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The fund has built a portfolio of 41 stocks and attracted more than $120 million in assets under management. The impressive performance of ProShares’ Bitcoin fund has stirred interest in new ETFs among retail investors. You can buy the Roundhill Ball Metaverse ETF on Robinhood, SoFi, Schwab, Fidelity, and InteractiveBorkers. Facebook CEO Mark Zuckerberg has been talking about the metaverse a lot lately. In fact, Facebook is repositioning itself as a metaverse company.
“This is a very long-term strategy because you have to understand how an AI ecosystem is built – that’s not something that you can build overnight.” The last few months have been how to invest in Metaverse noticeably tough for growth stocks after almost two years of soaring valuations. And Chai acknowledged that that’s led to a period of underperformance for the THNQ AI fund.
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In the metaverse, people will be able to virtually meet, work, travel, and shop. “We do believe that the pandemic will help the adoption and acceleration of AI – we’ve seen rapid deployment of cloud technologies, and that’s a very good indicator,” Chai added. “It’s important not to look at these companies on a monthly or quarterly type of performance – instead, we’re always thinking about the next five years.” “We didn’t create this AI strategy as a trading vehicle for short-term investors,” she said.
The firm’s focus on smaller-cap tech stocks has helped it to outperform competitors like Cathie Wood’s Ark Invest since the start of the pandemic. Two of the most prominent investing themes right now are artificial intelligence and the metaverse. UBS predicted that AI will outpace Big Tech in its growth over the next decade, while Goldman Sachs highlighted the metaverse as an $8 trillion opportunity in a recent report. Chai added that the development of the metaverse will highlight the importance of these AI technologies, as well as servers, semiconductors, and data centers. For example, Facebook parent Meta is currently developing an AI supercomputer to help it build out the metaverse.
“AI is going to be the major driver of innovation and growth across many industries that are impacting the global economy,” Chai said. Chai, discussing the THNQ fund with Insider, listed five holdings that could surge over the next decade thanks to their development of AI technologies. She cited a recent McKinsey report that argued the AI market will create $13 trillion of value in the next ten years. She said the metaverse is the dominant growth driver for companies held by the company’s AI fund. Lisa Chai is a partner at ROBO Global, a $4 billion investment firm specializing in innovation.
Meanwhile, Robinhood isn’t building a metaverse, but when interest in metaverse stocks explodes, Robinhood will be the platform where much of the trade will be taking place. The future is the metaverse—a coming virtual world that promises almost limitless possibilities for humans. The metaverse market opportunity could exceed $1.5 trillion by 2030, according to PwC. Roblox is a platform for building games for kids with a metaverse vision. It aims to build a virtual environment where people not only come to play games, but also conduct business meetings and shop. Electronic Arts , Take-Two , and Activision Blizzard have also developed games with metaverse elements.
Chai discussed ROBO Global’s overall investing strategy and shared five top stock picks that can benefit from AI and the metaverse. “We’re always very thematic with our investing approach and we like companies that are going to benefit from the metaverse, AR, and immersive experiences,” Chai said. “The metaverse is still evolving, and it’s going to keep growing.”
Insider lists those five stocks below, including their current price, market capitalization, and Chai’s analysis of each company. Stockstotrade.com needs to review the security of your connection before proceeding. “We’re unique because we employ industry experts and academics,” Chai said. “We hope that that plugs us into deep technology capabilities.” “It’s really hard to find a benchmark for our fund because it’s such a pure-play AI fund,” she told Insider.
China isn’t only concerned about cryptocurrencies, but also the early excitement over metaverse stocks. Chinese metaverse-related stocks have been soaring, leading to media scrutiny and warnings about investing in illusionary concepts. The shift to the metaverse should benefit the global economy as a whole. But there are industries and companies that will lead the march into the metaverse.
If you’re seeking early exposure to the metaverse economy, here are some of the stocks you may want to consider. Lisa Chai shared 5 stocks to buy that can benefit from the AI and metaverse investing themes. ROBO Global invests in the AI, health tech, and robotics sectors through its three US-listed exchange-traded funds, which trade under the tickers THNQ, HTEC, and ROBO.
The company may invest as much as $10 billion in its metaverse division in 2021, and is hiring thousands of engineers to work on its metaverse project. The work involves developing virtual and augmented reality headsets, software, and content that will be used in the virtual universe. Metaverse systems will require many and powerful processing chips. Nvidia is a leading supplier of artificial intelligence chips that such systems will need. Intel, Qualcomm, and Micron also stand to benefit from the demand for semiconductor components for metaverse systems. Chai listed five stocks held by THNQ that are all benefitting from the rise of AI and the metaverse as prominent investing themes.
The metaverse will be enabled by virtual and augmented reality systems, mobile apps, and other technologies. Although the metaverse is still largely an imagination of the tech industry, you can already start investing in this exciting future. You can invest in companies building the metaverse and those that supply the technology that will power the future universe. The metaverse stocks universe will only continue to expand as the space develops. Some investors may feel overwhelmed by the choices and instead want to try a fund that offers exposure to an array of metaverse companies. A real-time metaverse will rely a lot on edge computing technology, suggesting strong demand for Fastly’s solutions in the future.
