Crayonsnbars

[Ryan Cohen @ryancohen]

Your Bell is safe. Your job is here when you get back. See you in February. 🇺🇸🫡

[Cassandra Unchained @michaeljburry]

Staying married, a happy household, evidence of the parents working hard, childhood sports and watch all competitions, lots of hugs, reward merit, punish only egregious misbehavior, don't yell, restrict social media, monitor messages through 8th grade, the real expectation is college and academic excellence without pressure from parents, get children reading books early, no pacifiers, respond to needs not wants, babies sleep on their own through the night by 6 months, identify develop and support any talent or aptiude, one sport after age 10 is ok, communicate openly and easily with kids through grade 12, allow mistakes, and leave them alone in college. And then hope.

[Liz Morton ~ Value Added Resource @ValueAddedRS]

New @ryancohen interview just dropped! Love to see him talking directly to more eBay sellers. ❤️

$EBAY $GME

https://t.co/06lp01Ds94

[GameStop Power Packs @powerpacks]

Follow the biggest hits and see the latest pulls as they happen.

Now live on Power Packs.

[The All-In Podcast @theallinpod]

Ryan Cohen: “Why Does Everyone Want GameStop to Fail?”

$GME CEO @ryancohen:

“The media is an example. Why is it that you've got a ($EBAY) management team with no skin in the game, they're not builders, they haven't built anything themselves before, they've basically just been employees at major companies, they’ve been overpaid, I don't think they've ever broken out a sweat in their entire lives, why does everyone want them to succeed?

But when you have someone that, and by the way, I'm putting $500M of my own money into this transaction, I haven't pulled a penny out of GameStop, and it seems like everyone in the media basically wants us to fail, and wants them to succeed.

And you've got a board that's making hundreds of thousands of dollars a year. They don't buy stock with their own money. They end up showing up to a handful of board meetings, and they're making a fortune. You've got a management team that is grossly overpaid, taking zero risk.

There's nothing more American than basically risking your own capital. So why does everyone want us to fail?

@friedberg:

“I do think that the media, in order to give you credibility, they're gonna have to acknowledge that all of their takes on GameStop just being a meme stock were wrong, and that there is actually a business here, and that there is value being created here, and that they missed that, and they got the story completely wrong.”

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[JACKIE LE' TITS 👑🌈 @Comedyorwat]

Ryan bought $GME originally due to the upcoming console cycle with the PS5 and Xbox releases in 2020

Now we have the Switch 2 just about out for a full year now with Ocarina of Time in the world

And we're going to have GTA 6, the most highly anticipated release in 2 decades

[Reese Politics @ReesePolitics]

BREAKING: Ryan Cohen drops performance award, will focus solely on eBay acquisition in bombshell update 🚨🚨🚨 $GME

[Amy @justAmynowwhat]

The Ultimate 4D Chess Move: Why Ryan Cohen’s Rejected eBay Bid is the Greatest Customer Acquisition Strategy of the Decade ♟️🧵

Let’s look at the market forensics.

GameStop didn't launch a $55.5B hostile takeover of eBay just to get a rejection letter. What if they did it to hijack the global news cycle, weaponize eBay's own market cap, and build a war chest for the ultimate Trojan horse.

As someone with a background in marketing and building, my thoughts immediately go to user acquisition. Breaking people away from an entrenched legacy system requires immense friction or massive incentive.

Look past the headlines at the real data, and you’ll see the ultimate reverse playing out in front of us. This is purely my own speculation, but the chess pieces align perfectly.

Here is the playbook. 👇

1. The Impossible Bid
GameStop (a ~$10B company) bids $125/share for eBay (a ~$48B company), requiring an insane $20B in debt and massive stock dilution.

Cohen knew the eBay board would immediately reject it as "neither credible nor attractive." But acquiring eBay was never the actual goal.

From a marketing perspective, the goal was the spotlight.

2. The Loaded Gun (The 9% Leverage)
GameStop quietly accumulated a ~9% economic stake in eBay through a complex web of stock and derivatives.

With the HSR antitrust waiting period expiring in early June, those derivatives are eligible for physical share settlement. That 9% block is a loaded gun aimed directly at the eBay board.

If the board stonewalls him, Cohen can dump that massive position into the open market.

He pockets hundreds of millions in profit, tanks eBay's stock, and leaves their board to face furious shareholders—all while using eBay’s own valuation to fund his next move. It is the ultimate "heads I win, tails you lose" scenario.

3. The Trojan Horse
Notice how there has been absolute, deafening silence from Cohen and his team on why https://t.co/B6hHE2921A is currently down and "under construction"?

Look at the real data in the SEC and trademark filings. Teddy Holdings laid the legal groundwork for an "online marketplace" back in 2021.

Just a few months ago, in March 2026, they added "Insurance and Finance."

Teddy isn't just a children's book storefront anymore — the infrastructure is being quietly built for a massive, multi-vertical marketplace.

4. Weaponizing Seller Fatigue
If you move high-value TCG slabs or handle serious volume, you already know how broken the legacy marketplace model is. The exorbitant fees, the algorithm changes, the held funds.

Cohen is playing into this exhaustion perfectly.

He's currently selling his own stuff on eBay to "fund the deal" and highlighting the friction at every turn. He is loudly exposing eBay’s flaws on a global stage, positioning himself as the pro-seller alternative.

5. The Flip
When https://t.co/B6hHE2921A goes live as a seller-first marketplace, it won't launch to crickets. It will launch at the absolute peak of this media frenzy.

Any growth marketer will tell you that user acquisition is the hardest hurdle, but Cohen doesn't need to spend billions on marketing. He just acquired millions of disgruntled sellers and retail investors for free.

This isn't a failed acquisition.

In my view, it’s the most aggressive, brutalist marketing campaign in retail history, completely funded by the target company. People are going to leave eBay in droves.

Watch closely. 🐺

[Crayonsnbars @BarsNCrayons]

@zebular0 @sneedweb Agreed

[Reese Politics @ReesePolitics]

Breaking: eBay Chief Technology Officer Mazen Rawashdeh sells $209,785.08 worth of stock bringing total sale volume for the CTO to $5,852,142.29 over the past three months.

Since March 17, 2026, eBay insiders have sold $30,004,055.08 and purchased $0 worth of stock.

$GME

[Salvatore Linteum @PhantomBlack699]

🚨 BREAKING $GME 10-Q JUST FILED

https://t.co/Tjku8XcZwZ

[Reese Politics @ReesePolitics]

BREAKING: In new Form 425, GameStop Corp. increases eBay common stock holdings with additional 1,652,819 shares, bringing ownership of auction giant to 9.35%. 🚨 $GME

[Alex Thompson @sierrastrades]

$GME HUGE PULL 🌊🌊🌊

[JACKIE LE' TITS 👑🌈 @Comedyorwat]

No, price target has been changed to $30,000

$3000 wasn't high enough

[Reese Politics @ReesePolitics]

BREAKING: EBAY insider Boone Cornelius reported an open-market SALE of 31,100 shares of eBay common stock for $3,411,359.

The "Chief People Officer" (🤣🤣) and "Diversity, Equity and Inclusion (DEI) initiatives Officer" now has net $10.7M of common stock sales and a whopping $0 worth of purchases.

PATHETIC. $GME

[TheUltimator5 @TheUltimator5]

A major takeaway from the Credit Suisse / Archegos incident was how funds are given leverage. A neutral net exposure looks “safe” to the bank, so they continue to offer increased leverage…

This neutral exposure is a relative equal long/short position. The theory is that if there is a market downturn, the short position gains and long position loses, keeping risk contained.

The problem: you don’t need to be long and short the same assets. You can be long $SPY (or select components) and since everyone and their grandma is throwing retirement money into the SPY, it has constant inflow. As it increases, you need to keep your leverage as high as possible so your short position has to be of comparable size. What happens when your long position gets so massive? Well so does your short position. You need to keep increasing short exposure as the long increases and vise versa.

Now what happens in a market downturn? Well your long position crumbles and the short position is already over shorted, leaving less room to fall. You need to start unwinding your short exposure to counter your long position losses in order to maintain that equal portfolio. Now the shorted assets rise in price and the long assets decline. Your portfolio can implode extremely quickly creating a systemic risk event just like Archegos back in 2021.

It appears that the same is still happening in the market since large funds continue to have increased leverage by banks quarter after quarter, small cap stocks continue to get crushed year after year, and only a select few assets hold up the entire market.

This is the only scenario in my mind right now that makes sense and it is a VERY dangerous game they are playing since the music CANNOT stop. Even for a minute.

[JACKIE LE' TITS 👑🌈 @Comedyorwat]

$EBAY can desperately try as hard as they want now to look like they're competent

It's too late. There's 2 decades worth of mismanagement and it won't be overlooked just because Ryan forced you to wake up and actually try for a 2 week stretch

$EBAY will be $GME 's

[Tendies @buytendies]

LOCK. IN.

$GME