Microsoft $MSFT wants to acquire Activision Blizzard $ATVI for $95.00 per share (currently trading at $76.83), in an all-cash transaction valued at $68.7 billion. Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. It seems like Microsoft knows there is going to be continued growth in gaming for years to come. Who do you think are the biggest beneficiaries of this secular tailwinds?

Gaming companies such as: Take-Two Interactive $TTWO, Electronic Arts $EA, Sea Limited $SE

Platforms letting creators create their own games? Meta $META, Roblox $RBLX

Hardware providers such as: NVIDIA $NVDA, Advanced Micro Devices $AMD