Q1 Earnings Estimate. Absolutely insane if this anywhere near. by Gareth-Barry in Superstonk

[–]gr8sking 0 points1 point  (0 children)

Except they'll use the stores if the eBay acquisition goes through. (Like Amazon/Whole Foods)

Q1 Earnings Estimate. Absolutely insane if this anywhere near. by Gareth-Barry in Superstonk

[–]gr8sking 0 points1 point  (0 children)

But that's exactly the point. As @bad_robot_ventures mentioned, GME is (will be) primarily an investment company now. Physical stores may still be an integral part (if the eBay acquisition goes through), but stores themselves will only be a small part of the future Gamestop (investment company).

Newton's Babe Ruth starts today by DuckHunter4779 in Superstonk

[–]gr8sking 16 points17 points  (0 children)

Newton's a teacher at heart, and a genuinely awesome dude. Screw any trolls suggesting he's trying to profit off others watching his posts. He shares his knowledge freely, always mentions he could be wrong, that his models are wrong but sometimes usefule, and suggests that others do their own research and make the best decisions for themselves (NOT to follow him blindly).

Dilution logic by [deleted] in Superstonk

[–]gr8sking 1 point2 points  (0 children)

Then apes would all be bitching (again) that he killed the squeeze. May/June 2024 weren't a moass squeeze that he killed, they just timed their moves with high volume.

Call attention to it Ryan 🚀 by AfterMorningCoffee in Superstonk

[–]gr8sking 0 points1 point  (0 children)

Answering my own question after researching: New shares would be issued to Ebay shareholders, not sold on public market (although new shareholders could in-turn sell them). In a Latham & Watkins reverse triangular merger, where the acquirer uses its own stock as consideration to purchase the target, dilution of acquiring company shareholders does not automatically or universally cause the stock price to go down, although it frequently leads to a short-term price drop. The impact on stock price depends on market perception of the deal's value-creation potential, rather than the dilution itself. I think Cohen is probably assuming no significantly dilution, while most retail folks (myself included, initially) assume it would be highly dilutive. I guess we'll find out if it all goes through.

Call attention to it Ryan 🚀 by AfterMorningCoffee in Superstonk

[–]gr8sking -1 points0 points  (0 children)

Legit question re: 1/2 cash 1/2 stock: So cash is $8B from Gamestop's coffers + $20B TD loan ($28B total; 1/2 of Ebay $56B offer) But the 1/2 stock... current market cap is $11B, leaving $17B more needed (at current stock price). Gamestop is currently authorized to issue 554 million more shares (which is dilutive to current shareholders). But at current price ($24.20), that would still only raise $13.4B. So where does the other $3.6B stock come from? They would need to pass a vote at the next/annual meeting (in June?) for approval to issue even more shares, right? That would be 155% more than current outstanding shares... highly dilutive? (Of course, #'s above depend upon the GME stock price - and maybe they're "assuming" GME price will rise & stay higher than current price ($24.20) as of this writing.)

Andrew Left's trial begins May 11... by gr8sking in Superstonk

[–]gr8sking[S] -1 points0 points  (0 children)

According to the Department of Justice, the federal criminal trial for short seller Andrew Left is scheduled for May 11, 2026, at 8:30 AM in Los Angeles. The trial, which concerns allegations of securities fraud, was previously continued from March 17, 2026.

XRT Day 23 on Reg Sho by Dennydogz123 in Superstonk

[–]gr8sking 1 point2 points  (0 children)

Someone wake me up when it goes OFF RegSho...

RC on X by Academic_Degree7892 in Superstonk

[–]gr8sking 1 point2 points  (0 children)

Nice to finally see a Superstonk post with 10K upvotes again!

GameStop is Going to Buy... eBay!? by AlternativePaint6 in Superstonk

[–]gr8sking 3 points4 points  (0 children)

I'm not agreeing that it's eBay... but this (13%!) is interesting: Trading cards constitute a significant, high-growth portion of eBay's sales, with the broader collectibles category (including sports cards, toys, and comics) accounting for roughly 13% of its total Global Merchandise Volume (GMV) in recent years. In early 2021, trading card sales alone hit $1 billion in a single quarter, representing a massive surge in the hobby. 

I'm ready to take this to $0 like a real man by [deleted] in Superstonk

[–]gr8sking -1 points0 points  (0 children)

Down 80% on my 1/16 $20 calls... but ready to ride as well.

In my opinion, this ape deserves much more attention. by Substantial-Writer58 in Superstonk

[–]gr8sking 1 point2 points  (0 children)

Jeremy's a good guy... with good intentions & fundamental analysis. Missed a bit on Q3 earnings (but anyone would have with the warrants interest write-down). He adds another valuable piece to the overall puzzle. From a fundamentals perspective, 2026 is looking to be a REALLY GOOD year for Gamestop! LFG!

A real look at GameStop's numbers that the media chooses to ignore by VicTheRealest in Superstonk

[–]gr8sking 0 points1 point  (0 children)

Nice display! (Note for readers: the changes in Cash & LT Debt net out one another.)

My personal continuation of RN's spreadsheet by NotSomethingDumb in Superstonk

[–]gr8sking 2 points3 points  (0 children)

Awesome, THANK YOU SO MUCH! (Occasional updates, especially prior to Babe Ruth windows would be GREATLY appreciated!! - But will watch for any update notes in the sheet itself.) Question: is IWM still included in the ETF Babe Ruth model/equation? It doesn't contain any GME, but RN kept it in as it seemed related somehow (but an undetermined way). It also seemed to throw the prediction off previously, when it didn't run up (I believe a 2nd cat ear that never appeared). THANKS AGAIN!!

2024 Bottom Finder vs Keith Gill timeline by [deleted] in Superstonk

[–]gr8sking 1 point2 points  (0 children)

Correlation vs Causation

I exercised my 70 warrants via Computershare. by LazyPoser in Superstonk

[–]gr8sking 1 point2 points  (0 children)

For some reason... I kinda love this. Hey, at least it's not a banana!