CEO of Japan game industry consultancy https://t.co/B6KaakPo2y Advisor for unicorns @playco @AnimocaBrands etc. Ex-慶應義塾大学. 7-lingual. Never financial advice.
Cite asCryptoQuant has tracked 1 directional call by @serkantoto on X since Mar 2026: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 12, 2026).
Are there dumber investors on this planet than the ones who made Take-Two‘s stock drop between August to October from over 250$ to 190$? It’s currently “recovering” to 230$. Not financial advice. $TTWO
View original →Over 15 years in this business, and this (still ongoing) Netflix fiasco remains a gigantic head scratcher for me personally. I have always thought a Roblox M&A would be an expensive but much better fit for Netflix than this hodgepodge of buying and selling random studios. https://t.co/S6zF5IJYvx
View original →After my post on Japan, here is game stock performance in the West for H1 2026: • Take-Two -0.5% • CD Projekt -7.1% • Ubisoft -14.7% • Roblox -28.4% • Unity -31.8% • (Microsoft: -18.8%) vs S&P500: +9.1% Embracer saw spin offs + EA is sold, so I left those out. https://t.co/iJdM8FFDWf
View original →From my site: "6 Tactical Steps XBOX Might Take In Japan Now" https://t.co/qOJAiSpuJv $MSFT https://t.co/UErcbJDWoj
View original →6 months into 2026, Japanese game company stock moves to date: Sega -9.6% Bandai Namco -10.3% Square Enix -16.3% Capcom -17.9% Konami -18.7% Sony -19.6% Koei Tecmo -20.5% Nintendo -36.0% Nikkei 225 index: +35.2%, so the game sector disconnected from the overall JP market.
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