Top 17 Virtual Reality or Augmented Reality Tech Stocks
Virtual reality and augmented reality are the newest platform for entertainment, and even productivity. Apple recently announced a further investment in AR technology. This developing sector has enormous potential and a myriad of possible applications, and the market is sure to grow.
Here are the top technology companies working on artificial and augmented reality.
💻 Technology
Advanced Micro Devices (AMD-Q)
AMD is working on their Liquid VR technology that provides an ecosystem for companies to build on. Their technology allows for near-photorealistic imagery in real-time.
Opinion about AMD: AMD reported a revenue of 7.69B, which is a 3.3% change from the previous quarter. An increase in revenue typically indicates…
Stockchase 3D Systems (DDD-N)
Involved in VR – 3D Systems creates specialized simulators using VR headsets to train healthcare professionals. They’re also a leader in 3D printing and scanning, which can be rendered in virtual reality.
Opinion about DDD: (Market Call Minute) Got caught in the selloff in high beta stocks. He would like to see the uptrend re-establish itself. It is a…
Stockchase Facebook (FB-Q)
Involved in AR – Facebook is working on their own augmented reality glasses. They’ve already registered some patents and recently expanded their Facebook Reality Lab to continue their work.
Opinion about META: recent lawsuits Lawsuits take many years. They are a dominant platform that executes. Is watching it. He nearly bought it a few…
Stockchase Alphabet Inc (C) (GOOG-Q)
Involved in VR and AR – Google is no stranger to VR, launching their first virtual reality viewer in 2013. They have started experimenting with mobile VR advertising format, and the company is rumoured to be building a new version of Glass. They also provide an augmented reality platform called ARCore.
Opinion about GOOG: Thinks it'll be a winner. The Mag 7's are tired, but you need to have some exposure from a portfolio diversification perspective.
Stockchase GoPro Inc (GPRO-Q)
Involved in VR – GoPro launched their Fusion Camera, which allows creators to create 360-degree virtual-reality footage. They also made their VR player technology, Forge.js, open-source and free so people can create their own VR experiences and host them on a user’s website.
Opinion about GPRO: Camera manufacturer. This is one of those really, really hot IPOs. This company has gone from nowhere to taking over the world…
Stockchase Hewlett-Packard Co (HPQ-N)
Involved in VR – HP already has a Windows Mixed Reality Headset, which takes advantage of Windows software to play games, live stream and more.
Opinion about HPQ: Imaging and printing, personal computing, SaaS. Proceeds from SHOP and NVDA were used to buy this one. Reminds him of ORCL. Strong…
Stockchase Microsoft (MSFT-Q)
Involved in VR and AR – Microsoft’s Hololense is a mixed reality headset, that allows you to see holographic images appear win the real world. Their headset can also connect to Xbox and provide an immersive gaming experience.
Opinion about MSFT: They reported. He's disappointed they didn't have more to say. Also, they're a software company.
Stockchase Nvidia Corp (NVDA-Q)
Involved in VR – Nvidia created the GeForce RTX GPUs to drive VR experiences. Their GPU allows for more immersive, and real-time graphics.
Opinion about NVDA: He has a full position (8%). Consolidated, now heading up. Has become a very diversified company.If you own it, sell some…
Stockchase Nokia (NOK-N)
Involved in AR – Nokia cancelled their Ozo camera program, which captured 360-degree virtual reality footage. However, they are working on including more AR features in their cellphones.
Opinion about NOK: They delivered a good quarter. He likes it. Expert opinions on Nokia (NOK) — buy, sell, or hold ratings from Canadian and US…
Stockchase Apple (AAPL-Q)
Involved in AR – Apple is working on their Augmented Reality headset, and may launch it as early as 2020. They are also heavily investing in augmented reality for iOS, working together with companies such as GE, Ikea, and American Airlines to bring AR into the day-to-day.
Opinion about AAPL: Had a very good quarter. Chinese sales are rebounding, up 28%, services hit a new record, gross margins at 49.3% and a $100…
Stockchase Nintendo Company Ltd. (7974-TYO)
Involved in VR – The Nintendo Switch is being rumoured to get a Virtual Reality headset. Although this is unconfirmed, the Switch console is said to attach to a headset to be used for games.
Opinion about NTDOY: Wii games/products. A company that has redefined what the game space is all about. Trading at about only 14X earnings. 5%…
Stockchase Himax Technologies (HIMX-Q)
Involved in VR and AR – Himax produces non-driver components for AR and VR as well as 3D-sensing devices. Their main revenue source is display driver ICs that are used in smartphones, tablets and monitors.
Opinion about HIMX: Virtual reality and a chipmaker? This is a chip company and they make chips for some of the virtual reality and augmented reality…
Stockchase Sony Corp. ADR (SNE-N)
Involved in VR – Sony’s VR headset is intimately linked with their PlayStation console, offering an immersive gaming experience. It allows users to watch movies, play games and listen to audio in virtual reality.
Opinion about SNE: Going through a revolution. Trying to reposition as a major global content provider, a la Disney. To hold this stock, you really…
Stockchase Synaptics Inc (SYNA-Q)
Involved in VR – Synaptics announced a new virtual reality display driver and bridge last summer. They are the leading developer of human interface solutions and are building the components of VR headsets.
Opinion about SYNA: Touch screen technology. Whether its notebooks, netbooks or smart phones, touch screen is becoming more popular. A fantastically…
Stockchase Intel (INTC-Q)
Involved in VR and AR – Intel launched their Vaunt AR smart glasses last year. Although they shut down this project, it’s almost certain that they are working on the next augmented reality and virtual reality project.
Opinion about INTC: It's too late to enter this. The money has been made during that gigantic move. Their problems aren't over yet, given their balance sheet.
Stockchase Micron Technology (MU-Q)
Involved in VR and AR – Micron produces graphics memory chips for AR and VR use. They bring solutions to he problems encountered with increased bandwidth requirements for advanced graphics.
Opinion about MU: The whole space was very cyclical, but then AI came along and extended the cycle. He'd put a stop in around $330-340. $100 runway…
Stockchase Western Digital (WDC-Q)
Involved in VR and AR – Western Digital is developing solutions for higher resolution on VR and AR digital display and faster speeds for real time experiences. They’re also creating a more lightweight, embedded data storage solution for virtual reality and augmented reality products.
Opinion about WDC: He has been cautious on tech generally as there has been so much money going into the sector. The valuation is still cheap, but…
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