JAM

Maybe we've had it backwards. GameStop could be the holding company and Teddy could live under it. $GME $TEDDY $EBAY $BBBYQ This explains RC's comment "I'm focused on GameStop" when asked why Teddy.com redirects. It also explains $GME's Berkshire-like IR page.

GameStop could buy back ~20% of its shares. Now wouldn't be the worst time to do it. $GME

@PhantomBlack699 This is a very solid recap of where things stand. I appreciate the factual nature and direct delivery of this article. You noted where you were doing fun speculation, and that was fairly minimal. Great work!

@PhantomBlack699 Thanks. About to dive in

Some general comments and pattern recognition from @friedberg on the latest @theallinpod, on an emerging category of acquisitions that he’s noticed, with some mentions of $GME and Ryan Cohen being squarely in that mix and possibly setting the precedent. "..I'll make a prediction, I think that $EBAY and $PYPL are probably the beginning of a wave of megadeals, of let’s call it, flaccid digitinal businesses that can be revived with the bluechew of cqpitql ans the right operator and I think that there is probably a big wave of this to come.." "..And that's a massive opportunity, the question is, as a capital provider, who do you partner with to execute that operational revival of that business? You're not gonna go hire some Mckinsey consultnt to go to that work for you, its gotta be the best of the best, its gotta be the right players in the business. I think Ryan Cohen has proved his metal with everything hes done with Chewy and GameStop.."

Reading old DD reddit.com/r/BBBY/comment…

"All I do is win, win, win, no matter what Got money on my mind, I can never get enough And every time I step up in the building, everybody hands go up And they stay there" -DJ Khaled -Ryan Cohen $GME $EBAY

@ValueAddedRS @ryancohen I hope that Ryan Cohen ate the diarrhea lettuce so that he has more toilet time to come up with ideas on how to combat this bold strategy. $GME $EBAY

New eBay job ad: Executive Talent Management Lead Operate like a sharp internal consultant Bring discipline of a strategy consultant Prior experience in management consulting So to avoid @ryancohen $GME criticizing using outside consultants for exec coaching, $EBAY is just bringing it in-house?😂

@PhantomBlack699 ahem $55.5 billion

Ryan Cohen is about to pull off a $55bn acquisition of one of the world's largest online marketplace, using cash generated from a business that should have died in bankruptcy 6 years ago. Wow. What a story. $GME

@staypredictable Right, but it's not about GameStop ($GME) being up or down on their $EBAY stake. It is about buying the whole business.

Now, 40% of $GME cash pile has been tied to $EBAY. Cash that was given little attention and value is now active and tied to an S&P 500 company. If eBay drops, they can acquire more at cheaper prices, thus cheapening the deal. If eBay prices goes up they raise their cash/investment floor. The more likely the deal becomes, the closer $EBAY gets to $125. At $125, $GME would be up $1B on their investment based on their current $101 average.

You know what, I think it is under-appreciated even within GameStop bulls how quickly and how effectively $GME pivoted the business to collectibles... and now Ryan Cohen stating in the Bloomberg interview that collectibles now make up over 50% of revenue. That is enormous growth.

@PhantomBlack699 and I approve his offer

@PhantomBlack699 It's me, I'm in the other 90.2% of shareholders

Ryan Cohen is about to take the offer directly to the other 90.2% shareholders 👀 $GME $EBAY

@PhantomBlack699 I need to physically settle my pants

On July 15, 2026, GameStop elected to physically settle all 39,046,658 shares underlying the Put/Call Pairs. Physical settlement occurred on July 17, 2026. GameStop now has sole voting power and sole dispositive power over the entire 43,390,383 shares (previously it had no voting or dispositive power over the derivative shares until physical settlement). The shares were acquired using cash from working capital.

🚨 BREAKING $GME 13D/A FILED GAMESTOP NOW OWN 9.8% OF EBAY DIRECTLY AS OPTIONS ARE EXERCISED sec.gov/Archives/edgar…

@PhantomBlack699 @KingWeenie2b @ryancohen I'll admit I laughed at this one

@KingWeenie2b @ryancohen It's 2033 and Jake's doing videos on delisted ebayq

Ryan Cohen through GameStop owns directly approx 9.8% of eBay, the same percentage amount he disclosed his BBBY position in March 2022, just under 10% eBay currently have a $2bn+ buyback program authorized I swear to god if you end up in another 16b lawsuit @ryancohen

@EdLudlow @ConwayYen @ryancohen @BloombergTV GameStop bears are so uncreative that they are using the same 'thesis' about physical gaming secular decline since 2020 except it is now demonstrably irrelevant to $GME's earnings. The bear 'thesis' is entirely dead. The company just had its best quarter EVER. Coming for $EBAY

@ConwayYen @ryancohen @BloombergTV Its going to be material for GameStop, analysts believe. It could also be the last big disc release. That was my thinking

A lot of $GME accounts are missing the point of why @EdLudlow asked @ryancohen abt GTA6 in yesterday's @BloombergTV interview. It was an olive branch & opportunity to talk about the boost to sales it should bring for Q4, despite Sony & MSFT's best efforts to alienate their gamers

@ValueAddedRS HUGE RYAN IS TAKING EBAY ONE WAY OR ANOTHER

GameStop $GME has converted its full eBay position into directly owned shares, giving it voting power over 43.39 million shares, or about 9.8% of $EBAY. 👀