Nintendo: Switch 2 Cycle Sets Up 60%+ Upside
Nintendo (OTCMKTS: NTDOY) and their Switch 2 are off to a record start with 6M units sold in seven weeks. My analysis shows why strong IP, digital sales, and upcoming releases could drive 60%+ investor returns by 2029.
Live Nation Entertainment: A DCF-Driven Bear Case
Live Nation (NYSE:LYV) stock trades nearly 48% above its intrinsic value of $93.51 per share, based on a detailed enterprise DCF model. With Q1 revenue down 11.1% YoY and legal pressure mounting from the DOJ and FTC, the company’s vertically integrated business model could be at risk. I maintain a sell rating.
Alphabet: Why AI-Powered YouTube Ad Revenue Is Its Growth Catalyst
Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) is trading at a 45% discount to its intrinsic value, with AI-powered YouTube ad revenue emerging as the company’s strongest growth catalyst. This analysis presents a full discounted cash flow valuation, historical revenue breakdowns, and new data showing how AI-driven advertising is accelerating Alphabet’s bottom line through higher ROI and long-term competitive positioning.