Pain uchiha

@PlayerEssence @JuiceMan_V Online is more of a feature. but yeah I know brawl’s online was trash lol. For Single player content I don’t think Subspace has been dethroned yet but that’s just me. Although Ultimate is a much better game for multiplayer

@1999Antoto @JuiceMan_V Online play with lobbies + Custom Rules. Smash Bros Brawl online was so bad, it makes Smash Ultimate look like the greatest online ever.

@1999Antoto @JuiceMan_V Naw, not the most exciting thing.

Can’t wait for June gaming 🔥 I love June gaming. Show me persona 6, Oot remake and my life is yours

@SockTalking Subspace emissary is soo peak I’m still sad sakurai has given up on it.

Good games Twitter pretends are trash:

@PlayerEssence @JuiceMan_V Hell nah lol Subspace emissary is still the most exciting thing a smash game has done since forever. The cutscenes, story and coop on hard mode was lit even despite the average quality of level design.

@JuiceMan_V It was average / mediocre

I still don't get the hype for Subspace Emissary. It was so poorly designed and boring outside of the cutscenes. I remember being pissed off I didn't 100% it in one go because that meant I had to play it again 💀

This remake looks freaking incredible 🔥

WTF is this 😭

Nobody on earth talks about persona anymore. That means atlus is dropping persona 6 soon. I’m calling it. Or just coping lol

Nintendo revealed new footage of Star Fox using mouse mode!

@10_ch_10 Semis will probably pump for a while longer so owning Nintendo has to be a very long term hold. Worst case scenario I could see this AI memory bullrun continuing 2 years. Could be dead money for a long time imo. Unless Nintendo shows anything to excite shareholders somehow.

I fully expect the stock to dump further when the next week's numbers show a sharp drop - the stock only reacts on "negative" news, otherwise it's mainly a counterplay against semis. Why do I own it? Cause I'm a stubborn fool trying to think long-term.

Another crazy week for Switch 2 hardware with sales ~4x a normal week - notably this was the last week before the 20% price increase so it will plummet accordingly. Top 10 100% Nintendo again, Yoshi doing fine and Tomodachi Life being unstoppable. $NTDOY $7974.T

@TheDavidVinc They both look ok

Suddenly the protag from Dragon Quest 12 doesn't look so bad now, does he?

@YodaStockInvest Concentration is fun until it doesn’t work. If the story seems good enough just diversify and buy small amounts of shiny objects, it won’t hurt.

Shiny Object Syndrome is REAL in investing. It’s hard to stick to your own picks without buying a million new flashy stocks. Especially when your plays are NOT running, $SOFI investors feel this heavily. Do you struggle with this? For example, I gotta stop myself from buying: $NOW $RKLB $NU $LMND $META and more…

A xenoblade 2 definitive edition would be very interesting for me. I don’t really like the original game except the story and music, I think there’s a ton of QoL features that could massively benefit the game. Just like XCX DE significantly improved upon the original game

@aleabitoreddit I’m not selling or buying Sive rn The earnings dump seems very likely. I will accumulate after earnings

$SIVE is the most compelling CPO/photonics exposure to me. Addressing the disinformation: I haven’t sold and don’t plan to sell a single share. I do think this ends up the next $80B+ $LITE one day from ~$2.1B. And I personally have plans to acquire more ownership + support their M&A prospects. I believe earnings transcripts will be strongly positive. As in the part few months we’ve discovered: > AlChip/Amazon private placements, which is positive for Ayar -> $SIVE implying Trainium 4 design in > Wiwynn + Ayar CPO scale up > $JBL 1.6T optical transceiver ramp with Sivers incoming faster than markets expected (with relatively dramatic moat + demand as much as they can produce) > O-Net scaling up ELS efforts with $SIVE > $YSS acquisition of $SIVE allspace lead partner, designing Sivers into Space defense primes > New CHIPS ACT funding for $SIVE > $POET H2 volume ramp and their new $50m -> $500m order (with $SIVE as light source) > information discovery around $AAPL using $SIVE lasers for next gen consumer devices > information discovery around links to Lightelligence (went public $10B+ MC) + Lightmatter as likely customers. > Celestial volume ramp with $MRVL indicators. > new customers working on TFLN with $SIVE like Lightium > $AMD going with $GFS for CPO, and GFS listing sivers as one of two laser suppliers > Ayar removing $MTSI / $LITE from their website and signaling $SIVE as primary source/sole source > Ayar raising $500m for volume ramp (intel, Mediatek, Nvidia, amd etc) > pluggable TAM expansion signaled from 2025 annual report > Nasdaq listing expected soon > MSCI small cap index / Nasdaq omx inclusion, making Blackrock, Vanguard and others passive buyers > M&A signaled from 2025 annual report + 2 new board members that have experience in that area > $NOK as likely customer from 2025 annual report. > $LITE getting cw bottlenecked from EML contracts, $SIVE signaling capacity agreements in place with Win, making the a likely bottleneck owner + chokepoint in CPO sector. All of this market research was done before earnings. Any results is just confirmation of supply chain mapping done. I don’t think anyone cares about former quarter revenue since $SIVE is an exceptionally compelling 2027 long, especially H2 onward. Only thing I’m looking at are: > TAM expansion of the overall photonics supercycle (eg. optical engine, ELS, pluggables) either from M&A or developments > volume ramp expectations from existing companies > Nasdaq listing timelines for more liquidity to support their M&A efforts > any new customers signaled for CPO/Pluggables

@YodaStockInvest I trimmed half of it. The tough part is finding new stocks to reallocate the money. Nothing will ever be as good as AMD last year lol

I know I've been here before but... How do I NOT trim $AMD here ??? 🟥64% position 🟥Risk/reward is half as good as at the start of 2026 🟥1T valuation is already close 🟥META OpenAI dilution I have always been reallocating ever since I started investing and it got me far...

@BoTalksGames I’m so excited to play DQ12 in 2030 lol

how it feels to like the direction dragon quest 12 took and the character designs while everyone on social media is throwing a tantrum

Yesterday someone in YouTube comments called me a Nintendo fanboy and that steam is pro consumer and the future of gaming. Good timing lol

I really hope Nintendo doesn’t do a DQ12 in the direct… If Mario or Zelda are not ready anytime soon don’t show it pls

Dragon quest 12 will release 2030 lmao 😭

@YodaStockInvest Avoid greed

What do I need to AVOID to not lose all my hard earned money?