HollyGamer said: a big corporate Value act ( which is on the boards of Microsoft and Adobe) has been buying Nintendo stock since 2019 and now they are want to help Nintendo to become a largest Digital entertainment service company
They want to push certain agenda on Nintendo as company to a certain direction which is going to make Nintendo as fully digital entertainment service and becoming the largest one
Some analyst said it's a good take, so this could provide valuable guidance as Nintendo continues its digital transformation in software and services.
https://www.bloomberg.com/news/articles/2020-04-22/activist-places-1-billion-bet-on-nintendo-becoming-media-giant
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I think the title of the thread "want to make Nintendo as fully digital entertainment" is misleading. I read the tweets and the linked article and couldn't find that phrasing anywhere.
"Nintendo’s future is bright, ValueAct wrote in its letter, adding there is potential for growth both in the software business and room for the company to transform itself into a broader entertainment company."