Sell NTDOY by Aug 6, 2026.

Both Nintendo and Sony released earnings today. Nintendo got crushed, stock down 10% today, while Sony is up slightly. Both gaming companies got hit by AI memory shortage (temporary supply shock), and both had to raise console prices. But interesting thing is that both gaming companies approached AI differently. Nintendo is steadfastly avoiding AI integration, and wants to rely solely on traditional human creative process. Meanwhile, Sony brought out the head of PlayStation on the earnings call, and discussed how …