Hammer

TG

[Max Dolente @Philly_Mays]

Leaving the bar early tonight. Too much Lebron content to catch up on.

[RB @RBPhillyTake]

For the first time in Joel Embiid’s career… the Sixers have surrounded him with an elite roster.

He finally can become the most efficient version of himself without having to worry about carrying the team through most of a season.

It’s been a long time coming.

[Tyler DeLuca @TylerDeLuca]

LeBron James recruiting Philly sports fans to his GOAT argument on his behalf is the smartest sports move I’ve ever seen

[Crossing Broad @CrossingBroad]

LeBron James!

[The Textman 🇳🇬 @MarchVeryOwn4]

left bronny in la like a reverse fresh prince

[TheUltimator5 @TheUltimator5]

Some of the FTD numbers on 26 June are out of control.

$XOM 320 million shares for $43.5 billion
$AMD for 112 million shares
$QCOM for 108 million shares

And I’m sure plenty more.

No wonder there was a market disruption event on T+1 when those failed to settle

Total fails were probably over $1-2 trillion worth on that day alone.

Did the DTCC calling a market disruption event allow whatever happened to be swept under the rug?

These are absolutely insane numbers. They are orders of magnitude higher than the daily trade volume.

I know Russel reconstituted that day, but it doesn’t account for the numbers.

Did some institution fail?

Was there a gargantuan swap that failed on the hedge?

[MD @MorgenHatton]

🚨 THE WORLD STILL THINKS @GAMESTOP IS TRYING TO SAVE A VIDEO GAME STORE.
It isn’t.

@Amazon built the infrastructure for buying everything new.

@RyanCohen may be attempting to build the infrastructure for selling everything humanity already owns.

That is why @GameStop wants @eBay.

@eBay has the marketplace.

@GameStop has approximately 1,600 physical locations that could become nodes for authentication, intake, fulfillment and live commerce.

Now imagine the finished system:

You walk into @GameStop carrying a Pokémon card, console, collectible, watch or pair of sneakers.

It is authenticated.

Photographed.

Priced.

Listed globally.

Sold live.

Shipped without you ever creating a listing, negotiating with strangers or wondering whether you are being scammed.

The @GameStop store is no longer merely a store.

It becomes the physical doorway connecting every object in your community to the global economy.

@eBay provides the digital marketplace.

@GameStop provides the physical trust layer.

AI could eventually handle identification, pricing, fraud detection and listing creation within seconds.

Suddenly, millions of ordinary possessions become liquid inventory.

This is not a dying retailer purchasing an old website.

This is a potential fusion of:

• Digital commerce
• Physical infrastructure
• Authentication
• Collectibles
• Live selling
• Local fulfillment
• Artificial intelligence
• The circular economy

@GameStop is not approaching the opportunity empty-handed.

The company just reported the highest first-quarter operating income in its history, $389.6 million in quarterly net income and $9.7 billion across cash, securities, digital assets and related financial resources.

It is also guiding toward more than $600 million in adjusted EBITDA for fiscal 2026.

Shareholders have now approved the increased share authorization while leadership remains publicly focused on advancing the proposed @eBay acquisition.

Yes, the transaction could still fail.

The financing, dilution, integration and execution risks are enormous.

But history’s greatest companies were not created by asking what appeared reasonable under the existing system.

They were created by recognizing that the existing system was about to become obsolete.

Wall Street sees an old video game retailer.

@RyanCohen appears to see something entirely different:

A human-powered network connecting the physical world to the internet.

The short squeeze made @GameStop famous.

The transformation could make @GameStop essential.

@GameStop did not survive merely to sell more games.

It survived for the possibility of changing how the world buys, sells and values everything. $GME

[TheUltimator5 @TheUltimator5]

This observation of social sentiment “lulls” and hype/fear is the social media equivalent to the ADX/DMI indicator

It is also the foundation of my Chimera & dumb money indicators.

In my dumb money indicator, the ADX is used to detect FOMO and chase levels, as well as hopelessness to the downside.

Richard’s observation about a lull is also matching up perfectly with the ADX right now, which is flashing in the critically low level. It is reading 10 on the daily, which is marking the chart as a white candle.

The social sentiment can also be reflected in the DMI as +DI or -DI, which push up the ADX when either get elevated.

$GME

[maurice @tallmaurice]

WE BACK UP. #sixers

[Jamie Lynch @jelynchjr]

Gansey @PHLY_Sixers

[Salvatore Linteum @PhantomBlack699]

Ryan Cohen says he's putting in $500M of his own money into the $GME $EBAY deal and also addresses the media hate towards GameStop in newest interview 👀

[bad robot ventures @foxenflask]

If his $GME comp package is gone, he will buy stock on the open market as soon as he can at these prices since this (current price) is pretty close to the exercise price in the comp package. Question is how much, and when. Likely soon after the Schedule TO is made public and there is no MNPI. I have a feeling he is about to go all-in.

[bad robot ventures @foxenflask]

Dear $EBAY Shareholders,

Proposal 4 is about your basic rights.

Right now, it takes 20% of all shares to call a special meeting. Proposal 4 lowers that to 10% so shareholders can act when the board will not.

GameStop and Ryan Cohen now hold about 9% of eBay and have offered $125 per share and a plan to increase EPS for shareholders immediately, which is a 40% premium from when they first bought eBay stock in February and a significant premium to today’s price, valuing the company at an all time high since going public. The board rejected this offer while themselves selling shares at much lower prices and, to my knowledge, no current director has EVER purchased eBay stock on the open market with their own money, only sold what they were given.

If Proposal 4 passes and GameStop reaches 10% ownership, they can call a special meeting and you can vote on who sits on the board and runs this company.

For too long eBay has been run by overpaid executives and serial delegators that have put shareholders and customers last. Vote Yes on Proposal 4 at the eBay annual meeting on June 17, 2026. The board should answer to shareholders and not the other way around. Compensation should not be risk free. There should be accountability for bad decisions that hurt the company financially.

Disclaimer: I am a shareholder of both GameStop and eBay and may benefit if Proposal 4 passes and Ryan Cohen gains greater influence over eBay. This message is for informational and advocacy purposes only. It is not investment advice, a recommendation to buy or sell any security, or a solicitation of proxies. Please review eBay’s official proxy materials and make your own voting and investment decisions.

[Not Jerome Powell @alifarhat79]

The market right now

[NaiveAnalyst @naiveanalyst7]

the S&P 500 trades at 27x earnings. $GME , after posting an historical Q1, is trading well below that multiple, currently at 16.62 P/E TTM. Do what you want with this information.

[GameStop @gamestop]

GameStop reports highest quarterly net income in company history of $389.6 million. Highest first quarter operating income in GameStop’s history of $143.3 million. Net sales grew 14% year-over-year, driven by collectibles. Cash, marketable securities, digital assets and related receivables, and collateral pledged for derivative asset of $9.7 billion.

https://t.co/BAu3T6V9w4

[Hammer @Hammer_311]

RT @naiveanalyst7: $GME just dropped its Q1 FY2026 results, and there are two numbers that tell the whole story.

First, the unrealized gai…

[M @M_oass]

We wont sell eBay 125$ per share but we will sell $EBAY for 115.99$ per share.
Genius strategy.

[Reese Politics @ReesePolitics]

eBay insider Rawashdeh Mazen, SVP, Chief Technology Officer, dumps $5,852,072 worth of stock in terribly timed form 4.

That makes $28,601,312 worth of insider sells in 2026 as opposed to $0 in purchases.

Starting to see a pattern here.

$GME

[Ryan Cohen @ryancohen]

Responsibilities include finding out where the money is going…