InvestorTurf
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InvestorTurf
@InvestorTurf
Find the latest Stock & Cryptocurrency information, hundreds of thousands of people are reading https://t.co/RLn9ECH1tN for Market News and business news.
Global Katılım Ocak 2022
47 Takip Edilen27.6K Takipçiler
Nvidia CEO Jensen Huang claims they’ve achieved artificial general intelligence.
$NVDA
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PROJECT HAIL MARY Delivers $AMC Theatres’ Biggest Opening Weekend of 2026, as AMC Posts Its Second-Highest Admissions Revenue Weekend in the U.S. and Worldwide
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Breaking news : Iran just issued a brutal warning to financial entities:
‘Alongside military bases, those financial entities that finance the U.S. military budget are legitimate targets. U.S. Treasury bonds are soaked in Iranians’ blood. Purchase them, and you purchase a strike on your headquarters and assets.
We monitor your portfolios. This is your final notice.’
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Check out GME short squeeze data on SQUEEZR investorturf.com/squeezr/?t=GME
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GameStop scores 45/100 on our squeeze meter, though that could move quickly following the acquisition news. Definitely one to watch.
$GME
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$AMC short interest stands at 23%, and our tool SQUEEZR currently gives it a squeeze score of 59/100. 👀
Not a signal by itself ; but definitely one to watch.
investorturf.com/squeezr/
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Our opinion on this: x.com/investorturf/s…
InvestorTurf@InvestorTurf
GameStop ( $GME ) buying eBay would not be a simple cash deal. Why: - GameStop had about $8.8B cash + marketable securities last reported - eBay is worth roughly $40B in equity value and also has about $6.8B of debt So the only realistic structures are: 1. Mostly stock-for-stock $GME uses its shares as acquisition currency. 2. Cash + new debt + stock Use part of cash on hand, raise acquisition financing, and fill the gap with equity. 3. Consortium / sponsor-backed deal Bring in PE or strategic partners so GameStop is not funding the whole purchase alone. 4. Partial stake first, full buyout later Buy a meaningful minority stake, then try a merger later. InvestorTurf does not believe this rumor. Still, if GameStop ever made a move for eBay, it would have to be an equity-driven deal, not a cash-on-hand balance sheet buyout. Extremely improbable; not impossible.
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Breaking news:
GameStop is rumored to be considering acquiring eBay, potentially using its cash reserves.
$GME
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Reports around Cohen’s M&A comments have described the target as a “publicly traded consumer company” and, in some coverage, a company in the consumer or retail lane. PayPal fits that only loosely: it is absolutely public and consumer-facing, but it is really a payments / commerce infrastructure company more than a retailer. So the strategic argument is possible, but it is not as clean a fit to the reported description as a straight consumer brand would be.
The main reason people even bring up PayPal is size. GameStop’s market cap is about $10.0B right now, while PayPal’s is about $64.1B. GameStop also reported about $8.83B of cash, cash equivalents, and marketable securities as of November 1, 2025, alongside about $4.16B of long-term debt. PayPal, meanwhile, reported $8.05B of cash and cash equivalents, about $80.17B of total assets, $9.99B of long-term debt on the balance sheet, and about $10.8B of term debt including the current portion at December 31, 2025.
That means GameStop could not realistically buy PayPal with cash. Even before any takeover premium, PayPal is worth several times more than GameStop in equity value alone. So if a PayPal deal ever happened, it would not look like “GameStop writes a check.” It would have to look more like a merger structure where GameStop is the vehicle and PayPal shareholders end up owning the clear majority of the combined company. Based on current market caps, that majority would likely be somewhere around the mid-80% range for PayPal holders absent a major premium or other unusual terms. That is an inference from the current relative market values.
So the ways a PayPal deal could work are basically these:
1. Reverse-style stock merger
GameStop uses its listing, shareholder base, and cash pile as the shell, but the economics are mostly driven by PayPal. In practice, this would feel much more like PayPal merging into a GameStop-led vehicle than GameStop “buying” PayPal. PayPal shareholders would almost certainly own most of the combined company.
2. Cash + stock + new financing
GameStop could contribute part of its $8.83B liquidity, then add new debt, convertibles, preferred equity, or outside partner capital, with the rest paid in stock. But because PayPal is so much larger, this would still end up being equity-led, not balance-sheet-led.
3. Partial-asset / carve-out angle instead of all of PayPal
If the theory is really about commerce infrastructure, the cleaner version is often not the whole company, but a business line, platform, or strategic partnership. That would reduce the financing burden. The problem is that this would no longer match the “GameStop acquires a company bigger than itself” version of the rumor. PayPal’s own filings also note that its debt framework allows proceeds for general corporate purposes, including acquisitions and strategic investments, which underscores that PayPal itself is a large operating platform, not a simple small-target situation.
If someone wanted to make the bull case, it would be this: instead of buying another retailer, GameStop could try to buy commerce rails; a payments and checkout ecosystem with consumer and merchant reach. That would be a much more ambitious way to turn GameStop into something broader than a game retailer. PayPal’s scale in digital payments and consumer accounts is why that narrative even exists. But again, that is a strategy argument, not a financing argument; and the financing is the hard part.
🏴☠️ The Walrus 🏴☠️@Walruzuma
@InvestorTurf There is no reason for them to buy Ebay. There is reason for them to buy PayPal.
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@Walruzuma Maybe read our entire thread 🧵
We’re giving all the different scenarios.
x.com/investorturf/s…
InvestorTurf@InvestorTurf
GameStop ( $GME ) buying eBay would not be a simple cash deal. Why: - GameStop had about $8.8B cash + marketable securities last reported - eBay is worth roughly $40B in equity value and also has about $6.8B of debt So the only realistic structures are: 1. Mostly stock-for-stock $GME uses its shares as acquisition currency. 2. Cash + new debt + stock Use part of cash on hand, raise acquisition financing, and fill the gap with equity. 3. Consortium / sponsor-backed deal Bring in PE or strategic partners so GameStop is not funding the whole purchase alone. 4. Partial stake first, full buyout later Buy a meaningful minority stake, then try a merger later. InvestorTurf does not believe this rumor. Still, if GameStop ever made a move for eBay, it would have to be an equity-driven deal, not a cash-on-hand balance sheet buyout. Extremely improbable; not impossible.
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@InvestorTurf You're a moron and don't understand leveraged buyouts or corporate governance. Unfollowed.
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InvestorTurf believes Chewy is a more likely acquisition / merger candidate for GameStop than eBay.
Why?
GameStop’s current market cap is about $10.0B. Chewy is about $14.0B. eBay is about $41.6B. That size gap is the biggest reason Chewy ( $CHWY ) is easier to discuss than eBay. A GameStop/Chewy combination could at least be imagined as a stock-heavy merger. A GameStop/eBay deal is much harder because eBay is on a totally different scale.
GameStop also had about $8.83B of cash, cash equivalents, and marketable securities as of November 1, 2025. That is a big number, but still nowhere near enough to make an eBay takeover feel straightforward once you compare it against eBay’s size. It helps explain why people can talk themselves into a smaller or more balanced deal, but not a clean cash buyout of something as large as $eBay.
Chewy’s own balance sheet also makes it a cleaner counterpart in a merger discussion. Chewy reported $675.4M of cash and cash equivalents as of November 2, 2025, and it said it had no outstanding borrowings under its $800M ABL credit facility. That does not make a deal easy, but it does mean Chewy is not showing up as a heavily burdened target in the way a larger, more capital-intensive transaction might.
Then there is the strategic narrative: Ryan Cohen is GameStop’s CEO, and he is also the founder of Chewy. That history does not prove anything, but it does make a GameStop/Chewy theory easier for people to argue than a GameStop/eBay theory, because there is at least an obvious relationship and operating story to point to.
That does not mean a Chewy deal is likely.
It means that if people are speculating on a GameStop transaction, Chewy is the less far-fetched name than eBay.
InvestorTurf@InvestorTurf
GameStop ( $GME ) buying eBay would not be a simple cash deal. Why: - GameStop had about $8.8B cash + marketable securities last reported - eBay is worth roughly $40B in equity value and also has about $6.8B of debt So the only realistic structures are: 1. Mostly stock-for-stock $GME uses its shares as acquisition currency. 2. Cash + new debt + stock Use part of cash on hand, raise acquisition financing, and fill the gap with equity. 3. Consortium / sponsor-backed deal Bring in PE or strategic partners so GameStop is not funding the whole purchase alone. 4. Partial stake first, full buyout later Buy a meaningful minority stake, then try a merger later. InvestorTurf does not believe this rumor. Still, if GameStop ever made a move for eBay, it would have to be an equity-driven deal, not a cash-on-hand balance sheet buyout. Extremely improbable; not impossible.
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InvestorTurf does not buy the GameStop/AMC theory.
That is not a knock on $AMC shareholders.
AMC investors have built one of the most loyal and resilient shareholder bases in the market, and they have been right before to believe their stock could outperform when most people dismissed it.
But from a deal perspective, we do not think GameStop buying AMC makes much sense.
Why?
Because GameStop would not just be buying AMC’s equity it would be taking on a theater business with a heavy liability load, major lease obligations, and a very different operating model.
So yes, it is not impossible.
But in our view it is close to impossible to justify strategically, and would likely be a poor use of GameStop’s balance sheet.
That said, we have a lot of respect for AMC shareholders and would be happy to be proven wrong.
InvestorTurf@InvestorTurf
InvestorTurf believes Chewy is a more likely acquisition / merger candidate for GameStop than eBay. Why? GameStop’s current market cap is about $10.0B. Chewy is about $14.0B. eBay is about $41.6B. That size gap is the biggest reason Chewy ( $CHWY ) is easier to discuss than eBay. A GameStop/Chewy combination could at least be imagined as a stock-heavy merger. A GameStop/eBay deal is much harder because eBay is on a totally different scale. GameStop also had about $8.83B of cash, cash equivalents, and marketable securities as of November 1, 2025. That is a big number, but still nowhere near enough to make an eBay takeover feel straightforward once you compare it against eBay’s size. It helps explain why people can talk themselves into a smaller or more balanced deal, but not a clean cash buyout of something as large as $eBay. Chewy’s own balance sheet also makes it a cleaner counterpart in a merger discussion. Chewy reported $675.4M of cash and cash equivalents as of November 2, 2025, and it said it had no outstanding borrowings under its $800M ABL credit facility. That does not make a deal easy, but it does mean Chewy is not showing up as a heavily burdened target in the way a larger, more capital-intensive transaction might. Then there is the strategic narrative: Ryan Cohen is GameStop’s CEO, and he is also the founder of Chewy. That history does not prove anything, but it does make a GameStop/Chewy theory easier for people to argue than a GameStop/eBay theory, because there is at least an obvious relationship and operating story to point to. That does not mean a Chewy deal is likely. It means that if people are speculating on a GameStop transaction, Chewy is the less far-fetched name than eBay.
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GameStop ( $GME ) buying eBay would not be a simple cash deal.
Why:
- GameStop had about $8.8B cash + marketable securities last reported
- eBay is worth roughly $40B in equity value and also has about $6.8B of debt
So the only realistic structures are:
1. Mostly stock-for-stock
$GME uses its shares as acquisition currency.
2. Cash + new debt + stock
Use part of cash on hand, raise acquisition financing, and fill the gap with equity.
3. Consortium / sponsor-backed deal
Bring in PE or strategic partners so GameStop is not funding the whole purchase alone.
4. Partial stake first, full buyout later
Buy a meaningful minority stake, then try a merger later.
InvestorTurf does not believe this rumor. Still, if GameStop ever made a move for eBay, it would have to be an equity-driven deal, not a cash-on-hand balance sheet buyout. Extremely improbable; not impossible.
InvestorTurf@InvestorTurf
Breaking news: GameStop is rumored to be considering acquiring eBay, potentially using its cash reserves. $GME
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Israel’s Tel Aviv stock exchange has reached a new all-time high.
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$AMC Entertainment stock has hit an all-time low of $1.13.
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InvestorTurf was founded for one reason: retail investors were being silenced for exposing fraud on Wall Street.
We built InvestorTurf to push back against that.
We hate censorship.
We believe people should be able to expose fraud, question powerful institutions, and speak openly — as long as it is lawful.
We’ve been paying close attention to the @tyleraloevera Patreon situation, and it only reinforced what we already believed:
Creators need a better option.
That is why we’ve decided to explore launching CreatorTurf — a platform where creators can monetise their communities without living in fear of vague enforcement, arbitrary censorship, or being punished for exposing wrongdoing.
We want to see if there is real interest.
Founding creator fee: 2.5%
If you’re a creator who is tired of walking on eggshells, express your interest below.
creatorturf.com
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