Unlike, let’s say, just five years ago… Video game companies no longer have to wait till Christmas time to make their profits. Those days are over.Today, digital revenues now come from an array of sources like in-game advertising, downloadable map-packs, full-game downloads, subscriptions… along with the consumer’s ability to purchase virtual cars, clothes, and guns with real dollars – pushing company valuations even higher.Let’s not forget to mention their impact on the world of mobile gaming as well…Now although I wouldn’t be going all-in at these levels, on today’s show, I jump right into the nitty-gritty. And give away to listeners my favorite bet out of the three.Switching gears, I turn my focus to a sector that is showing no signs of slowing down despite it’s recent rally.I’ll be calling out what most investors in the industry are failing to realize… and explain why this basket of stocks still has plenty of room to run.
It’s my number one sector to invest in today.
Special thanks to George, Sheryl, and Jerry for all the questions. Keep them coming at Frank@CurzioResearch.comGood Investing,Frank CurzioClick here to read the entire show transcript (pdf) Welcome back to another episode of Frankly Speaking.If you’re interested in buying some video game stocks but don’t understand the differences between the U.S-based big three; Activision Blizzard (ATVI), Electronic Arts (EA), and Take-Two Interactive (TTWO)…Today’s show is right up your alley.In comparison to movies, TV studios, and other corners of the entertainment industry, no other sector has seen this much success in recent quarters. In fact, video game stocks have been in an all-out frenzy… Revenues are growing… share prices are reaching all-time highs almost every week… and the combined market-cap of these companies now reach over $80 billion.Over the last two years alone, shares of Take-Two have nearly tripled, Activision has more than doubled, and EA is up over 80%.
Unlike, let’s say, just five years ago… Video game companies no longer have to wait till Christmas time to make their profits. Those days are over.Today, digital revenues now come from an array of sources like in-game advertising, downloadable map-packs, full-game downloads, subscriptions… along with the consumer’s ability to purchase virtual cars, clothes, and guns with real dollars – pushing company valuations even higher.Let’s not forget to mention their impact on the world of mobile gaming as well…Now although I wouldn’t be going all-in at these levels, on today’s show, I jump right into the nitty-gritty. And give away to listeners my favorite bet out of the three.Switching gears, I turn my focus to a sector that is showing no signs of slowing down despite it’s recent rally.I’ll be calling out what most investors in the industry are failing to realize… and explain why this basket of stocks still has plenty of room to run.
It’s my number one sector to invest in today.
Special thanks to George, Sheryl, and Jerry for all the questions. Keep them coming at Frank@CurzioResearch.comGood Investing,Frank CurzioClick here to read the entire show transcript (pdf)
Unlike, let’s say, just five years ago… Video game companies no longer have to wait till Christmas time to make their profits. Those days are over.Today, digital revenues now come from an array of sources like in-game advertising, downloadable map-packs, full-game downloads, subscriptions… along with the consumer’s ability to purchase virtual cars, clothes, and guns with real dollars – pushing company valuations even higher.Let’s not forget to mention their impact on the world of mobile gaming as well…Now although I wouldn’t be going all-in at these levels, on today’s show, I jump right into the nitty-gritty. And give away to listeners my favorite bet out of the three.Switching gears, I turn my focus to a sector that is showing no signs of slowing down despite it’s recent rally.I’ll be calling out what most investors in the industry are failing to realize… and explain why this basket of stocks still has plenty of room to run.
It’s my number one sector to invest in today.
Special thanks to George, Sheryl, and Jerry for all the questions. Keep them coming at Frank@CurzioResearch.comGood Investing,Frank CurzioClick here to read the entire show transcript (pdf)
Read the signs. Beat the market.
The market intelligence you need to invest one step ahead. Go beyond the headlines. Invest with an insider’s edge.
More about Podcast
Should you buy Cerebras on this pullback?
Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative.
Stop believing this lie about the U.S. dollar
Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia’s (NVDA) $500B announcement… And the gold rally.
This tiny copper explorer just unlocked a multibillion-dollar opportunity
Ivan Bebek, CEO of Coppernico Metals (CPPMF), breaks down how a new permit completely changes the company's story… why mining giants are betting on Coppernico… what investors can expect over the next 18 months… and the stock's enormous upside potential.
Is SpaceX a buy on its pullback?
Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers.
More from Frank Curzio
Could South Korea trigger another 2008 crash?
South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?... And steer clear of SpaceX (SPCX) until after this event.
BlackRock and Meta’s $12B bond deal changes the AI landscape
Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Energy bull should look offshore… Fauci's hearing… The Fed meeting… Tim Cook… And more.
Are smarter AI models creating a cyber threat?
OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX).
How DigiPower X’s $1B Cerebras deal is powering execution
DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own.
Is IBM a buy after its worst day in decades?
IBM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM.
How much longer can this bull market last?
Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad.
Latest episodes
