SONY

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

Ok-Poetry-4721

You guys reckon SONY could take off for their semiconductors division? Apparently SONY makes the best CMOS image sensors (cameras) for the physical application side in the AI roadmap (humanoid and canine robotics, self driving vehicles, drones etc). Together with their recent deal with TSMC, and the fact that all other sectors in the AI roadmap, that is, training (GPUS), inference (CPUS and RAM) have pumped before it, the physical application side of AI being the last point in the equation, makes me think SONY semiconductors could pump. Only problem is you have to buy SONY group which includes the cyclical divisions of gaming, music and entertainment.

pspahn

I took profits from RKLB and moved them to MRAAY, KYOCY, and some SONY weeklies this morning.

pawelkos

SONY 2029 https://www.sony-semicon.com/en/index.html

spacecadet501st

SONY is the most overlooked memory play, even though they don’t produce DRAM

drew-gen-x

I've been buying $SONY and Berkshire B which are both trading closer to 52 week lows.

drew-gen-x

A nice day for $SONY. up nearly 5% today. The stock has rebounded nicely off its 200 WMA and is up around 14% over the last month. Sony had been beaten up b/c memory chip crisis and lower video game revenue leading to bad market sentiment, but that also ignores that all of Sony's growth is coming from imaging sensor solutions, music, and Sony pictures & anime.

Dizzy-Monk-

Everyone buy $SONY quick!!! They are trading at 2020 levels and have a semiconductor image sensing business that works with most of the major corporations. DYOR

FalseDiamond7930

Biggest positions are Google, ASML, AMD, SONY, RKLB, Nintendo. I have 30 US stocks, 15 Japanese stocks, 13 from other countries (no Chinese stocks).

mercedes_

Why do you say Sony in this context? Disclaimer: I am a roboticist, MSFT & SONY shareholder… MSFT on HELLA margin with avg $378 price

Double_Arugula6054

SONY semiconductor (part of SONY) surprisingly is a good shout here too for visuals in robotics.

APOLARCAT

SONY!

drew-gen-x

Added to $SONY as it bounced off its 20 DMA. It looks like the market is selling its crude oil hedge & buying Gold as a hedge today. I will admit I was pretty damn nervous BTD in $PHYS Wednesday morning but when nothing in this market seems to make sense I like to BTD in Gold.

Traditional_Ad_2348

SONY is very under appreciated

xShiftfaced

It is a bit comical that SONY rejected its 1999 level.

PuzzledLeader8941

So when is SONY hitting 100

HulaHoopFun

SK and MU had a great run, but the next major growth phase of the AI capex boom is going to be chips that power Physical AI (humanoids and self-driving cars). SONY dominates the AI chip market powering Physical AI, and it's highly undervalued right now since its PlayStation business got hit hard by the temporary memory shortage, and its stock was at ATH as recently as 6 months ago. SONY's physical AI chip business is now a quarter of SONY's group profits, and is growing 40% YoY. Massive value play, probably one of the only true value plays in large cap AI chip companies left. There's a helpful explanation of this thesis, just search 'Sony chip stock investor' on YouTube.

HulaHoopFun

SONY, they own the AI chip market for Physical AI. There's a good explanation of Sony's AI chip business for Physical AI, just search 'Sony chip stock investor' on YouTube. Sony is still near 52 week low b/c their PlayStation business got hit by memory shortage right after their stock hit an ATH as recently as last November. Once the memory shortage lifts, expect a bounce back to ATH with their AI chip business as a call option on Physical AI mega trend.

spacecadet501st

SONY is an overlooked memory play get in now while iv is low

DoubleFamous5751

Am in SONY already from earnings. Looking like today is a good spot to get in if you wanted it, cuz ya know, robots bro

HulaHoopFun

SONY and its physical AI chip is definitely the next AI chip play. Just search 'Sony chip stock investor' on YouTube for this thesis explanation.

HulaHoopFun

SONY is a very compelling AI chip play in physical AI, both humanoids and self-driving car. To learn this thesis, just search 'Sony chip stock investor' on YouTube.

Xzlk

SONY is a no fucking brainer. Worst case scenario of a boring compounder. However no one seems to give a fuck about how dominant of a player they’d be in optical computing.

Mouse0022

SONY.

HulaHoopFun

Korea and Taiwan are the first beneficiaries of AI, but Japan is next. SONY is the world leader in CMOS image sensors, which is used in every physical AI application like robots and self-driving cars. TSMC just formed a massive new JV with SONY to help them pump out these physical AI chips. Jensen Huang and Elon are both betting the futures of their companies on physical AI. There’s an interesting thesis on SONY’s leadership in this emerging AI chip space, just search ‘Sony physical AI chip’ on YouTube to learn more.

Mouse0022

SONY is one for robotics. But its a boring, long term hold with serious conviction.

Friendxx

MU is way too expensive at this point. I like SONY more, they are a massively underappreciated AI chip company. Just take a look at this thesis, search 'Sony chip stock investor' on YouTube.

Virtual_Secretary_98

Thoughts on SONY?

Junipers_22

SONY or why not?

Legendary-Lemon

I hope my SONY leaps are printing by Tuesday

Okok28

I don't like the TTWO play, but I have opened a big position with $SONY instead. It's trading at a near 1yr-low. Is big in image sensors (which is used within AI more and more now) and GTA 6 will not release on PC, only consoles, which Sony has the large majority of market share. In addition to that the PS6 is incoming. Seems extremely under-priced, especially considering their books are solid. It's currently down because of the weak yen and faith in Japanese companies. Kind rolling with buying the company which is selling the pickaxes in the gold rush. Feels good to share this gem I genuinely think has a crazy upside potential with everyone before it actually happens.

fungoodtrade

adding more NOK, FLNC, ENVX, SONY... vix 16.5 lol

MacaronMost

SONY have a lot of things going for them right now. Robotics, semiconductors, gta6 marketing rights….none of these are priced in yet. Get in while you can.

Portfoliana

i'd separate the GTA 6 catalyst from the SONY sensor thesis. TTWO is the cleaner event trade, while SONY needs the market to care about two slower stories at once; i'd watch whether the first spike in hype actually sticks after the date news fades.

NotMe357

Probably start of next year or when Amazon or TSLA talk more about robot. We've pump the stock market with A.I, Space, Quantum Computer but we don't really talk much about Robot yet. So we need big guys like Amazon or TSLA to talk and show more of their robot before SONY will really run IMO.

Friendxx

I see this from a value investor perspective. NVDA is priced to perfection right now, that's why despite the big beat yesterday, NVDA is down 2% today. SONY stock hit an all-time-high $30 / share as recently as November, but then got hammered down to $20 because of memory shortage, but strong earnings 2 weeks ago has it up 10%+ since then. SONY already has sold 90M+ PS5, so they are actually not impacted that much by memory shortage, unlike Nintendo whose console is brand new. Market has overly punished SONY stock when fundamentals are very strong. Plus it's interesting that Jensen harped on non-stop about physical AI (robots and autonomous cars) as the key growth future growth driver for NVDA on the NVDA earnings call yesterday, but the one chip that is required for all physical AI is the one that SONY dominates in CMOS image sensors.

Legendary-Lemon

TTWO pumping should make SONY pump a bit though

pawelkos

SONY PlayStation takes a standard industry cut of approximately 30% on all digital game sales and microtransactions processed through its platform.

APOLARCAT

SONY leaps 2 years out

Bagholder147

And SONY

Bagholder147

I bought 2 NVD calls. A SPY call a QQQ call. Some poet puts. CZR calls. TZA calls. SONY calls. AAL calls oh an one SPY put lotto for tommorow.

pawelkos

SONY I’m Riding my pony 🦄💰

Legendary-Lemon

Semis are cooked. Rotating towards SONY, NFLX and IGV

pawelkos

SONY will make EYES 👀 for Physical AI 🤖 in 2028 $$$ https://www.reuters.com/world/asia-pacific/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors-2026-05-08/

Friendxx

GTA 6 definitely a huge catalyst for SONY. What the market also hasn't priced in yet is that Sony is actually a major AI chip company. It owns 50% of the global CMOS image sensor market, which are the "eyes" of the Physical AI revolution, e.g. humanoid robots and self-driving cars. Sony is rapidly expanding its moves in Physical AI chip design and production (new TSMC JV announced few weeks ago). There's a good explanation of Sony's AI chip strategy, just search 'Sony chip stock investor' on YouTube.

elgrandorado

I went dumpster diving last week after selling SPGI & MCO. It was hard to digest going flat on both holdings after holding for over two years. Thanks to many of you for providing some great ideas like CAAP, SONY, etc. I ended up landing on growing my RDDT stake, buying big into MELI (12% position), and opening up a 5% position in FIG. FIG was an interesting proposition for me. I work with Product & Engineering orgs as a finance partner. I have a SO who works in Design. I'm fortunate to even have access to how Figma bills the org and the reliance we have on Figma. I tried to get into the IPO at $30, but as we all know that wasn't happening and then the euphoria kicked in. It fell down my watchlist and I stopped tracking the company. The SaaSpocalypse hit and the music stopped playing. At it's current valuation, it's far below what Adobe proposed to swallow them up. I don't think they're going anywhere, even if the roles of Product Designers, Product Managers, and Devs will change over the next 5-10 years.

Friendxx

GTA 6 is basically a PS5 exclusive since PS5 install base is about 4x higher than Xbox’s. Meaning Xbox console presence is negligible at this point. Also TTWO has an EXCLUSIVE marketing agreement with Sony, so all the trailers will be filmed on PS5. Also if you notice in the last GTA 6 trailer, they had an actual PS5 in the game that the main characters are playing on. SONY is the company bet to make on GTA 6 aside from TTWO themselves.

HunterSwifty05

**BULL CASE FOR $SONY 🚀🚀**🚀 **$SONY** UNDERVALUED AT $22 The average P/E ratio for the **S&P 500 Technology Sector** is **34.95** **$SONY** is at **20.47** and has beaten earnings in the last 8 quarters besides the most recent one because **AI SPENDING IS UP**

Puzzleheaded-Arm3155

$SONY 🚀

FalseDiamond7930

SONY makes some sense MSFT doesn't. Not only SONY has a much better market share right now but people buying consoles because of GTA6 are much more likely to buy a PS5 or PS5 Pro than a Series S or Series X. PlayStation is also a much bigger part of Sony than Xbox is of MSFT. I bet that in 2026 a lot of Series S owners already retired the console an moved to something else. Xbox is pretty much at an all time low at this point, completely irelevant in most territories.

CornMonkey-Original

honestly, you know it’s bad when you have MSFT and SONY in your portfolio still.

AgitatedJump8459

You know its bad when only MSFT and SONY are holding your port together

pawelkos

SONY CMOS sensors https://youtu.be/DUXimcBMte0?si=ca0mbz8TwbjR9XuG

AMX_revue

is it too late if I want to buy NOK/SONY leaps

Significant_Speed854

SONY recovering though lol