The majority of the companies on my watchlist—50%—are focused on the metaverse. This includes $IMMR $NVDA $U $MTTR.

The rest of the companies that I have on my watchlist are companies that I think have a lot of promise in the future ($ABNB) or I appreciate their product offerings ($ADBE $ASAN $PTON) and would like to see how they progress over time.