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Pablo_Fiasco
2021년 7월 29일 오후 2시 42분

Double Top. Nintendo is the new Sega 

Nintendo Co., Ltd.OTC

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Nintendo's hardware will decrease in quality against what Sony and Microsoft will offer. Nintendo massively lagging VR and cashing in legacy content only.
I expect hardware sell to fall as everyone moves to Netflix, Steam, Microsoft online content. Nintendo will be forced to focus on creating new content for these platforms. Eventually Nintendo will become the new Sega. PT: $10
Can take up to 2y to get there
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Pablo_Fiasco
victory lap
Kupitman
Lacy Hunt and other deflationists said that durable demand was crazy during lock down, but will evaporate after it, I guess the whole segment may not perform well.
Pablo_Fiasco
@Kupitman, not a 'deflation' -i think i know what you mean. Japan is entering recession though
Deep-Peat-Shark
Interesting replay of last housing bubble recession. Sounds very plausible as it agrees with all of my trading research en your fundies are well concluded as well imho.
Pablo_Fiasco
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