“Meta Commerce” will be achieved when a organization bridges the gap between offline and online worlds. I believe that $AMZN is positioned strategically to benefit from this transformation due to its “full stack” infrastructure. The “full stack” infrastructure includes logistics, retail, commerce, cloud platforms. The missing link is a social platform that connects and further entangles people to its ecosystem.

Innovators such $PDD have transformed social commerce and are increasingly taking a large share of offline commerce online.

As a long term play on cloud computing growth, $WCLD provides exposure to high growth technology stocks.

Tencent ($TCEHY) is poised to benefit from the Metaverse opportunity through its platform driven approach which will yield significant returns for its shareholders.

Tencent’s business model allows it to monetize its user base by offering companies an integrated platform to market to consumers.

Further reading:

https://notboring.substack.com/p/tencent-the-ultimate-outsider