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It's important to remember that Pachter doesn't cover Nintendo professionally; it's not one of the stocks that he analyses for a job. His comments were off-the-cuff on Pachter Factor and he said some stuff about Nintendo being “out to lunch” and “having no strategy”. His original position on the Switch is that it wouldn't sell at the price and he's still saying it needs to cut its price. Now he's saying that PS5 will kill Switch and talking about Switch only as a home console, not as a portable.

He's pretty sharp but he's very close to the interests of the U.S. industry (he consistently backs the big companies against allegations of anti-consumer practices) and he often sounds like he's been drinking their Kool-Aid when he talks about Nintendo.