Michael Pachter focuses on the video game industry, noting that there’s “not much left to consolidate.” He thinks Ubisoft is a “mess” and might be taken out and Take-Two (TTWO) is the “big profit center.” He explains how console gaming and mobile gaming are two different kinds of businesses, which is why there hasn’t been a lot of crossover success, he argues. On Roblox (RBLX), he calls it "the dumbest idea ever” to invest in data centers. However, its genius is that it is a platform instead of a game, he adds, which A.I. will “make easier.”

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