bad robot

Based on new cross‑sector market data I’ve reviewed over the past two weeks from 12+ sources reporting on hardware, software and collectibles, I’ve updated my $GME Q4 earnings estimate as follows: Total revenue: ~$1.15bn GAAP net income: ~$37m Adjusted net income: ~$183m (adding back an estimated $146m unrealized FASB Bitcoin loss) This would come in below FY 2024’s full year revenue, but still represents a very strong full‑year performance for a company deep in a restructuring cycle and actively reinventing itself for its next phase. Beyond the numbers, I’m really excited for the March to June window, which is usually when we get a lot of news, fresh filings, and meaningful moves out of the boardroom, with this year expected to be especially eventful given the company’s forward guidance around a potential major acquisition! It's almost go time my friends, buckle up 🏴‍☠️

@WilliamShatner @janeumayet It’s mostly that people are completely nuts and have no idea how marketing works

I don’t know who that is. Certainly not related to me. 🙄 Farla has 3 children; none are named Ryan.

@6days1week That’s just one example really, quite a few other names in this general non-physical category that would make great targets

@foxenflask PayPal will be a great acquisition for whoever decides to buy it.

Given the increasing supply chain risk as global tensions escalate, I’d prefer to see $GME target a highly digital, transaction-driven business, one that avoids exposure to imported goods and the complexities of physical inventory altogether.

@staypredictable @ryancohen @tbpn Ah I see what you were referencing now

@foxenflask @ryancohen @tbpn And then around 10 minutes-13 minute area he talks about how he underestimated how difficult physical retail is compared to CHEWY

@typesfast Damn bro that's a hilarious gut punch

Whoever named Gemini at Google really named it. In the mythology, the immortal twin gives up his immortality to save the life of his mortal twin. It’s just like Google giving up 100% of its free cash flow to make sure Deepmind survives.

@staypredictable @ryancohen @tbpn Interesting I totally missed that part or can't remember, would you mind posting the timestamp of that part of the interview?

@foxenflask After hearing @ryancohen speak to @tbpn, I agree that he does not want physical inventory acquisitions either. He was successful with $GME but it was really hard to get there.

@zebular0 Truth

@foxenflask As the market eats shit it only opens up more opportunity for us... keep dropping the price at your own peril.

Balance sheet strength $GME

@MMTLP4ME88 @ShaunFitzzzy Cheers 🍻

@foxenflask @ShaunFitzzzy Thank God 🤖 is back. You know I don't listen otherwise.🤣😍 Can't wait to listen!! Always a few golden nuggets.

Hard to put out long-form $GME earnings projections these days, with all of our attention spans not being exactly what they used to be. I try to keep my sector analysis tweets short, but even that format can be a stretch for some. That said, I get plenty of messages from people who want the deeper dive - so this one’s for you. A multi-hour breakdown of gaming, collectibles, and everything GameStop as we head into my favorite time of year as a GME investor!

@_Dream_Caster_ Thanks mate!

@foxenflask Your long form projections are always a banger! Cant wait to give a listen! You have incredible insight into the matter backed by data. Appreciate the hard work immensely. Thanks again 🫡🏴‍☠️

@PurringKitty741 @MMTLP4ME88

@foxenflask @MMTLP4ME88 🔥

@TheThinLine123 How many times have you militarily deployed for the United States?

@foxenflask The CIA spook is a hero!

Joe Kent is a true American patriot. This is heroic. I’m not sure what, if anything, it will amount to - but regardless, we need more of this.

@DataRepublican @nicksortor @IngrahamAngle Sounds like it's your first time looking into CIA paramilitary operatives?

I'm a Smurf. I've been hired to run counter-intelligence operations at Smurf Village. My role is political; I've personally gone up against the evil wizard Gargamel. But once I'm on the inside, I discover that Smurf Village has a relationship with a goat-riding human boy called Peewit. Peewit isn't a Smurf. He's caused a lot of damage with his antics over the years. Why is he even here? I start digging. I pull up Papa Smurf's history with Peewit. Papa Smurf has been collaborating with this kid for years. Protecting him. Making excuses for him. Why? Peewit is reckless. Peewit makes messes. But Papa Smurf keeps letting him back in. The more I dig, the more Peewit I find. He's everywhere. In every file, behind every favor, connected to every mess. A picture forms in my head: if I'm looking for Peewit everywhere and I keep finding Peewit, the only logical conclusion is that Peewit is the one controlling Papa Smurf. Then a prominent Smurf gets assassinated. They say Gargamel's people did it. Case closed, move along. But I get access to the dead Smurf's private messages. And there's Peewit. Right there in the chats. The same Peewit I've been laser-focused on all year. Pressuring him. Making demands. I bring this to Papa Smurf and his inner circle. I bring it with alarm. Papa Smurf looks at me funny. And then — just like that — I'm kicked out of the investigation. No explanation. Just... out. This is the final proof that Peewit is controlling the Smurf Village. I know what I saw. I have to get the truth out there. So I do the unthinkable. I leak the information.

🚨 BREAKING: Former National Counterterrorism Center Director Joe Kent is under FBI INVESTIGATION for allegedly leaking classified information "The investigation PREDATES his departure," per @IngrahamAngle Wow

@SullyTalkz excellent, hope we can get some good money for him

Manuel Ugarte is unhappy at #MUFC with his current game time and feels he's not valued. It is becoming increasingly likely that the 24 yo will leave in the summer if the right offer comes in. Full details below: centredevils.co.uk/transfer-news/…

@nanogenomic Very impressive

Extremely excited to announce LigandForge 🧬⚡ Generate high-quality peptides at over 10,000x - 1M the speed of state-of-the-art methods like Bindcraft and Boltzgen. Predict binding affinity with 83% correlation to experimental binding data. 150 protein targets benchmarked.

@systemofakitty @Dominos_UK I just made a bet with a friend who is a Chelsea supporter that they won’t finish top 6

@foxenflask @Dominos_UK Bro comeback of the century. Hopefully chelsea and utd both fit in top 4. At the very least i just want spurs to get relegated 🙏

made 3 pizzas for Chelsea last night but i 8-2