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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisLONGyoutubenot an explicit trade

NTDOY directional thesis

Nintendo got cut 40% because in-game AI was too expensive to pay off, but once AI compute gets cheap that whole story flips for gaming.

$11.43entry snapshot
pendingcurrent snapshot
— pendingsince mention
“like right now, for example, Nintendo is down, you know, 40% over the last year.”
157:11claim_id mcl_8737f2415a01377e9fopen evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 157:11

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
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    "url": "/trace/claims/mcl_8737f2415a01377e9f",
    "status": "PUBLISHED",
    "claimType": "DIRECTIONAL_THESIS",
    "direction": "LONG",
    "claimText": "Nintendo got cut 40% because in-game AI was too expensive to pay off, but once AI compute gets cheap that whole story flips for gaming.",
    "confidence": 0.72,
    "expert": {
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    "primaryEntity": {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "NTDOY",
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      "exchange": null,
      "confidence": 0.78
    },
    "evidence": {
      "evidenceUrl": "https://www.youtube.com/watch?v=ziKGZlxghSU&t=9431s",
      "sourceUrl": "https://youtube.com/watch?v=ziKGZlxghSU",
      "timecode": "157:11",
      "startMs": 9431000,
      "endMs": null,
      "excerpt": "like right now, for example, Nintendo is down, you know, 40% over the last year."
    },
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      "currentPrice": null,
      "returnPct": null,
      "relativePct": null,
      "method": "PASTE_AUTHOR_PRICE"
    },
    "resolutionStatus": "OPEN",
    "ambiguityNotes": null,
    "horizon": "multi-year",
    "isExplicitTrade": false,
    "notFinancialAdvice": true,
    "disclaimer": "AISO tracks public statements, not verified portfolio positions. This is not financial advice."
  },
  "expert": {
    "slug": "goodalexander",
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    "kind": "PERSON",
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  },
  "source": {
    "platform": "YOUTUBE",
    "title": "Microsoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers",
    "sourceUrl": "https://youtube.com/watch?v=ziKGZlxghSU",
    "publishedAt": "2026-06-03T20:34:29.000Z"
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    "excerpt": "like right now, for example, Nintendo is down, you know, 40% over the last year.",
    "quote": "like right now, for example, Nintendo is down, you know, 40% over the last year.",
    "speaker": "Alexander Goode"
  },
  "entities": [
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      "kind": "ASSET",
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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.