'Pokemon Go' Bubble Bursts: Nintendo Tumbles As Indonesia Issues "National Security Threat"

Tyler Durden's picture

Indonesian officials have warned that 'Pokemon Go' is a "national security threat," and military headquarters have banned personnel from playing the game while on duty, according to Jakarta Post. It appears the 'Pokemon Go' bubble is bursting, after surging 120% in 8 days, Nintendo is down over 12% today (as the bubble passes over to McDonalds Japan, which is up 12%, after reports of sponsoring 'Pokemon Go' in Japan).

As Bloomberg reports,

Indonesian Military headquarter has banned personnel from playing ‘Pokemon Go’ game while on duty, Jakarta Post reports, citing spokesman for Indonesian Armed Force, or TNI, Tatang Sulaiman.


TNI says cautious as app could encourage gamers to go to restricted military facilities, record activities and post details online.

And the bubble is bursting... tumbling 12% after doubling in 8 days...

As UBS warns the rally is "hard to explain"...

Nintendo’s market cap. expansion to more than 2t yen is “hard to explain” even when “substantial” billing rev. and reasonable vol. for Nintendo Plus is factored in, writes UBS analyst Sumito Takeda (sell) in note earlier.


Estimates Pokémon Go Plus toy may generate direct earnings when released in future.


Some expectations Nintendo may shift from hardware to software after seeing other cos. are using Nintendo IP to create popular games; believes co. should continue to invest in hardware.


Maintains sell rating, 12-month price target 15,000 yen.

But McDonalds Japan is surging...

This follows reports from The Wall Street Journal that the company will be a sponsor of Pokemon Go in Japan, participating in the game’s release in the country and making its restaurants key locations for game players.

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Bryan's picture

I wish I could short stocks in my 401(k).

LowerSlowerDelaware_LSD's picture
LowerSlowerDelaware_LSD (not verified) Bryan Jul 19, 2016 8:48 PM

Come on!... Dear Leader Obama plays it all day and he's not (by some standards) a national security threat.

nmewn's picture

Comey says there is no "intent" for him to harm national security so, its all good! ;-)

beemasters's picture

China is next...

"And although the game is not available in China, the world’s biggest smartphone and online gaming market, some people there fear it could become a Trojan horse for offensive action by the United States and Japan.

“Don’t play Pokemon GO!!!” said user Pitaorenzhe on Chinese microblogging site Weibo. “It’s so the U.S. and Japan can explore China’s secret bases!”

The conspiracy theory is that Japan’s Nintendo Co Ltd, which part owns the Pokemon franchise, and America’s Google can work out where Chinese military bases are by seeing where users can’t go to capture Pokemon characters.

The game relies on Google services such as Maps.

The theory is that if Nintendo places rare Pokemon in areas where they see players aren’t going, and nobody attempts to capture the creature, it can be deduced that the location has restricted access and could be a military zone."


All reasons to ban by any country are valid. It's almost like playing a game that records the location and entire content of your house. It's insane.

JohninMK's picture

It is one of the finest intelligence gathering tools ever invented and the user doesn't even have a clue as to the value of the data they are providing or even that they are providing it. This is intel genius, pure genius. Just be aware if you are tempted!

This is from a Russian site via Fortrus, link at end. I thought it important enough to put it all on here so here it is. Sorry about the late insertion at the top of the thread but after reading it you will all know why I have done that

Do you want me to tell you something about "Pokemon Go"?

I gave interviews on this subject three times, so I had to delve into English primary sources.

- Game developer: Niantic Labs. Google start-up. Google (lol) Google's ties to Big Brother yourself, I will go a little deeper.

- Niantic was founded by John Hanke, who founded Keyhole, Inc. - a surface mapping project bought out by the same Google used to create Google-Maps, Google-Earth, Google Streets.

- And now, attention, watch the hands! Keyhole, Inc was sponsored by a venture capital In-Q-Tel, a CIA foundation officially established in 1999.

The above-mentioned applications solved important challenges:

- Updating surface mapping of the planet, including roads, bases and so on. Once such maps were considered strategic and confidential. Civil maps had purposeful errors.

- Google Streets robot-vehicles looked in all the alleys, mapping our cities, cars, faces...

There was one problem. How to peek into our homes, basements, tree-lined avenues, barracks, government offices and so on, down the list?

And what do you think? The same shop Niantic Labs releases a genius viral toy, with the latest virtual reality technology.

Once you download the app and give it the appropriate permissions (to access to camera, microphone, gyroscope, GPS, connected devices, including USB, etc.), and your phone immediately vibrates, informing about the presence of the first three pokémons! (The first three always appear immediately and nearby).

The game requires you to shoot from all sides, happily rewarding you with success, at the same time obtaining a photo of the room where you are located, including the coordinates and phone's angle.

Congratulations! You have just recorded images of your apartment! Should I explain further?

By the way, installing the game you agree to the terms. And it is not simple. Niantic officially warns you: "We cooperate with government agencies and private companies. We may disclose any information about you or your child...". But who is reading?

And there is paragraph 6: "Our program does not have the ability to allow your browser's "Do not track" option, ("Don't spy on me"). In other words - they spied on you and will spy.

So, in addition to voluntary and joyful mapping of everything, other fun opportunities present themselves.

For example, if someone wants to know what is being done in the building, say, of the State Duma? And phones of dozens of deputies, cleaners, journalists vibrate: "Pikachu is close!!!". And happy citizens will grab their smartphones, activating cameras, microphones, GPS, gyroscopes... spinning in place, staring at the screen, sending the video through online waves...

Bingo! The world had again changed, the world is different. 

Welcome to a new era.


beemasters's picture

Creepy indeed. The fact that it became an overnight media sensation is suspicious. There have been many games produced and as I recall, while many are [more] popular, none has had the same news exposure as Pokemon Go. There is a sense of desperation to attract more users.

Tegrat's picture

Buying US treasury bonds, notes and biills is going long the USD is same as shorting the market, albeit indirectly. YMMV.


Bryan's picture

Good point... I do own TIPs which are doing pretty well this year so far.  I was thinking that fading that Nintendo spike would be profitable though... but don't have ability to do it.  Oh well.

junction's picture

I wonder, is Pokemon Go conditioning us for the appearance of our alien masters?  There are no explanations I can think of as to why the world is going to hell in a handbasket and why Donald Trump is treating the Republican convention like an episode of "Family Feud" while the anti-Christ, Hillary, waits in the wings.

nmewn's picture

Hey, but ya gotta admit, walking in WWE style through a cloud of fake fog gives the "folks" what they really crave in a president.

I'm thinkin, Trump vs Hillary! along with Huma Weiner & Cheryl Mills in a Steel Cage Death Match...winner take all.

I'll referee instead of Comey ;-)

bonin006's picture

No offense, but we don't need no stinkin referee. The cage opens when only one of them is still functional.

True Blue's picture

"Two 'men' enter...one 'man' leaves. Two 'men' enter..."

Hell, I'd watch Thunderdome on PPV.

sun tzu's picture

I'd pay to see a real deathmatch between the politicians

Drop out's picture


I wish I could short stawks with my social security before they do it for me (they probably double the money ripped from me before any printing presses even start). Ah, I have no idea except that people are stealing my fake money that I don't trust.

TradingIsLifeBrah's picture
TradingIsLifeBrah (not verified) Jul 19, 2016 8:46 PM

Their stock price increased like $9bn in one day from one app.  Nintendo doesn't even get all of the revenue that the app makes and its highly unlikely that the app is generating billions of dollars in revenue.  There was an estimate of like 9 million people playing the game.  I think the stock price going up was a bet on Nintendo discontinuing its console systems which have generally sucked since Nintendo 64 (the Wii was basically iPhone apps before the iPhone so that market is gone for them now).  Nintendo like Disney has a lot of good characters, they need to dump the research on new consoles (and manufacturing that might go with it) and concentrate on the software side only.  The stock has probably gone too far for now seeing as Nintendo is an old Japanese company and will likely not want to concede that its consoles have failed.

True Blue's picture

The fiat floodgates of ZIRP and NIRP had to go somewhere, now didn't it?

Almost like ionized clouds seeking a ground; here is all this fiat charge looking for an outlet when a new craze just happens along like a golfer in a thunderstorm.

I am just happy that all that fiat didn't go into PM's -using my stax as Pokey-Mon bait didn't seem to go so well on the lake this weekend.

But, given that stock jump -I wonder how much the Clintoon Foundation made; what, with Canka-chew's cattle trading experience and all.

El Vaquero's picture

Are investors figuring out that Pokemon Go was made by Niantic instead of Nintendo?  LOL.


One of my neighbors has a pokestop in front of her house that I'm going to get removed, because she always has horse trailers going in and out, and the extra traffic is causing problems, plus there has been some vandalism associated with that increased traffic.  

LowerSlowerDelaware_LSD's picture
LowerSlowerDelaware_LSD (not verified) El Vaquero Jul 19, 2016 8:53 PM

Rumor has it that it was made by Satoshi Nakamoto to eventually be the world's currency. PokemonCoin.

Crash Overide's picture

Pokemon' Go = Niantic

Niantic = Google

Google = NSA

Why would the NSA be interested in gaining access to millions of camera's, microphone's, phone GPS locations, etc...?


True Blue's picture

If you can get it removed; and obviously the Greasy Spoon can have them placed -how long until some enterprising hookers take it over and make pokestops into poke-stops?

I'm going to Starbucks and get a handjob.

nmewn's picture

A Pokeman in every Happy Meal!!! Go!!!...lmao!

TradingIsLifeBrah's picture
TradingIsLifeBrah (not verified) Jul 19, 2016 8:51 PM

And how about the reports Roger Ailes sexually harrassed Megyn Kelly.  Guess that explains why she was allowed to attack Trump like she had blood coming out of her...eyes


LowerSlowerDelaware_LSD's picture
LowerSlowerDelaware_LSD (not verified) Jul 19, 2016 8:52 PM


LetThemEatRand's picture

Yep, beginning of a bad sci-fi movie.

Librarian's picture

At your service, LTER.

STNG S05E06 - The Game


Next thing they'll combine computer solitaire and actual masturbation.

And if you prefer just mental masturbation they will gawk at you as if you were Amish.

RopeADope's picture

Why on earth are people around the globe up in arms about a massive surveillance apparatus?

It is almost as if humanity has had negative experiences with such a thing...

TradingIsLifeBrah's picture
TradingIsLifeBrah (not verified) RopeADope Jul 19, 2016 9:00 PM

Too bad Erdogan didn't have Pokemon Go in Turkey.  He could have put out a ton of lures in front of the local police stations and the various people he needed to round up would have made their way over to him without any raids needing to be done.  If Hitler had come to power today, things would have turned out quite differently.

walküre's picture

How did he know which teachers and administrators to suspend? Unless they were card carrying members of opposition parties? More likely they had FB or Whatsapp accounts and Erdogan has a backdoor via his Langley connections. Hitler would be so jealous. Speaking of the brown evil. Did you know that Erdogan supposedly carried a copy of "Mein Kampf" with him to school? Yup, looks like Gollum is the reincarnation or at least he's copying the Nazi playbook to the T.

Just waiting for the invasion of Syria any minute now. US is not going to stop Turkey.

Erdogan is building Autobahn all over Turkey. Ankara to Syrian border. Istanbul to Izmir financed by Deutsche Bank. All looks eerily familiar.


yellowsub's picture

I'd hope at least the CIA uses their drug money to fund their VC arm instead of using out taxes.

cognitive dissident's picture

haha, yeah right --- "burst" my ass... NTDOY shares will eventually reach $50 this summer, I am not long, but we've seen this scenario before. It's still a better buy than TSLA lol 

Fourth Horseman's picture

Finally a major entity recognizes that POS game for what it really is... A KIKE/Ghoulgle mapping and intel gathering program for off limits and private areas....packaged as a game and duped goy does all the leg work.

I knew this from day one. The gentiles really are incredibly gullible and stupid. Hey kikes, there are some of us Gentiles that ARE smarter than you!

Wake up you f'king morons, the kikes are using you!

Skiprrrdog's picture

I had a Pokemon GO in my toilet this morning after the monster breakfast burrito...

I called it PokeBozo GO!

Skiprrrdog's picture

It’s so the U.S. and Japan can explore China’s secret bases!”

Thats funny... I personally don't give a FUCK what the Chinese do, as long as they are not doing it my front yard...

bubbletea's picture

Certainly everyone suffered at the hands of pokemon.... maybe communities will forget?  Maybe if we pretend it never happened they will believe it was the one who showed kindness in the face of pokemon terror?  best never to talk about it or let the community talk about it... Totally the best way to get over something.

RedDwarf's picture

Down 12% after doubling is not the bubble 'bursting'.  Sheesh.  Of course it was going to retract some, but Nintendo stock is not going to crash all the way down to pre-Pokemon Go levels or lower.  It's going to remain a lot higher since the product is going to sell.

bubbletea's picture

b, nice. i owe ya and know better than to read and post here. 

=0 happy day to ya ty.

Infield_Fly's picture
Infield_Fly (not verified) Jul 20, 2016 2:59 AM

Economic growth of the future - computer games - wow, that's fucking essential.

walküre's picture

Y'all thought it was Melania talking at the convention? Nope. It was just her Pikachu. That's why delegates were tripping over each other to try and catch it/her. What looked like a fight on the floor was just a Pokemon chase.

fannyplucker's picture

Pokemon is awesome because Saudis have issued a fatwa against it. LOL  http://abcnews.go.com/International/story?id=81345