Nintendo stands to benefit from falling memory chip prices, which could ease cost pressures for the company. The gaming giant is entering a potential earnings supercycle with its new console.
- Nintendo's stock has fallen 43% from its highs, making it appear undervalued.
- The Nintendo Switch 2 has sold 17 million units in the first nine months of the fiscal year.
- Memory chip prices have declined after a 282% surge in Micron Technology's stock over the past year.
- Nintendo has long-term supplier contracts and built inventory ahead of the Switch 2 launch.
- The company is expanding into new entertainment ventures, including a Super Mario movie and four theme parks.
- Recent game titles like Pokémon Pokopia have sold 2.2 million copies within four days.
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