VR is already mainstream but really for this stock to pop we need to see a new/further utilization of this technology. I believe that VR will be big with the Apple adaptation into the automotive segment. Hands free = safe. Also, in the future I believe a promising segment could be VR tech in new home construction, schools, stores, etc. etc.
Perhaps these idea's are some of the thoughts Brett had when they decided to drop almost a Billion dollars in this investment. I think you can forget about instant gratification. In reality this company was almost to the point of "turn around story" when Icahn invested. It may take more than a couple quarters to make things happen.