After failure to truly take advantage of some hot mobile games, Nintendo (NTDOY) appears to have a hit with the Switch console. According to news reports, the company plans to ramp up production that will lead to crossing the crucial 10 million units sold threshold in the first year. Chris Lau has been all over the Nintendo story regularly suggesting investors buy the stock below $25. The Switch uses a Nvidia (NVDA) Tegra processor as well as sensors from STMicroelectronics (STM). The question is whether 15 million units are enough to move the needles for these stocks. Both companies have annual revenues headed towards $8 billion. A boost from the Switch won't move the needle in a big way, but extra revenues would definitely provide a nice surprise for shareholders. How are you playing the initial success of the Nintendo Switch?Disclosure: No position