NOK partners with Technicolor to produce VR content. Content is king, but what kind of content? There'll certainly be competition in this field, and God knows who the winners will be. I don't see many current applications beyond entertainment at this point, but that may just be because I'm short sighted.  VR enhanced surgery? Probably not, ISRG is doing well enough on its own. (I've been following that damn stock since lt cap mentioned it as an AI medical applications company - saw it when it was in the $500's. Now above $900/sh. Has just rocketed day after day, month after month. The 'mini tech meltdown' has slowed its momentum a bit - trading at $909/sh, when the high has been around $937. I'm still mulling why I don't get into these stocks when they're attractive (NVDA @$20, now $145), rather than cursing myself for missing the boat. I've seen Nvidia do this before, around 2000 or so, going from $20 to a high of about $160. Quickly. A short in-and-out trade was truly a gimme then. I've also seen EA on the late 1990s do an incredible amount of appreciation in a short time span. That the VG companies (thanks for the article, Jester) still can demonstrate this kind of growth (or over-valuation?) and have analysts who think the best is yet to come is staggering. Hard to know who to belive on that.

I still feel that VR will be a huge driver of future growth. So what would you buy as a consumer - Xbox X @$499, Nvidia 1080 GTX video card (Around $530 give or take), or a good VR headset (somewhere around $6-$700, I think).  I'd guess that's just like when 1080p 40 inch  televisions were around $1500 a decade ago, and now you can get them (often claimed 4k, but definitely a good 1080p tv below $500m, sometimes well below), I'd think VR headsets will come down in price (a lot of competition shaping up, including Intel and some partner I can't remember, for instance), and when it hits mainstream, it will just explode, IMHO. In considering investment applications, I'd wonder if NVDA still has a lot of growth despite its meteroic rise, as they're definitely a large player in the VR graphics sector. Just a guess. And like Foxconn (a fair amount of time ago, they were partners in graphics cards), they're probably using Chinese slave labor, keeping costs very low. And NVDA has a good 1-2 punch going - on a pc, you need a hefty graphics card to support the VR headset, and NVIDIA is likely big in that arena. But prices do need to come down. Between the card and the headset, you're spenging well over $1k for the pair.  An argument to buy a console that can handle VR. And I'm wondering who is going to supply chips for the new consoles? I've no idea, but I'd like to know.