Video gamers aren't just sitting on their couches anymore with glazed eyes glued to the television screen. More and more, they're gaming on mobile devices (though still probably sitting on their couches). Research from NPD Group shows that spending on physical game content dropped a precipitous 21% in 2012, but digital content spending rose 16%.

This has opened up new avenues for unlikely innovators such as chipmaker NVIDIA (NASDAQ:NVDA) and accessories maker ZAGG (NASDAQ:ZAGG). Our Motley Fool road warrior Rex Moore explains more in the video below.