Over the last few weeks, investors have shifted much of their attention and their wallets on leading companies in the metaverse space. If you’re not familiar with the metaverse, just think of it as a digital world that you and I can live in that’s outside of the physical world we experience today.  The idea of a metaverse isn’t new, but the conversation has skyrocketed thanks to Zuck’s company name change to Meta.

Now that the media frenzy has slowed, it’s time to put a basket of metaverse companies on the radar.  Below are a list of companies I’m initially following.  I’m currently long MSFT and VUZI.

FB (obviously)

KOPN – wearable tech

U – Unity

NVDA

MSFT

GOOGL

VUZI – Vuzix

RBLX – Roblox

FSLY – edge computing

ADSK

MTTR – Matterport