@TaoRay: Recently, Bloomberg has been hyping up one of its own Indian-Chinese gay male analysts named Naidu, with every intentio…

Recently, Bloomberg has been hyping up one of its own Indian-Chinese gay male analysts named Naidu, with every intention of elevating him to the status of a star tech finance analyst. Today, he published an analysis article titled "Cloud Gaming and AI Could Lead to the Demise of Home Consoles," and Bloomberg immediately jumped in to promote it aggressively, quickly sparking heated discussions in the industry. Among other things, it predicts that future AI games will all be fully cloud-based, so it's bearish on Nintendo, believing that Nintendo's cloud business deployment is slow, and that consoles are a very important product and business line. My take on this is just four words: "Utter nonsense!" His logic boils down to one sentence: Computing power migrating to the cloud equates to the inevitable disappearance of local consoles. Now, there is also cloud technology, so by this logic, Tencent is the most worth investing in, and Tencent should have already eliminated everyone else. First, cloud faces issues with transmission, latency, and bandwidth; second, consoles also solve problems of physical feedback and interaction, so it's impossible that after going to the cloud, consoles would completely lose their market. Second, cloud service providers are everywhere, and the technology will only get more mature, but the gaming industry's real moat is IP and design—network tech stuff like that is all easy pickings. PS After seeing this ridiculous analysis, I was actually a bit excited at first, thinking that if this news could tank Nintendo's stock after the Japanese market opens, it'd be a perfect chance for me to add to my position. Who knew the market would just flat-out ignore it. Bloomberg, cut back on the DEI promotion, would you? You're just damaging your own brand.