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Analysis of Nvidia Stock 2022: The Money Game

TL, DR for Analysis of Nvidia stock 2022:

Even under the company’s plan to transform into an AI platform provider, the gaming sector still becomes the backbone of the business.
AI still offers massive opportunities. We have metaverse awaiting along with more AI adoption.
Nvidia’s competitive advantage is solid, especially after the Mellanox acquisition.
The most powerful edge of Nvidia is the connection with another big name, making it the most compatible chip manufacturer in terms of gaming, AI, auto, and design.

TLDR for Meta stock analysis:

The transformation from social media to the metaverse is still far away.
Apple’s privacy policy or even followed by Google will not slash Meta earning capabilities, it just slows the growth.
Meta’s strong balance sheet will help a lot in the transformation into a meta-universe.
The buyback program gives us a glimpse of the management in shareholder shoes.
Even though Meta has an outstanding competitive edge, when it can’t be monetized, it is useless. In the metaverse case, the situation is worse. Meta has no sustainable competitive advantages. Not Yet.