E-COMMERCE / TECH PLAY GARP (growth at a reasobale price) E-COMMERCE is still gaining Total Addressable Market share over retail stores. ETSY presents a very good technical entry / value price entry based on Technical Analysis.
METAVERSE / SAAS PLAY This is my play of a GROWTH stock in a growth sector . Unity reported revenue of $286.3 million, up 43% year over year (YOY). As for the full year, Unity now expects to grow revenue by 40%, which is a big increase from the start of the year, when it was expecting growth closer to 20%.
CMG - RESTAURANTY & FOOD DELIVERY PLAY CMG has been and I believe will continue to be a clear leader in the group of Food Restaurants & Delivery. The re-opening of 'going out' in 2022 after the pandemic restrictions / fear is gone should lead to further growth in this sector.
BBY - RETAIL / CONSUMER PLAY = reopening of stores & the consumer going back shopping BBY presents a very good technical entry / value price entry based on Technical Analysis.
AMD - TECHNOLOGY PLAY STRATEGY = GARP (growth at a reasonable price) AMD is one of the SEMIS sector leaders together with NVDA, but presents itself better on valuation.