#2415 - Adam Ray

Bullish:

• $VR - Enthusiasm for VR gaming technology, particularly games that combine physical exercise with immersive gameplay experiences like running on treadmills while shooting in virtual environments

  • “But if you could play games like Quake where you could actually be holding up a plastic rifle and you're running down these hallways, shooting down monsters and shit.”

    Joe·1:36:11
• $TRUECRIME - True crime documentaries are popular content that audiences are consuming

  • “I think so. That in like true crime docs, and then I'd say”

    Adam·2:05:11
• $REALITYTV - Reality TV continues to create opportunities for participants to monetize their fame through podcasts and other media

  • “Reality t yeah. I mean, it's so odd. Fifteen minutes of fame, and then you can take that fifteen minutes and turn it into a podcast”

    Adam·2:04:56
• $PAINTBALL - Paintball has evolved into a serious recreational activity with sophisticated equipment including semiautomatic paintball guns

  • “Oh, fuck. Yeah. They do it. People get super serious. They have, like, really sophisticated paintball guns now where they can shoot, like, multiple rounds, like semiautomatic paintball guns.”

    Joe·1:37:32
• $ADDL - Humorous support for Adderall as a driver of ambitious, delusional thinking that leads to success

  • “We need more delusional people out there. That's why I'm a big supporter of Adderall.”

    Joe·1:39:16

Bearish:

• $TV - Traditional television viewership is declining as audiences question who still watches conventional TV

  • “Here's the thing. It's like, who the fuck is watching TV?”

    Joe·2:03:32