Nintendo feels like Nokia to me.

'irrelevant' company with cash in the bank, understands its market, and consistent revenue streams even during global downturns that are crushing other companies, stock undervalued. Bullish.

While others are struggling, nokia just put wifi on the moon and dividends in my brokerage account.

Nintendo has a focus on the developers that sony and microsoft do not. They aren't trying to 'one up' on raw horsepower (losing race when costs increase exponentially for diminishing returns) They are releasing hardware that allows people to play the games nintendo is making for them, and for them to make those games.

The switch had everything nintendo needed to pull off Breath of the Wild, which people are forgetting but that had a very similar effect on the dev industry that BG3 did.

I'll take a choose your own adventure cartoony interactive gameplay physics based game where everything in the world I see is a real interactable object every single day over a photorealistic 16K FPS theme park railroaded shooter up with fake scenery everywhere that already has a predetermined series of events and outcomes.

I'm sorry, but. most AAA games these days make me feel like I'm playing poklemon snap. Just following the minecart course and pointing my camera and clicking the button at all the Pokémon's that pop out at me. Yeah the up the difficulty by making the pokemon shoot back so you have to be faster than them... but its still Pokémon snap under all the fancy paint.

Nintendo feels like Nokia to me.

'irrelevant' company with cash in the bank, understands its market, and consistent revenue streams even during global downturns that are crushing other companies, stock undervalued. Bullish.