
NFA Fan
5.6K posts

NFA Fan
@nfa_fan
Whisper sweet “not financial advice” into my ear darling




That’s the key point from Ryan Cohen’s interview. He explicitly said equity is going to be rolled into both GameStop and eBay shareholders. That rules out a standard acquisition. This is Teddy. There’s really no other clean way to interpret that kind of language. DK-Butterfly is the obvious vehicle, use it as the holdco, preserve the NOLs, and run a reverse merger that pulls both GameStop and eBay into the same umbrella. End result is one combined company, Teddy. From there, the equity split basically falls into place: 51% to legacy BBBYQ (required) ~19.4% GameStop (40% of the remaining 49%) ~29.4% eBay (60% of the remainder) Consolidation. Everyone rolls equity into the same structure and comes out owning pieces of the new combined entity.

Meme stock GameStop makes $56 billion bid for eBay in bid to rival Amazon cnbc.com/2026/05/04/gam…






Why did Michael Burry sell his GME? I think there are only 2 possible reasons: 1) He now knows that Ryan Cohen plans on paying for the EBAY acquisition with BBBYQ money and he is conflicted out. 2) He knows the whole market is going to dip as Iran attacks the U.S. Navy escorting ships through the Strait of Hormuz tomorrow. If this is the case, I am sure he will buy back in after the dip. Even if GME only dips to $22, with a position his size, it wouldn't make sense to hold through. Either way we are good! LFG!🚀

That was one of the greatest displays of legacy news hit job media (CNBC) vs. new age retail pioneers (Ryan Cohen and $GME) where the old guard is so desperately trying to cling to what's left of their crumbling establishment. Cohen's indifference to Sorkin's childish repetitive questioning was an absolute mog.



Imagine it turns out the third-party equity is provided by @TheRoaringKitty $GME Stock would absolutely RIP and GameStop could easily acquire $EBAY @ryancohen purposefully avoided the question… And can’t believe mainstream media really believed he doesn’t know how the deal will be financed 🤣😭☠️ They may be more retarded than any of us. It’s Ryan fucking Cohen. And GameStop is deep fucking value.

$GME GameStop CEO Ryan Cohen’s full interview with CNBC this morning and the $56B $EBAY deal — he takes a couple digs at CNBC regarding their past comments about #GME


It’s crazy how low Korea’s birth rate is when even the average woman there looks like this



















