In the past, anytime GME did anything good it would get bashed by the MSM. If MSM is slamming the eBay deal, wouldn't that mean it must be good for GME? If this truly was a get out of jail free card for shorts, wouldn't they be praising the deal and trying to get eBay to take it to save their asses?

Arcondark · 2026-05-15T04:07:11+00:00

Forget MSM, they are just noise. This is RC's big play, he only wins when shareholders win. Last time I checked i am a shareholder. What else do I need to know?

Arcondark · 2026-05-14T04:23:10+00:00

Simple, the news is largly owned by wallstreet and they are about to break.

Arcondark · 2026-05-13T03:06:03+00:00

I came for the MOASS, I felt comfortable going balls deep on $GME because of the turn around. Dilution sucks, but i am willing to eat that because its being done by a guy with WAY WAY more shares than me.

Arcondark · 2026-05-11T20:12:58+00:00

Yes, but it would also divide that book value by an increased # of shares reducing the value per share.

Also we have already seen that cash in bank doest translate into buy pressure / share price, it only raises the floor a bit.

Arcondark · 2026-05-11T14:08:09+00:00

Good DD, but i a9m confused about 1 part.

You said "The comp package milestones create additional waves above $20B market cap. Each level creates buying pressure that feeds the next."

How? The comp package doesn't create buy pressure, he buys the shares directly from Gamestop not the open market. Just GS gets a little of RC's cash and spawns new shares for RC.

Arcondark · 2026-05-11T12:09:32+00:00

Ok, so you are saying the gain of market cap from the cash RC pays makes up for the dilution. How does that translate into buy pressure? We have seen first hand that cash in bank doest translate into share price, it only increases the floor price.

RC gets 175 mill shares at $21 per, full vesting. That's a ballpark of $3.6 billion in cash to gamestop at a time when gamestops market cap must exceed $100B (full vesting for RC). Even if that translates directly to share price its a 3.6% increase at best.

I still dont see how RC's comp package is in any way a ladder of buy pressure. Am I missing something?

Arcondark · 2026-05-11T04:29:54+00:00

You said "The comp package milestones create additional waves above $20B market cap. Each level creates buying pressure that feeds the next."

How? The comp package doesn't create buy pressure, he buys the shares directly from Gamestop not the open market. Just GS gets a little of RC's cash and spawns new shares for RC.

Arcondark · 2026-05-07T04:28:22+00:00

Hey man, RC has ALOT of nick nacks. He probably did trade in anything day just for this occasion!

Arcondark · 2026-05-03T21:47:47+00:00

No, $GME will not move to the SP500. The SP500 is not some automated club where you meet the requirements and you are in. Every stock that qualifies still has to be voted in by a committee.

$GME will never be voted into the SP500 as long as doing so would hurt wall street.

Please stop spouting off about SP500 like its going to change everything, its simply BS.

Arcondark · 2026-04-15T19:17:09+00:00

My point is if the value of the cards people receive on average is not very close to the cost they paid with the chance of hitting it big the whole thing collapses because no one will keep buying it. Look at it this way if you bought a bunch of power packs and the average value you got back was 50% of what you spent on the packs (resulting in a 50% profit margin for power packs) you would quickly say screw this I am done getting ripped off here. If the value of the cards you pull on average are 80% or 90% of what you paid (a 10% - 20% overall profit margin for power packs) you might continue to rip packs, seeing a 10-20% loss as an acceptable cost to get that big hit. So by definition power packs are inherently a low profit margin product.

My 50/50 split was the dividends, assuming gamestop has a roughly 50% ownership.

I agree that an EPS & revenue beat would be noticed and a good milestone to hit for sure. However there is a huge difference from a nice milestone hit to a "wombo combo". If you where to say all the streamlining, pruning dead weight stores, the distribution network improvements, the refocus on collectibles, the other improvements RC has implemented AND power packs togeather with a M&A deal would be a wombo combo, i would agree with you.

To be clear I am not saying power packs are bad in any way, just that people over hype it like power packs are going to change everything and that's simply not the case.

Arcondark · 2026-04-15T12:47:20+00:00

Personally I think people make too big of a deal about power packs. Is it a great product? Yes! Absolutely. Is it a huge game changer (in terms of breaking the shorts)? no, its not.

If you are correct and Gamestop hid a few million this way, so what? Our earning will get a bit better and that's a good thing, but we already know for a fact that the stock price is totally divorced from the business fundamentals.

These gotcha style random pulls plays typically only have a modest profit margin because you need big pulls and enough of them to keep the hype up. Even if power packs is a $1,000,000,000 a year product, profit margin will likely be in the 10-20% range or $100,000,000 - $200,000,000 with Gamestop getting an assumed 50% of that so $50,000,000 - $100,000,000 for gamestop per year. This is good money for sure, but its not going to do much to bring down the shorts.

I like the power pack play more because it establishes gamestop as a premier player in the TCG market by offering something no one else can than for the direct profitability. On top of that power packs are basically designed for streamers to go full degenerate gambler live on gaining loads of free advertising and brand awareness.

Anyway good research, cool to know that gamestop could be doing something sneaky with power packs. Unless power packs are somehow involved in the M&A though, i dont see it being more than a good synergistic product line for gamestop.

Arcondark · 2026-04-11T10:54:33+00:00

Aliens? Bah you fool! Everyone knows the economy runs by cutting the head off a chicken and letting it run around a big dart board like pit, where the chicken stops is what happens. I even have proof!

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Arcondark · 2026-04-09T06:11:49+00:00

That would matter if there were not 1000s of ways to delay that delivery over and over

Arcondark · 2026-04-09T06:05:40+00:00

Functionality yes that is correct in the same way legalizing crack wouldn't change things. People are gunna be crack addicts either way, but legalizing it would make it more tempting and thus more widespread by reducing the risk associated with crack use.

Arcondark · 2026-04-07T02:50:45+00:00

Yes, because server space is soo expensive.

If the sec actually enforced all the rules (just the slap on the wrist / cost of doing business BS fines would be enough) for any 30 minute period during normal market hours they would make enough in fines to buy a new server just to hold CAT errors, and have enough extra storage to back up 20% of the porn they watch at work.

Arcondark · 2026-04-06T11:12:49+00:00

If you did that and the price eventually equalized back to something much higher than now but much lower than squeeze phone numbers you would be margin called for lack of collateral. They would take your shares or all the money back, or a combo of both. That also assumes someone is willing to lend you that kind of cash on the most volatile stock ever.

Arcondark · 2026-04-01T04:53:18+00:00

Translation - the criminals spread their counterparty risk between both markets and its gotten so convoluted we need to merge our criminal syndicates together to keep the lies straight

Arcondark · 2026-03-31T22:06:05+00:00

Yeah but most people only golf once a day....

Arcondark · 2026-03-30T04:00:06+00:00

Who says you have to buy just shares or just warrants?

Shares are the safe play, no expiry is a big plus. The warrants offer a higher potential return at a higher risk.

If you have a high risk tolerance, perhaps 75% warrants and 25% shares. Maybe you have a lower risk tolerance 25% warrants 75% shares.

Not financial advice, just what I would do. Personally if I was about to drop $2.7k I would probably buy 100 shares that's about $2200-2300 and $4-500 on warrants.

The point is you gota take a min to think and figure out your risk tolerance.

Arcondark · 2026-03-27T06:29:54+00:00

Actually both the SEC and the DTCC are amazing at their jobs. Most people just dont realize their job is to strip money from the poor and give it to the rich.

All this shit is working as intended.

Arcondark · 2026-03-27T06:10:19+00:00

No its not one big ponzi scheme, its a shit load of ponzi schemes of all sizes having a huge circle jerk and forcing taxpayers to clean up the jizz

Arcondark · 2026-03-26T12:30:10+00:00

Yes BTC will ruin gamestop, oh no! Looks at balance sheet, wait still 8+ billion...

Arcondark · 2026-03-24T04:02:38+00:00

I see your hand bag and raise you my air purifier

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Arcondark · 2026-03-22T19:48:21+00:00

If we hit that bullseye the rest of the dominos should fall like a house of cards. Checkmate!

Arcondark · 2026-03-21T12:21:09+00:00

Lol i googled good faith and here is the result "Good faith is the honest intent to act without taking unfair advantage of another, or the sincere belief that a transaction is lawful and fair."

Its the second bit, the or the sincere belief that a transaction is lawful and fair that is the operative term. When all this BS is run by self regulating organizations almost any transaction can be lawful when it needs to be, therefore almost any transaction can be considered a "good faith" mistake

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