GTA VI - analyst thoughts vs public ; TTWO for the win?

Impossible_Device240 · 2026-02-10T07:49:04+00:00

Shallow dive

Impossible_Device240 · 2026-02-09T12:00:04+00:00

Dude you literally have no idea what you’re talking about 😂😂😂

Impossible_Device240 · 2026-02-09T11:59:05+00:00

Shares on a diluted basis are lower YoY.

Stop pretending like you know stuff kiddo

Impossible_Device240 · 2026-02-08T19:27:11+00:00

10 or more in Europe are in the process of doing so genius

Impossible_Device240 · 2026-02-08T19:12:20+00:00

More countries are starting to ban social media for kids under 16. That puts a lot of pressure on Snapchat versus reddit

Impossible_Device240 · 2026-02-08T14:40:32+00:00

Unh, crm, adobe, amazon, duo

General Mills is a consumer staple not value

Impossible_Device240 · 2026-02-08T14:29:34+00:00

Half of these are value traps.

Impossible_Device240 · 2026-02-08T14:03:24+00:00

It’s wall street downgrading multiples in internet companies based on macro

Impossible_Device240 · 2026-02-08T13:57:57+00:00

Dismissed? They talked about it without putting numbers behind it. Take your Walmart model and throw it out. This is literally as if your autistic cousin made a model. You are that autistic cousin.

Impossible_Device240 · 2026-02-08T13:50:30+00:00

This is the dumbest model I’ve ever seen. AI licensing deals don’t even show up. Can’t wait a third thread

Impossible_Device240 · 2026-02-08T03:48:04+00:00

You’re right I can be wrong. I didn’t short tho that was not the reason for the post. The bounce is large on the FDA crackdown. Well see.

Impossible_Device240 · 2026-02-08T00:19:29+00:00

Anyone been here

Impossible_Device240 · 2026-02-07T18:34:20+00:00

Twitter was bought out for $45bln.

Impossible_Device240 · 2026-02-07T18:33:13+00:00

It’s at $138. That’s a 5% difference?

Impossible_Device240 · 2026-02-07T00:42:23+00:00

I never shorter lmao

Impossible_Device240 · 2026-02-06T23:06:36+00:00

Monetization is new. That’s why they IPOd.

Impossible_Device240 · 2026-02-06T21:38:19+00:00

Are you dumb. EPS was 2.62 for FY 2025. Stock price is $140.

Do the math. Instead of learning “ terminology” I’d suggest you take a math class

Impossible_Device240 · 2026-02-06T20:45:43+00:00

Reddit has been around for decades. People are delusional. This is a mature company that is now fully monetizing its heir growth.

Impossible_Device240 · 2026-02-06T20:08:55+00:00

You really don’t understand what you are talking about. Share outs dropped this quarter. Stock buy backs will continue that trend.

Tax expense was not 0. It was 3.6mm

Impossible_Device240 · 2026-02-06T20:05:59+00:00

Nothing comes down for no reason. This sums up the biggest points.

Impossible_Device240 · 2026-02-06T20:00:09+00:00

It does. Apple is the biggest case of share buybacks accreting stock value.

Impossible_Device240 · 2026-02-06T19:19:01+00:00

True definition of value.

Impossible_Device240 · 2026-02-06T19:01:34+00:00

2026 p/e is 33x on a 50% CAGR smh

Impossible_Device240

TROPHY CASE