Thoughts on Nintendo and Sony stocks?

Yes, both stocks are down due to RAM price increase which means lower profit marginal. But it seems that the bottom has been reached and both Sony and Nintendo stocks are starting to rise. Why i'm bullish. **1. The Sector Rotation Play:** Capital is pulling out of overextended AI hyper-growth stocks and moving into consumer, tourism, and entertainment. In a shifting market, Sony and Nintendo are the ultimate defensive, value-oriented safe havens. They have bulletproof balance sheets and massive moats. **2. The GTA 6 Catalyst is being completely slept on (SONY):** As we see, take two interactive stock is going up due to GTA 6 release in November. But Sony takes roughly a 30% cut on digital sales of Grand Theft Auto 6 made through the PlayStation Store. And there's no doubt that GTA 6 will be the most profitable game of all time. **3. The Switch 2 Demand is Insane.** ["Nintendo of America, Nintendo's U.S. subsidiary, posts 89% increase in sales to 876 billion yen and 98% increase in ordinary income to 113.8 billion yen for the fiscal year ending March 2026, marking significant revenue and profit growth".](https://gamebiz.jp/news/428828) Switch 2 finished its first 12 months as the second fastest-selling console in U.S. history **4. Sony is not just about gaming.** **They are a literally Music Monopoly** alongside Universal and Warner, Sony operates as a structural toll-keeper of the global streaming era. They own the music. Every single time someone plays a track on Spotify, Apple Music, or TikTok, Sony gets paid. Paid streaming has turned the music business from a volatile, hit-driven gamble into a highly predictable, recurring cash flow machine. It's basically a SaaS business disguised as pop culture. **Sony quietly controls over half of the global image sensor market.** Every smartphone relies on their hardware to make its camera work. And real growth story is the automotive industry. As cars move toward self-driving and advanced driver-safety features, they need tons of cameras and sensors. And Sony is the one who is building the eyes for the next gen transportation. Future growth is guaranteed. \------ Is anyone planning to buy or already own Nintendo/Sony shares? Do you have any thoughts on Nintendo and Sony stocks?