3Semana
Very nice analysis!
Not quite my stock profile, but thank you very much for this nice, detailed elaboration!
Not quite my stock profile, but thank you very much for this nice, detailed elaboration!
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@Klein-Anleger but you were quick to read 😲
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@Klein-Anleger Why is it not for you?
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3Semana
@Shiya the connection is not entirely clear to me 🤪
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@PikaPika0105 I know you are $NBIS hater but we will show you yet
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3Semana
@PikaPika0105 I wrote the first comment before I read the whole article! So here's my opinion: what I think is really good is the long-term outlook and direction of the company, and your estimates for 2035. I see the camera and music rights sectors as stagnating, because I used to have a Sony Alpha camera myself as a hobby in the camera sector, for example, but to be honest I just haven't needed it since I got a decent iPhone ;) With music, there is the risk of AI-generated music, even if that probably doesn't play a role with very good music. I see the gaming sector in particular as a future market. I think that people may work less in the future as a result of AI and will therefore have more money and time for leisure and gaming - which is why I see the greatest potential here. I didn't quite mean my share profile, because Sony is actually a bit too big for me with a market cap of 100 billion. If there really is another 5-10X, then there really has to be a very strong upward trend in the dimensions...
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@Shiya both Nebius and IREN are stupid hahaha in a few years nobody will need these power-hungry data centers anymore......
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@PikaPika0105 As long as I make +100%, I don't care
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3Semana
@Klein-Anleger Cameras are not really important. In any case, they play a very subordinate role in the analysis. And it was also emphasized that only professionals are addressed. Music rights are certainly not stagnating at the moment, nor are they likely to do so in the future. Instead, you can look at the Goldman Report and the dynamics in the emerging markets as well as new music movements. AI-generated music is also not a problem. The focus here is on evergreens, experiences and Soneium IP protection. There is also no emotional attachment to AI artists. AI is more likely to conquer the elevators and background music. Soneium can also be used to collect royalties when IP is used as training data for AI. So new recordings based on AI. I set a target of one trillion, that would be 10x. Did you read it all the way through?
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@PikaPika0105 Yes, I have read the trillion market cap target and also your sales and profit estimate! I just think that in order to crack the brands, you would have to conquer significantly more market share in the segments, and I'm not sure if you can really do that to that extent. Incidentally, I also found this blockchain very interesting because I had never heard of it before! I think it's also a future segment... I had just forgotten about it again when writing the comment ;) But btw why should a multipel expansion take place, because of the growth? Let's see if or when the markets would do this revaluation...
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