Nintendo rose by over two percentage points, and the expected landing point for the new console is starting to become visible; Disney rose slightly by over one percentage point, with subsequent guidance for the subscription business being key; Roblox rose slightly. All three directions are positive but with significant differences in magnitude: I currently lean towards Nintendo, as the cash flow visibility of the console cycle is more certain than the subscription model. Disney's transformation still depends on the ad business data in the next earnings report, and Roblox's valuation is still relatively expensive.