• 5 min read
• Published on 9 October 2025
Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
For years, Google's Play Store has been less of a garden and more of a fortress, complete with towering walls and a rather cheeky 30 percent toll on anyone wanting to do business inside. It was a simple, brutal, and wildly profitable model. If you wanted your app on the vast majority of the world's smartphones, you paid the toll. End of story. Well, it seems the story is finally getting a new chapter. The US Supreme Court has effectively told Google its fortress-building days are over, and I must say, it’s about time.
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
Let’s not get bogged down in legal jargon. What this ruling means, in plain English, is that the monopoly is broken. Google has been ordered to allow other app stores and, crucially, other payment systems onto its Android platform. This isn't just a minor tweak. It’s a fundamental rewiring of a market that sees tens of billions of pounds change hands every year. Think of it like this, for over a decade, every road led to Google’s toll booth. Now, suddenly, a dozen new motorways have opened up, and they’re all competing for traffic.
This decision, brought about by the relentless folks at Epic Games, doesn't just sting Google’s pride, it directly threatens a colossal revenue stream. The 70 percent of global smartphone users running Android are no longer a captive audience. For investors, this kind of disruption is where things get interesting. When a giant stumbles, there’s always an opportunity for others to rush in and pick up the pieces.
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
So, who is first in line to profit from this new, open-ended marketplace? To me, the most obvious contender is PayPal. Here is a company that has spent two decades building a global payment system, only to be locked out of the biggest mobile ecosystem on the planet. With the gates now open, PayPal could seamlessly integrate its services, offering developers and consumers a familiar and trusted alternative. The potential here is enormous.
Then you have the dark horses. Meta, for instance, has a user base that dwarfs most countries and has been itching to get deeper into commerce. Could we see a Facebook or WhatsApp app store? It’s certainly not out of the question. And let’s not forget the buy-now-pay-later specialists like Affirm. They were previously hamstrung by Google’s rules, but now they could embed their payment options directly into apps, tapping into a whole new generation of consumers. This is the kind of event-driven theme that makes up the App Economy Stocks (Post-Google Play Store Ruling) basket, focusing on the companies poised to capitalise on this specific market shift.
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
Now, before you rush off thinking this is a one-way bet, let’s apply a healthy dose of British scepticism. A ruling is one thing, but changing the habits of a billion people is another entirely. Google won’t go down without a fight. It will use every trick in its considerable book to keep users within its ecosystem. The road ahead will be a messy, competitive brawl.
This isn’t a guaranteed win for the challengers. It’s a high-stakes race where first-mover advantage could be everything. Companies will need to be nimble, aggressive, and well-funded to carve out a meaningful slice of the pie. For investors, this means the risks are just as significant as the potential rewards. The winners of this new app economy war are not yet decided, and there will undoubtedly be casualties along the way. This is a speculative play on a major market disruption, not a sure thing.
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
View the full Basket:App Economy Stocks (Post-Google Play Store Ruling)
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article