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NTD

NTDOY

3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by TBPN 1mo ago
NTDNTDOYLONG3d ago
“Nintendo just couldn't launch consoles because they couldn't afford memory. And so their stock is down, you know, 60% year-on-year. And you're like, 'Okay, well, what if memory breaks?' and then it ca”
1000x

Nintendo stock collapsed 60% when memory costs delayed consoles, but breaking chip bottlenecks and future AI licensing will command 2-3x higher valuations.

NTDNTDOYLONG@ $11.88
$12.07+1.60%
since call Jul 28
peak +5.2%
Trade on Robinhood →
NTDNTDOYLONG1mo ago
“Classic IP holders get re-rated as AI training-data royalty engines; Nintendo's all-IP portfolio is the purest play on this shift.”
bubble boi

Classic IP holders get re-rated as AI training-data royalty engines; Nintendo's all-IP portfolio is the purest play on this shift.

NTDNTDOYLONG@ $10.75
$12.07+12.35%
since call Jun 22
peak +14.2%
Trade on Robinhood →
NTDNTDOYLONG1mo ago
“Nintendo is down, you know, 40% over the last year … as AI gets cheaper, that story is actually going to change”
TBPN

Nintendo down 40% as the AI-gaming narrative stalls, but cheaper AI later reverses the entertainment drag

NTDNTDOYLONG@ $11.59
$12.07+4.18%
since call Jun 3
peak +7.7%
Trade on Robinhood →