Jeff Grubb

Oh, You got to play your Switch enough, all right? I mean, just be a real gamer.

Oh, You got to play your Switch enough, all right? I mean, just be a real gamer.

Yeah, so, look, we are definitely still fucked on a lot of this stuff. I think we're about to get the shelves being empty for a lot of products here in the next couple of weeks. So we're fucked in a lot of ways. When it comes to the Switch 2 and Nintendo's concerns...

Yeah, so, look, we are definitely still fucked on a lot of this stuff. I think we're about to get the shelves being empty for a lot of products here in the next couple of weeks. So we're fucked in a lot of ways. When it comes to the Switch 2 and Nintendo's concerns...

things continue to change fast and the the uncertainty certainly is one of the major problems for a company like nintendo as they try to plan for a launch of a console and try to like uh create messaging to consumers so they can feel good about selling a product at a certain price and they know how they need to frame that and all that stuff it's impossible to do when when things aren't certain and things have changed again so uh i think was announced earlier today

things continue to change fast and the the uncertainty certainly is one of the major problems for a company like nintendo as they try to plan for a launch of a console and try to like uh create messaging to consumers so they can feel good about selling a product at a certain price and they know how they need to frame that and all that stuff it's impossible to do when when things aren't certain and things have changed again so uh i think was announced earlier today

that uh china and the united states are pausing uh the the tariffs now that doesn't mean they're going all the way down to zero or anything like that uh in fact really this is wild because the markets are like thrilled about this they're very excited and yet the tariffs on china for the next 90 days are going to be 30 which is kind of around the number we were talking about when like the campaign was ending it's like well he's going to do tariffs it could be as much as 30 that's about

that uh china and the united states are pausing uh the the tariffs now that doesn't mean they're going all the way down to zero or anything like that uh in fact really this is wild because the markets are like thrilled about this they're very excited and yet the tariffs on china for the next 90 days are going to be 30 which is kind of around the number we were talking about when like the campaign was ending it's like well he's going to do tariffs it could be as much as 30 that's about

you know, it really cuts into the profit margin for a company like Nintendo still. So they will still have to deal with that, but 30% is way better than 145%. 1,000%, right?

you know, it really cuts into the profit margin for a company like Nintendo still. So they will still have to deal with that, but 30% is way better than 145%. 1,000%, right?

We've been worked into this a little bit for sure. Yeah, but still, that's where we're at where this is something that feels at least workable. Like a company can work with that. Now, the problem is it's still only a 90-day pause. This dude loves tariffs. So he's going to come back to them if he gets bored with something else. But in the moment, it does feel like

We've been worked into this a little bit for sure. Yeah, but still, that's where we're at where this is something that feels at least workable. Like a company can work with that. Now, the problem is it's still only a 90-day pause. This dude loves tariffs. So he's going to come back to them if he gets bored with something else. But in the moment, it does feel like

It does feel like the market reaction and a lot of the fears that happen, I won't go into it with like, you know, the U.S. dollar being, you know, deprecated by a lot of organizations around the world and how that's a very scary thing for a federal government in the United States.

It does feel like the market reaction and a lot of the fears that happen, I won't go into it with like, you know, the U.S. dollar being, you know, deprecated by a lot of organizations around the world and how that's a very scary thing for a federal government in the United States.

But that does feel like he had that explained to him, and at least he found out that that stove he touched that everyone told him was hot actually is hot. He's not going to remember it for very long, but maybe that buys us some time.

But that does feel like he had that explained to him, and at least he found out that that stove he touched that everyone told him was hot actually is hot. He's not going to remember it for very long, but maybe that buys us some time.

Yeah, I mean, the Nintendo Switch 1 didn't go down in price, and the reality of that market is very different than this one. And none of those realities have changed, really. The component costs, people lining up to get those components for a variety of different consumer products, keeping those prices high for a very long time, challenging labor markets around the world, whatever.

Yeah, I mean, the Nintendo Switch 1 didn't go down in price, and the reality of that market is very different than this one. And none of those realities have changed, really. The component costs, people lining up to get those components for a variety of different consumer products, keeping those prices high for a very long time, challenging labor markets around the world, whatever.

All those reasons are still there. And then this is on top of that. And then on top of that being tariffs, and then on top of the tariffs, the certainty is out the window. So it's just so hard to be in this situation. I agree.

All those reasons are still there. And then this is on top of that. And then on top of that being tariffs, and then on top of the tariffs, the certainty is out the window. So it's just so hard to be in this situation. I agree.