# ![@agoyal00 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::50509593.png) @agoyal00 Atul Goyal 🎮 🏌️‍♂️🚘

Atul Goyal 🎮 🏌️‍♂️🚘 posts on X about nintendo, $7974t, tesla, sony the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::50509593/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50509593/c:line/m:interactions.svg)

- [--] Week [-----] -43%
- [--] Month [------] -7.90%
- [--] Months [------] +71%
- [--] Year [------] +131%

### Mentions: [--] [#](/creator/twitter::50509593/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50509593/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] +16%
- [--] Months [--] +350%
- [--] Year [--] +80%

### Followers: [-----] [#](/creator/twitter::50509593/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50509593/c:line/m:followers.svg)

- [--] Week [-----] +0.04%
- [--] Month [-----] -0.08%
- [--] Months [-----] -0.20%
- [--] Year [-----] +2.10%

### CreatorRank: [---------] [#](/creator/twitter::50509593/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::50509593/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [gaming](/list/gaming)  [finance](/list/finance)  [automotive brands](/list/automotive-brands)  [products](/list/products)  [celebrities](/list/celebrities)  [countries](/list/countries)  [vc firms](/list/vc-firms)  [social networks](/list/social-networks) 

**Social topic influence**
[nintendo](/topic/nintendo), [$7974t](/topic/$7974t), [tesla](/topic/tesla), [sony](/topic/sony), [$6758t](/topic/$6758t), [open ai](/topic/open-ai), [$9434t](/topic/$9434t), [gaming](/topic/gaming), [investment](/topic/investment), [microsoft](/topic/microsoft)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) [Apple, Inc. (AAPL)](/topic/$aapl) [Lucid Group Inc (LCID)](/topic/$lcid) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Alibaba Group (BABA)](/topic/$baba) [GM (GM)](/topic/$gm) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [T-Mobile (TMUS)](/topic/$tmus) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Lemonade, Inc. (LMND)](/topic/$lmnd) [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Work X (WORK)](/topic/$work) [Arm Holdings plc (ARM)](/topic/$arm) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Electronic Arts Inc. (EA)](/topic/$ea) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Roku, Inc. (ROKU)](/topic/$roku) [Mario Coin (COIN)](/topic/$coin) [General Motors Company (GM)](/topic/general-motors) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@alphaverve @AboveAvgOdds @aaronvalue Pls Email agoyal@jefferies.com for the full report"  
[X Link](https://x.com/agoyal00/status/1273497967891083264)  2020-06-18T06:09Z [----] followers, [--] engagements


"Beneficiary of upsurge in tech valuations ( $TMUS $BABA $UBER $GH $LMND $TXG $VIR $WORK) is Softbank $SFTBY. FED put helped immensely. For SBG investors Its continued Buyback is powerful. Below BBRG article quotes yours truly. It should read may instead of will"  
[X Link](https://x.com/agoyal00/status/1292063975606165504)  2020-08-08T11:43Z [----] followers, [--] engagements


"@Stealth40k Got to be long Capcom. 9697JP. Its an expensive stock. But the only one with a major game launch. Could benefit from a lot of +ve headlines. There isnt much else in Mar-Apr in for new game launches"  
[X Link](https://x.com/agoyal00/status/1374602548829511680)  2021-03-24T06:02Z [----] followers, [--] engagements


"@MasaSonCap What is Vision fund as % of the stock price Given that other assets held are $BABA $ARM $SBKK How much of a premium should be assumed for the Basket of eggs Or perhaps value Goose at x% premium"  
[X Link](https://x.com/agoyal00/status/1374722750850371591)  2021-03-24T14:00Z [----] followers, [--] engagements


"Ahead of Nintendo ($NTDOY) results - this is what we wrote (see screenshot below). We maintain BUY with unchanged PT [----]. Last year # while better than exp - matter less. What matters more is what lies ahead and how Mgmt answers important Qs. Watch how mgmt responds to Qs esp re (1) Mario sequels (2) timing for NS2. How do they frame the answers (a) definitely not this year or (b) no plans yet these two responses should be read differentlystay tuned"  
[X Link](https://x.com/agoyal00/status/1655851272992624640)  2023-05-09T08:24Z [----] followers, [----] engagements


"@unusual_whales @WholeMarsBlog $NKLA is expensive as long as its $0. Next obvious one is $LCID (stuffing highest end of techy without a sustainable business model isnt going to survive). Anyone who did partnership with $NKLA should be tested for competence and / or integrity. $GM - mgmt - folks are"  
[X Link](https://x.com/agoyal00/status/1662098772724416513)  2023-05-26T14:10Z [----] followers, [--] engagements


"Sure. It will be good if it happens soon. That way Microsoft can then start working on acquiring the remaining game cos (Nintendo $EA $TTWO $UBI) And then perhaps in social media space as well. $MSFT acquisitions are *always* good for the society and for the world at large. Regulators dont need to worry about anything. They should stop meddling in $MSFT affairs"  
[X Link](https://x.com/agoyal00/status/1705189005908979723)  2023-09-22T11:55Z [----] followers, [---] engagements


"@SawyerMerritt $LCID 5000/ yr (=14/day) These Cars are true luxury Hand crafted super high end cars In a few quarters when it files Chap11 then museums might give a good price for these things"  
[X Link](https://x.com/agoyal00/status/1707683115165237296)  2023-09-29T09:05Z [----] followers, [--] engagements


"@TeslaBoomerMama Would be amazing to compare their original investment in $TSLA vs original investment (aggregate purchases) vs that in $TDOC $ROKU $COIN etc. I suspect their investment in $TSLA is much smaller than in many of these stocks that they still hold"  
[X Link](https://x.com/agoyal00/status/1713318937499476412)  2023-10-14T22:20Z [----] followers, [---] engagements


"@InvestInJapan True - but the real message and the real upside is much more than such B/S clean-up. It is about structural changes that will likely result in multi-bagger opportunities (B/S clean up lifts stock pricesbut its one-off)"  
[X Link](https://x.com/agoyal00/status/1715391384772137149)  2023-10-20T15:35Z [----] followers, [--] engagements


"Very true. Also - another Q is - how much market share in CH Smartphone market shifts back from $AAPL to Huawei Both are $SONY customers. $AAPL is using the larger sized image-sensors in iPhones - that Huawei was using for cameras in its smartphones - back in 2018-19. Way earlier than of $AAPL"  
[X Link](https://x.com/agoyal00/status/1719304736514740490)  2023-10-31T10:46Z [----] followers, [--] engagements


"One place where SoftBank $SFTBY exited before complete collapse. Sold it back to $GM in [----]. Nice exit (fine it didnt make any profits but at least didnt wait till Chap [--] like WeWork). 18Mar2022: General Motors Co. bought out the SoftBank Vision Fund 1's stake in self-driving startup Cruise LLC for $2.1 billion ending the Japanese investment firm's involvement in the business and giving the Detroit automaker 80% ownership."  
[X Link](https://x.com/agoyal00/status/1722313493830086867)  2023-11-08T18:01Z [----] followers, [---] engagements


"@0xgaut Will be epic if it happens Imagine SoftBank Vision Fund [--] - being launchedjust for that 🤣"  
[X Link](https://x.com/agoyal00/status/1722397353204998169)  2023-11-08T23:35Z [----] followers, [---] engagements


"Saudis already own 65% in this $LCID (which loses $400k / per car sold). With market cap of $9b theyd still need to throw another $3-5b of good money after bad money. That theyll do if there is nothing called accountabilityotherwise - why would anyone amend more money Maybe doing so - will allow they to push their misjudgments under the carpet. Been clear from day one - there is no way $LCID will survive (tiny TAM extreme comp and a CEO with no track record of achieving anything - while mocking those who have achieved million times more). British accent enough for investors to give more $$$"  
[X Link](https://x.com/agoyal00/status/1722443249594573307)  2023-11-09T02:37Z [----] followers, [---] engagements


"$MSFT's new hires (Sam & Greg of OpenAI) soon after its acq of $ATVI. Of course the sequence was not part of a plan - but with Advanced AI leadership at MSFT can we expect $MSFT to lever it in all of its businesses directly - Games Linkedin Of-course other places What can change in games-industry quick thoughts - feedback welcome"  
[X Link](https://x.com/agoyal00/status/1726670560909029582)  2023-11-20T18:35Z [----] followers, [---] engagements


"Thanks Andy. "Not seeing the levels of ambition needed outside Tesla and China" is quite true. Besides ambition I doubt if others have the (1) vision and strategy needed to scale up fast and innovate on multiple fronts (2) capital (without needing to raise more); (3) wherewithal and skill-set to scale up the volumes to millions And not to forget - Auto is a very dangerous industry for capital. Companies generate returns only at very high CapU. And small problem in the supply chain - has the potential to bring down behemoths. The number of bankruptcies in Auto industry will probably eclipse"  
[X Link](https://x.com/agoyal00/status/1742477214967644660)  2024-01-03T09:25Z [----] followers, [--] engagements


"Its interesting that legacy OEMs and their investors are not thinking what is needed (scale economies and software capabilities) to survive and thrive. Also lets not forget that while Huawei and Oppo-Vivo secured higher smartphone volumes (thanks to domestic market) their share of profit pool remained insignificant as compared to that of Apples. The rise and rise of China's BYD and Wang Chuanfu . "Tesla need not worry too much . Everyone else who builds cars should be gripped by panic" @FinancialTimes https://t.co/zpnKtDFz6K The rise and rise of China's BYD and Wang Chuanfu . "Tesla need not"  
[X Link](https://x.com/anyuser/status/1742820435103027429)  2024-01-04T08:09Z [--] followers, [----] engagements


"Recent report published last week - on Game sector for [----] Favourites for 2024: $NTDOY $SONY CAPCOM NEXON"  
[X Link](https://x.com/agoyal00/status/1745985256237531620)  2024-01-13T01:44Z [----] followers, [----] engagements


"Here is something on EVs. Discussion on 17th Jan with expert and institutional investors. See the chart on the right side bar of the screenshot - We will be addressing some myths and media reports about EV slowdown and no demand has media conflated EV demand with failure of legacy OEMs to scale production (profitably or otherwise) But also how excess battery capacity / supply - will impact EV car prices and availability. $TSLA PANASONIC $CATL $LGES $GM $F"  
[X Link](https://x.com/anyuser/status/1745986288690270391)  2024-01-13T01:49Z [--] followers, 10.7K engagements


"On [--] Oct we maintained BUY but had raised PT for Nintendo from 7K to 9K (stock was at 6k). This report below $NTDOY"  
[X Link](https://x.com/agoyal00/status/1745988784968388695)  2024-01-13T01:58Z [----] followers, [---] engagements


"Not disagreeing that Teslas information campaign - simply about its price safety test and safety track record - can drive demand higher. But looking at this data if 60% are averse due to costdoes it mean the remaining 40% are likely buyers If so that 40% is nearly 4x of [----] penetration rate of c. 10%more than enough target market that doesnt think cost is an issue Whats bizarre is that while buying a big ticket item such as a car how come the US consumer doesnt do a basic search / comparison on Google Are the consumers so lazy for such big ticket items"  
[X Link](https://x.com/agoyal00/status/1747609954499059770)  2024-01-17T13:20Z [----] followers, [---] engagements


"Pretty misleading number. whats the change in average age of the Teslas Most Teslas sold today are Model [--] (sales started in mid-17 but ramp was slow) and Model Y (sales started in March-20) So most used Tesla sold in 2019-20 were Model X and Model S having a much larger bearing on the average price. Back then the average age of the fleet was also much smaller. As the time goes by average age of fleet increases and more M3 and MY are sold the average price is going to come down. The price of new vehicles is declining - as is cost. In [----] cost increasedso did the price"  
[X Link](https://x.com/agoyal00/status/1752878743612473742)  2024-02-01T02:17Z [----] followers, [----] engagements


"@TeslaBoomerMama @elonmusk @Tesla Thanks for your exceptional and consistent efforts - to put sunlight on FUD and for various measure over last several years (credit rating ESG issues Board competency) and now this. $TSLA 🙏🏼🙏🏼🙏🏼"  
[X Link](https://x.com/agoyal00/status/1754345433613455457)  2024-02-05T03:25Z [----] followers, [---] engagements


"Fairness would be to give a million dollar to every American and still be left with $100s of billions Whod like to have challenging comp plans now - If they can be shot down - [--] years after being signed by shareholdersand after every single metric has been achieved Perhaps best to have EPS linked comp plans (to be gamed via buybacks)"  
[X Link](https://x.com/agoyal00/status/1754349434572607572)  2024-02-05T03:41Z [----] followers, [----] engagements


"Elons speaking from experiencewithout scaling up all start-ups will fail. In the early stages usually growth rate is 30-100% YoY from low base. Rivians target is for zero volume growth ie actual rev decline (given lower price mix). If he really wanted others to fail hed not share supercharging network. Rivian charging network and experience is quite pathetic. Also Elon & Tesla have been exceptionally generous with Teslas patents as well. What is wrong with people blaming him for their own failures"  
[X Link](https://x.com/agoyal00/status/1761195026560827622)  2024-02-24T01:03Z [----] followers, [---] engagements


"Had to wait for nearly [--] years. That stock ($RIVN) is still above $10 (ever so slightly). Chances of survival - decreasing with every passing quarter. Need to raise $10-20b to last 3-4 years (but that would cause a massive dilution with current market cap at $10b). @davidfaber Interesting. Lucky / smart selling here - before $RIVN goes sub-10. https://t.co/QlOnrliFzu @davidfaber Interesting. Lucky / smart selling here - before $RIVN goes sub-10. https://t.co/QlOnrliFzu"  
[X Link](https://x.com/agoyal00/status/1761204070532964415)  2024-02-24T01:39Z [----] followers, [---] engagements


"Wellthey can have more cash with more borrowings. No $RIVN. If you look at Net cash it is only $4.9b (Cash + ST Inv - LT Debt). Last year it burnt $5.2b (simply check the net cash decline). It doesnt look like they have even [--] quarters before the net cash turns to net debt. Now just because a co is net debt doesnt mean bankruptcy. But with flat production YoY its difficult to change economics. For now it needs to quickly raise Equity capitaldoubt theyd get any more debt easily. Anyone lender doing the math will charge max rates if they lend. A $5b capital raise can enable Rivian to have 1"  
[X Link](https://x.com/agoyal00/status/1761692984477724953)  2024-02-25T10:01Z [----] followers, [---] engagements


"@vkhosla Vinod Your viewpoint is valid. Probably - Also valid is what Jamie Dimon said - folks are not voting for Trump for his family values. Two viewpoints - worth being aware of. Have a listen Jamie Dimon is spot on here I don't like how Trump said things but he wasn't wrong about those critical issues. That's why they vote for him. People should be more respectful of our fellow citizens. Biden calling [--] million Americans MAGA extremists is not uniting us. https://t.co/7c8f14Hmf3 Jamie Dimon is spot on here I don't like how Trump said things but he wasn't wrong about those critical"  
[X Link](https://x.com/agoyal00/status/1769549678595707111)  2024-03-18T02:21Z [----] followers, [----] engagements


"Dont think the Tesla community is obsessed with this. Apparently a guy called Berry Glack is obsessed with telling the community what to do and how to think. Because hes the only one capable of telling the truth and also of how the entire WS thinks. You should follow him. He is the most competent of them all. He knows way more than some of the most successful entrepreneurs of many generations"  
[X Link](https://x.com/agoyal00/status/1784469176817791200)  2024-04-28T06:26Z [----] followers, [---] engagements


"@alojoh @Tesla @Porsche Cmon Leather seats trumps everything else. You see the luxury category customers care about (1) leather seats and (2) the knobs and blobs. Everything else is secondary. Safety All cars are safe. Who cares. Luxury leather seats is all that matters. ;)"  
[X Link](https://x.com/agoyal00/status/1786013127781540261)  2024-05-02T12:41Z [----] followers, [---] engagements


"@munster_gene Not surprised at all. Just as predicted - $AAPL See https://x.com/agoyal00/status/1786049634240172183s=46 @munster_gene It seems more likely that $AAPL will increase buyback amount and not Capex. Apple under TC hasnt invested in music movies video content games or any category. It sure has met WBs ask for higher and higher buyback. Id guess it will continue to do the same. More buyback and https://x.com/agoyal00/status/1786049634240172183s=46 @munster_gene It seems more likely that $AAPL will increase buyback amount and not Capex. Apple under TC hasnt invested in music movies"  
[X Link](https://x.com/agoyal00/status/1786215550672396334)  2024-05-03T02:05Z [----] followers, [---] engagements


"@munster_gene Not surprised at all. $AAPL Just as predicted - See https://x.com/agoyal00/status/1786049634240172183s=46 @munster_gene It seems more likely that $AAPL will increase buyback amount and not Capex. Apple under TC hasnt invested in music movies video content games or any category. It sure has met WBs ask for higher and higher buyback. Id guess it will continue to do the same. More buyback and https://x.com/agoyal00/status/1786049634240172183s=46 @munster_gene It seems more likely that $AAPL will increase buyback amount and not Capex. Apple under TC hasnt invested in music movies"  
[X Link](https://x.com/agoyal00/status/1786215606200733730)  2024-05-03T02:06Z [----] followers, [---] engagements


"@StreetSignsCNBC @tanvirgill2 Should have been expected - $AAPL See https://x.com/agoyal00/status/1786049634240172183s=46 @munster_gene It seems more likely that $AAPL will increase buyback amount and not Capex. Apple under TC hasnt invested in music movies video content games or any category. It sure has met WBs ask for higher and higher buyback. Id guess it will continue to do the same. More buyback and https://x.com/agoyal00/status/1786049634240172183s=46 @munster_gene It seems more likely that $AAPL will increase buyback amount and not Capex. Apple under TC hasnt invested in music movies"  
[X Link](https://x.com/agoyal00/status/1786220873596416281)  2024-05-03T02:26Z [----] followers, [--] engagements


"@datadynamix_ Can you align IPO launch dates and then do these same charts Thanks 🙏🏼"  
[X Link](https://x.com/agoyal00/status/1787990124124627217)  2024-05-07T23:37Z [----] followers, [--] engagements


"@nib95_ Well said there - With the #Xbox marketshare so drastically dwindled and MS doing more releases on #PS5 does PlayStation need to pay to keep games off Xbox"  
[X Link](https://x.com/agoyal00/status/1790111359612694774)  2024-05-13T20:06Z [----] followers, [---] engagements


"@alojoh Whats to worry Wouldnt you get a lot of money for all these Polestar rivian Lucid VFS Nio Xpeng carsas you can prob sell these to museums 🤣"  
[X Link](https://x.com/agoyal00/status/1793652623947727263)  2024-05-23T14:38Z [----] followers, [---] engagements


"@WholeMarsBlog But you see this is all useless unless they can convince the Wall Street geniuses to increase EPS estimates. You dont get it. Do you Unless the street starts raising EPS estimates everything that Tesla is doing is just wrong. Its so easy to copy. 🤣 Just Ask Bary and Gross"  
[X Link](https://x.com/agoyal00/status/1793663038383698121)  2024-05-23T15:19Z [----] followers, [---] engagements


"Well actually he is a genius. He has run many companies. And he knows a lot about a lot of things. Including building successful strategies. But he is also very humble. Thats why he wrote that last line. If only Tesla management sought his advice and humbly followed it these guys could have possibly built a multi-billion dollar company. Its still not too late. Hes not only humble. But also very generous. He and his friends (Incl Gross) will join an advisory board (or the board itself) if Tesla wants to improve its future"  
[X Link](https://x.com/agoyal00/status/1794334383496937923)  2024-05-25T11:47Z [----] followers, [--] engagements


"@SawyerMerritt Love the sense of humour in the face and on the road to chapter 11"  
[X Link](https://x.com/agoyal00/status/1795478370714816518)  2024-05-28T15:32Z [----] followers, [---] engagements


"Wtf is this Way to destroy any credibility of ESG $PM at the top of ESG list What an irony Tesla scores very poorly on this metric. Their cars are *way* too safe. Clearly dont take emissions reduction seriously. Makes sense that ESG portfolios avoid them. https://t.co/KUaak3hTTE Tesla scores very poorly on this metric. Their cars are *way* too safe. Clearly dont take emissions reduction seriously. Makes sense that ESG portfolios avoid them. https://t.co/KUaak3hTTE"  
[X Link](https://x.com/agoyal00/status/1798416316673786074)  2024-06-05T18:07Z [----] followers, [---] engagements


"He constantly argued how the stock is expensive. And that its only an auto stock etc etc. Full on bear. His view is his right. His view on stock comp is also his right (his fund voted NO earlier also). All ok. But then if he doesnt like the co the stock why own the stock And if his fund doesnt own the stock then why pretend to own it Is this the person who owns the famous [--] shares"  
[X Link](https://x.com/agoyal00/status/1800182635366649857)  2024-06-10T15:06Z [----] followers, [--] engagements


"@piloly Thanks much Roland (@piloly) presumably this refers to volumes - "second best selling brand" - in all cars or in EVs Wondering who's #1 if its EVs.prob BYD. Roland anyway to estimate ASP comparison for the two brands in HK"  
[X Link](https://x.com/agoyal00/status/1800402974176678220)  2024-06-11T05:41Z [----] followers, [---] engagements


"O yes Thats a sight to behold. Shes truly done a huge favour to the entire Tesla community. And this isnt the first time (and it wouldnt be the last time). Shes fought for a fair deal from credit rating agencies Shes always out there - with facts. Facts. And more facts. 🙏 @TeslaBoomerMama 🙏 Tonight when @TeslaBoomerMama stands up to ask that question there better be a standing ovation.👏 Repost this if you agree $TSLA This is a huge moment for our community 🫶🥳 https://t.co/GRnlm8PY0Z Tonight when @TeslaBoomerMama stands up to ask that question there better be a standing ovation.👏 Repost"  
[X Link](https://x.com/agoyal00/status/1801314664187605310)  2024-06-13T18:04Z [----] followers, [---] engagements


"But for The Party the enemy #1 is Elon Musk And every part of the government will go after Elons companies. Right Instagram pushed adult sex content to minors after parent company Meta Platforms said it would give teens an age-appropriate experience tests by a researcher and The Wall Street Journal found https://t.co/5aqF582DWh https://t.co/5aqF582DWh Instagram pushed adult sex content to minors after parent company Meta Platforms said it would give teens an age-appropriate experience tests by a researcher and The Wall Street Journal found https://t.co/5aqF582DWh https://t.co/5aqF582DWh"  
[X Link](https://x.com/agoyal00/status/1803724126248714286)  2024-06-20T09:38Z [----] followers, [---] engagements


"The real world application of AGI - ready to transform lives and experiences. Not predicting textspredicting on road behaviour or humans and machines $TSLA 🚀🚀🚀 OMG v12.4.3 is absolutely mind blowing I took a drive through town here are my take aways: The green dot isnt an asshole. You dont have to aggressively stare out the windshield My hands didnt touch the steering wheel at all. I drank I fiddled fixed my sweater. NO OMG v12.4.3 is absolutely mind blowing I took a drive through town here are my take aways: The green dot isnt an asshole. You dont have to aggressively stare out the"  
[X Link](https://x.com/agoyal00/status/1811273548406882643)  2024-07-11T05:37Z [----] followers, [---] engagements


"@thejefflutz @Tesla Thanks Jeff. That is great. Additionally - The latest - Panasonic is saying that the utilization for Nevada factory is rising again now; also that - Tesla is increasingly using Panasonic batteries in several models - that allows those models to qualify for IRA subsidies"  
[X Link](https://x.com/agoyal00/status/1823569956094796036)  2024-08-14T03:58Z [----] followers, [---] engagements


"@Jason @farzyness @Tesla There are a dozen folks who will solve autonomy in the next [--] months"  
[X Link](https://x.com/agoyal00/status/1840212816797810958)  2024-09-29T02:11Z [----] followers, [--] engagements


"@Naes_wolf @charliekirk11 Day [--] - Pardon Day [--] - call Daniel Penny a Hero that he is Day [--] - Make him part of Administration"  
[X Link](https://x.com/agoyal00/status/1865175147675816025)  2024-12-06T23:23Z [----] followers, [---] engagements


"Great Q / thread. In short: a client of mine who was very bullish Panasonic shared some numbers which made me deep dive Tesla and I never turned back. Detailed story. I used to cover Japan tech stocks as an analyst (I still do). Panasonic was part of my coverage (it still is). But I didnt like that company / stock one bit. This client (Japan PM) said that Panasonics business is geared to Tesla and because of tech lead Panasonic is well positioned. He liked Panasonic for cheap valuation. He said Panasonic had just provided for Tesla batteries for 75k cars (S & X) in [----] and will do 110k (S &"  
[X Link](https://x.com/agoyal00/status/1869255749907710111)  2024-12-18T05:37Z [----] followers, [----] engagements


"@elonmusk @Tesla How about this one Trump tells @theallinpod that if you graduate from a US college you should automatically get a green card with your diploma. "We need brilliant people" https://t.co/PKDklsBG0l Trump tells @theallinpod that if you graduate from a US college you should automatically get a green card with your diploma. "We need brilliant people" https://t.co/PKDklsBG0l"  
[X Link](https://x.com/agoyal00/status/1872815976334672220)  2024-12-28T01:24Z [----] followers, [---] engagements


"@LauraLoomer Including Melania Trump and Usha Vance"  
[X Link](https://x.com/agoyal00/status/1876027485110046801)  2025-01-05T22:06Z [----] followers, [---] engagements


"@Beth_Kindig $TSLA $NVDA $META $AMZN $MSFT $GOOG $AAPL"  
[X Link](https://x.com/agoyal00/status/1882376230722551909)  2025-01-23T10:34Z [----] followers, [---] engagements


"@elonmusk @OpenAI The way around for a Softbank is selling ARM stake. But that can put huge pressure on ARM stock (and hence on Softbank NAV). We downgraded the stock on 20th December when Masa first announced $100 bn commitment - see below"  
[X Link](https://x.com/agoyal00/status/1882399619029864696)  2025-01-23T12:06Z [----] followers, 10.6K engagements


"Here - latest views on Nintendo - remains top pick. The potential upside is getting drowned in the noise about pricing - which isnt bad. Shows Nintendo is ready to try / test / experiment new ways and means"  
[X Link](https://x.com/agoyal00/status/1914713665129070870)  2025-04-22T16:11Z [----] followers, [----] engagements


"Calm down: Switch costs in context: NS2's pricing aligns with inflation adjustments. The [----] Switch ($300) is $395 in [----] dollars; the [----] Wii ($249) is $394. Add [----] China tariffs and $450 is in line with what we had expected ($400-500). Is Mario Kart (MK) game price too high (1) Price adj. for inflation (1a) MK64 (N64) at $60 in 1996s adj. is $117-120 today; (1b) MK Wii at $50 in [----] adj. is $67-79 today; (1c) MK8D (NS) at $60 in [----] adj. is $78 today. (2) Price vs. GDP/ Capita MKW price at $80 is up c. 33% from c. $60 in [----] (MK64)l while the GDP/Capital is up 170% (from $30K to"  
[X Link](https://x.com/agoyal00/status/1914715126382612911)  2025-04-22T16:17Z [----] followers, [---] engagements


"@kylaschwaberow These are two different sides. One is sell Side research and the other is asset management. This is quite normal for banks. Just shows Asset management side (who have built stake) are smart folks investing for the long term"  
[X Link](https://x.com/agoyal00/status/1923169115952275733)  2025-05-16T00:10Z [----] followers, [--] engagements


"@NightCityTimes @JackPosobiec @grok what is this post referring to What is going on in Paris"  
[X Link](https://x.com/agoyal00/status/1929369461280080362)  2025-06-02T02:48Z [----] followers, [---] engagements


"One third-party publisher characterised There we go again. Anonymous sources. One data point - based on old games on key cards and competing with MKW in the first two weeks of launch Only a genius could have predicted that one third party would sell less than expected"  
[X Link](https://x.com/agoyal00/status/1935720716797948284)  2025-06-19T15:25Z [----] followers, [----] engagements


"It was more to do with Sony shooting itself in the foot with a in-house cell-processor based PS3 which was overly expensive and came out a year later than XB360. And MSFT did not make any mistakes (credit for that). XB started with a big adv. + one year lead of 10-12m and a lower priced console. However By the time for PS4 launch PS3 and XB360 install base matched globally. XB was ahead of PS in US but PS3 exceeded XBO in Europe and Japan. And this time folks running XB One made silly errors and handed the cycle to Sony on a platter. While Sony learnt from its blunders. started to invest in"  
[X Link](https://x.com/agoyal00/status/1942640586772668890)  2025-07-08T17:43Z [----] followers, [---] engagements


"In all of this the rockstar of failure and implosion was the same guy who led every game company to the ground wherever he went. Its the same person who was head of Gaming during PS3; then same guy led XB division during XBO launch; and then the same guy led Stadia at Google. IYKYK. Was easy to predict a complete and utter failure of Google stadia (which we did; ask for receipts if needed)"  
[X Link](https://x.com/agoyal00/status/1942641327973302594)  2025-07-08T17:45Z [----] followers, [--] engagements


"Not sure why over-analysis of GP profitability has suddenly become the obsession. It has been 25+ years and $MSFT has only reported volumes or revenues of its game business. At the overall level Msft has almost never made profits enough to disclose. If there is no public disclosure telling xyz in private doesnt count"  
[X Link](https://x.com/agoyal00/status/1942644744141558097)  2025-07-08T17:59Z [----] followers, [---] engagements


"@Stealth40k Next Zelda game - most likely in [--] years time. Likely announcement and launch - both [--] years out"  
[X Link](https://x.com/agoyal00/status/1944812251463979290)  2025-07-14T17:32Z [----] followers, [----] engagements


"@alphaverve @AboveAvgOdds @aaronvalue And here are the forecasts for this FY and beyond. I focus on OP and NP. And Im aware my forecasts were always higher than consensus. They still are. Eg thsi year my OP forecast is 426bn cons is around 360b And co guide is 300bn"  
[X Link](https://x.com/agoyal00/status/1273498872862568449)  2020-06-18T06:12Z [----] followers, [--] engagements


"@alphaverve @AboveAvgOdds @aaronvalue From this year (426bn) to next year (435b) my OP forecast growth is a pedestrian 3%. Nothing exciting there. Unless they partner with 10c or MSFT. Lets see how actual #s come out"  
[X Link](https://x.com/agoyal00/status/1273499813653303296)  2020-06-18T06:16Z [----] followers, [--] engagements


"Will be on CNBC to discuss Sony ahead of earnings. At [----] JST (=10:45pm NYT). Results will come later. FWIW - re $SNE - Sony. I said 2-3x in 2-3y Cnbc made it 50% upside only :) https://t.co/nBaYnHTNb0 FWIW - re $SNE - Sony. I said 2-3x in 2-3y Cnbc made it 50% upside only :) https://t.co/nBaYnHTNb0"  
[X Link](https://x.com/agoyal00/status/1356653366177333248)  2021-02-02T17:19Z [----] followers, [--] engagements


"Sony results just came out. My view has been stay focused on long term here. Near term there could be ups/ downs. Cons OP est was 188b. They delivered 359bn. Raised FY OP guidance to 940bn. Thoughts :)"  
[X Link](https://x.com/agoyal00/status/1356846857738158080)  2021-02-03T06:07Z [----] followers, [--] engagements


"@borrowed_ideas Brilliant threadon $SHOP"  
[X Link](https://x.com/agoyal00/status/1485655373256458245)  2022-01-24T16:46Z [----] followers, [--] engagements


"And these financials - $VFS seems to be the mother of $NKLA $QS $LCID - with only 1% float (was not aware that a co can list itself with a meager 1% float) [--]. Its cost of sales ($1153m) is c. 2x its revenues [--]. Operating loss is c. 3x of its revenues. [--]. Its finance cost ($337m) is almost 50% of its revenues (at $634m) [--]. Net loss in [----] of $2.1b on rev of $634m [--]. Between [----] and [----] it reported rev growth of 10%; while COGS went up 35%; widening losses at GPM level; Net losses are up to 2.6x when rev is up 10%. [--]. With barely any volumes to even mention anywhere (read somewhere it says"  
[X Link](https://x.com/agoyal00/status/1691634205242060845)  2023-08-16T02:13Z [----] followers, [---] engagements


"BoJ intervention is not going to change much. This is all a result of what other CBs are doing worldwide. All that will do is - waste its bullets. Likely that the direction changes when US goes into recession and Fed is forced to cut rates (the deeper the rate cuts by Fed the bigger the Yen strength)but not until then. https://twitter.com/i/web/status/1719306902302232793 https://twitter.com/i/web/status/1719306902302232793"  
[X Link](https://x.com/agoyal00/status/1719306902302232793)  2023-10-31T10:54Z [----] followers, [---] engagements


"Ahead of Switch [--] reveal event - this is what we wrote re our highest conviction Buy idea - Nintendo. Lets-a-go Switch-ing gears for the big revealLets-a-go Nintendo Lets-a-go Switch-ing gears for the big revealLets-a-go Nintendo"  
[X Link](https://x.com/agoyal00/status/1907409220267610359)  2025-04-02T12:26Z [----] followers, [----] engagements


"With ATVI and now EA gone there are fewer investment options left in Games. This will likely push the valuations even higher for the remaining publicly listed companies. Perhaps Nintendo $NTDOY with a market cap of $100b (ex Treasury) should also consider going private It has much bigger IP library much bigger profit pool and much bigger fan base. Breaking news: Video games maker Electronic Arts is nearing a $50bn deal with a consortium including Silver Lake and Jared Kushners Affinity Partners to go private in one of the largest leveraged buyouts of all time. https://t.co/VZsPR0CekA"  
[X Link](https://x.com/agoyal00/status/1971738031767073241)  2025-09-27T00:45Z [----] followers, [----] engagements


"Let people decide Also "Will you let me finish You are the worst. You're with Bloomberg right You are the worst. I don't know why they even have you" 🤣 President Trump appears to have picked a winner in the current right wing civil war. Its Tucker Carlson and he urges conservatives to give Nick Fuentes a voice and let people decide for themselves if they agree with him. "Tucker Carlson had an interview with antisemite Nick https://t.co/8QJGF7FOCc President Trump appears to have picked a winner in the current right wing civil war. Its Tucker Carlson and he urges conservatives to give Nick"  
[X Link](https://x.com/agoyal00/status/1990302731983355929)  2025-11-17T06:15Z [----] followers, [---] engagements


"True. And unfortunate that prior Sony Game mgmt. didnt care. This decline (call it collapse) started more than a decade back - during PS4 early yearsMHW helped but The PS5 is now being outsold by the Switch [--] Switch OLED & Switch Lite. LMAO https://t.co/WiqfqfGwhS The PS5 is now being outsold by the Switch [--] Switch OLED & Switch Lite. LMAO https://t.co/WiqfqfGwhS"  
[X Link](https://x.com/agoyal00/status/1991679025023185223)  2025-11-21T01:24Z [----] followers, [---] engagements


"Important thread GPT5 has very little incremental improvement. Anthropic has the highest Enterprise market share. Anecdotally Gemini and Grok are improving really fast; OpenAI / ChatGPT seems to be the weakest of the Quad. If OpenAI is $1tn Gemini is sure $2tn + for the AI part only. I used to pay $200/month for ChatGPT. Have moved entirely to Gemini. Fewer hallucinations better deep research greater trust in $GOOG as an organization. Very happy about the switch. I used to pay $200/month for ChatGPT. Have moved entirely to Gemini. Fewer hallucinations better deep research greater trust in"  
[X Link](https://x.com/agoyal00/status/1991768935084224593)  2025-11-21T07:21Z [----] followers, [---] engagements


"@zerohedge Would the Japanese company with bank in its name funding it all the way till infinity At $150b At $300b At $500b Already done. More incoming at $1tn and $2tn and $3tn next year"  
[X Link](https://x.com/agoyal00/status/1993872858775453712)  2025-11-27T02:41Z [----] followers, [---] engagements


"Tae most of above is very true. Agree that Google Microsoft Meta and Amazon are resourceful. For me The big question is - OpenAI. funding for OpenAI seems to be dependent on SoftBank - which doesnt have its own cash flows. SoftBanks source of cash is borrowing and margin loans (mostly against ARM). Decline in ARM stock could be a vicious cycle. And if OpenAI build out gets delayed - that could result in more pressure to the downside (esp from short term traders)"  
[X Link](https://x.com/agoyal00/status/2001543520012976453)  2025-12-18T06:42Z [----] followers, [----] engagements


"So true. And [----] will beat [----]. And [----] will beat [----]. And so on and so forth. This is a Nintendo product - coming at a time when graphics have become good enough Meanwhile exceptionally stupid action has resulted in stock at 10500what a crazy sale price That implies Enterprise Value of $55b And Msft paid $68b for Atvi) Of course CoD fans wouldnt get it. But investors know that valuations depend on profits and growth In [----] I think Switch [--] will have one of the best years any Nintendo system has ever had in terms of 3rd Party games. https://t.co/Ywq7krbX0d In [----] I think Switch [--] will"  
[X Link](https://x.com/agoyal00/status/2004116356078154179)  2025-12-25T09:05Z [----] followers, [----] engagements


"Why would a company delay a major game for XB S When PS5 install base is 80-90m; XB SX is stalling around 33m and barely sold 2m in last [--] months; while Switch [--] is heading towards 40-45m install base by Dec [----] So we are to believe that TTWO will delay to launch on a dying platform (XB SX) but choose not to launch on Switch [--] even with similar graphic capabilities as XB S. Make it make sense for TTWO. @keg_media GTA6 will not be on Switch [--] no time soon. It's gon be tough sleddn sales wise for Switch [--] going forward. And Switch [--] had the same $50 discount the PS5 had Lol. The game was"  
[X Link](https://x.com/agoyal00/status/2004357576281280836)  2025-12-26T01:04Z [----] followers, [---] engagements


"This is inevitable for any developer / publisher - desirous of having a business over the next decade (1). XB is dead. We have written about it since [----]. Its a [--] player market. (2). PS5 is in late stage. NS2 has just begun and is likely a bigger end install base than Switch. (3). Memory shortage: The utter destruction of DiY PC build out industry (esp for Gaming PCs) due to higher memory prices would limit the build out of newer PCs for a good 3-5 years. These guys dont have long term contracts (like Nintendo and Sony do). All in all developers are implicitly expressing desire to sell to a"  
[X Link](https://x.com/agoyal00/status/2004888477129928867)  2025-12-27T12:13Z [----] followers, [----] engagements


"Sharing [--] reports One from Feb [----] Another from Dec [----] There were enough breadcrumbs to conclude (as we did in Feb24) that Msft was pivoting And by end [----] enough for us to conclude that a [--] player market (console market) will become a [--] player market in [----] and onwards - See"  
[X Link](https://x.com/agoyal00/status/2004934394474299747)  2025-12-27T15:16Z [----] followers, [---] engagements


"You see Now understand DIY gaming PC builders dont have inventory dont have LT contracts dont have pricing power. Any developer targeting this base is heading in the wrong direction (financial iceberg). Needs to pivot quickly to target a market that will have c. 100m users by end 2028and that wouldnt be XB. We're headed for GPU-less hell in 2026.😰 - 5090s and 5080s being modded and pressed into AI. - nVidia rumored to pause making [----] and [----]. - Nothing left of the [----] series Super models delayed indefinitely due to DRAM shortage. - 3rd party GPU makers no longer can get"  
[X Link](https://x.com/agoyal00/status/2005436877822992388)  2025-12-29T00:33Z [----] followers, [---] engagements


"Why is that even relevant Its relevant for those who assumed Wii U etc to be comps for S2. Otherwise - its just noise. Nintendo Switch [--] has now outsold Wii U Sega Dreamcast and PlayStation Vita in the UK (NielsenIQ data) Nintendo Switch [--] has now outsold Wii U Sega Dreamcast and PlayStation Vita in the UK (NielsenIQ data)"  
[X Link](https://x.com/agoyal00/status/2006035012433686791)  2025-12-30T16:09Z [----] followers, [----] engagements


"this is so true and I appreciate it more now. Especially when compared to hobby of consuming tons of Netflix content - just sitting on the couch. Gaming does require active mental involvement. The older I get the more I realise that video games are easily one of the healthiest hobbies you could possibly have The older I get the more I realise that video games are easily one of the healthiest hobbies you could possibly have"  
[X Link](https://x.com/agoyal00/status/2006626088349552838)  2026-01-01T07:18Z [----] followers, [---] engagements


"For this logical comment dear @NeoGameSpark you earn one more follower. Amazing that gaming industry analysts still dont get it. Or maybe dont have the confidence to express a clear view. Can this or that happen Yes. Anything and everything is theoretically possible. But we live in a world of probabilities. Key Q is - is it likely @NeoGameSpark said so in simple terms. This has a very large bearing on the industry. Its [----] now. See what We wrote this in [----]. As someone who loves Xbox Nope. No matter what top tier games are put out nobody is gonna spend $700 for a base console when the"  
[X Link](https://x.com/agoyal00/status/2007295978655887530)  2026-01-03T03:40Z [----] followers, [---] engagements


"Disagree. Sony is in a great place. Plenty of competition to keep them going - Nintendo; PC gaming; mobile gaming; Netflix (non gaming content). A [--] player market going to 2-players market is a massive win. Imagine - Mastercard announces its exiting the credit card market and will offer its business of payment processing to Visa and Amex. Would we say its net negative for Visa @agoyal00 Yes it seemed obvious at the time although I think the shift in focus from hardware has also been compounded by rising component costs and tariffs etc. I agree its probably a net win for MS but not great for"  
[X Link](https://x.com/agoyal00/status/2007753139609588057)  2026-01-04T09:57Z [----] followers, [---] engagements


"So lets see what additional data shows: Nov-Dec [----] PS5 : 370K (vs. 389K in 2024). or -5% YoY. Xbox XS: 110K (vs. 212K in 2024). or -48% YoY Full [----] year PS5 -12% (880k units) Xbox -39% (282k units) Conclusion: In absolute terms PS5 is selling 3x of XB in all of 2025; In [----] it was less than 2x gap. XB sales are falling drastically in every territory. XB sales decline is what makes the console sales data particularly ugly. Switch [--] did not exist last year so can not make any comparisons. At this stage of the hardware cycle a YoY decline for PS5 and XB is not a surprise. The drop off"  
[X Link](https://x.com/agoyal00/status/2008378760178143573)  2026-01-06T03:23Z [----] followers, [---] engagements


"Who invests on the last years PER And not forward looking Is this how day trading works Quarter after quarter - Nintendo is shattering records. Industry has consolidated further around Nintendo and Sony. Gamers cant get enough of these devices. IP value is getting unlocked via movies theme parks earnings are set to multiply. Inventor and long term contracts are defences before memory costs hit; but even beyond next 12-18 months - Memory costs (up) well be offset by other cost levers (down)and stock is flat for the year. Its the cheapest stock - on future earnings (not on cyclical low EPS)."  
[X Link](https://x.com/agoyal00/status/2009139630151704972)  2026-01-08T05:46Z [----] followers, [---] engagements


"Nicely worded (not by Chris but by original writers). Fewer Switch [--] units over Christmas compared with Switch [--] all markets. Lets see what common sense pointers are: [--]. They sold 7.23m during Dec [----] Q. [--]. Co guidance of 19m implies 8.6m units in Dec [----] + Mar [----] Qtrs. [--]. We will find out in a month what they sold during Dec [----] Q; my guess is that it will be around 7.5m-8.0m. [--]. So S2 will be outselling Switch for the Dec quarter. But given Switch had Mario Odyssey for Christmas [----] and Metroid for 2025obviously for that Christmas week the hardware sales are likely to be less than"  
[X Link](https://x.com/agoyal00/status/2009421072802996311)  2026-01-09T00:24Z [----] followers, [---] engagements


"PS5 users and sony arent going to complain. Not at all. One thing that I don't see anyone talking about is how Xbox price adjusted Avowed so it launches on PS5 at $20 cheaper than it did on Xbox. Avowed is now priced at $49.99 for the standard version and will launch at that price on PS5. It was $69.99 when it launched on Xbox. https://t.co/sVoLPcRMIK One thing that I don't see anyone talking about is how Xbox price adjusted Avowed so it launches on PS5 at $20 cheaper than it did on Xbox. Avowed is now priced at $49.99 for the standard version and will launch at that price on PS5. It was"  
[X Link](https://x.com/agoyal00/status/2009871625622372441)  2026-01-10T06:15Z [----] followers, [---] engagements


"@NoMoreDaniels You mean Steam Deck [--] The Steam Deck itself sold around 5m cumulative since [----] launch. Thats worse than what Wii U sold cumulative. Not sure if we need to mention Steam deck in the same page as Switch - if we are talking from commercial/ business standpoint"  
[X Link](https://x.com/agoyal00/status/2010051773059539160)  2026-01-10T18:11Z [----] followers, [--] engagements


"That these games are good and have demand But so far they were on the wrong platform And Microsoft is doing the right thing to become 3P publisher #ForzaHorizon5 sold [--] million times on PS5 That means it sold more than 1Demons Souls (2 Mio.) 2Ratchet & Clank (4 Mio.) 3Returnal (600k) 4The Last of Us Part [--] (2 Mio.) 5Astro Bot (2.3 Mio.) 6Concord (25k) 7Ghost of Yotei (3.3 Mio.) What does that tell you 😉 #ForzaHorizon5 sold [--] million times on PS5 That means it sold more than 1Demons Souls (2 Mio.) 2Ratchet & Clank (4 Mio.) 3Returnal (600k) 4The Last of Us Part [--] (2 Mio.) 5Astro Bot (2.3 Mio.)"  
[X Link](https://x.com/agoyal00/status/2010314641126371494)  2026-01-11T11:35Z [----] followers, [---] engagements


"Super Smash Bros sequel is coming At some point. Obviously. Not in [----] tho. This year is Mario Galaxy follow up and 40th year anniversary of Zelda (ahead of Zelda movie). So lets just focus on that. Just got off the phone with Nintendo Your dream game is confirmed for [----]. Congrats. Just got off the phone with Nintendo Your dream game is confirmed for [----]. Congrats"  
[X Link](https://x.com/agoyal00/status/2011601790815650179)  2026-01-15T00:50Z [----] followers, [---] engagements


"Game pass impact. + MSFT acquisition impact = COD sales are -60% YoY. Direction was inevitable. Magnitude is large. 'Call of Duty on Track to Perform Over 60% Below Last Year': Ex-Activision Boss Bobby Kotick Sticks Knife in Flagging FPS Franchise. https://t.co/2nz3DbOPAb 'Call of Duty on Track to Perform Over 60% Below Last Year': Ex-Activision Boss Bobby Kotick Sticks Knife in Flagging FPS Franchise. https://t.co/2nz3DbOPAb"  
[X Link](https://x.com/agoyal00/status/2011946844088402258)  2026-01-15T23:41Z [----] followers, [---] engagements


"@grok @BozRiverGuides @zerohedge @grok the SoftBank $40b was already agreed upon almost a year ago. There is no linkage between the $100b new investment sought and that $40b. Your framing is confusing"  
[X Link](https://x.com/agoyal00/status/2014184921745576318)  2026-01-22T03:54Z [----] followers, [--] engagements


"Sep Q MSFT posted equity affiliate loss of c. $3.1b implying about $11-12b Sep Qtr net loss for OpenAI. Losses likely increased 🦔 OpenAI released new financials showing $20 billion in "annualized revenue" for [----] up from $6 billion in [----] and $2 billion in [----]. They're also scaling compute from [---] gigawatts to [---] gigawatts. Sounds like a rocket ship until you look at the other chart. According to https://t.co/Rm8EXZn4ft 🦔 OpenAI released new financials showing $20 billion in "annualized revenue" for [----] up from $6 billion in [----] and $2 billion in [----]. They're also scaling compute"  
[X Link](https://x.com/agoyal00/status/2014264244230058264)  2026-01-22T09:09Z [----] followers, [---] engagements


"Looks like someone is stuck with a large short position and spreading lies about Nintendo. This is absolutely false. BREAKING: Nintendo is reportedly halting Switch [--] production until 3Q [----] due to memory shortages. BREAKING: Nintendo is reportedly halting Switch [--] production until 3Q [----] due to memory shortages"  
[X Link](https://x.com/agoyal00/status/2014355272085766493)  2026-01-22T15:11Z [----] followers, [---] engagements


"Would SoftBank sell ARM stake to raise money to pour into OpenAI at 2x the prior valuation even if no one else does that. History rhymes WeWork anyone What happens to OpenAi if it fails financially which seems more and more likely. Does Microsoft pick up the ruins and keep it going OpenAI is starting to look like the MySpace of Ai. What happens to OpenAi if it fails financially which seems more and more likely. Does Microsoft pick up the ruins and keep it going OpenAI is starting to look like the MySpace of Ai"  
[X Link](https://x.com/agoyal00/status/2014360714601975927)  2026-01-22T15:33Z [----] followers, [---] engagements


"Best selling for Dec and for [----] - all true. But how come no one is questioning the LTD figure of 4.4m Does no-one notice that Nintendo actually reported LTD sales for N. Am of 3.68m by Sep-end (c. 3.3m for US only). Then the Dec-end LTD sales figure for S2 is likely to be much higher than the reported 4.4m units. SIGNIFICANTLY higher. Just wait for [--] more days to see. Results 3rd Feb. Come back and revisit these numbers. Video Game Sales for December: - Nintendo Switch [--] was the best selling console of the month selling enough to also be #1 in dollar sales. - PlayStation [--] was second in"  
[X Link](https://x.com/agoyal00/status/2014389985315848446)  2026-01-22T17:29Z [----] followers, [----] engagements


"Are you sure it is $17b only per year Did they not have a c. $11-12b loss in Sep quarter alone Lets wait to find out the loss they suffered for the Dec Qtr (can calculate based on the reported Equity affiliate losses from MSFT). But yes they have had Softbank buying stake at $150b; then at $250-300b; then at $500b - all within the same year and mostly by the same buyer. In Dec reports suggested $100b ME capital funding at $830b.now we have already seen retracement from those to $50b at $750-830b. Lets wait and see if / what they actually get Gemini (with Google funding) is on an upswing.to a"  
[X Link](https://x.com/agoyal00/status/2014391721250209919)  2026-01-22T17:36Z [----] followers, [----] engagements


"Of course they did. Pretty much in the last month SoftBank gave them $40b. So they must have that. Not a surprise. $11-12b net losses (mostly cash losses) in Sep. Q was the estimated based on Microsoft estimates - and rising. A loss of $15b in Dec Qtr implies an annualized loss rate of $ Lets see what is the size of Dec losses They do annualize the revenue run rateshall we not annualize Loss run rate (unless the losses are shrinking) What if the losses are rising Competition esp Gemini is building its own energy source has its own inference compute has its own distribution (Android and Apple"  
[X Link](https://x.com/agoyal00/status/2014575471015690654)  2026-01-23T05:46Z [----] followers, [---] engagements


"Talk is cheap Softbank doesnt have resources to pull in $30b anymore. And if it does the risks to Softbank itself skyrocket Everyones reading SoftBank invests $30 billion more as bullish AI signal. The real read: Son already made his money. SoftBank owns 11% of OpenAI at a $300 billion valuation. Cost basis: $41 billion. OpenAI is now in talks at $750-830 billion. That stake is worth $82-91 Everyones reading SoftBank invests $30 billion more as bullish AI signal. The real read: Son already made his money. SoftBank owns 11% of OpenAI at a $300 billion valuation. Cost basis: $41 billion. OpenAI"  
[X Link](https://x.com/agoyal00/status/2016403735447216268)  2026-01-28T06:51Z [----] followers, [---] engagements


"Why Is there a risk that OpenAI financial failure can ruin NVDA If so understand your point about large equity investment. Otherwise can you elaborate and make it make sense Given Googles got an entire ecosystem - Cash flows to fund expansion TPUs to reduce inference compute cost Hyperscaler business in house to leverage Gemini platform LLM - Gemini platform Dozens of consumer facing products / apps that bring valuable data Distribution via Chrome browser Android phones iPhones An ability to integrate all this Ability to use all this AI for internal use: Waymo YouTube AI usage in dozens of"  
[X Link](https://x.com/agoyal00/status/2017545645440307348)  2026-01-31T10:29Z [----] followers, [---] engagements


"@firstadopter Words are cheap Esp for a $5tn company"  
[X Link](https://x.com/agoyal00/status/2017875453529473245)  2026-02-01T08:19Z [----] followers, [---] engagements


"@firstadopter Thanks Tae. Btw do you have equiv numbers for OpenAI: [--]. Capex spend (Google is $180b) [--]. MAU (Google is 750m using Gemini app; prob more using the AI mode inside the search bar)"  
[X Link](https://x.com/agoyal00/status/2019212464391614982)  2026-02-05T00:52Z [----] followers, [---] engagements


"Absence of Mario game. Until Sep Q the sw sales matched same Q for Switch sw. I assumed that continues. But Metroid only sold 1m Mario Odyssey sold 9m+. Thats the diff between beating my est and missing cons. Thats why I think Gearoid nailed it. It changes with tentpole titles https://twitter.com/i/web/status/2019237141537255658 https://twitter.com/i/web/status/2019237141537255658"  
[X Link](https://x.com/agoyal00/status/2019237141537255658)  2026-02-05T02:30Z [----] followers, [--] engagements


"About time Sony studios put Astro bot - on Switch2. Maybe do it around May [----] when they are co-producing Zelda movie with Nintendo. Its about time - this happens. PS5 is going to get almost all the XB studio games anyways. Astro Bot: [--] milhes vendidos numa base instalada de [--] milhes; Donkey Kong Bananza: [--] milhes vendidos numa base de [--] milhes. Meus amigos os nmeros no falam eles GRITAM https://t.co/FqONKPqYD5 Astro Bot: [--] milhes vendidos numa base instalada de [--] milhes; Donkey Kong Bananza: [--] milhes vendidos numa base de [--] milhes. Meus amigos os nmeros no falam eles GRITAM"  
[X Link](https://x.com/agoyal00/status/2020399697719165012)  2026-02-08T07:29Z [----] followers, [---] engagements


"Wow PS4 - one of the best product cycles saw hardware sales of 17.4m only for [--] years. In its 4th 5th and 6th year Switch [--] has done 17.4m its first year. Prospects for Nintendo (Switch2) and Sony (PS5) look pretty strong (esp as XB is non existent). @Paarthurnaaxx PS4 shipped 17.7m units in its 6th year https://t.co/yYrmqTLKHh @Paarthurnaaxx PS4 shipped 17.7m units in its 6th year https://t.co/yYrmqTLKHh"  
[X Link](https://x.com/agoyal00/status/2019386890672386259)  2026-02-05T12:25Z [----] followers, [----] engagements


"Interesting. There are very few companies that have continued to invest in talent and their studios all through last 5-10 years. WellI can think of [--] company that has not closed any studio and has hired more developers. Anyone So 5/6 years ago there were lots of big investors of all types (publishers VCs etc) spending big money on AAA studios and projects. Now there are very very few big investors spending big money on AAA studios and projects. Those teams that had that investment are now coming So 5/6 years ago there were lots of big investors of all types (publishers VCs etc) spending big"  
[X Link](https://x.com/agoyal00/status/2021905110016938283)  2026-02-12T11:11Z [----] followers, [---] engagements


"SoftBank Net Income estimates actuals have little meaning as compared to normal operating companies. In their case it all boils down to NAV. Which is made up of ARM and vision fund [--] and [--]. VF2 is mostly booking gains for OpenAI (in which SoftBank itself has bought stakes at ever higher valuations - starting with $150b then $260b then $500b - all in less than a year. Biggest beneficiary of those valuation rounds - SoftBank itself. https://twitter.com/i/web/status/2021906103668552063 https://twitter.com/i/web/status/2021906103668552063"  
[X Link](https://x.com/agoyal00/status/2021906103668552063)  2026-02-12T11:15Z [----] followers, [---] engagements


"Folks buying a [--] year old console. For $326. And a much more superior experience at $450 is going to find it difficult to sell Hmmm. Switch [--] is well set to outsell in [--] months what Switch sold in [--] months. With a stronger revenue and profit figure. Every which way - record breaking. Its [----] and The Switch [--] is still a best seller bruh😭 https://t.co/DGIZmRJaFY Its [----] and The Switch [--] is still a best seller bruh😭 https://t.co/DGIZmRJaFY"  
[X Link](https://x.com/agoyal00/status/2009326980869865488)  2026-01-08T18:10Z [----] followers, [---] engagements


"84% of all Switch [--] buyers are repeat buyers. That also means = 16% of buyers are new. We are already seeing evidence that the potential market is bigger - with much more awareness far less competition far bigger R&D going into development; far better 3P support. We are set to exceed the Switch install base. The 60-80m XB gamers will find a new home (between PS5 and S2) - very few will buy the new super expensive memory+GPU PC builds. @Chris_Dring In general Switch [--] probably isn't going to sell more than the 154+ million units that the Switch has sold. Nintendo fans should get used to Switch"  
[X Link](https://x.com/agoyal00/status/2009422353512714403)  2026-01-09T00:29Z [----] followers, [---] engagements


"While this is true (1) Japanese publishers are supporting S2; (2) S2 has better 3P support than any Nintendo platform before Yet - for [----] based on what we know today - S2 game pipeline is no match to what is coming on PS5 - Halo Forza Wolverine GTA6 And plenty more. 🙌 For Nintendo AAA - we expect a Mario 3D game. But nothing is certain. 🤔 Sony also uses its cash flow to reward shareholders. Has done buyback and continues to do buyback. After [--] months Switch 2's 3rd Party offering is significantly better than the original Switch in my opinion. The days of the SNES or PS2 with one system"  
[X Link](https://x.com/agoyal00/status/2019628808907956725)  2026-02-06T04:26Z [----] followers, [---] engagements


"100% agree. State of Play was very good. Konami also did its part. Sony is also ridiculously attractive. I love Nintendo but this time around the State of Play is far better than Nintendo's latest Direct. https://t.co/yMlBD94R5b I love Nintendo but this time around the State of Play is far better than Nintendo's latest Direct. https://t.co/yMlBD94R5b"  
[X Link](https://x.com/agoyal00/status/2022347484165726517)  2026-02-13T16:29Z [----] followers, [---] engagements

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