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The GameStop Community:
Monday May 11, 2026
05:13 to 05:39 pm est
$GME
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ButtFarm69
4.3K posts
ButtFarm69
@ButtFarm69
~FOR ENTERTAINMENT PURPOSES ONLY~ ~wif gweat powr cums gweat wesponsibwility~ ~i am just a dude making memes & having fun~ 🥷🐉🐕🦺🦛🐐🦙🦘🦋🧸😼
🙏🏼💜 NYC Katılım Aralık 2019
62 Takip Edilen22.9K Takipçiler
ButtFarm69 retweetledi
Final* Q1 2026 Earnings estimates for $GME
April data has now come in from all of my market research sources over the past week, so this is my final update to the Q1 estimates.
- Hardware and Accessories: ~$330M
- Software: ~$186M
- Collectibles: ~$293M
Total Revenue: ~$809M
- Net Operating Profit: ~$88M
- Interest Income: ~$94M
- $BTC dollar gain + CC strategy gain: ~$29M
- $EBAY derivatives unrealized gain: ~$456M
Total Adj Net Income: ~$667M
Uncertain Wildcard: Corporate Tariff Refunds (~$150M). If GameStop applied for corporate tariff refunds before Q1 closed around May 2, and recognized the receivable at the time of application, this amount could appear on the balance sheet and flow into adjusted net income for the quarter. The application portal opened approximately 4/21/26, leaving a narrow window of roughly 11 days before quarter-end. Actual cash disbursements to applying corporations are understood to have not hit accounts until the first or second week of May, meaning the cash itself would not be in Q1, but an accrued receivable could be, depending on GME's accounting policy and whether they applied at all. This remains entirely unconfirmed but a welcome bonus, either this quarter or in Q2 if GameStop files for it.
Another historic and momentous quarter for GameStop, and possibly the last time I run projections for the company as it has existed over the past five years. Soon, the research and reporting may need to broaden to reflect a much larger company! I will link all of the Q1 monthly market research in the comments, covering the product and service categories in which GameStop operates. Let me know if you have any thoughts or questions.
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Sequel-Slop / Franchise-Slop:
When Hollywood film and TV studios desperately avoid investing in new and original IP because they are creatively bankrupt.
So they keep churning out sequels and reboots to franchises that no one wants or asked for.
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Took about 2 days to get control of his account restored
x.com/cvpayne/status…
Charles V Payne@cvpayne
I'm back! Hackers took control for week. I hope nobody was inconvenient
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let's see how long it takes for CPayne to recover his account from the hackers. this will be an important timeline to watch. especially how long it takes for his PFP to change back.
1,036,901 followers at the time of this tweet
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Here are the final stats from that game, along with my POV and RK's POV from the replay
FWIW, I don't think it was actually him; just someone who chose his name online 😂 it was a fun sighting in the wild though lol
Also, some asshole reported my username so now its changed 😡
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you’ll never believe who just appeared in my overwatch team 😂😼
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As of now, the hacked post for the shitcoin is gone and his PFP is removed. No new post has been made since AFAIK.
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ButtFarm69 retweetledi
this is what it feels like to trade GME weeklies instead of buying shares or LEAPS at prime prices
(i am talking about myself because i am retarded)
(damn i miss that money lol)
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ButtFarm69 retweetledi
The vast majority of GameStop’s ~6.55% economic exposure to eBay is held through cash-settled derivatives and options. $GME has very few outright $EBAY shares (around 25,000 direct shares as of the last filing). So GameStop currently has almost no eBay voting power despite its significant economic exposure.
Furthermore, eBay’s record date for voting at the 2026 Annual Meeting of Shareholders is April 20, 2026. Only holders of eBay common stock as of the close of business on that date are entitled to vote at the June 17, 2026 annual meeting. Which corroborates the thoughts on what’s next from this post below.
bad robot ventures@foxenflask
What are the options for next steps for the $GME + $EBAY takeover bid? While a lot of folks have mentioned Proposal 4 on their upcoming annual meeting agenda, which is a shareholder proposal to lower eBay’s special meeting threshold from 20% to 10% proposed by John Chevveden, what they haven’t mentioned is that this proposal has already received ~47% support three prior times, making it genuinely passable. eBay immediately hired proxy defense firm Innisfree after rejecting Ryan’s initial bid, which signals to me they fear this vote most. If Proposal 4 passes and GameStop builds its stake to 10% (currently ~5%), Ryan can call his own special meeting at any time, put his acquisition proposal to a vote, and nominate directors: all outside eBay’s normal advance notice deadlines. Ryan Cohen can also communicate directly and publicly with eBay shareholders without running a full proxy contest, and this is called an “exempt solicitation.” He is already doing this via social media, letters, press releases, and his SEC Form 425 filings. He can urge shareholders to vote against management on all items, support Proposal 4/5, and build pressure heading into June 17 without needing to be on the ballot himself. The GameStop retail investor community essentially functions as a free, distributed proxy solicitor for this purpose. Alternatively, he could launch a formal tender offer directly to shareholders, bypassing the board entirely, though that requires closing a significant financing gap beyond his current $20B TD Securities commitment + the $9B cash on hand, which I firmly believe he can raise quite easily from Middle Eastern sovereign wealth funds (QIA, PIF and EIA) or other private investors at a post acquisition combined entity valuation of ~$66-111B. There are a few other options but these are the most likely, in this order.
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It's 11:32am and there hasn't even been 1.5 million shares traded on the day's volume yet, especially after last night's 13D drop lol wtf
GIF
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Will revisit this later
5/19/26
$21.86 at time of post
$22.10 Close
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Still trying to grab onto the train again to see where we are and where the price is heading and on which day, so take what I'm about to say with a grain of salt while I recalibrate.
Feels like $GME will trade more or less sideways for the next week. Likely trapped within a ±$2.50 range.
5/28, 29, and 6/1 likely red.
6/1 or 6/2 likely the next floor (bottom).
6/3 and after will be next uppies (small to medium) and sideways.
I'll update when I'm confidently back on the train.
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Really Important Portion of the 13D:
The Put/Call Pairs have strike prices ranging from $84.739414 to $114.964496.
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⚠ $GME ups $EBAY stake to 6.55% with more purchases of Put/Call pairs (previously 5%).
Current economic exposure at 29,078,699 shares (still 25,000 shares).
Schedule 13D Attached:
sec.gov/Archives/edgar…
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@foxenflask You were right. They upped the Put/Call pairs, kept the shares at 25,000. 🍻
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True, but he can also exercise before the deal goes through, and if he continues his approach through derivatives, it means three things:
He only has to spend another few hundred of million dollars instead of ~$2.5 billion to gain another ~5% exposure on top of the existing 5%
If the price keeps going up (like it did the last two days as he was presumably buying), when he exercises before the deal goes through that’s additional profit for GameStop in addition to all the equity
If the deal doesn’t go through and eBay dumps, he’s hedged accordingly and all of a sudden doesn’t have a loss on a multi-billion dollar deployment on a deal that didn’t materialize
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We will see an updated 13D filing from $GME showing a larger position than the last one, before they formally publish a letter to $EBAY shareholders. We have plenty of dry powder, specially if we continue to use derivatives to beef up our stake. Either way, Blackrock, Vanguard, State Street, Geode and Invesco are not going to say no to a juicy dividend and immediately increased earnings per share.
bad robot ventures@foxenflask
Posting this to remember for later $GME
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