>>104387539Previously, Anycolor and Cover's stock performance were intertwined, but this year they've diverged. Anycolor is rising while Cover declines.
>Cover's strength was global expansion, where Anycolor failed.Last year, anons were speculating about which country they would expand next, but that's faded.
>Cover boasted high talent retention.This year, however, they faced a wave of graduations, including top stars. They acknowledged the "tactical shark" as a major threat—even without streaming, her IP broke sales records. And always had the potential to return as before.
They worry less about that now after seeing HoloEN -50% YoY. Plus, Cover didn't just lose talents, but is now competing against them.
>Holoearth is a disappointmentContinual delays. Graduations directly affect the number of fans who would play it. No longer looking like a game changer, but more like a money sink.
Cover's key advantages have evaporated. Anycolor, meanwhile, is holding strong, happy to rival Cover in Japan.
