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No. of Recommendations: 4
VR/AR are likely to be a very prevalent thing, good point Dreamer. Making shopping, entertainment, and gaming more real and virtual.

And I think tinker is right too. For now the most obvious seems the enablers. Not be a cheerleader but again I have to tout Nvidia here. Pro visualization is one of the least talked about segments but I think it has huge potential. In order to sell a VR headset content makers will need to produce a compelling experience. With the new Quadro chips they announced last month with Raytracing for example they are enabling new areas that content makers haven’t had access to before. You look to at all forms of entertainment providers like movie theaters and amusement parks that will want to incorporate virtual rides. Disney Land and World are building a new Millennium Falcon rose that will have virtual features. They are powering it with Nvidia Quadro.

Man that looks fun.

Individual consumers of virtual media will need something at home to power it. And again it comes back to Nvidia and high end GPUs or maybe a streaming gaming service where the hardware is in the cloud. I think if Dreamers VR/AR theme is taking off look to how Nvidia’s pro V segment for evidence. I think this is the year that segment starts to really get a lot of attention.

Retailers and ecommerce will benefit too. Early ones standing out are SHOP (and their customers) and Amazon.

I like your idea on block chain and Square. I see the block chain connection here as part of a larger mega trend of Cashless Society and person to person, business to customer, and business to business ever changing from cash transactions to digital transactions. Block chain will be a part of this evolution. But so will currencies. The two most promising in this space to me are PayPal and Square. I have then both.

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