Trenching Panda

@tspencer322 TD is the investment bank… the real backers haven’t been revealed yet…

There is the backer.. TD loaning $20bln to make Cohens $EBAY deal possible. This means massive dilution incoming on $GME short term.

$GME x $BP x $EBAY Time for war!

50 cash / 50 equity is very aggressive. This suggest to me there must be a strategic funder in the HCL or the same institutions that is voting on the takeover proposal also really need GME stock to short cover. Story is developing... 😋 $GME $EBAY

Looks like I was off by around 10% on total deal size... 51bn versus 56bn, not bad for a prediction 2 months before people even thought the deal was possible. Let's see how close I get on the other predictions, i.e. strategic partnerships, funding stack... $GME x $EBAY x $?? x.com/trenchingpanda…

@michaeljburry GME + EBAY + Everything App makes more sense. I guess it’s time for that PIK note.

$GME and $EBAY. Makes perfect sense.

Elon will be involved in $GME x $EBAY - he want his Everything App and Ryan needs someone to fund the acquisition and someone to eventually exit his position to. Bookmark this.

@JonahLupton You lack deal structuring imagination. It will get done cause there will be another party in this deal to provide the strategic angle.

@ThePPseedsShow Cause there’s one party yet to show his face. Hint: “The Everything App”

I like the GME and eBay deal but that doesn’t scream “something that’s never been done before in the history of the financial markets”. That’s a regular old merger and acquisition. It’s exciting but it doesn’t excite me. Something isn’t adding up

@SpecialSitsNews GME + EBAY + XMONEY + Tesla Robotaxi + XChat = Everything App It’s staring you in the face. This deal gets voted through and funded via the involvement of another yet unannounced 3rd party. Guess who.

How is $GME going to finance a purchase of $EBAY? Would require tens of billions of debt financing...as $EBAY shareholders would want large cash % to secure deal... $GME has market cap of only $12 billion, while $EBAY has a market cap of almost $50 billion

@SwamiKnows_ @SwamiKnows_ hi… it’s starting to play out

Elon wants X to be the Everything app so logically a marketplace is needed. So if GME goes down the route of acquiring eBay through a LBO (as per speculation) then maybe Elon/X can partner, provide equity plus funding and X integration. Yes, a lot of ifs in there… but in such a scenario… Elon would be in the BP camp.

I wonder why Barking Puppy only follows Elon

@Thomas738485782 Who’s the idiot now.

@cambler What a FUCKING IDIOT.

The Ultimate $50 Billion Ryan Cohen Masterclass: What happens if $GME swallows $EBAY using Elon Musk’s money, max leverage and barking puppies? Get ready to meme like no one has meme'd before. It sounds insane, but this is a possible M&A. Here is the blueprint for the GameStop / X Marketplace OmniCommerce Amazon Killer - A 2026 reimagining of the Barbarian at the Gates🧵👇

@kkillyeobs13336 How we looking? 👀

@cambler Feels like your thesis is playing out

There’ll be another party in this deal… without it, it won’t get done. eBay board need a reason to support the deal. Shareholders need a reason to vote the deal through. And Ryan always got one eye on the exit… so the final potential acquirer of his holding will be in this deal… so guess who? I got a guess. He was a member of the PayPal mafia. And he just made a PayPal killer that is about to full launch. 🧐

Remember when I said not enough $GME folks were following this individual.... 😉

@SwamiKnows_ It’s gonna be GME + EBAY + XMONEY. They are in the same social camp.

If this eBay play is real, I think Paypal is going to be part of it too. If Cohen wasn't blowing smoke in January and actually intends to do something transformative, just eBay isn't it. But combining a selling platform plus the biggest online payment processor in the world starts to look cohesive. It would also likely get Cohen his full comp award in 12 months: - Combined, the two companies had $10.21B in EBITDA for FY25 - Market cap of $GME + $EBAY + $PYPL would be $103.49B based on today's closing prices. - Paypal and eBay have $15B in cash/equivalents and are both comfortably profitable. This $15B could help with the actual payment of any debt GME took on to make the acquistions. Paypal is great value at current prices IMO. We'll see.

@SwamiKnows_ Needs a sugardaddy, there is a third party yet unnamed in this deal...

I wonder how GameStop will attempt to finance the acquisition of eBay ? Market cap is $51B and rising on news of the offer. GameStop has ~$9B in cash. It's either dilution or taking on debt to fund the purchase. Glad to see price moving up, but be careful.

@qtzx06 @a16z

what should i build @a16z

$GME x $EBAY wsj.com/business/deals… Front run.

@Useless_Cog @Mollytoshi1 Idiot.

$BP This shit is still going! The cock sucker named @Mollytoshi1 is sucking off Kevin so hard right now. His sycophantic compliments sound about as sincere as the dialogue you'd hear from those creepy people that showcase new Ubisoft games.

@BpuppyMeme @PhantomBlack699 @BarkingPuppy8 Mate.

TLDR Kevin Gill @BarkingPuppy8 had a drunken meltdown today. He made racist comments towards Muslims, tried to fight everyone who disagreed on basic things with him. He read out his ex girlfriend and brothers mobile numbers on live He didn't even know how Ryan Cohen made his actual money. He stated Keith Gill panicked, handed his baby to the electrician and ran to his PC when he heard Ryan sold his BBBY. Then he went on Instagram live and accused people of being pedophiles. He said Keith Gill should leave his wife, he can't stand her He added that Keith doesnt look after his parents and there are mice running around the house so he can't visit WE WON 🍻