Ry🅰️n O'Connor

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Ry🅰️n O'Connor

Ry🅰️n O'Connor

@AboveAvgOdds

Founder and PM | Crossroads Capital

Kansas City, MO Katılım Nisan 2010
3.9K Takip Edilen9.6K Takipçiler
Ry🅰️n O'Connor retweetledi
Dalius - Special Sits
Dalius - Special Sits@InvestSpecial·
$ASTS just crossed the Rubicon With the largest commercial antenna ever deployed now operational, the technical risk is gone. Focus shifts to a production cadence of 6 satellites per month. Pitch by @CrossroadsOnX
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Frank
Frank@justfactstruth·
$FTAI
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BoTalksGames
BoTalksGames@BoTalksGames·
This store has had stock since launch every time I’ve checked The Pokopia Effect.
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Seeking Winners
Seeking Winners@SeekingWinners_·
@AboveAvgOdds If legit and well executed, this would be a Nintendo fans dream. Fingers crossed they take their time on the textures of buildings, nature, etc.
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Ry🅰️n O'Connor
Ry🅰️n O'Connor@AboveAvgOdds·
Agreed! Although seeing green shoots everywhere implying something bigger. We shall see but I like $NTDOY ‘s odds. Also no doubt sequels usually underperform the originals, but this isn’t your average setup either. Indeed, @grok nails the secret ingredients of more powerful follow ups. Definitely worth a read: x.com/i/grok/share/f…
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Atul Goyal 🎮 🏌️‍♂️🚘
@AboveAvgOdds We shall see!! Am assuming a $100m in the first 3 days…sequels tend to underperform the originals. If it does $160m+ in 3 days or $200m+ in 5, then there is upside for next FY…
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Ry🅰️n O'Connor retweetledi
Bloomberg
Bloomberg@business·
Nintendo is headed for its biggest weekly gain in a decade with a $14 billion jump in value propelled by surprise global smash hit Pokémon Pokopia bloomberg.com/news/articles/…
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Atul Goyal 🎮 🏌️‍♂️🚘
Wait wait What!! That’s huge! Galaxy is the centerpiece of the 40Y anniversary- until the release. Then to keep the buzz going - comes a Mario game (most likely Mario Galaxy 3). If they follow the same pattern as in 2023 - the announcement of that comes in June and release in Oct.
Genki✨@Genki_JPN

The Super Mario Galaxy Movie is forecast for a $160M+ opening at the US Box Office! deadline.com/2026/03/super-…

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Oh Come On!
Oh Come On!@BluthCapital·
Bears said memory prices were going to hurt $NTDOY. And yet the Game-Key card allows it to sell a physical game w effectively zero memory chip needs. Oh, & LT supply agreements for the launch volume were likely inked in... 2022/2023.
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Atul Goyal 🎮 🏌️‍♂️🚘
This is 100% true. I doubt folks understand the humongous importance of this number for Pokopia. This is 2020 Animal Crossing type of a hit…with a very long tail. This is a stealth hit - looking like 10s of millions in sales ahead! And This is before Nintendo hits its stride with big AAA tentpole titles.
💫Sonicpulsar💫@sonicpulsar

My perception is that Pokopia is gaining traction with each day that passes. Those initial 2.2 million sales happened while stores were understocked,so people started to opt for the digital version. I’d expect those 2.2m to double soon. The game is also driving console sales

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Ry🅰️n O'Connor@AboveAvgOdds·
@WallStFly Same, but there is good reason to believe Nintendo took control of dev oversight around 2022 given the f ups and quality control issues. 🙏🏼
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