Historically, the video game industry had hardware and software. You would buy an expensive machine from Microsoft , Sony , or Nintendo . And then you would buy expensive software games from names like Activision Blizzard (NASDAQ: ATVI) or Ubisoft . And then you would have fun.
This all changed in 2007 when the iPhone hit the market. Now Apple (NASDAQ: AAPL) is the dominant gaming platform on the hardware side. My iPhone is filled with simple and free video games. My favorite mobile game actually cost a few bucks -- it's Clue , from Hasbro . While my family owns some of the old-school video gaming stocks, most of the strongest stock investments in gaming are on the mobile side . Specifically, I love Sea (NYSE: SE) and Unity Software (NYSE: U) . Sea is the creator of the most popular mobile game in the world, Free Fire . And Unity is the game engine that software developers often use to create those simple games for the iPhone.
Image source: Splinterlands.
For further details see:
The Future of Gaming