xxxxx $GME shareholder
Gmerica, USA
Joined September 2021
- Tweets16.5K
- Following240
- Followers2.1K
- Likes52.3K
ShfAtmRecipient🏴☠️ retweeted
BREAKING: ACCORDING TO MANY ANALYSTS, AFTER BACK-TO-BACK RECORD BREAKING QUARTERS WHERE $GME POSTED $389.6M AND $298.7M IN TOTAL NET INCOME IN Q1 AND Q2 OF THIS YEAR, GAMESTOP IS NOW SLATED TO POST ANOTHER ~$500M+ IN TOTAL NET INCOME FOR Q3! THEY ALREADY ISSUED FORWARD GUIDANCE FOR THE FULL FISCAL YEAR RECENTLY AND HAD TO UPDATE IT ONCE. THEY MIGHT NEED TO UPDATE IT AGAIN! THIS URGENTLY BREAKING NEWS BEFORE THEIR BUSIEST QUARTER OF THE YEAR EVEN BEGINS AND MORE MAKES THIS A STRONG BUY RATING FROM US!
ShfAtmRecipient🏴☠️ retweeted
A very famous tech analyst you might have heard of - @DivesTech, left Wedbush earlier this year and teamed up with Yorkville securities to form Yorkville Ives & Co, a modern merchant bank. He is a partner there. Anyway, they just initiated coverage on $GME, and have published a price target of $32/share. I would say I agree with that assessment as a base-case.
My current base-case valuation for GameStop is approximately $32 per share. I estimate that $GME’s operating business will generate roughly $618M of normalized after-tax earnings in FY2026, excluding interest and investment income. They produced $299.2M of adjusted operating income through Q2 and now guides to more than $650M of adjusted EBITDA for the full year, with their seasonally strongest quarter still ahead. Applying a 15x P/E multiple values the operating business at approximately $9.27B.
Add GameStop’s $4.68B $EBAY position at today’s close, approximately $1.9B of pro forma net cash following the completed debt exchange, and $294M of digital assets and related receivables reported at Q2 ($BTC has gone up significantly since then), and I get approximately $16.14B of equity value, or $32 per share based on 504.5m shares outstanding. This assigns no additional value to future investment performance or capital allocation beyond the assets already on the balance sheet.
ShfAtmRecipient🏴☠️ retweeted
$GME 3M bullish thesis
In a Symmetrical Triangle ✅
Resistance → Support ✅
Multi-year compression ✅
Higher lows ✅
Volume drying up ✅
Momentum curling bullish ✅
CEO + insiders buying ✅
The only thing it needs is BREAKOUT
Btw, I didn't know I had an artist in me 🤣🤣
ShfAtmRecipient🏴☠️ retweeted
Be nice to see $gme call sellers get raped. Not calling out anyone specific either.
ShfAtmRecipient🏴☠️ retweeted
🚨BREAKING! New SEC filing: GameStop director Nat Turner just bought 10,462 shares on the open market at $24.33 each. 🛒 @GameStop @natsturner 🧵
ShfAtmRecipient🏴☠️ retweeted
BREAKING: Ryan Cohen buys 450,000 MORE $GME shares for $10,561,000 according to SEC Form 4. 🚨🚨🚨🚨
ShfAtmRecipient🏴☠️ retweeted
P/E values earnings, not EBITDA, and it remains a widely used valuation signal in quantitative and algorithmic models.
$GME raised its FY26 adjusted EBITDA guidance to “in excess of $650M” after generating $688M in net income during H1. Notably, GameStop only recently began issuing forward guidance in the Ryan Cohen era, possibly reflecting expectations from the financiers involved in the eBay transaction, though that remains speculative as to why.
Either way, the point I am wanting to make is that if FY26 net income reaches $1-1.3B, even a modest 15x P/E would imply a $15-19.5B market cap, or approximately $30-39 per share.
That would suggest the current move may be the beginning of a fundamental repricing, and not merely another temporary run before a return to the old status quo.
ShfAtmRecipient🏴☠️ retweeted
The crazy thing about $GME is that the entire financial media has no idea the core business has turned around. Gross margins are at all time highs. Unit economics at the store level the best they have ever been. Nat Turner is one of the most strategic board members and is completely missed by legacy and dying media. The company owns 10% of eBay. Six years ago it was dying. And management is buying stock hand over fist. Ryan Cohen just picked up another $26 million today. I’ve been looking at deep value stocks for years. And this one has all the things I look for.
See more here:
Deepfuckingvalue.com
ShfAtmRecipient🏴☠️ retweeted
🚨 MORE BREAKING NEWS! GameStop director Alain Attal just bought 17,500 more shares! Paid a weighted avg of $22.969, spending roughly $401,958 of his own money. @GameStop $GME 🧵
🚨 BREAKING - @ryancohen just bought 1,150,680 more @GameStop shares — $26.4M at a weighted average of $22.9375. His second open-market buy this month. $GME 🧵
ShfAtmRecipient🏴☠️ retweeted
🌸 This is THE card
Open Extended Bidding for our HISTORIC Goldin 100 Auction starts TONIGHT at 10pm ET ➡️ bit.ly/4dIKuEh
1993 Magic: The Gathering Alpha Black Lotus, the most iconic card from the set that started it all, graded PSA GEM MT 10 💎
ShfAtmRecipient🏴☠️ retweeted
Looks like $GME is literally up to something. Or a lot of things to be honest. Exciting times!
ShfAtmRecipient🏴☠️ retweeted
BREAKING: Ryan Cohen buys 1,000,000 shares of $GME in new 13D, marking the third consecutive day of insider buying at GameStop Corp.
