Nintendo's Switch 2 launch (2025) reset the hardware cycle after a long tail on Switch 1. IP monetisation beyond hardware — mobile, theme parks, film — is maturing. The Zelda movie and Mario franchise continue to expand the moat beyond gaming. Balance sheet with net cash exceeding ¥1T and consistent buybacks provides downside protection. Key risk is first-party software cadence post-launch.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| SAP | SAP SE | 84 | +8% | ↑21% | ENTRY |
| MSFT | Microsoft Corporation | 82 | +22% | ↓18% | ENTRY |
| PANW | Palo Alto Networks Inc. | 81 | +22% | ↓19% | ENTRY |
| RELX | RELX PLC | 80 | +10% | ↑18% | ENTRY |
| META | Meta Platforms Inc. | 78 | +20% | ↓17% | ENTRY |
| WTKWY | Wolters Kluwer NV | 78 | +7% | ↑15% | ENTRY |
| ORCL | Oracle Corporation | 77 | +19% | ↓15% | ENTRY |
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