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SECTOR ETFIGVWCLDBULLISHIn depth · 4/5

No single ticker was named. Cloud & software ETFs are one way for retail investors to get exposure. Not a recommendation.

Video game industry parity with enterprise software

The thesis was presented that the video game market represents a $200 billion industry - on par with enterprise software in scale - yet remains significantly under-allocated by institutional investors.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Video game industry parity with enterprise software · Zortix