Oscar Macho
3K posts


GEX $GME $EBAY
GME - 288,118.00 - 27.00 - May 15
EBAY - 15,367 - 110.00 - May 15
Green on the screen for @ryancohen
This May 15th GEX peak is the ultimate convergence point for this entire trade because if the price levels hold at $27 for GME and $110 for EBAY through the expiry, Ryan Cohen’s net profit becomes a massive equity injection into GameStop’s balance sheet rather than just a personal win. As the 13D verified, GameStop holds 22,201,000 shares equivalent of eBay mostly in derivatives with an entry basis of approximately $85.84 from back in February. Even if the price dips from today’s high of $117 down to that $110 GEX target, the spread of $24.16 per share means GameStop walks away with a net profit of $536,376,160. He basically turned eBay into a high-interest savings account that pays 30% in three months, and that is just the corporate side of the house.
On a personal level, Cohen’s wealth is tied to his 41,582,626 shares of GME, which spent most of early 2026 oscillating in the $21 range. If the May 15 target price of $27 holds, that $6 per share increase represents a personal net gain for him of $249,495,756. While the CNBC anchors are crying about his supposedly bad business decisions, Cohen is personally up a quarter-billion dollars on his GME position alone since the start of the year, proving he doesn't need a salary when the shorts are effectively paying his mortgage. When you combine the $536.3 million from the eBay flip and his $249.5 million personal gain, the total impact is a staggering $785.8 million win.
CNBC is demanding to know how he’ll pay for the deal, but if these levels hold, he pays for a huge chunk of it using the value he created just by existing and filing a 13D. He has engineered a perfect feedback loop where the eBay pump fuels GME’s valuation, and that valuation provides the stock portion of the half-cash, half-stock deal. He is essentially using Wall Street’s own greed to fund the acquisition of one of their legacy darlings. If EBAY stays at $110 and GME hits $27 on May 15, the Activist Flip isn't just a theory anymore; it is a three-quarter-billion-dollar fact. Stay mad, CNBC. Ryan is my hero. 👏
David Bowie - "Heroes" (Official Video) [HD] youtu.be/lXgkuM2NhYI?si… via @YouTube

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What people need to understand is @ryancohen has been waiting for a long time to have this interview he did today and he wouldn’t have done it if everything wasn’t aligned for his next move. Only the young understand this $GME
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Oscar Macho retweetledi

WARREN ICAHN $GME $BBBYQ
WELCOME TO GAMESHIRE BATHWAY
Financial Times@FT
Gamestop’s Ryan Cohen is either the new Buffett or the anti-Buffett ft.trib.al/zNJESyb
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GameStop is offering to buy eBay for cash it doesn’t have, and also for stock it doesn’t have. (via @opinion) bloomberg.com/opinion/newsle…
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$GME still has 550m shares authorized but not issued. If he wanted, Cohen could issue another convertible bond against those shares.
If he needs to authorize more shares, he can, but the shares won't "issue" until the bond holder converts.
This way, he gets the money up front without "diluting" until that conversion takes place.
Not saying this is going to happen, but it's a valid play.
$GME
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