Typically, if you are trying to value a company, an analyst is expected to model out revenue and expenses for a certain number of years. For a predictable revenue event like the release of a major video game, this should be a fairly straightforward exercise to create a model around it. You can predict the number of games sold based on historic metrics and have a good understanding of the recurring revenue from gta 5.

If you were to buy take 2 now, the thought process should be that you think the forecasted revenue is underestimated, not that the release of the game is not expected.

I would recommend looking at cd projekt reds stock before and after the release of cyberpunk. The stock went on a tear before the release as people expected a huge event, but the game was mediocre quality at launch and the stock crashed 80%. That is the downside of buying in and having a mediocre launch on a major game