Author is bullish on Nintendo (NTDOY), arguing the selloff despite good earnings and a strong balance sheet is a recurring cyclical panic over limited Switch 2 software and RAM costs.
NTDOY — LONG 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.
Getting absolutely destroyed despite good earnings and one of the strongest balance sheets I’ve ever seen
This Reddit post, published February 05, 2026, features u/That_Option3418 discussing NTDOY. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/That_Option3418 · Tickers: NTDOY