Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
u/AdNo5928 ·
Reddit — r/wallstreetbets
· August 05, 2026 at 14:15
· ⬆ 110 pts
· 💬 54 comments
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AI Summary
Summary
Post is a bullish ban-bet on Nintendo stock reaching $16 by EOY, tied to donating Switch 2 consoles if it hits.
Thesis: Switch 2 launched strongly, major first-party IP are still coming, and Nintendo is monetizing franchises via movies/parks/merch more than ever.
Quality assessment: Speculative but coherent DD; more of a catalyst-based bet than a deep financial analysis.
Score110
Comments54
Upvote %89%
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I previously did a ban bet for MSFT to $500 by EOY when it was at $370 (I made out good). Nintendo was way overvalued for a while. But now it’s back in the buy range and revenue should start growing once their heavy hitters start coming out. The big hitters they have yet to release or announce Pokémon (looks to be the best one yet), 3d Mario, animal crossing, 2D Mario, mainline Zelda, Zelda movie, smash, Mariokart DLC, Mario maker, Mario party, and much more. Nintendo has so many easy wins left to use in the switch 2 cycle and they are taking advantage of movies, amusement parks, and fan collectors/nostalgia more than ever. Also they just had their best new console release ever but, this stock is priced like they are regressing. They have a ton of money stocked up, reuse assets for high profit margins in their games, households buy multiple consoles, and don’t underestimate the power of fromsoftware making a switch 2 exclusive game (brings in a new demographic that spends well on games). I’m not an expert but, I’m confident Nintendo is set up well moving forward. This won’t make you rich but, the risk/reward is hard to pass up on.
Switch 2 reportedly had the best new console launch in Nintendo history; massive unreleased pipeline includes Pokemon, 3D Mario, Animal Crossing, Zelda, Smash, and Mario Kart DLC, plus a possible FromSoftware exclusive. These catalysts should drive revenue growth and re-rate the stock from what the author calls a buy range; the holiday demand window adds timing support. LONG NTDOY with a medium-term horizon through major game releases; risk/reward is skewed favorable even if the EOY $16 target is not guaranteed. Game delays, weaker Switch 2 demand, FX exposure, ADR liquidity, and broader market sentiment could invalidate the trade.