$Sea Ltd(SE)$ turning profitable for two quarters with cash to compete, in both existing and new markets. Gaming revenue in developing markets has a lot more room to grow; it is not peak yet in those markets. Recent sell-off is extreme and seems like an over reaction in a fragile market. Over a span of next two years, SEA likely to exceed current price with a 20-30% upside. Worth accumulating for longer term investors.
It's not realistic to think that new MMO can be as popular as WoW... WoW still has millions of paying players after nearly 20 years from launch. Not something that can be easily replicated.
Amazon: The Next Big Video-Game Disruptor?
Shares of e-commerce and cloud giant Amazon (AMZN) have been steadily climbing back in recent weeks
They would have this app store in their vehicles user interface, for drivers to download various apps (e.g weather, games, Spotify, traffic alerts) that make driving a more pleasant experience. Then they take a cut of the fees.