I have a clear vision of the Metaverse world and its immense potential for the future. My focus is on identifying stocks that have the capacity to shape and embody this vision. Initially, I invested in AMD back in 2016, primarily because it was more affordable compared to Intel, and I happened to get lucky. In 2018, I added NVIDIA to my portfolio as I had a deep interest in gaming and GPU/computer building. In 2020, I purchased an Oculus device, which allowed me to glimpse into an untapped future. Interestingly, Facebook, now META, has emerged as a dominant player in this space. It's possible that they will enjoy several years of success, much like Intel did in 2016.
Recently, I discovered Roblox, a company that shares my vision and embodies how I envision the true metaverse operating. They have a long road ahead, but with the right talent within the company, they have the potential to achieve their goals. Patience will be crucial since the key lies in retaining their user base into adulthood rather than solely targeting adults at present. This journey will undoubtedly take years. Furthermore, their success is reliant on partnerships with NVIDIA and other hardware manufacturers who can provide the necessary technology. I believe Roblox could be the interface we rely on as AI progresses and 3D/VR technology becomes more advanced.
Considering all this, I seek advice on whether to invest in this company now or wait for future developments, especially if I anticipate Roblox to resemble the fictional 'Innovative Online Industries' from the book Ready Player One. While there seems to be a collective vision for the future, the uncertainty lies in identifying the company that can bring it to life. What are your thoughts on this matter?
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