Buy SONY by Aug 9, 2026.

Sony still gets priced like it’s mostly PlayStation and TVs, but that’s not really the business anymore. Gaming is moving from hardware to software and subscriptions, so margins are better and the cycle matters less than people think. On top of that, they own a massive amount of IP that just keeps earning over time. Their image sensor business is kind of underappreciated too. Sony is basically a key supplier for smartphone cameras globally, so you’re getting semiconductor exposure without …