SONY

pawelkos

SONY 🏈 👀 https://finance.yahoo.com/media-advertising/articles/2025-nfl-season-marked-historic-160000158.html

verified-trader

**BanBet Lost** — /u/l0nguyen (1W - 3L, 25%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SONY** ▲ | $24.56 → $24.75 | +0.8% | 1d | Lost |

BogleDick

# SONY is quietly up over 20% in the past 60 days. The stock was making some rumblings on Reddit over the past few months as a physical AI play. They dominate the CMOS image sensor market which is speculated to boom along with a potential robotics bull market. In at $21.44 and will continue to add at this price.

Ok_Holup

SONY is the single most attractive upside to risk ratio in the market. \- image sensors - the “eyes” of physical AI, also the single most expensive component in iPhones - of which Sony is the sole supplier. Self-driving cars require 12-16 image sensors and precision industrial automation will require millions of units for all steps in the manufacturing/industrial process. \- music: steady 8-10% CAGR since 2019. Sony is the 2nd largest label and largest music publisher in the world. \- gaming: PlayStation has destroyed the Xbox since mid ps4 cycle. Deep pocketed companies like Google, Microsoft and others have taken their shot at the living room and have all failed. All 3rd party studios pay Sony a 30% platform fee of every sale. Their first party studios make some of the best gaming experiences in the world. Sony Pictures: have highly profitable deals with streamers with Netflix being the most lucrative around $7B kicking in in 2027 and ending in 2032. Sony owns the most profitable movie ip in Spider-Man and generally have been the most steadily profitable studio over the last 5-10 years once factoring in streaming revenue it’s not particularly close.

PuzzledLeader8941

Do urself a favour and buy SONY leaps

pawelkos

GTA6 is pushing SONY LFG

pawelkos

SONY GTA 6 nears $500 million in pre-order revenue with 77% sales on PS5

Okok28

Take-Two is obviously priced in. I opened a position on $SONY though since they have a few huge potential catalysts

JudgeCheezels

I have TTWO leaps expiring end of Dec 2027. Also started positions on SONY in the last 2 months as they’ve started to end physical discs and is transitioning into the next phase of AI - robotics. But otherwise been in NVDA, INTC and AMD forever.

Almost_a_Noob

Yeah in TTWO for GTA and also some SONY

godofknife1

Even though SONY these days have controversy?:?

gamers542

I invest in SONY. I've been a PS fan ever since the PS1 days.

pawelkos

SONY thanks for 12k 💵

trix_is_for_kids

Just but SONY

Reggio_Calabria

There are new credible GTA6 leaks (see r/ gamingleaksandrumors). If these are remotely true then my SONY stock position is f\*cked

HulaHoopFun

20 was the bottom. You know it because SONY management immediately announced a 4% buyback of their entire float. Definitely temporary market price dislocation. It’s now up 21% since then. But still at least 50% appreciation potential to get back to consensus price targets in the 30-35 range, simply going back to last November’s ATH.

HulaHoopFun

You timed it well, 20 was definitely the bottom. You know it because when it hit 20, management immediately announced a massive 4% stock buyback of SONY’s ENTIRE float. That’s a crazy big share buyback.

HulaHoopFun

20 was definitely the bottom. When it hit 20 management immediately announced a massive 4% buyback of SONY’s ENTIRE float. That’s a crazy big buyback.

vladittude

IMO, SONY could've been the next Apple but they always find a way to fumble their greatness so we shall see what becomes of the company if it doesn't get acquired in some way then...

pawelkos

SONY 5% 🆙

roosoh

SONY

-mini-kuma

SONY seems cheap at current prices, Spiderman/GTA6 nearterm and TSMC collabo sensors long-term...

AdministrativePop894

SONY is an incredible company and a great way to diversify with all their different segments, and their geographical footprint.

HulaHoopFun

SONY owns 50% global market share in CMOS image sensors, the "eyes of robots and self-driving cars". SONY is the exclusive supplier of CMOS image sensors to every iPhone (CMOS is what allows your phone to actually take photos), and and also supplies Tesla's self-driving cars and humanoid robots.

GreatFriendHi

I'm bullish on SONY stock for several reasons. SONY is a classic value play: stock reached all-time-high last November, then got hit hard by memory chip shortage on its gaming business. Now that memory chip stocks are coming back to earth, SONY is on the rise again last 1-2 months, with 50% appreciation potential to get back to November ATH once memory chip shortage (temporary supply shock) clears up in 2027. In terms of fundamental analysis, several things really exciting about Sony: 1. Sony under new CEO Totoki has been spinning off legacy low growth segments such as consumer TV and financial services (life insurance in Japan), these historically added to the conglomerate discount on Sony stock, splitting SONY as an entertainment, chip, consumer electronics, and financial services company. Now SONY is essentially just an entertainment and chip company, much higher growth and simpler structure. 2. Massive competitive landscape improvements. In early 2022, Xbox announced the acquisition of Activision, and everyone thought Xbox was going to make Activision games exclusive. 4 years later, the EXACT OPPOSITE happened, Xbox couldn’t make back the massive $70B price tag of Activision, and now it’s made not only Activision games multi platform on PS5, but also Bethesda and even its core Xbox studios games. Turns out in the history of video games that the Xbox Activision acquisition was a massive BOON for Sony, b/c it forever destroyed its top competitor Xbox as a walled garden console exclusive, so now essentially all Xbox games are also on PS5. 3. Development of AI since 2022. Generative AI is the first stage of AI, while Physical AI is the next stage of AI (NVIDIA and Tesla both betting their companies future on Physical AI). Sony is the #1 player in Physical AI chips. It just signed a massive new JV with TSMC to make such Physical AI chips. Sony’s chip business just doubled its operating income last quarter, and is now Sony’s SECOND LARGEST segment, right after gaming, and is by far the fastest growing segment. Sony is just now starting to capitalize on AI, and the market is still far from pricing in its AI value. For a helpful explainer video of Sony’s AI chip business, you can search ‘Sony chip stock investor’ on YouTube. Therefore, fundamentally, SONY is up for a massive rebound when memory shortage clears (it already has, just look at recent cratering of memory chip stocks), market is just now starting to re-price this shortage as a temporary supply shock that's clearing up now. While SONY holds massive call option on physical AI chips, where it is the world's #1 player in (that's why TSMC picked SONY as JV partner). Also doesn't hurt that SONY's Spider-Man Brand New Day is now the 12th highest earning move OF ALL TIME after less than 2 weeks, and is on track to become a top 3 highest earning movie of all time.

GreatFriendHi

What your describing is chart reading, not fundamental analysis. Several things happened to Sony in last 5 years that precipitates longer-term fundamental improvements: 1) Sony under new CEO Totoki has been spinning off legacy low growth segments such as consumer TV and financial services (life insurance in Japan), these historically added to the conglomerate bloat that resulted in a significant conglomerate discount on Sony stock. 2) Massive competitive landscape improvements. The first big SONY stock price pullback I assume you’re referring to is in early 2022 when Xbox announced the acquisition of Activision, that’s when Sony stock took a dive from $25 to under $20 b/c everyone thought Xbox was going to make Activision exclusive. 4 years later, the EXACT OPPOSITE happened, Xbox couldn’t make back the massive $70B price tag of Activision, and now it’s made not only Activision games multi platform on PS5, but also Bethesda and even its core Xbox studios games. Turns out the history of video games that the Xbox Activision acquisition was a massive BOON for Sony, b/c it forever destroyed its top competitor Xbox as a walled garden console exclusive, so now all Xbox games are also on PS5. 3) Development of AI since 2022. Generative AI is the first stage of AI, while Physical AI is the next stage of AI (Jensen and Elon both betting their companies future on Physical AI). Sony is the #1 player in Physical AI chips. It just signed a massive new JV with TSMC to make such Physical AI chips. Sony’s chip business doubled its revenue last quarter, and is now Sony’s SECOND LARGEST segment, right after gaming, and is by far the fastest growing segment. Sony is just now starting to capitalize on AI, and the market is still far from pricing in its AI value. For a helpful explainer video of Sony’s AI chip business, you can search ‘Sony chip stock investor’ on YouTube. Therefore, fundamentally, Sony is a much better company now than it was 5 years ago. This last big pullback was because of the memory shortage when SNDK was trading at $2000 a share, now that SNDK and MU stocks are cratering, SONY stock is on the rise again. The memory shortage is a temporary supply shock, 1-2 years at most, and it’s already fading now.

pawelkos

SONY 👀 👁️ 🤖 https://www.reuters.com/world/asia-pacific/sony-tsmc-spend-63-billion-jointly-make-image-sensors-nikkei-says-2026-08-10/

pawelkos

SONY https://asia.nikkei.com/business/tech/semiconductors/sony-tsmc-to-invest-6.3bn-in-advanced-image-sensor-plant-in-kumamoto

Top-Meaning2626

Exactly, they needs to sell consoles, if ps5 console sales dip, then SONY IS GONNA GET IT. THEY NEED THIS PS6 TO BE ON TIME.

LowWind7998

IQST, SONY will boom by September or burst. And WMT is a no brainer . Buy the dip. Discounted Walmart shares go hard.

OkIntroduction1492

the CRWG play is a disaster but at least SONY’s doing its best to keep the lights on

pawelkos

To Do: Monday BUY Japanese Stocks (SONY,Mitsubishi Corp., Mitsui & Co) https://preview.redd.it/z3afqpn4eogh1.jpeg?width=1158&format=pjpg&auto=webp&s=5a0d29b4d4e9629e08be2c94dcc5559e64e38bac

pawelkos

To Do: Monday BUY Japanese Stocks (SONY,Mitsubishi Corp., Mitsui & Co)

bigexpl0sion

Bullish? Calls on $SONY?

pawelkos

SONY REPORTS 37% JUMP IN PLAYSTATION OPERATING PROFIT According to Sony, the largest contributors to the company’s improved operating performance during the quarter were its Imaging and Sensing Solutions business and the Game and Network Services segment.

-mini-kuma

KIOXIA earnings today 15:30 Japan time. SONY at 12:00

PxddyWxn

TSLA (robots) SONY (machine vision)

pawelkos

SONY viva Japan 🇯🇵 💰

pawelkos

Japanese companies 🇯🇵 💰 SONY

pawelkos

Japanese companies SONY 🇯🇵 ? Sincerely Warren

pawelkos

SONY pony mony 💰🦄

mtnrnnr802

I just want my SONY leaps to do something. That’s all I ask.

pawelkos

SONY is kicking like a pony my “mony” 💰

ArtOfTheCardsNJ

NTDOY/SONY/MSFT are all up pretty big today, is there news for the industry I'm missing...?

pawelkos

SONY 50K ❤️ https://youtube.com/shorts/J3PnqEXnAnw?is=83PnH5beuaHp8E\_4

pawelkos

SONY 2028-2030 🦄

Much_Candle_942

What's up with SONY?

pawelkos

My Wife boyfriend told me SONY will give me 4-5% tomorrow

pawelkos

IRM,SONY 💰 ✅ see you Monday

pawelkos

SONY PlayStation GTA6 30% “cut” 💰 https://resources.newzoo.com/hubfs/Newzoo%20Insights\_GTA%206\_PreRelease\_July2026.pdf?utm\_campaign=45929649-GTA%20Online%20Revenue%20Analysis%202026&utm\_medium=email&\_hsenc=p2ANqtz-9mcOXkNKq33ocxMZd4YpTJ0mnx5TkvZZ3\_RDydSgW4a6ZE-5dACaS0PSX0Irx3UfjZ-qgMHzKK6oPH7TfyY4sQvb3m1g&\_hsmi=428700192&utm\_content=428700192&utm\_source=hs\_email

dFrame3070

Calls on SONY - when GPU racks are selling for Pennie’s on the dollar they’re gonna scoop em up and usher in the cloud gaming era. Think RuneScape on steroids. It’s gonna be lit.

swingtradingteacher

OUST, AEVA, AMBA, CGNX, ARBE, etc. I’m big on OUST. I like the SONY thesis, but I hate that gaming is such a big portion of the business, and the stock moves like ass. I just can’t stand the way it trades. I’m too impatient for it.

IG_Triple_OG

Robotics is definitely going to take off in the next few years, it’s why I’m long on SONY

pawelkos

SONY PlayStation 2028 💰 https://kotaku.com/gamestop-ceo-says-physical-games-dont-matter-2000716758

pawelkos

SONY PlayStation 30% from 3-5b for doing Nothing Nice 💰 https://resources.newzoo.com/hubfs/Newzoo%20Insights\_GTA%206\_PreRelease\_July2026.pdf?utm\_campaign=45929649-GTA%20Online%20Revenue%20Analysis%202026&utm\_medium=email&\_hsenc=p2ANqtz-9mcOXkNKq33ocxMZd4YpTJ0mnx5TkvZZ3\_RDydSgW4a6ZE-5dACaS0PSX0Irx3UfjZ-qgMHzKK6oPH7TfyY4sQvb3m1g&\_hsmi=428700192&utm\_content=428700192&utm\_source=hs\_email

pawelkos

SONY PlayStation what a year 2026 🤯 LFG https://youtube.com/shorts/F4IkH2rQQJU?is=w22S\_J-EbYfx4yZ9

Equal_Analyst_5961

Yeah I get you. When it comes to the fandoms I think Nintendo has more hardcore fans than Sony. But that’s only on the gaming side. But Sony’s not just PlayStation like I alluded to. I do think it’s most valuable asset today isn’t PlayStation but its Music segment. Consider this, for the last fiscal year, PlayStation/SIE generated $31 Billion in revenue and $3 Billion in profit. Sony’s music segment on the other hand generated $14 Billion in revenue and $2.96 Billion in profit. That’s profits that are pretty much neck and neck with PlayStation’s with significantly less revenue. Also within the music segment is the heart of Sony’s anime business, which is Aniplex. So basically your Demon Slayer, Monogatari, Madoka Majika, Fate etc that’s got loads of passionate fans are basically from Sony. Sony has a tight grip on the fastest growing segment/demographic of entertainment (anime). Gaming is a somewhat mature business. We even see Sony’s anime strategy with the success of the Demon Slayer infinity castle movie last year. So the production company behind Demon Slayer anime is Aniplex. Aniplex then licenses the IP to its sister company, Sony Pictures (using Crunchyroll) to distribute it worldwide. The film is a massive box office hit and brings in $780 Million at the global box office (outgrossed Superman btw). That then ties back into Aniplex who owns the merchandise rights and sees a significant upside from merch and toy sales. Sony music Japan also owns the music too and gets a boost in revenue from that. This is called a flywheel. And Sony has perfected this flywheel vertical integration with it’s entertainment businesses. They also did it with The Last of Us where they took the IP from PlayStation, gave it to Sony pictures television to turn it into a hit show for HBO and then that drove up sales for TLOU games on PlayStation. See what I’m saying. Sony can take one IP and monetize it different ways and keep everything in house. Nintendo is now trying that with their IP but have to share the profits cos they do not own their own movie studio or theme park. In fact most of the box office upside for Mario movies go to Universal. Not Nintendo.  So yeah always remember that Sony’s not just PlayStation. They’re far from it. They’re the company that pockets your money when you stream Beyonce or Michael Jackson, or when you buy a Tanjiro figure, or when you watch a Spiderman film in theaters. That’s massive moat that is unique to them and them only. Whether you like it or not, fan or not, YOU WILL GIVE SONY MONEY. You can avoid Nintendo by not buying their consoles or games. With Sony it’s much harder to almost impossible unless you avoid all entertainment altogether 

whitehypeman

All of this PlayStation hate regarding physical discs makes me really want to buy SONY

pawelkos

**Physical AI & TSMC Partnership:** SONY is building a massive joint-venture manufacturing facility in Koshi, Kumamoto, Japan, in partnership with TSMC. This facility is dedicated to producing the next generation of image sensors with built-in AI, targeting mass production by late 2029 to meet the industry's 2030 demands.

pawelkos

Gangster Don is looking 👀 at Japan 🇯🇵 💰 SONY

drew-gen-x

You want to be buying $SONY or at least Pacific Asia/Japanese ETF's if you think Robotics is gonna be the next big thing. Disclosure - I'm heavily invested in $EWJ with a small individual $SONY position b/c I agree.

jer_nyc84

SONY is low key in the best position to take advantage of physical AI adoption with their image sensors.

pawelkos

SONY https://decrypt.co/350630/playstation-goes-crypto-sony-stablecoin-gaming-payments-nikkei

JoyousSummer

Article is wrong, SK Hynix themselves confirmed they'll be issuing ADS in their F1 filing. You can check it yourself, their temp ticker(SKHYV) for today have ADS in its name. ADRs are legally required to include it in their stock name, that's why NTDOY and BABA has ADR in their name while ADS listing like TSM doesn't. ADS = Actual shares sold here but ratioed so it doesn't share the same voting powers as their original primary listing, you are buy and holding the US denominated shares of the foreign company directly. Examples would be ASML, TSM, IREN, etc. ADR = Bundle of ADS held by banks and financial institutes, there's sponsored and unsponsored version of this. You purchase the receipt representing X amount of ADS but you don't own it and have no voting rights unless it's sponsored, like in the case of SONY, TM, etc. Prime unsponsored ADR examples would be NTDOY(Nintendo), it merely tracks Nintendo based on the ratio but don't influence it at all because Nintendo doesn't consider it to exist. For ease of explaining, they'll just tell you "ya it's ADR" to shut investors up, but it's crucial as an investor to know the difference if you are buying huge amount and care about voting powers.

Appropriate_Cat7722

Are people still in on SONY?

pawelkos

SONY SONY Sony's primary optical microlens and micro-optics manufacturing happens at the Sony DADC facility in Thalgau, Austria and via Sony Semiconductor Solutions in Japan. The Austrian plant is transitioning from making gaming discs to making advanced optical microlenses for AI components and displays.2028

pawelkos

SONY https://youtu.be/xSY\_m3H8nQE?is=I6dNTQW7oEF9IuOX

pawelkos

SONY https://www.marketwatch.com/story/gamer-trades-in-1-000-of-physical-discs-at-gamestop-days-after-sony-announces-end-of-disc-era-bf8383b7?eafs\_enabled=false

swingtradingteacher

1. NBIS 2. OUST 3. CCXI warrants Looking to scale into two of the following three: QNT / SONY / QCOM

IG_Triple_OG

They also get 30% of every GTA 6 digital sale, they announced a partnership with TSMC, and people will buy PS5s just to play GTA 6. I think we hit the bottom for SONY at $19.50

IG_Triple_OG

Agreed. I’m currently invested in SONY which provide the eyes for physical AI

Much_Candle_942

SONY baby! 🥳

Prestigious_Way_738

SONY is a great buy right now. With GTA6 coming out a lot of PS4 players will be forced to buy PS5s if to play.

lhbruen

Why would SONY win? SONY's been a poor performer like a mfer

LowWind7998

Full porting SONY after hours with a side of Nintendo. Been averaging down on both. Full port time If yall don’t see it ….. shameeeee

pawelkos

SONY https://www.japantimes.co.jp/business/2026/06/24/economy/investment-plan-unveiled-14-years/

pawelkos

SONY Sony Semiconductor Solutions CMOS Sensor,and PlayStation Studios

Ok_Drummer6282

SONY is making terrible decisions currently. Would not invest lol 

Cool-Employ-4830

SONY long calls ✅✅✅

StinkyPinkk

No way SONY stays under 20.00. Next month HA chart wants to rip imo.

LowWind7998

You already know SONY is the play at these levels

StinkyPinkk

Starter position on SONY here with 200 shares under 20. No brainer imo

StinkyPinkk

Anyone eyeing up SONY under 20? Eyes Of ai with all their lens exposure in Different phones etc? I’m getting a heavy bullish vibe here. Planning on scooping some I think.

LowWind7998

Little SONY making little moves before close . I see you Sony 👀

Dependent_Track5573

What’s everyone’s thoughts on SONY? I’ve been DCA’ing shares as it drops with the memory price spikes, they have like a 15 P/E I feel strong about adding but not sure when sentiment will change on it

Dizzy-Monk-

All it takes is some regard on CNBC to say “the robots need AI enabled CMOS” and $SONY will shrek dick. Remember this 🧙‍♂️ 🔮

GamblingMikkee

And my SONY shares are red overnight lol

PuzzledLeader8941

So when is SONY hitting 100

Concept-Plastic

I bought $SONY today

Bagholder147

SONY is the way.

Zephyruos

Been interested in SONY, especially after their TSMC partnership, seems a nice position to long.

APOLARCAT

In May I profited $15k from SPY 0dte, in June, I have given back 70% of the profits. My last are locked up in SONY leaps. Follow me to retardation. SONY TO $1000.

YaBoiOheb

SONY, Will not take further questions, but I see a large jump in value over the horizon if they allocate their internal portfolio correctly

pawelkos

🇯🇵💰SONY

Legendary-Lemon

Buy SONY. They will manufacture all the sensors. They have +50% market share

drew-gen-x

This is the dumbest bubble EVER. With all that said if nothing matters is to sell everything and BTD on semis than I will join the crowd and buy back into $EWY. I also bought more $SONY and $VXUS. Make America Great Again polices have made the DXY weaker and the rest of the world richer I'm afraid.

RandomlyGenerate5

Agree, SONY CMOS image sensor is a much better play on robotic and self-driving car perception since those are actually mandatory, whereas LIDARS are optional and in fact aren't used on 99% of robots and most self-driving cars that's not Waymo.

RandomlyGenerate5

The major issue with LiDAR for physical AI is that it's way too expensive, Ouster LiDARS start at $3k and goes over $20k each. When mass market humanoids like Tesla Optimus are priced at under $20k, and cheap ones are as low as $5k each, there's simply not economical to put LiDARS on robots, and that's why you don't see LiDARs on mass market robots and humanoids. The cost is only justifiable for premium self-driving cars like Waymo. Elon Musk is famously anti-LiDAR, he says humans don't drive cars shooting lasers out of their eyes. CMOS image sensors, especially the physical AI ones built by SONY, is a much cleaner way to play Physical AI perception. These are fundamental, every robot and self-driving car needs CMOS image sensors, whereas LiDAR is optional, and not on the majority of robots and self-driving cars.

Dizzy-Monk-

Anyone think $SONY is a good buy?

mtnrnnr802

SONY