American Bitcoin: A High-Flying Mining Story With A Valuation That's Running Out Of Road
American Bitcoin is scaling its mining fleet fast, but its valuation is stretched far beyond its Bitcoin reserves. This breakdown explains the real risk-reward behind ABTC’s growth story.
Ubisoft: Tencent's €1.16 Billion Lifeline Erases Debt, But The Turnaround Still Isn't Proven
Ubisoft Entertainment (OTCPK:UBSFY) (OTCPK:UBSFF) erased its net debt through Tencent’s €1.16B investment, but its turnaround remains unproven as execution risk and portfolio dependence persist.
SharpLink Gaming: An Undervalued Ethereum Proxy With 24% Upside
SharpLink Gaming (NASDAQ:SBET) trades below the value of its Ethereum treasury, creating a rare discount for investors seeking ETH-backed equity exposure. This post breaks down the upside and the key drivers behind SBET’s valuation gap.
Capcom: Record First-Half Profitability, Sector-Low Valuation, And 40% Upside (Rating Upgrade)
Capcom’s (OTCPK:CCOEY) (OTCPK:CCOEF) 2025 first-half earnings delivered record profitability, sector-low valuation metrics, and accelerating catalog sales. My analysis breaks down why the stock offers 40% upside for long-term investors.
Nintendo: Earnings Show Switch 2 Demand Surging As Margin Recovery Becomes The Next Test
Nintendo’s (OTCPK:NTDOY) Switch 2 launch has shattered records with 10.36 million units sold, driving sales but pressuring margins. My analysis breaks down why upcoming titles like Pokémon Legends Z-A and Metroid Prime 4 could spark the company’s next profit surge.
CD Projekt Vs. Square Enix: One Valued For Diversification And Catalysts, The Other Priced For 2027
Square Enix (OTCMKTS:SQNNY) trades at just 16× EV/EBITDA versus CD Projekt’s (OTCMKTS:OTGLY) 54×, offering stronger value, diversified revenue, and near-term catalysts. My analysis compares both gaming stocks to reveal why Square Enix’s disciplined reinvestment and efficient growth make it the smarter pick heading into 2026.