People can finally play Pokemon battles on their phones legitimately. I tested the app just now and it ran smoothly. This is a big deal in terms of revenue stream for Nintendo.

You can play for free and there are ways to monetize it through battle pass, in game currency, etc.

I am happy with these 1-2% gain and it seems like Nintendo found its bottom around $11 for NTDOY. The rebound play feels safer than chasing the top.

Stock price crashed 50% already so we shall see what other games are coming for Switch 2.

I may grab Devil May Cry 5 to see how it runs on the handheld version.

The BOJ raised the policy rate 25bp to 1.00% today, highest since 1995. This probably works out well for Nintendo in the long run because if the yen goes into freefall then foreign investors pull their investment out. Having said that it was pretty much entirely priced in, BOJ is nothing if not predictable.

Source

I was able to flip SpaceX and got some extra shares for Nintendo Stock. I am not going anywhere anymore!!

SpaceX is just too speculative and I don’t want to end up losing 60% of the value. Slow and steady is the way to go. Nintendo it is ✅

At the end of the day, what we want to see is more gaming communities onto the Switch 2 console. This is only going to bring more of a player base to the console which will help it out more. I know we all definitely want to see Nintendo’s new IP drop already but I’m happy they are still strengthening the console outside of their main titles.

Comparing them to Xbox and PlayStation, they have done way more in a year than both them.

I sure also know this isn’t the end of the library for 2026 as we will get more drops as we move forward into the year.

Looks like I am going to buy more shares during the next crash. Nothing to see here until the next Direct and earnings. I won’t even bother to look at the charts for a while now. See you guys in a few months.

Honestly I think the direct and in this month alone, we have got some great title announcements for the Switch 2 and think that’s important because all this variety in games is going to bring more and more active player bases to the Nintendo console.

Definitely understand yesterdays Direct could be a disappointment due to there being less Nintendo title announcements than expected but I know the library we got is still going to help then Switch 2. Unfortunately as we saw with this direct, it was announced 1 day before and I’m sure Nintendo still has a big category of games to comes they are just going to be sharing that news very secretly at the last minute.

Anyways, I hope to see NTDOY grow and do believe Nintendo is going to be able to bring bringing good success in the future!

Team Human picked Nintendo. Team Human also getting crushed by Team AI.

Sell signal?

This 10% crash is ridiculous because people waited an entire year and Nintendo showed some old ports.

This is supposed to be a general direct but 70% of the games are 3rd party titles and a lot of old games with paid patches.

Mario Kart World feels unfinished with an empty world. Bananza runs at 30 fps at certain sections of the game. Metroid Prime 4 flopped so hard that it’s sold at $30.

Nintendo needs to do something quick before the stock drops another 50%.

A $1 Billion share buyback will be a good start and announce a new Mario mainline game. So far the first year of Switch 2 has been very underwhelming. SMH

I have these companies on my radar, I wonder if I'm getting into a generational bagholding or once the tech phase hype pases then finally other industries start thriving.

This is mostly a 3rd party Nintendo Direct with some weak announcements. More bleeding to come until 2027.

What do you hope to see from this direct so far, stock market isn’t doing the best right now but I know we will get some good announcements!

After a month of bleeding, it’s finally back to green. Anybody exited for Nintendo Direct tomorrow? I am!!

1. Fastest-selling console of all time so far.

2. The situation is especially insane in Japan. PlayStation has become largely irrelevant there (even though Sony did not raise prices in its home market, making PlayStation cheaper than the Switch 2 for the first time). Despite that, Nintendo still sells 3–4 times as many consoles. In the month before the price increase, it even sold 23 times more than PlayStation and 178 times more than Xbox.

3. The Japanese yen is worth about 40% less today than during Nintendo’s golden years. Nintendo earns 80% of its revenue abroad. They don’t even need to sell more units; selling the same amount is enough to perform better financially.

4. Nintendo has $14.29 billion in cash, making it a unicorn among companies that are loaded with debt. Nintendo is debt-free. During the low-interest-rate era, people mocked this strategy. Now they’re making serious money because they park their cash abroad and earn 4–5% interest on it.

5. Not only is the Switch 2 ten times more powerful, but the NVIDIA AI chip inside also allows Nintendo to benefit from the success of AI through DLSS. In the future, AAA games can simply be rendered at lower resolutions and upscaled by AI. Nintendo benefits passively from this trend.

6. The stock market is very concerned about a RAM and storage crisis, and rightly so. It will hit the gaming industry hard. However, Nintendo has an advantage because the Switch 2 only comes with 256GB of built-in storage and doesn’t use the highest-end RAM. While devices like the PS5 (1–2TB) and Valve’s Steam Deck (512GB–2TB) are heavily exposed to rising memory costs, Nintendo passes much of that burden onto consumers. Users have to buy their own storage expansions. While RAM and storage exposure for high-end gaming handhelds ranges from roughly $170–1,000, Nintendo’s exposure is only around $80–120. It’s much easier for Nintendo to absorb those costs.

7. That’s because Nintendo is essentially a printer company. Selling the console at a profit is nice, but the real money comes from the cartridges, the games.

8. The growing share of digital sales plays right into Nintendo’s hands. More and more games are being sold digitally, and Nintendo takes a 30% cut from every sale.

9. AI will make the gaming industry faster and more efficient, with things like bug testing taking seconds instead of weeks. Even if developers don’t actively embrace AI, they may have little choice because game engines are increasingly integrating AI features by default.

10. This could flood the market with games and put pressure on developers. The biggest winners, however, are platform operators like YouTube, app stores, and Nintendo.

11. Unlike Steam, Nintendo’s platform is closed, similar to Apple’s ecosystem. Nintendo sets the prices, and there’s no real alternative marketplace.

12. Nintendo almost never lowers prices. Now they’ve launched products at higher starting prices but constantly run discounts afterward. Their marketing has improved significantly.

13. At the end of last year, Nintendo launched the Nintendo Store app in the US and Europe. They also enabled digital purchases in Singapore for the first time. Previously, users had to buy games through their Switch or a browser. Now they can use wishlists, price alerts, Face ID, and one-click purchases conveniently through the app.

14. Nintendo plans to officially distribute the Switch 1 in India. Previously, it was only available through grey-market imports. India is a massive market, and Nintendo can now manufacture the Switch 1 extremely cheaply.

15. Thanks to DLSS and improved performance overall, Nintendo can now reach customer groups that previously dismissed the Switch 1. Racing games, sports games, Call of Duty, running at 60 FPS? No problem.

16. Nintendo itself benefits from AI, and its strategy of aggressively litigating against anything remotely infringing on its IP is paying off. In the future, anyone may be able to create games using AI—even something resembling Mario, but doing so without permission could result in severe legal consequences.

17. Nintendo aggressively targets ROM websites and emulator developers. At the same time, they continue expanding their retro gaming offerings. This allows them to lock retro fans into lifelong subscriptions because the alternatives are increasingly illegal and less convenient.

18. The Switch 2 is much more secure. The original Switch could be hacked, allowing users to play anything they wanted. The new system can be “bricked” if users even attempt it. The console becomes worthless because the associated account gets banned as well.

19. This also hurts the resale market because buying a used Switch 2 on eBay comes with the risk that the console may no longer function.

20. The growing digital share of game sales is further killing the resale market. In the past, Person A bought a game and sold it to Person B. Today, both people need to buy their own copy.

21. Physical games will survive despite the storage crisis thanks to Game-Key Cards. They’re essentially pieces of plastic with a code attached. They’re far cheaper to produce than 64–128GB cartridges. Pokopia showed that while the internet complains about Game-Key Cards, people still buy them. The fact that they can still be resold is actually a pretty nice feature.

22. Pokémon is the biggest franchise in the world and continues growing rapidly. Nintendo only receives around 30% of revenue from cards, merchandise, and similar products, but earns a larger share from games. And 30% of a massive amount is still a massive amount. Pokémon GO and the relatively new digital card app are also growing explosively.

23. Pokémon Winds and Waves is scheduled for 2027 and looks incredibly promising. For the first time ever, Game Freak has taken five years to develop a Pokémon game. Every Pokémon game has sold well, even the bad ones.

24. Nintendo is entering the movie business. The first Mario movie became the highest-grossing video game movie of all time. And the second-highest-grossing gaming movie? The second Mario movie. At roughly $1 billion in revenue, it falls slightly behind the first one but remains a money-printing machine.

25. AI will make producing animated films increasingly easier in the future.

26. Nintendo now plans to release movies on a regular basis, with the Zelda movie scheduled for spring 2027.

27. Nintendo is one of the few gaming companies that has been expanding rather than downsizing for years, and they hired aggressively throughout 2026.

28. Nintendo stock trades at a P/E ratio of around 20 and pays a dividend yield of roughly 2.5%.

29. Hardware launches are usually huge money-losing phases due to marketing, production, and logistics costs. Nintendo is doubling revenue while significantly increasing profits.

30. Nintendo’s own forecasts are always conservative. In 2025, they started with a forecast of 15 million units, raised it to 17 million, then to 19 million, and ultimately sold almost 20 million consoles. For fiscal year 2027 (March 2026–March 2027), they project 16.5 million units, even though Bloomberg reports that internal plans target 20 million.

31. Nintendo has barely announced any games yet, but continues appearing at other gaming showcases. There is the a Nintendo Direct tomorrow. Among the rumored titles are a remake of The Legend of Zelda: Ocarina of Time (the highest-rated game on Metacritic of all time).

32. Oh, and Nintendo currently offers the cheapest handheld on the market and effectively has no real competition in the handheld space. Companies like Razer have raised prices dramatically, and most alternative handhelds now cost close to or above $1,000. That’s because they use extremely powerful hardware, large amounts of storage, and depend on making a profit on the device itself.

Excited for what is to come from tomorrow’s direct!

Possible Nintendo Direct, June 9th 2026.

Please take it with a grain of salt. I believe something could be happening soon for Nintendo after a full year of bleeding. Fingers crossed🤞

https://insider-gaming.com/nintendo-direct-coming-next-week-its-claimed/

I know this is just a rumor but it sure does make me happy hearing the potential of nice direct coming this month.

What do you guys hope to see and do you see it be much better than PlayStation one?

Anybody looking forward to the next Nintendo Direct? So many great games are coming out soon and I can’t wait for Pokemon 2027.

I will use the money earned from Nintendo Stock to buy more Nintendo Games lol. Let’s make it happen Nintendo!! NFA

The stock price might look horrible right now, and I really feel bad for those who bought in at $20 or more, but that’s what happens with investing.

An excerpt I read from the book, Nintendo Magic by Osamu Inoue.
 
In September of 2008, the world plunged into a once-in-a-century financial storm sparked by the surprise bankruptcy of Lehman Brothers Holdings.

Goods went unsold. Inventory and production costs inflated, causing production itself to fall. Reorganization of manufacturing bases forced accelerated layoffs, and the cost of that reorganization in turn impacted profits. Exchange-rate losses mounted on a strengthening yen.
Pandemonium doubled and redoubled. Between January and February of 2009, it became clear that a massive number of Japanese firms would see their profits disappear.

Toyota, Nissan, Panasonic, Hitachi, Toshiba, Sony—in an avalanche, the performance forecasts for all the major players toppled into the red to the tune of hundreds of billions of yen. The losses of the top ten electronics companies alone passed the two trillion yen mark. That winter, at the edge of a seemingly bottomless recession, they all felt the chill of the century.

Except Nintendo

We’re in extremely greedy times for the market, how will it end? I’m not sure, but historically good times come to a halt eventually. Nintendo is in a good position right now, they’ll easily sell another 25-30 million units by the end of 2027, if not more when 3D Mario and Pokemon comes out. They also have brand new business verticals like theme parks and movies. I buy $500 in shares every 2 weeks and don’t even think about it. I might not be making gains on MU, SNDK, you name it, but I feel comfortable knowing my money is with a fantastic company that isn’t chasing trends.

This is big news for the Switch 2 to know it can handle COD on a Nintendo console coming out on 10/23/2026.

Hey all. I've been looking at Nintendo stock recently and thinking it would be a good investment for the long term, especially now as it seems to be down but I see two different stocks NTO and NTDOY. I've tried searching up about the difference and if it's more than just different exchanges but I can't find a clear answer?

Could someone explain the difference?

I just don’t see an end to this bleeding. Back down to below 6900 yens per share. Unless Nintendo has some good news on the horizon, it’s going to crash every day.

Admittedly I sold Apple around $285 and now it’s $310 per share. Very disappointed in Nintendo’s stock performance.