RuberRobin

@CanadiensMTL @Lil_Doby44 lfg

@typesfast @mazul1s @flexport Killing the goose that lays the golden eggs.

Rip now: powerpacks.gamestop.com/packs?category…

Ryan Cohen’s track record, in his own words from his Pompliano interview, is that of an owner/operator first, and passive/active investor second. Owner/Operator plays (full-time, hands-on): 🐾 Chewy $CHWY - co-founded in 2011, sold to PetSmart for $3.35B in 2017 🎮 GameStop $GME - took ~13% stake in 2020, became Chairman, then CEO in 2023 🛒 eBay $EBAY - GameStop building ~5% stake; $55.5B unsolicited acquisition bid (2026) Activist/Influence plays (significant stake + board agitation): 🛁 Bed Bath & Beyond $BBBY - ~10% stake in 2022, pushed for sale of BuyBuy Baby; exited for ~$68M profit before bankruptcy 👔 Nordstrom - built ~4.2% stake in 2023, sought up to 19.9%, pushed for board changes; exited via take-private in May 2025 Passive/Investment-only plays: 🍎 Apple $AAPL - 6.2M shares ($800M stake); one of his first stocks, bought at age 15 🏦 Wells Fargo $WFC - sizable passive holding post-Chewy exit 🏦 Citigroup $C - passive stake, first reported in November 2022 📺 Netflix $NFLX - building passive stake since late 2022; called it undervalued 🛍️ Alibaba $BABA - grew to ~$1B stake (~7M shares) by Feb. 2025; pushed for accelerated buybacks It’s important to have these categorized accordingly, as Ryan implied in his interview with Pompliano. I see a pattern here and so after he gets eBay, I think he will go for a financial institution (or FinTech).

In their Annual Report to Shareholders, $GME refreshed the language used in their "Business Priorities" section on page 1 of the whole report. It now reads: Business Priorities Our strategy has evolved into two distinct but complementary pillars: • Capital Allocation: Utilizing our significant capital resources to actively evaluate and execute on opportunities to acquire, invest in, or partner with businesses that offer long-term value. • Operational Excellence: Maximizing the cash flow of our legacy retail business by optimizing our store fleet. ------------- If you are a shareholder and are able to read English, please read this report. Thank you for your consideration on this matter.

Larry Cheng saw the potential in Ryan Cohen when 100s of investors failed. Be like Larry. Vote YES ✅

I don’t know when people will start to realize the massive value that this so-called “DiLuTiOn” actually brings to all shareholders. Let me say it one more time: would you rather own 100% of a $10B company, or 40% of a $60-70B combined entity in the bear case scenario, with enormous upside potential under Cohen’s leadership? The math is not complicated. The 40% is worth $24-28B, more than double what you own today. That’s what accretion means. Be retarded, but not that retarded. $GME

$EBAY suddenly pushing livestream commerce and creator style engagement right after Ryan Cohen $GME publicly criticized the company’s $2.4 billion marketing spend and questioned management’s direction is definitely interesting timing.

When the founder of Flexport has an eBay story like 👇...what are we even doing here?🤦‍♀️

“When is $GME going to triple double butterfly reverse-merge into a holding company?”. GameStop IS the holding company. They have been setting it up for years. Just look a little closer and without bias. Look at what it says on the first page of the Annual Report released yesterday after market close (refreshed language), and what they’ve been saying in reports going back a couple years. Need more proof than the legalese? Only holding companies or investment firms post profits or show cash flow that is almost as much as their generated revenue, because they have their cash deployed in all the right ways. And THIS holding company is about to do JUST that. Mainstream media can wave away “interest income” and “other income” and retardedly focus on “operating income” for so long without sounding like absolute buffoons. At one point they start sounding incompetent even to the untrained ear. GameStop now has a legacy business fully optimized and printing piles of cash, investment in treasuries yielding even more cash, bitcoin hedging currency devaluation while making income through appreciation and bitcoin derivatives, and equity + derivative positions in other public companies with ambition to acquire them outright. And you want them to do what? Change the name to Teddy Bear Morgan Chase Investments and talk about their operating income from just one of their many areas of focus? No thanks.

eBay created a supervillain 👀

Responsibilities include finding out where the money is going…

What $GME wild card yet to be played? Who remembers the “glitches” from 2024 showing a New Class of GME 🩳’s in shambles

Find that 23 February 2028 Expiration for those Put-Call Pairs in the eBay Options Chain. Hint: You can't. Pretty sure the deal has been not only supported by Ryan Cohen & GameStop's Board, but also some large Institutional Investors. It doesn't take a financial genius to figure out what has been going on at eBay for a while. eBay Ventures and the VC backed acquisitions that make no financial sense, unless you are moving money in large amounts off the balance sheet every year away from shareholders to benefit a few. And it has all been cash. Ironically, this practice has been going on since Chip IamNone showed up. imo, Chip & The eBay Board's days of milking the balance sheet are numbered.

Just pulled. PSA 10 Gallade LV. X from a Lunar Pack.

eBay's Chief Technology Officer Mazen Rawashdeh just filed a pre-planned stock sale of 50,000 $EBAY shares for approx. Market Value of$5,856,500 This is over 8x his base annual salary of $715,000 eBay shareholders are being robbed cc @ryancohen

$GME SIGN UP AND BECOME A GAMESTOP PRO MEMBER NOW! “Customers participating in these programs represent a meaningful portion of our overall sales.” Source: Annual Report to Security Holders

GameStop initially had June 8th planned for the Annual Shareholder Meeting (Roaring Kitty's birthday) eBay announced their meeting is on June 17th GameStop filed their DEF14A today confirming the date had been moved to July 7th I believe these are strategic moves ♟️

April was the third and final month of $GME Q1. Linking my February and March market reports in the comments. Will update my Q1 projections (pinned to my profile) early next week now that I have April data. Reminder if you are new to following my work, these reports are for the entire market in the US for categories of goods and services that GameStop offers. I do this research every month and use it to form the most accurate projections as possible for GameStop's quarterly performance, every quarter. Hardware spending in the US was up 34% YoY, though down roughly 48% MoM from March, a function of March carrying a 5-week reporting window versus April's standard 4. Nintendo Switch 2 retained the #1 spot in both units and dollar sales for the month and YTD. Lifetime Switch 2 sales through 11 months are now tracking 11% ahead of the original Switch at the same point, holding its position as the 2nd-fastest-selling hardware platform in US history behind only the Game Boy Advance. PS5 ranked #2 in both units and dollars but declined 30% YoY, with Xbox Series down 43% YoY. After 66 months in market, PS5's lifetime US installed base is still tracking slightly ahead of PS4 on a time-aligned basis. Software/content spending in the US was up 2% YoY, finishing at approximately $3.8B. Console content led the way, up 21% YoY, while non-mobile subscription spending grew 13% YoY and new physical software surged 44% YoY to $96M. Tomodachi Life: Living the Dream debuted at #1 for April with over $41M in combined physical and projected digital spending. Pragmata debuted at #2. Resident Evil: Requiem remains the #1 game of 2026 YTD, with Crimson Desert rising to #2 YTD after a strong April. For Collectibles in the US, card grading set another all-time record in April. According to GemRate, 3.10 million cards were graded across major grading companies, up 4% MoM and up 43% YoY. PSA led with 2.21 million cards graded, up 2% MoM and +42% YoY. CGC reached a new record at 690K cards, up 15% MoM and +102% YoY. Beckett graded 97K cards, down 8% MoM but still up 70% YoY. On eBay, sports card singles totaled $227M in April, down 3% MoM from $233M in March, while CCG and non-sport singles (led by Pokémon) maintained elevated levels following March's record $163M. Q2 started in May, so make sure to shop GameStop! Might be the last couple quarters before this research and reporting shifts to cover a much larger company 🙃

GameStop literally just filed their annual report to security holders