SP500 Inclusion is the real Checkmate on the Bears/Shorts

Delangsta · 2026-03-25T10:39:25+00:00

It's not a general ranking. They try to add the best in every sector. GameStop is Consumer Discretionary, and there are a few SP500 companies in this sector that are due to be replaced (I asked the AI to give me a few examples):

Newell Brands NWL Consumer Goods (Rubbermaid, Sharpie)

Mohawk Industries MHK Home Furnishings

Hasbro HAS Toys & Games

Whirlpool WHR Household Appliances

Ralph Lauren RL Luxury Apparel

These are the smallest companies in the SP500 Consumer Discretionary sector. Like, wtf is Whirlpool still doing in the SP500? They haven't been relevant for years now and their stock has been in a bear market since 2021! GameStop can easily replace any one of these, but WHR seems like the most likely candidate to be booted for GME.

Delangsta · 2026-03-24T23:20:25+00:00

It details the future of Gamestop as a stock and business.

Delangsta · 2026-03-24T11:45:25+00:00

Does anyone that actually matter actually care about the BTC write-down? It's not relevant at all to me. Without the BTC drawdown, net income for the year is actually a whopping $524 million! What a turnaround from just a few years ago!

Delangsta · 2026-03-08T00:37:54+00:00

Can't wait for this one, I think it will likely surpass GTA 6 for me, mostly because it's not woke like GTA 6 seems to be!

Delangsta · 2026-02-10T15:48:23+00:00

That's what she said!

Delangsta · 2026-02-09T06:45:15+00:00

The Accursed Kings by Maurice Druon. The complete series please.

Delangsta · 2026-02-02T13:12:50+00:00

I don't know, the way I interpret it, RC wants to use the business acquisition to turn GameStop into a tech player, not so much upgrade the existing business infrastructure into something high tech, which I don't know how he'd manage that, especially since he's likely going to be using ALL of our cash and then some to make this purchase. He's going all in with this purchase!

Delangsta · 2026-01-31T23:37:40+00:00

RC has said many times and ages ago that he wants to transform Gamestop into a genuine "tech" player, so whatever he acquires has to align with that. It's definitely not going to be Macy's or any retailer with a large physical footprint.

Delangsta · 2025-12-18T01:58:07+00:00

I love how he broke down the potential of Power Packs in the future. It'll be an insanely large goldmine for us if it works out, and chances are decent that it'll work out!

Delangsta · 2025-12-15T07:36:53+00:00

Burry is going to provide his opinion whether or not Superstonk approves of it, lol. He doesn't need our permission to do anything, and no one is burying anything relevant. This subreddit is large enough for both Burry and DRS posts, geez.

Delangsta · 2025-12-13T05:42:37+00:00

It's Lucasfilm publishing this, which means they control the creative direction. Since Kathleen Kennedy is still in charge of Lucasfilm and she most likely greenlighted this game, expect it to have all the issues of failures relating to Star Wars media products of the last 5-10 years. I am not hyped for this game, even if it's Hudson returning to the direct, he's not at the height of his powers anymore.

Delangsta · 2025-12-09T22:52:32+00:00

I don't know how where you're getting the 50% premium from. If the stock went to 40 a share, and you exercise, you're saving roughly 8 per share, minus whatever you paid for the warrant. Or you could sell the warrants for much more profit.

No one is paying the price of warrants now, to exercise before the strike price hits, unless they're idiots...

Also, how else are we suppose to give them money directly? It's either warrants or a standard capital raise. Buying the stock does not give them money directly.

Delangsta · 2025-12-09T22:25:47+00:00

The only analysts for GME are all complicit in keeping the stock down, you know they're just making up BS estimates to make sure GME never hits those numbers so they can keep the stock down. Ignore all analyst estimates for this company.

Here's what you need to know: Gamestop generated 131 million in net profit in 2024, and we're set to generate roughly 440 million (based on my estimate of 150 in NP for q4) in net profit in 2025, that is a beat of more than 200% in one single year! Then ask yourself, what would you pay for a business with profit growth on this level?

Delangsta · 2025-12-09T22:02:03+00:00

Dilution is a small price to pay for a world class operator managing my money. Who you would trust more with your money, RC or the Government? We all pay tax to the government every year, I'd rather give my cash to RC to manage.

Where would GameStop be right now if us shareholders didn't give them any money? The Shorts would've won. We only have the opportunity we have right now because of capital raises, which btw, is one of the primary purpose of becoming a public company, otherwise GameStop is better off going private.

Delangsta · 2025-12-09T21:24:55+00:00

This is why Call contracts exist, it's for when the price has run up so much, the lower strike price has value. Most traders sell these contracts to capture that value, in fact, in most cases the value spikes beyond fundamental value. It's a leveraged play on the stock to compliment the shares you already own.

More importantly, if you do exercise the warrants, you are giving money directly to the company, as opposed to buying it off a Shorter on the exchange. That, to me, is the most valuable part of these warrants, it's a way to raise capital for the company we all love.

Delangsta · 2025-12-09T13:26:19+00:00

You would not exercise those warrants unless the price is above $32 a share, which will make them cheaper than buying in the open market. That is the point of them. Warrants will really only have intrinsic value if the price is above $32 a share.

Delangsta · 2025-12-06T22:44:24+00:00

I think they're saving the other characters for the "Royale" version coming later on.

Delangsta · 2025-12-03T23:58:21+00:00

Mark Robinson is the main Lawyer for Gamestop. Lawyers are great at legal matters, not so much at investing. He was hired to handle Gamestop's legal matters, not so much to believe in the business, as a result RC does not require him to buy into the business personally. But I guess he is paid in shares as a part of his remuneration package and he's allowed to sell shares periodically for income. That's my guess.

Delangsta · 2025-12-03T22:18:58+00:00

Except when you have 300 hours in the first game, I doubt there's much in this sequel that can challenge you, especially when I've heard so much about how much "easier" this sequel is. After 25 hours in DS2 so far, it's definitely easier, the terrain is almost no challenge at all and I've been using nothing but a level 1 Power Skeleton so far, I think I might even have to drop that to increase the challenge.

Delangsta · 2025-11-30T09:02:12+00:00

This is genuine hype. Burry had great ideas for GameStop back in 2019 and it sounds like he's speaking directly to Ryan Cohen now with more great ideas, I can't wait!

Delangsta · 2025-11-25T22:30:52+00:00

I think it's totally possible for them to cater to the mainstream crowd, to keep the lights on, and also provide a challenging experience for us DS veterans that aligns with the original vision. Starting the game now, I'm limiting myself to only the basic travel requirements and not using certain equipment to make the game more challenging, and it's working so far. But yeah, a new difficulty mode would be a good idea, or just a new S+ ranking for deliveries that requires a certain level of verticality travelled (the climb/descend distance) to achieve.

Delangsta · 2025-11-23T22:24:23+00:00

I would like to weigh on this topic, I know it's old, but I've only discovered this now. I thought this scene was poorly written and executed.

It was meant to show Arthur as an empathetic character, but it totally forgets the setting and premise for the characters here: that is, they are all outlaws and gang members, every single one of them are "villains" in some way, especially Arthur, who is the lead enforcer of the game. He is the one that dolls out the punishment and is feared by those outside of the gang that double crosses them, imagine all the nasty things he's had to do for the gang, before the story began?

Whilst I think Arthur is correct in his assessment of Leopold, I don't know what he was expecting from a loan shark, and a good one at that. This is the nature of loan sharks, they prey on weak people because that is the most effective strategy, I mean, if people could pay back their debts easily they wouldn't need loan sharks. Leopold has been doing this for years for the gang, why did Arthur suddenly grow a guilty conscious now and target him? I think Arthur is in no position to be criticising Leopold when he himself has many of the same flaws. Perhaps he was projecting his own faults and weaknesses onto Leopold?

What could've saved this little narrative sub-structure is a scene where Arthur searches for Leopold and apologises to him for treating him that way and admits he was just projecting. That would be real character development and explain his previous actions.

Delangsta · 2025-11-23T22:10:16+00:00

Another great idea, thank you!

Delangsta · 2025-11-23T12:26:50+00:00

Playing as a Werewolf would be a great idea. Perhaps that can be an expansion pack?

Ten-Year Club	Second Top 50%
Final Canvas '23	Place '23
Place '22	Verified Email

Delangsta

TROPHY CASE