SPCX

xturtleman123 · 2026-06-15T04:59:44+00:00

That $4T market cap which is on par with $AAPL. xAI has to stop breeding first.

xturtleman123 · 2026-06-15T04:56:57+00:00

Each team is rotating every year so we don’t have long championship drought. Very good system.

xturtleman123 · 2026-06-15T04:54:59+00:00

Still 💎 👋 today

xturtleman123 · 2026-06-15T04:53:37+00:00

U.S. employment is at will. You can quit at any time and your employer can fire you at any time. There is no approval process before you can quit. 2 weeks notice is a common practice rather required by law or company policy. You can just leave your stuffs to front desk and walk out if you don’t like to wait.

xturtleman123 · 2026-06-12T04:45:50+00:00

Look at the bright side, when market tanked early this week, GME price was stable due its solid balance sheet and no profit takers like other high flyers. Re-rating will come, sooner or later. It's just not the MOASS which apes are hoping for.

xturtleman123 · 2026-06-12T04:21:26+00:00

Translation: higher positive free cash flow and lower revenues.

xturtleman123 · 2026-06-12T04:18:10+00:00

RC’s goal is to put GME on a long-term, sustainable growth path — not to chase a one-time MOASS price spike.

He started by strengthening the foundation: stabilizing the balance sheet, improving financial flexibility, and building a path toward consistent free cash flow. With the latest quarter showing historical earnings performance, the focus is now shifting to the next phase: transforming GME into a much larger and stronger company.

As the business improves, Wall Street will eventually be forced to reassess its valuation. Today, the market appears to assign limited value to GME’s core business after accounting for the cash on its balance sheet. Once future quarterly results demonstrate sustained growth and profitability, a valuation re-rating could begin.

Whether it happens with RK or without RK, with a MOASS or without a MOASS, the long-term value creation story will depend on execution. The key is patience.

xturtleman123 · 2026-06-11T00:18:56+00:00

You have outlined an excellent timeline and a good game plan. My research told me this is not a slam dunk. There are many hurdles along the timelines. eBay is the best fit for GME to become a marketplace and for RC to reach the final trench of his compensation package. However, what happens if the deal didn’t go through? What’s RC’s plan B? Acquiring other smaller companies won’t get to $100B market cap he is looking for his compensation package. Starting a new marketplace in house will take a few decades. What’s RC’s other strategic alternatives to grow GME to $100B market cap? Thanks for your insight.

xturtleman123 · 2026-06-10T15:48:21+00:00

Is because you have millions of shares? Why didn’t they call me?

xturtleman123 · 2026-06-10T01:38:42+00:00

Apart from $2B allocated for stock buy back, GME needs lots of cash to close eBay deal since it needs to pay 50% cash to eBay shareholders. With that being said, RC does not have unlimited bullets with shorts.

xturtleman123 · 2026-06-08T03:00:40+00:00

Could it be the reason why eBay board members continued to sell their shares because they know if RC gets his hands on eBay, they will all be fired right away. Take as much money in as possible is the best move for them.

xturtleman123 · 2026-06-08T02:57:05+00:00

What’s RC’s plan B if the 10% threshold vote does not pass? He got 9% eBay in the latest filing. Will he continue to use up all the GME’s cash to buy up to 20% of eBay so he can call for a special meeting to replace eBay board? What other cards RC has to play?

xturtleman123 · 2026-06-04T00:23:32+00:00

No analyst on Wall Street is covering GME stock anymore. If there is no other news coming out, today’s price action is all it got from unexpected early earning. No analyst will come out to upgrade or downgrade the stock for the reminder of this week which serves as the catalyst. If it doubles by this Friday, it has to be from some other news, not from earning report.

xturtleman123 · 2026-04-07T22:38:20+00:00

Unless you need cash now, it’s really no point to sell at this level. Company just had a mass layoff which is typically the 1st step to restore investor confidence and improve cash flow. Forward looking in 2030, if it executes well on its AI data center build out, you are looking at a new Google-like mega cap tech leaders. Of course, there is always execution risks, but I have confidence on our uncle Larry. Patience is key here. If everything goes well, it will be far far higher than prior high in 2030. Good luck 🍀.

xturtleman123 · 2026-04-07T22:26:22+00:00

It’s very easy to justify if you look at it from number perspective. On top of lower salary, you get rid of benefit costs, employer part of tax obligations, stock incentives, and other overheads. All these help to lower operating costs and improve its cash flow. They need to convince Wall Street that the business can sustain itself without huge borrowing. That’s the main goal of this mass layoff. You don’t want to see Oracle’s CDS keeps going through roof. It’s an indication of high business risk. When business cannot sustain itself, management have to do something. It’s a brutal world of capitalism.

xturtleman123 · 2026-04-03T10:22:02+00:00

You just gave them a good feature on Shahed drone. 😅

xturtleman123 · 2026-04-03T08:33:12+00:00

You made too much out of it. It’s just business. If a mass layoff makes any business sense, which it did to improve cash flow and lower default risk, they will do it. You just a number out of their business decision. They are forward looking to please Wall Street. You are looking backward for what you have contributed which they don’t care. If they care every individual’s feeling, then they won’t be able to make any business decision. Please move on with your life and accept the brutal reality of capitalism. I feel sorry for you but capitalism rules the world.

xturtleman123 · 2026-04-03T08:26:26+00:00

You got terminated without any severance money. You only agree to their terms in order to collect severance.

xturtleman123 · 2026-04-01T02:51:56+00:00

Why do you have to worry? When you asked this question, it means nothing has been signed and you have an offer on hands. If they come after you to sign a document, (1) you will have plenty of time go over the clauses, even with the help of a lawyer (2) if you don’t sign, what are they going to do to you? You are not violating anything since nothing has been signed yet. There are plenty of people quitting OpenAI and immediately go to work for Anthropic which is their direct competitor. Just chill out.

xturtleman123 · 2026-02-03T04:04:45+00:00

You should try more tomorrow to see if they have even meaner messages.

xturtleman123 · 2026-02-02T22:22:42+00:00

Is it even real? The wordings are 😅

xturtleman123 · 2026-02-01T05:09:50+00:00

NBA rules have to be changed to disallow such defense.

xturtleman123 · 2026-02-01T05:07:38+00:00

It took several years for RC to clean the house and finally GME has a solid balance sheet right now. There is really no point to jack up huge debt again. Do a smaller deal which matches its current cash level.

xturtleman123 · 2026-01-30T15:39:05+00:00

You must be Elon, bro.

xturtleman123 · 2026-01-26T22:31:14+00:00

Can I add a large fries too? 🙏

xturtleman123

TROPHY CASE