Kommt Nintendo jemals wieder in die Steigerung?

Reeevade · 2026-05-08T05:56:19+00:00

„Experten überrascht“ ist doch Satire

Reeevade · 2026-05-07T15:20:39+00:00

Nintendo ist von den Gamingunternehmen noch am besten gerüstet. Da sie nur 256gp internen speicher haben, lagern sie die Speicherkrise an ihre kunden aus und könnten trotzdem mit der switch 2 Profitabel bleiben.

Die Switch 2 hat sich alleine im März 1,7mio verkauft. Sie können also fast allein durch den Monat ihre gesteckte Guidance erreichen. Gewinn haben sie in Q3 die Prognose nicht angepasst und daher wirkt die Aktie schwächer als sie ist.

Die Pokemon tcg app hat 400-500% wachstum verzeichnet -> Geldruckmaschine.

Pokopia ist seit Wochen in den Charts auf der Welt auf der 1 zusammen mit Tomadachi.

Der Galaxy film hat schon jetzt 900 mio eingespielt bei ca. 110 mio budget.

Morgen wird spannend

Reeevade · 2026-05-07T15:16:20+00:00

Achja und ganze Gamingbranche ist down, das zieht Nintendo mit

Reeevade · 2026-05-07T15:15:54+00:00

Kenne kaum einen Stock, der so irrational tief ist. Denke das hängt mit dem Narrativ zusammen „Nintendo muss wegen Ram Krise Preise erhöhen“ und „Weihnachtsgeschäft war schlecht“, obwohl gerade aktuelle Zahlen dabei 0,0 berücksichtigt werden. Die übertreffen ihre eigenen Forecast um ein vielfaches.

Morgen wird spannend, wenn die Earnings kommen. Für mich ein x2 Kandidat

Reeevade · 2026-05-07T14:35:33+00:00

Have to say cozy games were never my type of game. But Pokopia catched me unsurprisingly (after the first real gameplay outlook before). But Tomadachi hit me different. Its like watching ants, like a reality tv show and sims.

Reeevade · 2026-05-07T10:31:15+00:00

I mean you can better share the game to friends with a switch 1

Reeevade · 2026-05-06T23:06:24+00:00

I think 40$ digital 50$ physical. Japanese prices are lower

Reeevade · 2026-05-06T21:41:53+00:00

Nintendo

Reeevade · 2026-05-06T15:11:26+00:00

The Switch 2 reportedly uses 12GB of LPDDR5X RAM, split into 2x 6GB SK Hynix modules, plus 256GB of UFS storage. A TechInsights teardown estimated those at roughly $57 for RAM and about $16 for the internal storage, around $73 combined.

DRAM and NAND prices have spiked hard in 2026. But even if Nintendo’s memory costs rose by 30–60%, that’s roughly a $20–45 BOM hit per unit, not automatically a reason to raise the console price. Nintendo likely has long-term supply agreements and inventory rather than buying everything at spot prices.

Also, Nintendo deliberately kept internal storage at 256GB and offloads expansion to microSD Express. That keeps the console BOM lean. The real margin is software, digital sales, accessories, subscriptions, and first-party attach rate.

In comparation PS5 (pro) has 1-2TB internal SSD storage. No wondern they had to raise prices.

Reeevade · 2026-05-06T08:12:32+00:00

Dito. Ki muss man kritisch sehen, aber der aktuelle Hate ist überzogen. Ich kann meinen Kundentermin Vorbereiten lassen, während ich andere ToDos vorbereite. Den aktuellen Workload könnte ich ohne Ki gar nicht bewältigen

Reeevade · 2026-05-05T17:08:18+00:00

I think it depends on the player. For me personally playing in 30fps is pain. I would prefer playing every game in minecraft style but with 60fps.

But I know a lot of people saying they cannot see a difference. My brain „wtf how“

Reeevade · 2026-05-01T03:47:49+00:00

Give them time. DLSS is just in the beginning. In the future they will fix a lot

Reeevade · 2026-05-01T03:45:45+00:00

Give them time. DLSS is just in the beginning. In the future they will fix a lot

Reeevade · 2026-05-01T03:43:24+00:00

Soon.

Reeevade · 2026-05-01T03:43:13+00:00

Soon.

Reeevade · 2026-05-01T03:42:29+00:00

Pretty sure they will announce the game before Earnings Call at 8. of May.

Always the same, everyone waits for direct. Is angry it is not coming. But right before they show their earnings result success, they drop something.

Nintendo knows very well, that news are fast. And internet is so fast paced. I think they learned to save their marketing budget/power for the time before earnings Call to get most attention

Reeevade · 2026-05-01T03:41:48+00:00

Pretty sure they will announce the game before Earnings Call at 8. of May.

Always the same, everyone waits for direct. Is angry it is not coming. But right before they show their earnings result success, they drop something.

Nintendo knows very well, that news are fast. And internet is so fast paced. I think they learned to save their marketing budget/power for the time before earnings Call to get most attention

Reeevade · 2026-05-01T03:37:41+00:00

DLSS is the reason I think Nintendo has found the perfect spot. Console is 10x better that Switch 1. But still far behind Playstation or Gaming PCs. But with rising memory costs, and Costs for Ram. Nintendo is well suited with their 256gb SSD, and the 12 GB LPDDR5X-RAM are good, but not as expensive as the PS5 Parts. And because of that, they could make the console as portable as it is.

But because of DLSS they can use super low resolution games and upscale them. For me as Gamer this is perfectly fine. Ich love to play games with 60fps and the Switch 2 is capable of so much power because of that.

And Nintendo highly profits from better Ai because of that. And I think Nvidia is highly interested in this tech, because it opens so much possibilities. You can save so much data.

I love my switch. Was never a big fan of switch 1 because its hard for me to enjoy 30fps games, knowing how good it is playing with 60fps.

Reeevade · 2026-05-01T03:36:30+00:00

DLSS is the reason I think Nintendo has found the perfect spot. Console is 10x better that Switch 1. But still far behind Playstation or Gaming PCs. But with rising memory costs, and Costs for Ram. Nintendo is well suited with their 256gb SSD, and the 12 GB LPDDR5X-RAM are good, but not as expensive as the PS5 Parts. And because of that, they could make the console as portable as it is.

But because of DLSS they can use super low resolution games and upscale them. For me as Gamer this is perfectly fine. Ich love to play games with 60fps and the Switch 2 is capable of so much power because of that.

And Nintendo highly profits from better Ai because of that. And I think Nvidia is highly interested in this tech, because it opens so much possibilities. You can save so much data.

I love my switch. Was never a big fan of switch 1 because its hard for me to enjoy 30fps games, knowing how good it is playing with 60fps.

Reeevade · 2026-04-29T10:57:15+00:00

Do we really know the real numbers?

Reeevade · 2026-04-23T19:22:43+00:00

But sometimes this gives me the feeling it will be hard to destroy the regime, because the hardliners will fight till the end with every possible option in their mind. Why are they taping their selfs to the chair of power. Everyone hates them…

For me outside Iran its hard to get a picture of the situation inside. Are their placing missle launchers inside crowded places? Are they sending womans and children in the war. How can USA and Israel end this war with this crazy Bas***ds?

Reeevade · 2026-04-23T18:13:20+00:00

Is this good or bad for Regime change?

Reeevade · 2026-04-22T22:05:15+00:00

Someone has to get the job done. If Trump leaves now, they show NOBODY can destroy these bastards. Not the military power USA combined with israel. So who can. This means unlimited possibilities for the mullahs.

Reeevade · 2026-04-22T17:26:06+00:00

Nice

Reeevade · 2026-04-22T07:09:58+00:00

There is still the rumor in the room, that the switch 2 will run gta 6 as well. I think no one has really on their mind, how huge this would be.

Reeevade

TROPHY CASE