Corsair: cheaper than (the) chips
- Global
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Activision Blizzard, AMD, Corsair, Electronic Arts, esports, Gaming, Nintendo, Nvidia, Sea, Tech, Tencent
- August 7, 2021
Long-time readers of The Finance Ghost will know that I’m a fan of the gaming and esports theme. Our lives are going one way and one way only: more digital. The severe lockdowns last year only accelerated this theme. People were forced to stay home and stay safe. They also needed to stay entertained. It’s perhaps an arbitrary data point, …
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Corsair: cheaper than (the) chips
- Global
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Activision Blizzard, AMD, Corsair, Electronic Arts, esports, Gaming, Nintendo, Nvidia, Sea, Tech, Tencent
- August 7, 2021
Long-time readers of The Finance Ghost will know that I’m a fan of the gaming and esports theme. Our lives are going one way and one way only: more digital. The severe lockdowns last year only accelerated this theme. People were forced to stay home and stay safe. They also needed to stay entertained. It’s perhaps an arbitrary data point, …
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Nintendo eats its Super Mario Mushrooms
I love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
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Nintendo eats its Super Mario Mushrooms
I love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
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TikTok chooses a dance partner and NVIDIA expands
- Global
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AMD, Arm, China, Intel, Microsoft, Nvidia, Oracle, TikTok, US, Walmart
- September 14, 2020
Well, that was a rather busy weekend. Not only did Bytedance choose Trump’s favourite Oracle as the preferred bidder for TikTok’s US operations, but NVIDIA continued to shine with an acquisition of a leading smartphone CPU manufacturer. Let’s start with TikTok, the social media sensation of 2020. TikTok visits the Oracle In case you missed it, Donald Trump’s general mistrust …
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Gaming isn’t just a game anymore
- Global
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AMD, Electronic Arts, Gaming, Investment theme, Mobile Gaming, Nintendo, Nvidia, Smartphones, Sony, Tencent
- July 15, 2020
One of my key investment themes is gaming. I strongly believe that gaming over the next decade will be what smartphones were over the previous decade. People are more connected than ever before. Every day, more and more people get fast internet access. In a world of social distancing, gaming becomes a welcome escape and a source of entertainment. In …
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