# The Web3 trend is here, and Wall Street is watching these 3 stocks

Web3 is not a new concept hype, but it is really transforming the internet. From AI computing power to decentralized gaming, three tracks are converging.

**Nvidia (NVDA)** is the most direct beneficiary. The stock price has increased by 242% in the past 12 months, but sales have grown by 250%, so the valuation is still reasonable. GPUs serve both AI and Web3 gaming, and demand is a multi-year trend. Analysts expect single-digit earnings growth in the next 12 months—but Nvidia often exceeds expectations.

**Coinbase (COIN)** has a different approach: instead of betting on individual coins, it bets on the overall incremental growth of the cryptocurrency market. The stock price has risen by 206%, which is related to the Bitcoin surge, but the SEC lawsuit is also a suppressing factor. Buying COIN essentially means investing in the belief that Web3 can find real application scenarios—if you believe in this logic, user growth will follow.

**Unity Software (U)** is the cheapest. It mainly focuses on decentralized game engines, with a 58% annual revenue growth, which is impressive. Although it is still losing money, the loss is narrowing by 30%. Analysts have provided a 36% upside potential.

Three targets with three different risk levels, the choice depends on your confidence in the implementation of Web3 applications.