Hernan

Ryan Cohen powerfully states of an ex-eBay powerseller that got banned for no reason: "Killing the goose that lays the golden eggs." $GME

As a proud GameStop Corp. investor and committed shareholder, I am voting YES for increasing the authorized share count and YES for Ryan Cohen's 100% performance-based option award. My reasoning is simple, Ryan's turned this dead-and-broke retailer in a profitable cash fortress that's on the verge of completing a historic acquisition. Regardless of whether the eBay deal goes through or NOT, I want the company to have a longer runway and the financial flexibility to swing big at a moments notice. Not to mention, I support a CEO and leader who takes $0 salary and isn't afraid to go against the archaic corporate groupthink. $GME

Simply Wall Street has now switched its narrative on GameStop stating that the stock is undervalued. They estimate $GME fair value at $63. I believe the fair value is just up. We are not the same.

BREAKING: GameStop Corp. files DEF 14A informing shareholders of the following: -The annual meeting will be held on July 7, 2026 at 10:00 a.m., Central Daylight Time. -Reiterating that CEO Ryan Cohen takes $0 salary and that his financial interests are 100% tied to the common stock. $GME also issued a statement asking for the approval of increasing the authorized share count: "We are also asking for your approval to increase our authorized share count. We view our equity as precious and do not intend to issue new shares lightly. A reserve of authorized shares ensures GameStop can act decisively when the right opportunity arises."

GameStop locked in a 6.55% economic stake in eBay for only $9.95 million. They barely touched their $9.4 billion cash war chest. This is just the beginning. 🏴‍☠️ $GME

When Ryan Cohen takes the $GME x $EBAY deal to existing eBay shareholders, it needs 51% vote to pass. When GameStop shareholders vote on Ryan Cohen's proposed comp package, it needs 51% vote to pass. The former passing is dependent on the latter passing. The parties concerned with the former own almost 50% of the voting shares in the latter. The parties involved with the former stand to gain a fat dividend and immediate increased EPS. With or without retail, this is all going through, cause of the institutions. I am voting yes on the comp package, and yes on all for the GameStop proxy. Leaving some pictures here for context. 1/2 🧵

This is no coincidence🚨 @ryancohen is not backing down and wants GameStop to OWN eBay GameStop now owns 6.55% of eBay and their stock is now at ALL TIME HIGH $GME $EBAY ⬇️⬇️

🚨 TD Securities (also known as TD Bank) has become a 2% shareholder in eBay. Notably, it is the same institution currently syndicating GameStop’s $20 billion financing for the acquisition. 💰 Institutional ownership has now risen to 106% on Nasdaq. 👀 $GME $EBAY

NEW: GameStop increases its stake in eBay to ~6.55%.

$GME WAKE UP! A TSUNAMI IS COMING 🌊🌊🌊

eBay board: can you just go away? @ryancohen: no

BREAKING: GameStop, $GME, has raised its stake in eBay, $EBAY, to 6.55%, up from 5%.

$GME Renaissance Technologies just dropped a nuke. They added another 2,093,755 shares of GameStop in the latest 13F. That brings their total position to $61 million. Last time they bought ~1 million shares… the stock went on a massive run. Smart money is loading up again 👀 A tsunami is coming 🌊🌊🌊

🚨 BREAKING: According to the latest 13F filing Alyeska Investment Group purchased 1,332,966 GameStop shares valued at $30,711,537. $GME

Top performing hedge fund Ren Tech adds 2,093,755 shares of $GME in latest 13F bringing estimated position to $61,000,000.

$GME GameStop CEO Ryan Cohen is aggressively pursuing a $56 billion bid to acquire eBay, promising to transform the platform with significant cost cuts. Despite eBay rejecting the offer as 'not credible,' Cohen plans to appeal directly to shareholders, highlighting a potential rift in corporate governance and strategy. Source: Yahoo Finance

GameStop $GME will MASSIVELY BEAT Q1 ‘26 earnings estimates. Here’s why: 1) Q1 ‘26 EPS estimates of $0.11 implies earnings of ~$48M. 2) Q1 ‘25 earnings were ~$45M… 3) Ryan Cohen gave recent interviews claiming GameStop will do MORE IN PROFIT this year than last year. 4) The convertible notes issued in late April ‘25 (after Q1) added ~$4 BILLION MORE CASH to the balance sheet. 5) Interest income off cash alone should push EPS over $0.11 estimates. 6) Collectibles (higher margin product) continues to grow = earnings ⬆️ 7) @powerpacks launch is a sleeper… GameStop said it can’t keep up with demand. Powerpacks are higher priced, higher margin digital collectibles. 8) GameStop 2025 10-K also confirms: “At this time, we do NOT anticipate closing a significant number of stores in fiscal 2026, as we view our domestic footprint as a core component of our logistics infrastructure strategy.” GameStop is no longer focusing on closing stores. This is BIG! 9) The core business is now profitable. 10) Cohen will shift 2026 focus to growing revenue while continuing to maximize profitability. All of these things should push earnings well above Wall Street estimates. BUT HERE’S THE KICKER: The $ebay derivatives were bought in February when the stock was ~$85. $eBay stock is now ~$116. 11) This means $GME is UP BIG on its derivative position. 12) These American-style call/put pairs are FULLY CASH-SETTABLE. When exercised, GameStop RECEIVES CASH equal to the in-the-money value of the position. Again, they put this together in early February 2026 when eBay was trading around $85. 13) With the stock now around $116, this creates HUGE UNREALIZED GAINS. 14) Those unrealized gains flow straight into GameStop’s Q1 ‘26 net income boosting reported earnings and EPS… @ryancohen gave us a sneak peak into his playbook by repeating, “We’ll see what happens…” in response to questions on the deal financing. Ryan knows $GME stock will move up before the deal math finalizes. $GME pops on earnings beat; Cohen can then issue shares for cash to fund the deal with less overall dilution. Half cash, half stock. It’s on the website.

Ebay has $7B debt They pay $244M a year in interest Instead of paying it back, they bought $3B of their own shares and paid $500M in dividends Thats because the owners get salary regardless and pay themselves in shares Gamestop pays $0 on debt and made $300m+ in interest

Breaking: Hedge fund Alyeska Investment Group opens new $30,711,537 position in $GME for 1,332,966 shares in latest 13F.

⚡️BREAKING Iran plans to remove the Toll system in the Strait of Hormuz Instead, it will simply be referred to as a "Service Fee" Under this new plan: - Iran will charge fees for "special services" in the Strait and remove the toll system - Iranian experts say the term "toll" raises legal issues for Iran on the International stage