Latest ideas and analyses related to virtual reality

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FB , GOOGL , SNAP , AAPL

+31 pts



$FB - Needham thinks Facebook is spending billions to buy a smaller TAM with Metaverse

By phenphen on July 30, 2021, 8:53 a.m.
Tagged topics: augmented reality , TAM expansion , eCommerce , Needham , virtual reality , Metaverse

Views: 138, Votes: 1, Responses: 0, Attachments: 2
AAPL

+36 pts



Jefferies expects $AAPL to launch mixed reality headset in 2022 with in-house CPU, gesture recognition, and pouch cell battery

By labjordan on June 29, 2021, 11:12 a.m.
Tagged topics: analyst checks , augmented reality , Jefferies , virtual reality , mixed reality device

Views: 170, Votes: 4, Responses: 0, Attachments: 4
ATVI , TTWO , EA , MSFT

+30 pts



Oppenheimer says $EA Battlefield 2042 was 'the biggest star' around E3, while $ATVI and $TTWO had low profiles, see Chinese games gaining presence

By junkfoodlover on June 14, 2021, 11:18 a.m.
Tagged topics: gaming , Call of Duty , Oppenheimer , virtual reality , Xbox , Diablo , E3 , Battlefield 2042

Views: 107, Votes: 1, Responses: 0, Attachments: 2
AAPL , TSM

+5 pts





By Noto on May 20, 2021, 4:26 p.m.
Tagged topics: analyst checks , supply constrained , Apple headset , virtual reality , Apple glasses , mixed reality device

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL , TSM

+1 pts





By anon7828 on May 20, 2021, 1:48 p.m.
Tagged topics: analyst checks , supply constrained , Apple headset , virtual reality , Apple glasses , mixed reality device

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL , TSM

+40 pts



$AAPL - JP Morgan expects Mixed Reality headset production in 2Q22, but 'Apple Glasses' less likely in next 12-18 months due to supply constraints

By mooreideas on May 20, 2021, 1:12 p.m.
Tagged topics: analyst checks , supply constrained , Apple headset , virtual reality , Apple glasses , mixed reality device

Views: 147, Votes: 3, Responses: 2, Attachments: 2
AAPL

+41 pts



Thanks

By da.murillocontreras on Feb. 3, 2021, 1:36 p.m.
Tagged topics: augmented reality , product launch , JP Morgan , Asia , Apple headset , virtual reality , Apple glasses

Views: 3, Votes: 1, Responses: 0, Attachments: 0
AAPL

+39 pts



$AAPL - JP Morgan says Apple likely to launch $500+ VR/AR headset this year, but Apple glasses less likely in this next 12-18 months

By mooreideas on Feb. 2, 2021, 10:35 a.m.
Tagged topics: augmented reality , product launch , JP Morgan , Asia , Apple headset , virtual reality , Apple glasses

Views: 57, Votes: 3, Responses: 1, Attachments: 2