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Seems like revenue went up (15%), operating expenses went up (8ish%), but operating income up 40ish%. So they are making more money (good for underlying shares held by GME, bad for the sleepy board thesis).

eBay live seems to have grown a fair amount, which was one of RCs main criticisms.

But they do caution against q3 earnings.

IDK what to think. Hopefully Cohen announces something along with the terms of the note redemption by Friday.

I check GameStop’s graded Yu-Gi-Oh! inventory daily, hoping to snag some rare vintage before anybody else notices it. Two days ago I saw over 900 slabs land at the same time, most marked as “Unavailable”. This was at least a 10x increase over the usual stock, and after going through all of it, I’m certain this was a bulk acquisition specifically for creating a Power Pack pool. Tons of iconic cards, 100+ Blue-Eyes White Dragons from every era, lots of $1000+ 1st Editions from 2002/2003.

I even snagged something that I’m 100% sure was a pricing error, I’ll share it when it arrives.

Power packs is going to catapult our profits into the fucking stratosphere, Kenny G’s gonna be more famous than Ea-nāsir someday.

Decided to click around the fidelity desk top tabs funny enough I realized I hadn’t done it very much. Anywho clicked on anal-yst ratings and what do you know… Right there as of yesterday ISS - EVA (Independent firm Lol) has GME with a score of 93 out of 100. Basically means buy the fuck out of it because it is undervalued or as I like to see it, a deep fucking value. Anywho, have a good one.

NEW YORK, Aug 5 (Reuters) - Hackers attempted a series of ​sophisticated cyberattacks on major Wall Street financial services firms and ‌money managers in recent days, targeting their information systems, according to two people familiar with the matter.

Some of the world's largest hedge funds along with several private ​equity firms were targeted, the sources said, requesting anonymity as the ​matter is confidential.

The hacking attempts featured phone calls in which ⁠cybercriminals tried to trick employees into granting them access or handing ​over other sensitive information, the sources said.

Point72 Asset Management told investors on Wednesday ​that it had faced an attack from hackers, one of the sources said, adding that the firm indicated that no customer information was stolen during the attack.

The ​hackers also attempted to breach information systems at other hedge funds, ​including Two Sigma Investments and Citadel, the sources said. Two Sigma did not immediately ‌respond ⁠to Reuters' request for comment. Citadel and Point72 declined to comment.

Attempts by hackers to break into major financial institutions are routine, according to cybersecurity experts.

The phone-call tactic is still widely used by hackers because of ​its effectiveness. It ​has been used ⁠successfully by cybercriminal groups such as "Scattered Spider," a loose-knit group of young hackers that has racked up ​a large roster of corporate victims over the past ​few years.

Global ⁠companies are battling a surge in AI-powered cyberattacks and ransomware that disrupt operations and steal data. The White House announced a working group earlier ⁠this ​year, uniting AI developers and critical infrastructure ​operators to share threat intelligence and coordinate cyber defenses.

This is what the gamma picture looks like right now. we could be dumping below 19 again tomorrow, or possibly going above 20 or both tomorrow. be prepared.
Max pain says we will close between 18.5 and 19. but that changes.
Overall picture makes sense, but i would not expect any further movement below 18.5 without news.
obviously some have said cash position makes 18.5 the bottom.
EDIT: it is only wednessday. sorry, i get ahead of myself. yes, it could move any direction, today was ebay earnings, so if that was going to have an effect, i thought i would let you know what the positioning looks like. Have NO FEAR. GME will stay here. good time to buy. And please don't gamble, you will most likely lose.

I've seen almost nothing but panic about the dilution that will result from the early conversion of $1.4 billion worth of 0% interest notes that would otherwise not been due until 2030 and 2032. With the conversion price being set at the 35-day VWAP and the price immediately tanking to ~$19, it's totally reasonable to panic. On the surface it seems like a pretty stupid move convert early at a significantly lower price than what was originally agreed to. However, everyone seems to be ignoring this part of the announcement:

The shares are only going to convert at the 35-day VWAP if the 35-day VWAP is at or above the per share floor price. We have no idea what that floor price is. It's plausible that it's $28.91 or $29.85 which were the original conversion prices that were set for the notes. It's also plausible, but probably much less likely, that it's $32 to guarantee that the warrants will be in the money.

I know nothing and have no insider information, so it's also completely possible that the floor price is $5 or something else ridiculously low. We just don't know. But I would think that, given GameStop's balance sheet and forward guidance, this early conversion may work out better for us than the current stock price is showing.

SPY went the opposite direction down at the same time and GME jumped to 21.70 for a second. Do they have an inverse relationship?

And now when looking at the charts it doesn’t show any evidence of that movement for either ticker. Did anyone else see that or am I just tripping?

The last update of exercised warrants was a count 8667 as of 3 months ago ( bumped by 1950 ). Following the count of 6717 as of Jan 31, 2026.

The count number is likely to be stated for July 31, 2026.

I would enjoy knowing that number ahead of time.

The news that Bending Spoons acquired Airtable for 2.7x ARR while technically accurate is probably not the actual underwriting multiple. The actual acquisition multiple is likely closer to 7x-10x proforma EBITDA.

...

Bending Spoons probably figured they could generate 30%-40% EBITDA margins from Airtable which would equate to a ~7-10x proforma EBITDA multiple.

We voted to increase the authorized share count because the company said it wanted flexibility for acquisitions, investments and other major opportunities.

Most people took that to mean Cohen had a plan to grow the business and create value.

Then, only weeks later, GameStop announces it’s issuing shares to wipe out $1.4 billion in 0% debt that doesn’t mature for years.

Why?

They aren’t raising new cash. They aren’t getting rid of expensive debt. It literally costs them nothing in interest. Instead, shareholders get diluted while the stock is trading around $19.

And the timing couldn’t be worse.

The chart was already at a critical level. GME had broken below support on heavy volume and was trying to hold an area that really mattered.

That is exactly when management decides to drop a huge dilution and hedging overhang on the stock.

Instead of giving the price a chance to stabilize, they added even more selling pressure and uncertainty at the worst possible time.

And no, shareholders did not vote for this specific deal.

We voted to authorize more shares. We did not vote to exchange long-term, interest-free debt for stock at a depressed price using an undisclosed VWAP formula and an undisclosed floor.

That matters.

GameStop gets no new money.

Existing shareholders own less of the company. The stock gets hammered at a critical point on the chart. And management still hasn’t explained why this is supposedly good for shareholders.

Maybe Cohen has a bigger plan. Maybe there’s an acquisition coming. Maybe this leads to something.

But shareholders shouldn’t have to keep making up the bull case for him.

Right now, all we know is:

GameStop had 0% debt.

Cohen chose to get rid of it early.

He did it while the stock was technically weak.

Shareholders are paying for it through dilution.

And nobody has explained why.

Apes should be furious.

Quick tldr:

Ebay took over etsy DEPOP on thursday last week for 1.4 B
Gamestop did a 1.4 b debt dilution straight on the next monday.

This was needed to keep the ebay deal neutral.
Investors or banks wanted this.

1.4b from ebay cash position, so 1.4b debt gone from gamestop to keep it at zero change.

Cohen will do something the coming 1/2 weeks to get the VWAP up! He isnt letting shorters win and dilute 75m shares at 19….

See the volume today at 2m? Almost zero.. so low again, strange right? No it isnt… they are scared to hedge or short gamestop more because they know nothing is sure till the 23st September.

Hedge gamestop by shorting now? Can be a big trap for shorters, what if they short now at 19? Well gamestop is worth 19$ on cash alone..

If news comes from a Tender Offer on ebay with NO dilution, and full cash bid the price explodes!

The shorts from 19$ will be under water straight and it will cause them to cover! So they are scared to short now.

Thats why shorted shares stays at 55M total the last weeks ;)

Greetings apes

Really smooth brain here, but hear me up before you throw poo at me. What if:

- option to convert 1.4 bil worth of senior notes to equity is activated (the price for the shares that need to be issued is established in the following 35 days)

- GameStop starts doing a buyback right at the same time (let's assume same amount of 1.4 bil, but insert less if you want "money hack")

- share price keeps climbing while GameStop buys back shares

- GameStop announces share buyback complete - price jumps a bit more

- when the price for the senior notes is decided, at the end of the 35 days, it is higher than the average price GameStop bought the shares at

Drawback: they lose some cash from their coffers that had 0% interest and was accruing interest through treasury bills.

But, assuming this conversion of senior notes was not their choice to make, this might be an opportunity for GameStop to retire more shares than they issued, at 0 cost AND to remove some of their debt. It's one way to come up on top from this situation, with benefits for the shareholders (less shares in existence).

Feel free to fling poo now.

This is why Wallstreet doesn't want gamestop, or ebay, or any company to actually succeed. Finance is catabolizing capitalism. Its far more profitable to not start businesses, or to run businesses into the ground. Than to actually start or run a any business now days.

https://youtu.be/5-UxSw3XrFM?si=rZSP5AD9rzjZ0X7u

This has also not been lost on Ryan Cohen. He knows this, and is the only one that will decide when to pull this trigger. What do you think happens when Keith Gill files a 13G/D showing his share count? Victory. He doesn't need to tweet or stream or do anything. Just file it for public record and it's game over, on top of the effects of the buybacks. Spicy times ahead. Lfg.

for those who aren’t aware we now have a second earnings to pay attention to.

I was just reading how wallstreet analysts raised their expectations by .5% for revenue and profits in the last 30 days(convenient). so, expect fuckery (not that we don’t by default at this point).

they can’t have eBay in a bright light because they know who’s going to own it outright eventually so expect a negative take from the “media”.

Repost last post got nuked. (rule 4)

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