is heavily reliant on the ad market, which has experienced slowdowns and ad targeting challenges under Apple's new privacy policy. This positions Apple favorably to succeed in the race.
$Walt Disney(DIS)$ CEO Bob Iger even made an appearance on stage to announce a collaboration between Disney and Apple, aiming to enhance the immersive experience of Disney+ streaming videos with the Vision Pro headset. As mentioned earlier, Apple has shown great skill in timing the release of usable, leading technology. With the collaboration and a planned release next year, Apple has a chance to compete with and potentially surpass Meta, claiming a significant market share in the coming years.
3. @KevinChenNYC: Apple makes a real leap forward in XR's capabilities and execution
Key Points:
But none of them have the edge that Apple brings to the table with the Apple Vision Pro. That is to say, it has applied for 5,000 patents in the past few years and has a huge talent and capital base. Every bit of this thing shows Apple-level ambitions. I don't know if it's going to be the "next computing paradigm," but you can see the beliefs behind each choice here. No cutting corners. Showcasing full tilt engineering.
Apple has mitigated the effects of both. The R1 chip sits alongside the M2 chip with a system-wide polling rate of 12ms, and I didn't notice jitter or frame drops. A slight motion blur effect is used in pass-through mode, but it's not distracting. The windows themselves are sharply rendered and move quickly.
Of course, Apple has been able to alleviate these problems thanks to the abundance of brand new original hardware. Everywhere you look here there is a new idea, new technology or new implementation. All of these new offerings have a price, and $3,500 is on the high end of expectations and places the device firmly in the early adopter power user category.
4. @MaverickWealthBuilder: Should we on board Unity with Apple's latest partnership?
Currently, the most mature commercial application of virtual reality is gaming. Apple mentioned its collaboration with $Unity Software Inc.(U)$ during the event, causing Unity's stock price to soar on Monday, even triggering a trading halt, and ultimately closing with a 17% increase.
First of all, whether it's VR, AR, or AI, Unity has great opportunities to benefit from them. Generative AI will become a huge boost to the gaming industry, making the construction of 3D experiences simpler and achieving new experiences that are currently impossible. Unity is developing editor tools and plans to open a generative AI marketplace to profit from the progress of the entire ecosystem. This includes the Unity editor and Unity Runtime.
In addition, Unity has recently increased the prices of some subscription services, but the impact on customer churn is minimal. This demonstrates the company's strong competitive position and indicates that the company has a higher pricing power. In the future, growth is expected to come from usage, as Unity believes there is great potential for increasing assessable revenue over time as developers start using more AI tools and building more advanced worlds.
Questions for you:
How to Profit From the Tech Revolution?
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⏰Duration
15 June (24pm EDT)
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