An investment firm's letter compares the videogame platform to the next YouTube, suggesting investors are missing a major opportunity. Despite being described as pre-revenue, the company and the broader gaming industry are forecast for huge growth. The stock's current pullback is presented as a buying opportunity, with one analysis suggesting the stock could jump 50%. However, this bullish outlook is tempered by the news that many company insiders have sold their stock over the past year, which is seen as a possible bearish signal.