Chit Chat Stocks Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)
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Mar 4, 2026 Leandro from Best Anchor Stocks, a newsletter writer and analyst focused on research-driven stock analysis. He breaks down Nintendo’s platform strategy and Switch→Switch 2 continuation. He covers reasons for the stock drop, memory chip risks and inventory cushions. He also discusses software timing, IP monetization through movies and parks, and prospects for capital returns.
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Nintendo Chose Continuation Over Platform Restart
- Nintendo is executing a platform continuation by launching Switch 2 rather than a full restart, changing its historical hit-driven cadence.
- Leandro notes this is the first clear instance where Nintendo openly transitioned from Switch 1 to Switch 2 planning, altering how software/hardware cycles behave.
Stock Drop Driven By Margins And Memory Fears
- The stock decline reflects current weaker margins, memory chip cost worries, perceived soft first-party software, and competitive noise around PS5 discounts.
- Leandro emphasizes hardware-heavy launch mix lowers margins and market fears about memory-driven BOM increases were the most significant short-term factor.
Don’t Panic Over Short Term Memory Shortage
- Don't overreact to short-term memory price spikes because Nintendo has long-term supply agreements and stocked inventory for launch.
- Leandro points out massive raw-material and finished-goods build for Switch 2 and expects memory producers to expand capacity over time.