Electronic Arts Inc. EA

After many social media platforms report huge beats in earnings and lead to the idea that the pandemic is fueling digital entertainment its absolutely astonishing how the market surpresses gaming stocks while they have been one of the biggest winners during these times which are far from be over. Also keeping in mind the launch of a new console generation with record demand higher game prices and a shift to digital for better margins for those companies. UNBELIEVABLE!! $ATVI $TTWO $EA $SNE $MSFT

$SNE reports 50% upside in PS4 business so what do investors think will $ATVI announce tommorrow. This will also set path for $TTWO and $EA.

Germany announces new light lockdown today for November. France, Belgium and others to follow

Gaming and watching TV will be crazy high this winter

Half of europe goes into second lockdown officially. Entertainment will be flying high

Interestingly also last Console cycle EA was down in October and then started its climb up from 22$ to 77$. I do not expect it to triplle this time but in general gaming stocks could see a healthy lift again especially because of the next gen game price and movement to 70% and more digital business which is a guarantee for greater margins

BREAKING !!! Cyberpunk 2077 has been postponed for 2 months just 2 weeks before release.

This leaves nearly the complete winter season for $ATVI $EA $TTWO

Cyberpunk would have been a disruptive title. This looks not so good to be honest. They must have quality issues. Also I would see interest going down for this title. The release shortly before Christmas probably costs them 20% in sales because of strong competition

The trashing is holding on for months!
$ATVI $TTWO up 1% EA down

Its been underperforming for at least 3 months. Fk those institutions. When will EA finally move up again. I hope all the short positions get screwed at earnings

$ATVI earnings in 3 days will set the pace. If they don’t disappoint. Gaming stocks have room to advance 15-30% before hitting RSI limits

$EA $TTWO

Holdinng strong like all stay at home stocks
This could be a money shift again accelerating into covid stocks

Its insane how institutions are fking with this stock. Its been suppressed for months now vs segment and competition

We are seeing new possible lockdowns in Europe. More stimulus will be paid plus winter is coming. The entertainment industry for stay at home will be booming like never before