Energy accounts for a small portion of costs and their demand is unlikely to be affected by higher oil prices. Furthermore, people still prefer familiar characters over unknown characters, which is a testament to the strength Japanese companies have on intellectual properties against AI disruption. In an environment plagued by oil shocks and fears of AI replacing software/content creation, legacy gaming companies with deep, proprietary IP (like Pokemon) act as a defensive safe haven. AI cannot easily replicate decades of brand loyalty. LONG because top-tier gaming IP provides a dual hedge against both macroeconomic inflation (low energy costs) and technological disruption (AI). Consumer discretionary spending collapses globally due to a severe recession, hurting video game sales.