Green

Made a big entry on $TTWO today Intend to hold at least till launch of GTA 6 Won't really be active/in the markets besides holding this position Inshallah it works out

@DualAcies I think the hype is not hyped enough. Imagine the reach on launch, all streamers playing one game. This is GTA 5, after a decade

The $TTWO part 3. Sate our hunger Rockstar. Stock down 6% right now. Algos selling the "weak guidance" headline. 90%+ institutional ownership and most of them have never finished a video game. I. When was the last time you had a 5 star video game dining experience? Because I'm absolutely famished. Have I changed that much as a person, or there's barely anything of sustenance? Everywhere you look, you have the same mission loops, NPCs, dailies. The same old you. You can only survive on gruel for so long before your gaming setup collects dust. And waiting, longing, hoping and dreaming of something better. The last game that had me hooked briefly was Cyberpunk, AFTER three years of patching. Yet it barely innovated. Et tu, Rockstar? You have a new engine, the funds, the talent. The grind of yesterday plaguing the previous games needs a complete makeover. Two years in this release cycle rabbit hole... Perhaps I can finally see the way to wonderland. Nov 19 is locked in. Now the real work begins. II. Back to business. FY27 isn't the launch year. Take-Two's fiscal year ends March 31. GTA VI launches November 19. The full launch year is FY28. FY27 captures 4.5 months of GTA VI revenue. The rest is the base engine. The guide implies 32-34M GTA VI units in the partial year. Essentially flat as if mirroring GTA V's 2013 launch pace. Thirteen years of pent up demand from a generation that grew up on GTA V, except now they are adults with actual disposable income instead of mom's credit card. The guide isn't modeling the second wind. Take-Two has issued initial launch-year guidance twice. FY14 (GTA V): +31%. FY19 (RDR2): +10%. Textbook Zelnick moment on the call. "We're not prepared to guide to continually beating expectations materially at any business unit. We do guide as we see it." When asked about Mafia: The Old Country pricing, he said he could have charged more but wanted consumers to "love it, and part of loving something is feeling good about what you paid for it." Mafia shipped at $50 to optimize for love. Applied to GTA VI. Will they choose love this time, or the margins? Only one way to find out. III. Analysts can't measure hype. The models don't capture what thirteen years of pent up demand does to launch day conversion. It's like trying to put imagination in a spreadsheet. Competitors make big maps. Rockstar makes worlds. Time to unleash the hounds of marketing. The silence strat does wonders for Rockstar. Cyberpunk 2077 marketed for three years and dug its own grave along many others wooed by the instant gratification of sales figures. Rockstar nourishes you back to health at your weakest state, devoid of sunlight. When the campaign starts it will be a supernova. The audience is primed. Trailer 1 in December 2023 93M YouTube views in 24 hours on a fanbase that had stopped believing. Mind games at a civilizational scale that should be banned in the Geneva convention. Trailer 3 late June at earliest per Zelnick's Variety timing. Gameplay reveal runs 3-4 months pre-launch. The trade. Bear $180. AI behavior is marketing fluff. Zelnick was right the first time about creativity. 88 Metacritic, 35M Y1 units, messy GTA Online migration. The mousetrap is the same trap with new wallpaper. Multiple compresses to legacy gaming comps. Base $350. The AI ships and it works. 95+ Metacritic, 42-45M Y1 units, GTA Online retention compounds like nothing else. The market grants Take-Two a tech platform multiple instead of a game studio multiple because the patents become visible on due diligence. Bull $500. The AI ships exceptionally and the world feels genuinely alive in a way no game has ever been. 50M+ Y1 units, mobile and tablet launch inside FY29, GTA Online VI goes berserk. Apple and Samsung essentially market for free. The next months decide whether this is a short term tactical trade or one of the rare firms you hold for most of your adult life. Long TTWO 1100 sh. NFA. DYOR. -Acies

@hellojintao It’s over dude

rivian lost a lot of BAD soldiers this week

@hellojintao Tell them to have patience and just double down if it drops 50%

they are trying to kick me from the rivian chatq

@ExitLiqCapital Yea news that its "ABOSOLUTELY OVER"

any news?

It's been an honor getting rekt 🫡🫡

@ExitLiqCapital Just got rekt Sold it all will listen to big wick nick and come back in the fall

HAGS (have a great summer)

Gained a lot of exposure to commodities today Gold Silver Copper Uranium Hope it works out Inshallah

Copper is in price discovery and none of my posts surrounding it get any engagement nor do I see anyone talking about it

I feel like crypto at the point where it goes up a ton over a month or its all over And I'm not really sure which one it is solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv

@ExitLiqCapital Bearish on stocks too?

guess we looking to pound some alts soon

@hellojintao Trend line broken It's absolutely over Sorry for cursing it But hey the bounce from 10 to 13 will be crazy

it’s over

Alright that was a respectable pump that I did not really benefit from Now its time to send it back to 0

@Akaissam1 @ExitLiqCapital kinda agree with this especially in a bear market

@ExitLiqCapital you're worth multiples of my networth but take it from me as your younger brother, stick to btc, you're pretty good at it too. no need to get exposed to a bunch of shitters designed to rape you by default

I've been stuck in a limbo the last few months where I make a ton on one coin/trade and at the same time i'm getting raped by another coin unable to actually make any progress in my portfolio after living expenses my net worth has stayed the same for about a year now.

@ExitLiqCapital I've been stuck in a limbo the last few months where I make a good amount on one coin/trade and then chop away the profits on fomo unable to actually make any progress in my portfolio after living expenses my net worth has stayed the same for about 3 months now

It's never been more over than now Reality or delusion?

@ExitLiqCapital It's been an honor, Captain 🫡🫡

respect the rock boys then sell in may

@awawat One unlike the others on this list

current watchlist

@ppmcghee Can’t believe not top 30 Rerating inevitable

one won the presidency twice. the other put rogs in eggs.