RE:This stock is set to ripVertical Research Partners is as close to fake news as you can find covering the sector.
That except is generally correct, but only becuase they just realzied what's happening and had been downgrading the winners.
VR is not worth the paper it's printed on. Stick with RBC, TD or Raymond James if you want anyone with half a brain.
Also, a caveat: WEF has nominal exposure to one of the three categories you quoted. They have zero in the other two. Caveat emptor -- it's not a bad stock but there are far better plays once it hits and stalls in the low $3 range.