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No. of Recommendations: 2
This is some more interesting stuff on solving some of the limitations of VR that should help make it more natural and mainstream. Uses Quadro GPUs and DL to track rapid eye movement and micro rotate the image to match for a more realistic image.

NVDA and Adobe?

A lot of computing power will be needed to make VR go big but it’s interesting that I’ve been seeing Adobe partnered up on a lot of data and AI type projects lately. Curious if anyone has given them a look. Based on performance might have been an overlooked opportunity.

A quick glance at their growth and performance looks promising.

MCap - $110B
Rev - $7.7B
P/S - 14.4
Rev Growth Q4 - 24%

EPS - $3.75
PE - 60
FPE - 31

Op Cashflow - $3.17B (43% of Rev)
G Margin - 86%
Op Margin - 31%

1 Yr Stock Price - +72%
YTD - 29%

Richly valued and outperforming and littered with data involvement news. Good qualities. Growth not out of this world but nothing to sneer at either. Haven’t taken a look at CAP or TAM yet or what it is they are doing that’s working.

Any thoughts?
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