Sony why you keep going down

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Alternative take: Sony has the an exclusive marketing deal with Rockstar along with exclusive content. Sony is also a low-key semi play as its growing semi business dominates the camera sensor market for physical AI

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for sony im not eyeing the entertainment branche but more their sensors especially for self driving cars and robots in the future they have like 50% of the whole market and peoduce the best sensors

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Nintendo can do whatever they want. Little kids buy there stuff. Sony on the other hand is being outmaneuvered by Xbox. Soon Xbox will be able to produce direct to cloud controllers for $10-$15 per unit and give them away for free. Given the vast improvement in cloud gaming(see Geforce Now)Its a battle of attrition Sony cannot win, that is if they plan on selling the next PS6 at $800-$1000 dollars.

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what do we think about sony and nintendo in here? i know this is not r/valueinvesting but the upside seems to be good?

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SONY is the better play.

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SONY PlayStation 30% Cut

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I don't think Sony pay publishers for digital pre-orders until the product is delivered. That's why they can easily be refunded.  Essentially, this will help Take2's sales projections but the game was already going to sell like crazy anyway. They won't see any actual returns until November. 

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It 100% is because of supply chain shocks. A perfect example is new and used cars during other pandemic. All car manufacturers canceled contracts with semiconductor companies early in the pandemic as it looked very dismal early on. After it turned out to be not as bad they were last in line for new semiconductors and therefore very few new cars were sold. Used cars increased a ton in price because of the new car shortage directly increasing used cars during other prices. Another on is shipping prices during the pandemic increased drastically as each economy opened up at various times making companies try to get supply chains in order as some companies couldn’t deliver because they were still closed causing the company to look other places. That and everything was buying for their home at that time and no one was going out leading to a rush for goods like that. Another example is in this ai era memory prices have risen by a massive amount and will continue in the future as these LLMs use so much memory causing other companies to raise prices-Sony have for ps5, apple for iPhone just last week, computer companies. So supply chain shocks 100% cause inflation.

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