Trevor Scott on X
@accrued_int @AndrewRangeley Halfway through but I'm really enjoying your $NTDOY bear points.
OTCPK
NTDOY
7 stories
$59B Market cap · 2026-10-09
@accrued_int @AndrewRangeley Halfway through but I'm really enjoying your $NTDOY bear points.
Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…
Nintendo's Switch 2 launch delivered a lower attach rate than Switch 1, while flat Switch Online accounts and rising memory costs challenge…
Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…
Nintendo’s Switch 2 sold 23 million units in its first year, but software delays, memory-chip costs and yen weakness drove NTDOY from $25…
Nintendo’s sales fell 9.5% while operating profit rose 150%, aided by digital mix, a $300 million tariff refund and Switch 2 comparisons…
@firstadopter any thoughts or expectations heading into $NTDOY's #NintendoDirect event?
Letters that discuss NTDOY.