Jo Betsy
01-30

$TENCENT(00700)$ Tencent focusing efforts on generative video and 3D models. Good because it complements their businesses better.

The AR/VR space has yet to take off, but once the virtual world is so convincing you cannot tell real from fake, this is where the all the money is to be made

Tencent: gap to $409 HKD covered. More upside to come.

Just like BABA, Tencent wave2 should be complete. Recent price action has been impulsive.

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