Image sensor dominance in smartphones (~50% share) plus Apple Vision Pro 2 OLED microdisplay design win create a multi-year semis tailwind. Gaming segment stabilizing as PS5 Pro cycle plays out and first-party studio output improves. Music IP catalog is a structural compounder undervalued by the market. Entertainment spin-off optionality remains.
Signals scoped to JP · Company-specific tagging coming soon.