Jacked Seth Rogen

🏴‍☠️ - 70% of my body is made of THC - $GME $BBBYQ - lol/wut

[Jacked Seth Rogen @JakeTunnelSnake]

You're going to be alright. You just stumbled over a stone in the road, it means nothing. Your goal lies far beyond this, doesn't it? I'm sure you'll overcome this. You'll walk again, soon.

[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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[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

[Jacked Seth Rogen @JakeTunnelSnake]

Fucking incredible $GME

Ryan Cohen the GOAT

[Ryan Cohen @ryancohen]

https://t.co/kVPvOobXU2

[iamrpk @iamrpk]

I just bought $6.98 worth of eBay stock

That's more than the entire eBay board of directors bought in the past 5 years combined

Let that sink in

[Rich Bartuc @Furu_Bartuc]

@obelicks @gamestop I could barely believe it myself

Another 50,000 @ebay shares sold today

Ebay executives selling them as soon as they get them

[domoshi @heydomoshi]

I bought 1 share of $EBAY earlier this month.

That means I’ve bought more shares than the people running the company have in the last 5 years combined.

🤯

[Ryan Cohen @ryancohen]

😂

[Paul Branham @BoilerPaulie]

💥 Did you know that if you spent $1 on $EBAY stock right now, you’d have shown more conviction in that public company than anyone currently serving on their board or as an executive officer has since February 2021?

In over 22 years, a total of 14 eBay insiders have purchased less than 150,000 split-adjusted shares on the open market, according to https://t.co/PdA313KbuD

Only two of those people are still considered insiders:

Paul S. Pressler, Chairman of the Board
+ 5,140 shares at $29.12 on 11/30/2015
+ 4,180 shares at $23.94 on 2/1/2016
= 9,320 shares total; $249,746 invested on the open market

Logan Green, Director
+ 1,000 shares at $28.32 on 11/3/2016
+ 902 shares at $69.23 on 2/9/21
= 1,902 shares total; $90,765.46 invested on the open market

On 5/1/2026, GameStop bought 2.23x more shares than the entire current eBay board has ever purchased with their own money, according to SEC filings.

Your leaders should put their money where their mouth is.

[Ryan Cohen @ryancohen]

Responsibilities include finding out where the money is going…

[Ryan Cohen @ryancohen]

🫪

[Ethan Brooks @alt_w_v_g]

You used to sell stuff on eBay.

Maybe an old camera. Maybe Beanie Babies. Maybe a coat that didn't fit.

You paid a small fee. The buyer got the thing. Everyone went home.

That eBay is gone.

The website looks the same. The logo is the same. The 135 million buyers are still there.

But the company isn't really a marketplace anymore.

It is an advertising business with a marketplace attached for distribution.

Last year, sellers paid eBay $2 billion just to make sure their own listings showed up.

Read that again.

The board calls this growth.

A Canadian who runs a video game store called it something else.

Here is what actually happened.

In 2020 the board hired a new CEO. His name is Jamie Iannone. He arrived with a strategy called focused categories.

In plain English, that means leaning into the stuff people pay extra for. Sneakers. Watches. Trading cards. Auto parts.

The everyday seller, the person with the camera and the coat, was no longer the customer.

The customer was now the seller who would pay to be seen.

In 2025 eBay did $80 billion in transactions. They kept $11 billion of that as revenue. Of that $11 billion, $2 billion came from advertising.

Sellers paid them $2 billion to promote listings on a website those sellers already pay fees to use.

That is the growth story.

In the same year, the number of enthusiast buyers, eBay's own term for their best customers, was 16 million.

It was also 16 million the year before.

And the year before that.

And the year before that.

Four years. Zero growth. They mention this on every earnings call without mentioning it.

So what does a company do when growth stops?

It buys back its own stock.

In 2025, eBay returned over $3 billion to shareholders. Most of that was buybacks. In February the board authorized another $2 billion on top.

Buybacks shrink the share count. Earnings per share goes up even when earnings stay flat. The stock price follows.

The stock was $68 a year ago. It is $108 today.

The company did not improve. The denominator got smaller.

Then a man from Canada noticed.

His name is Ryan Cohen. He runs GameStop. He started his career selling pet food online and sold it to PetSmart for $3.35 billion.

He looked at eBay. 135 million buyers. $80 billion in transactions. Real margins. Real cash flow. A board harvesting the business instead of running it.

He bought 5% of the company through derivatives and stock.

Then on May 4, he offered to buy the rest. $125 per share. $56 billion total.

On May 12, the eBay board rejected the bid. They called it not credible.

The math is credible.

What the board means by not credible is we would have to explain why we sold.

Then Cohen went on Piers Morgan.

He said eBay is run by a bunch of losers with perverse financial incentives.

He pointed out that eBay's CEO has been paid $144 million over six years.

He pointed out that he personally takes no salary and has put $128 million of his own money into the company he runs.

You do not have to like Ryan Cohen to notice he is making a point that is hard to argue with.

eBay used to be a place where regular people sold things to other regular people.

Now it is a $48 billion company whose largest growth driver is charging its own sellers to advertise to a buyer base that stopped growing four years ago, while spending billions a year buying its own stock to make the chart go up.

The board calls this strategy.

A video game CEO from Canada called it what it is.

The market is now waiting to see who else agrees.

Plz fix. Thx.

Sent from my iPhone

[Anthony Pompliano 🌪 @APompliano]

FULL INTERVIEW: @ryancohen explains his plan to acquire eBay.

He unpacks his pitch to institutional investors, why eBay is so horribly run, and how Ryan plans to create billion in shareholder value.

$GME $EBAY

[Ryan Cohen @ryancohen]

🎯

[Ryan Cohen @ryancohen]

only in corporate america 💩

[Ryan Cohen @ryancohen]

is this what an ebay board member should be focusing on? @Shripriya

[Ryan Cohen @ryancohen]

you’d think with 2.4 billion in marketing spend, they could login to X

[Ryan Cohen @ryancohen]

This is disgusting

[Ryan Cohen @ryancohen]

I have been suspended from eBay

[Ryan Cohen @ryancohen]

Interesting…