u/That_Option3418

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-1.9%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 0%
Average Return -1.9% Long Return -1.9% Short Return -
Average Return
7d +1.0%
30d +4.7%
90d -10.2%
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Source
Long
Feb 05
$13.66
-1.9%
Nintendo selloff is a recurring cyclical panic
The author argues Nintendo is getting destroyed despite good earnings and one of the strongest balance sheets he has seen, with the market panicking over limited Switch 2 software and RAM costs. He notes this follows a recurring pattern of a pump on a new console followed by cyclical panic over lack of software. He compares Nintendo's IP to a Japanese Disney without the baggage of ABC and theme park attendance variability.
Gaming & Entertainment
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u/That_Option3418 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: NTDOY.

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