Forbes Calls it the Most Important Metal You’ve Never Heard Of

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America’s Strategic Metal Moment

For years, this metal lived in the background.

Then prices surged.
Export restrictions tightened.
And governments started calling it “critical.”

Forbes once labeled it “The Most Important Mineral You’ve Never Heard Of.”

Now it’s moving from overlooked to strategic.

Why it matters:

  • Strengthens ammunition and defense alloys
  • Used in missile systems and night vision
  • Required in flame-resistant materials
  • North America has limited production
  • Global supply remains concentrated overseas

When a resource becomes strategic, policy follows. And secure, friendly supply moves to the top of the list.

Just in time, a high-grade North American deposit just miles from the U.S. border is now being drilled and expanded.

See the North American story emerging right on time >

More Reading from MarketBeat Media

Will the Super Mario Movie Make It Showtime for Nintendo Stock?

Reported by Chris Markoch. Publication Date: 3/7/2026. 

Nintendo Switch console on a desk beside a Nintendo logo display, representing Nintendo’s gaming ecosystem and IP-driven strategy.

Key Points

  • Nintendo sold 15 million Switch 2 consoles in months, but NTDOY stock still needs a catalyst to break resistance.
  • The upcoming Super Mario movie sequel could boost high-margin IP revenue and revive investor sentiment.
  • Strong cash reserves and a dividend provide downside support as investors watch for a technical breakout.
  • Special Report: Tesla is quietly pivoting – and here’s how I’m playing it(From Jack Carter Trading)

Mario and Luigi are two of the most iconic characters in the Nintendo Co. Ltd. (OTCMKTS: NTDOY) universe. The company hopes the brothers can help it capitalize on their popularity with the upcoming release of the “Super Mario Galaxy Movie,” due out in April.

The movie is the sequel to the popular “Super Mario Bros. Movie” that hit theaters in 2023. To the surprise of some, that film was a box-office success and helped boost Nintendo’s intellectual property (IP) sales.

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It’s not surprising, then, that Nintendo is hoping the sequel will be at least as popular as the original. The movie’s release is scheduled nearly one year after Nintendo released its Switch 2 console.

In its most recent earnings report, the company highlighted cumulative global sell-through of 15 million Switch 2 consoles as of the fourth week of December 2025, making it the fastest-selling dedicated video game platform Nintendo has released.

The Year of Super Mario Becomes a Strategic Push

Prior to the movie’s release, Nintendo is scheduled to release the “Super Mario Bros. Wonder” game exclusively for the Switch 2. That’s just one of several initiatives the company has planned for the 40th anniversary of Super Mario Bros.

This aligns with Nintendo’s strategy to lean into IP as a revenue stream that can help smooth out the lumpiness of console sales. IP makes up only a small fraction of the company’s total revenue. For example, in the first nine months of the company’s 2026 fiscal year, Nintendo reported $54.5 billion in IP-related revenue.

That was just 3% of the company’s overall sales over that period. Still, IP revenue tends to be higher-margin and can flow straight to the bottom line.

Tariffs, AI, and Geopolitical Risks Add Uncertainty

Even before the Switch 2 launched, Nintendo faced challenges from tariffs and responded by moving some production to Vietnam.

Nintendo’s earnings have also been increasingly affected by memory chip prices. Supporting that concern, the company reported declining year-over-year operating margins through the first three quarters of its 2026 fiscal year.

That is the downside. The upside is that the Switch 2, like its predecessor, has a multi-year sales window. Despite strong initial demand, a large addressable market remains, which could get another boost when the Super Mario Galaxy Movie is released.

Another worry is how artificial intelligence (AI) will affect the gaming sector. Some fear that agentic AI tools will enable individuals to self-create games, reducing demand for commercial titles.

There will likely be some impact, but many consumers will probably prefer curated, professionally developed experiences rather than creating games themselves. That puts Nintendo in a favorable position, especially if it uses AI to speed development of its own titles.

A recent concern since the earnings report is the U.S.-Israel conflict with Iran, which could delay some Switch 2 shipments that travel by sea.

NTDOY Stock Needs Technical Confirmation

Nintendo stock has been volatile over the past 12 months. The 52-week range for NTDOY is $13.05 to $24.92. The 52-week high coincided with a two-month surge that peaked in mid‑August after the June release of the Switch 2. Since then, the NTDOY chart has shown a bearish pattern, though it doesn’t appear to be a falling-knife situation—the stock looks like it found a bottom around the earnings report.

When a turnaround will occur is unclear. The 50-day simple moving average (SMA), which has been acting as resistance, stalled upward momentum in early March. Investors would want to see a breakout above that level on strong volume for confirmation of a reversal.

NTDOY stock chart displaying support following earnings.

The best-case scenario for Nintendo is an improving U.S. economy, which would lift consumer discretionary stocks broadly and could prompt consumers who postponed Switch 2 purchases to buy. A swift, orderly resolution of geopolitical tensions and continued clarity around tariffs would also strengthen the business case.

That may take a quarter or more to play out. In the meantime, Nintendo pays a relatively safe dividend and holds more than $15 billion in cash on its balance sheet, with a market capitalization of roughly $73 billion as of this writing.

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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