Who mentions $SONY most on Surfaced?

@michaelsikand (Michael Sikand 🦑) mentions $SONY most — 15 mentions in the past 12 months.

When was $SONY first mentioned on Surfaced?

The earliest tracked mention of $SONY in the Surfaced archive was on Feb 25, 2026.

How many voices track $SONY?

5 FinTwit voices have mentioned $SONY 19 times in the past 12 months.

What kind of voices mention $SONY most?

$SONY is mentioned most by Long Research voices on Surfaced.

$SONY — FinTwit mentions on Surfaced

Recent calls

6 calls

@michaelsikandJul 7, 2026 · 1:47 PM

I'm already up 50% on my $SONY trade. Stock is up 7% in 5 days, but recent IV expansion is boosting my calls as more sharps position around the GTA 6 thesis. No matter how investors feel about AI, Sony keeps creeping up steadily every session. https://t.co/ehPOxSjKUW

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@michaelsikandJul 3, 2026 · 4:18 PM

I've been posting about $SONY for a GTA VI re-rate. But did you know it's also a god tier robotics long. $SONY built a robot that defeats human ping pong pros. It's called Ace. Sony AI trained it purely in simulation, no human footage. It reacts in 20ms vs 230ms for a pro, and this year it took down a top 25 world ranked player under official ITTF rules. This is the same lab that beat also Gran Turismo world champions in 2022. Every robot, every car, every phone camera needs eyes. $SONY makes the eyes. The company is world #1 in image sensors for years running. Image sensors are ~17% of conglomerate revenue But ~25% of operating profit Record ~$2.2B last year, up 29%. Then last month they signed a JV with TSMC to build next gen image sensors in Japan. Sony holds the controlling stake. The stated target? Physical AI. The best foundry on earth is now co-building Sony's sensors for the exact wave Ace is a preview of. So the market prices $SONY as a memory constrained game console maker at ~16x forward earnings, down ~17% on the year and 50% from November alone. What you're getting is 50% of the market in the eyes for robotics, and a near pure margin cut on 7/10 GTA copies sold until PC enters the mix.

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@michaelsikandJul 1, 2026 · 5:12 PM

Insanely bullish signal for $SONY. GTA 6 is confirmed to have no discs, making it the torch bearer in $SONY's transformation from a low margin hardware maker to a high margin digital products business with the full abandonment of physical discs. On a disc for its console, $SONY only collects a licensing/royalty fee, roughly 15% of the retail price, while the retailer takes about 30% and another chunk goes to pressing discs, boxes, and shipping. With a digital sale through the PlayStation Store, Sony is estimated to take 30% of each game, with almost no marginal cost outside of marketing. It's rumored that GTA VI has already grossed north of $3B in pre-orders, with the company's youtube trailers linking directly to the Playstation Store. At a conservative 20% take rate of 70% of those sales (console market share), $SONY may have pocketed as $420M in near pure margin revenue before the close of the quarter, going straight to the bottom line. That's why I'm expecting both an earnings beat and revision for the company's gaming division in August as they can now firmly model around GTA 6's official launch and use pre-order data to build fresh guidance.

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@michaelsikandJun 27, 2026 · 6:36 PM

@PhotonBull $SONY is guiding -6% sales growth gaming for the year ending Mar 31 2027 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

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@michaelsikandJun 26, 2026 · 1:34 PM

Everyone is freaking out over memory prices for consumer electronics. But with the launch of GTA 6, I beleive $SONY will sell every Playstation it can make this fiscal year despite price increases. Demand inelasticity ladies and gents. https://t.co/tOSyFQGM4u

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@michaelsikandJun 25, 2026 · 1:57 PM

GTA VI will hit $1B in pre-orders in its first hour on sale today. But no one is looking at $SONY, the mispriced money printer on the biggest entertainment product in history. The trade on game publisher $TTWO has been priced in for a while. The highest street PT is 15% upside. The $GME upside is also light given the game is confirmed to have no discs. You see the world still looks at $SONY as a low margin console seller with a mature, memory shortage exposed product in PS5. But really, Sony is becoming a digital products business from PSN memberships and in-game purchases, a perfect set up around GTA 6. Despite being a diverse $115B conglomerate, it derives most of its revenue and profits from its video games business. $SONY is going to print high margin revenue alongside $TTWO, getting a cut of ~70% (console market share) of every game pre-order today, game purchase, and the in game economy purchases that still make $TTWO bags 13 years later. Sony’s own CFO said this point best: “The increase in operating income was mainly due to an increase in sales of add-on content and network services, as well as the impact of foreign exchange rates.” Plus there will be a massive flood in high margin new and re-activated PSN online memberships. Think about how many churned, non active PS5 owners will re-activate here for this game. You might think is this trade priced in because Sony recently guided for 30% earnings growth for their gaming business this fiscal year. However, almost of that earnings growth guided is from a large impairment $SONY took on its Bungie deal (Destiny publisher). So the organic growth from this once in a generation gaming catalyst is not baked in. To further support this "not priced in thesis", GTA's history of delays would make building guidance around it a risky play for management. Now you should know this thesis is not about console sales by the way. Memory shortages have forced Sony to hike PS5 prices, hurting demand. However, I believe the demand for GTA 6 is so asymmetrical, there will be major price inelasticity this holiday season, and PS5 will exceed sales targets anyway. It doesn't really matter though because the margins are very low on the hardware, the key is the console as a wedge into the high margin digital subscription and purchases revenue. Overall I love the R/R as the business is cheap here at 16x forward, down 20% year to date and down 50% from ATHs. I computed the base case at around $30 (50% upside) which aligns with other analysts like TD and BofA, so the company does look to be genuinley cheap. IV and expected move on options are super low, so I'm taking an options trade and you won't see Sony show up in any of my @joinautopilot strategies for this reason. Hope is that the market might begin to see what I do around this massive launch as more catalysts build and pre-order data drops. I've linked my free write up on Sony below or at link in bio.

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