My I see you. Happy birthday. ...

The RAM shortage, by the way, continues to be brutal. We had a story that the price of the Switch 2 might go up. The PlayStation 6 might be delayed.The Steam Deck OLED is going to be intermittently out of stock. It's hard to buy right now. Western Digital and I think other drive manufacturers have said they're essentially out of stock for the rest of the year.It's the middle of February. Like, it's it's crazy. Then Meta and Nvidia signed a huge deal this week uh for many many many many AI chips.Like that's ...

Group 1 - The game is a remake of the original version for Nintendo Switch/2, maintaining the original language settings without official Chinese support, while the European version offers five different language options [1] - The Japanese and English versions are priced at 100 Hong Kong dollars (approximately 88.5 RMB) or 2000 Japanese yen (approximately 89.2 RMB) [4] - Nintendo will launch a special edition of "Pokémon FireRed/LeafGreen" in the Japanese market, priced at 19800 Japanese yen (approximately 883.3 RMB), which includes a download redemption card and original bonuses [5] Group 2 - The game requires a download size of 40MB, supports local wireless multiplayer for Pokémon battles and trades, and will later add support for "Pokémon HOME" [7] - Nintendo Music has added a soundtrack for "Pokémon FireRed/LeafGreen," featuring 64 tracks [7]

It'sa him! Mario! 🏎️❤️🕹️ #mymario #nintendo #mariobros #appstore #nintendoswitch ...

Core Insights - Gaming stocks have experienced significant declines over the past six months, with Roblox shares falling 52% during this period [1] - Major investment firms, including ARK Invest, Blackrock, State Street, and Vanguard Group, have recently increased their holdings in Roblox, indicating potential confidence in the stock's future [2][5] Company Overview - Roblox's current share price is $63.17, with a market capitalization of $45 billion [2] - The stock has a 52-week range of $50.10 to $150.59, highlighting its volatility [2] - The company's gross margin stands at 23.75% [2] Recent Investment Activity - ARK Invest has been particularly active, purchasing a total of $17.5 million in Roblox stock over two days, with the majority coming from the ARK Innovation ETF [3][2] - Blackrock disclosed a purchase of over 2 million shares of Roblox in its latest quarterly filing, while State Street and Vanguard Group each added more than a million shares to their portfolios [5]

Do you think we'll see like other big corporations adopt like a Bitcoin treasury strategy. >> I I think it's inevitable. I think there was a rumor out there which I find very believable that Nintendo are now looking at buying Bitcoin on their balance sheet and they have I think $14 billion on the balance sheet.If someone like Nintendo did it, that would shake boardrooms across Japan. ...

PayPal - PayPal shares fell nearly 20% following the announcement of CEO Alex Chris's departure, which was unexpected by investors [1][2] - The board's dissatisfaction with Chris's performance, particularly regarding the Brandi Checkout initiative, contributed to the leadership change [1][2] - Under Chris, PayPal's stock had declined approximately 27% since he took over, and nearly 43% from its peak a year ago [1] - The new CEO, Enrique Lores, has not demonstrated significant success at HP, raising concerns about his ability to lead PayPal effectively [1][2] - PayPal's shares are now trading at a price-to-earnings ratio of around 8.5, significantly lower than the market average, indicating potential value [2][3] Gaming Industry - Google's Project Genie, an AI game design tool, has negatively impacted the stock prices of major gaming companies like Roblox, Nintendo, and Unity [6][7] - Project Genie can create games from prompts using AI models, leading to concerns that easier game creation will devalue existing gaming platforms [6][7] - The gaming industry is massive, with global revenues surpassing those of film, music, and professional sports, but growth is slow, comparable to global GDP growth [6][7] - The introduction of AI in game development may lead to both winners and losers, with established platforms likely to leverage AI for efficiency [6][7] - Roblox's new ad format aims to enhance engagement by integrating ads into the gaming experience, which could benefit from increased game content due to AI advancements [11][12]

Group 1 - The article discusses Nintendo's investment thesis, highlighting its success in the video gaming industry and beyond [1] - The author emphasizes a long-term investment strategy, focusing on compounding wealth through well-managed organizations and dividend growth [1] - The investment approach includes seeking undervalued assets, balancing current income with sustainable growth, and taking advantage of market fears to acquire quality assets at fair prices [1] Group 2 - The author has a beneficial long position in Nintendo shares, indicating confidence in the company's future performance [2] - The article reflects the author's personal opinions and is not influenced by external compensation, ensuring an unbiased perspective [2]

Memory chip prices have surged, driving a vast divide between winners and losers in the stock market, and investors don't see any end in sight. From Nintendo to Apple, suppliers are seeing their shares slump on concerns about profits. But memory chip producers are soaring to unprecedented heights.To put that in perspective, a Bloomberg gauge of consumer electronics makers is down 10% since the end of September. Meanwhile, a group of memory makers, including Samsung, has surged roughly 160%. The question now ...

Memory chip prices have surged, driving a vast divide between winners and losers in the stock market, and investors don't see any end in sight. From Nintendo to Apple, suppliers are seeing their shares slump on concerns about profits. But memory chip producers are soaring to unprecedented heights.To put that in perspective, a Bloomberg gauge of consumer electronics makers is down 10% since the end of September. Meanwhile, a group of memory makers, including Samsung, has surged roughly 160%. The question now ...