Richard Smith

@ReesePolitics I guess Blackrock is not as concerned about “Dilution” as the FUD crowd on Reddit. Huh, wonder why…

Blackrock adds 601,401 $GME shares in latest filing, disclosing estimated $826,713,665 total position size.

@JuniorsFinest24 @PiersUncensored @TheMagnifishit @piersmorgan @ryancohen You invested in a company that was on the verge of bankruptcy. It no longer is. This is value. Difference between investing for value and investing for MOASS. RC cannot deliver MOASS. He can do what he said he would do and make big moves. You gotta spend money to buy whiskey.

@PiersUncensored @TheMagnifishit @piersmorgan @ryancohen I’m sorry, but I have seen no shareholder value holding GME for 5 years.

"It's run by a bunch of losers..." EXCLUSIVE: GameStop CEO Ryan Cohen hits out following his failed $56 billion takeover bid to eBay. 📺 youtu.be/F1dYGIKFPbc @piersmorgan | @ryancohen

@WhatCanIMT @ryancohen And those institutions are the same almost exactly between the two companies. So when they say RC + hostel + appeal directly to shareholders, they are not talking retail. If this is 4D chess who are the pawns. Not sure retail is even in this game. I hope they allow a little sneez

Dunno why nobody has talked about this aspect of $GME buying $EBAY: shorts. Nasdaq pegs EBAY institutional holdings at 104%. +5% that GME owns is 109% without counting anyone else. @ryancohen got shorts to fund the GameStop turnaround making EBAY perfect for the same reason.

@markusen x.com/apompliano/sta…

So, was there a Ryan Cohen interview schedule for today? Did I imagine that? $GME

@ReesePolitics The board does not ultimately control the outcome. The board is there to ensure the shareholders see value growth. Now if the shareholders of eBay are 96% institutions and the top ten institutions also hold 35% of GME, is this letter credible? Who’s really in control here?

eBay listed six reasons for declining GameStop's $55.5B proposal, most notably no. 6 essentially being Ryan Cohen's aversion to bloated executive compensation structures. That's telling. $GME

@QueenAnticommie Dear restaurant owner. You staff do not serve for free. If you cannot afford to pay your staff a living wage you cannot afford to own and open your restaurant or bar.

I agree with this! If you can’t afford a tip, stay home

@TaraBull This question assumes someone is too proud to say “I cannot afford to dine out”. Well I can’t afford to dine out. If an establishments first course of action to help their employees is to post a sign shaming their patrons, that business doesn’t deserve patronage.

"If you can't afford to tip, you can't afford to dine out." Thoughts?

@InvestSpecial Follow the money. In this case the ownership. This deal was done before it was announced. eBay is 96% institutional owners. The same owners of 36% of GME. The only shareholders to convince are the ones pulling the strings.

$GME bid clearly fails for $EBAY. But I think Cohen knows it too. There is simply no way this deal makes sense for eBay. So what's the play here? I guess it's just another way to bring retail attention to the stock. No other explanation comes to mind.

@D4pp3rD4n @ReesePolitics Yep. Apes Hodling the line or Holding the bag? Pawns on something we have never controlled or partners in growth? MOASS was never tomorrow, it was the common thread. Sentiment now is I’d “just” be happy with X. Still a good investment. ( I think?)

@HellaRickHFX @ReesePolitics RC gonna cut a "deal" and trade naked shorts for eBay?

Wow EBAY CEO Jamie Iannone just sold $4,550,000 worth of stock and SVP CCO Jordan Sweetnam sold $3,426,000 on May 1, the same day WSJ published its exclusive $GME takeover bid story. That is not a good look for EBAY.

@WheelieInvestor Different investment capital. Strange question from a professional investor…

Can someone please explain why people buy meme stocks like $GME when they could buy actual good companies like $MU?

@RoaringKitty_22 I think the share holders will say sure why not.

According to The PP Show, they’re speculating an $EBAY x GameStop $GME deal could be finalized by Friday. Do you think this is actually happening, or just more hype? 🤔

@ReesePolitics Don’t forget the CCO sold as well same day.

@stuckonstocks @ryancohen Because it may not benefit the shareholders well not immediately. RC is a shareholder as well I’m sure he wants an increase. Who will it benefit. I think the major shareholders of eBay.

$GME @ryancohen Ryan goes on Massive media frenzy to attempt to prove that he isn't a douche. He hasn't even mentioned his shareholders or how this would benefit them. dilution to 12.00 is the solution from what i charted and then a mean proxy battle ending sometime in late 2027 around October. The charts always know. If i am wrong that is fine there are better stocks to invest in absolute gold mines soon in small caps after the first one or two squeeze they all will end up squeezing

@npantano_ @deplorableson Is RC buying eBay or are the institutions buying GME?

@deplorableson He can’t, Ebay is too expensive. That’s why he’s playing stupid on CNBC. He knows he can’t afford Ebay until GME is $50

🚨 GME/EBAY Breakdown: -Super Macro Path -Market Cap Math around the Potential Acquisition 📕 You need to watch this. Don't ask me 1 question without doing so. As long as the deal doesn't falter this should be the exact route. ⚡️

@marketswithmay @grok Look at the institutions holding GME. Then factor in the CEO & the CCO sold their shares in their own company to a tune of 7.7 million yesterday. If may not be to far off.

$GME.... if the deal gets approved... Everyone should know the following aspect of any merger: precisely what the merger arb investors do. The stock will probably trade oddly into any approval because of this. @grok... can you post how the most common way merger arbitrage is done in the case of what's on the table for $GME?

@marketswithmay @grok If? I saw this in Reddit. Look who the shareholders are that will make the call.

@patgagnon_75 You’re correct, because we leave resources in the ground when it does get extracted it’s sent to the US to refine and then we buy it back at a premium because we do not refine it our selves. When we buy it back we do so with a massively deflated dollar because our economy is dead

I know this is going to be really difficult for some people to accept but IN CANADA, THE FEDERAL GOVERNMENT DOES NOT REGULATE RETAIL FUEL PRICES. IN CANADA, PROVINCIAL AND TERRITORIAL GOVERNMENTS HOLD THE AUTHORITY TO REGULATE FUEL PRICES.

@randomlybrian @Leroy1691817 @foxenflask Please show your math and clear understanding of the mechanics. So far this post is speculation. What are the defining factors. Are you looking at prices today? What changes can affect your calculations. People criticizing RC for not showing the math then we get these posts.

If the deal goes through as is, I would estimate the combined company share price will be ~$20/share. Existing $GME shareholders will lose money, because they get no new shares and their per share value gets diluted down, not just from $EBAY shareholders but also from all the new debt put on the combined company. Existing $EBAY holders will get $62.50 cash and 2.5 shares of $GME shares initially valued at $~25/share (h/t @LarryMoore_57). So if someone has 1 share of $EBAY, they would end up with $62.50 in cash and $50 in $GME shares (assuming the post-deal share price levels out at $20), for a total value of $112.50 vs. ~$105 today. They are the beneficiaries of the dilution $GME shareholders are giving up.

By popular request, a look at post-acquisition valuation for the combined entity that would be $GME x $EBAY, a valuation that is likely being used by anyone banking/shopping this deal for equity or debt. Ryan’s eBay turnaround math gets you to $7.79 in Year‑One pro forma EPS. Layer in a separate 800M FY26 earnings run‑rate at GameStop (~$1.8 EPS on ~448M diluted shares) and you’re looking at ~$9.6 in combined, post‑acquisition Year‑One pro forma EPS. Slap a 15-20x multiple on that and the implied combined valuation lands in roughly a $144-192 per share range (purely on earnings power, ignoring balance sheet and optionality). It's that simple.

@Comedyorwat CEO as well

They don't write scripts this good