We often refer to the concept of “pure play” at Nanalyze when talking about investing in certain technologies. It simply means that we’re looking to bet on a company with a core product or service in one of the categories of emerging technologies that we cover like robotics or artificial intelligence. Pure plays are hard to come by in some of these categories. Sure, Google (GOOG) relies heavily on AI, but it does so much more that no one would consider it a pure play in AI. That leaves us with companies like AI chipmaker Nvidia (NVDA) (which has had a rough end to 2018, losing half its value in a couple of months) and a handful of other companies. Ditto for robotics, where pure play options are generally limited to
