PerkyTank

Collectibles enthusiast. Let's talk about GameStop, Pokémon TCG, and ModRetro!

[PerkyTank @PerkyTank]

@new_snake @ryancohen @eBay

[Reese Politics @ReesePolitics]

The only eBay insider buying eBay stock is... GameStop Corp. $GME 😂😂

[PerkyTank @PerkyTank]

@heydomoshi Don't forget about yet another 425

[PerkyTank @PerkyTank]

@heydomoshi Stop goofin! 👻

[PerkyTank @PerkyTank]

Tried using Google Translate to help me on my journey through Pokemon Green. I'm getting mixed results... 🙃

[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

[PerkyTank @PerkyTank]

@heydomoshi bought this from @gamestop too.

[PerkyTank @PerkyTank]

@heydomoshi https://t.co/lGlDQUuLoi

[Chickie @King_Chickie]

Looking at what @gamestop ($GME), @ryancohen, and the team have done since 2021 is so sexy.

ATM Share Sales (Equity Raises at Strong Prices)
• 2021:
• Apr: 3.5M shares @ ~$157.43 → $551M
• Jun: 5M shares @ ~$225.20 → $1.126B
Total 2021: ~8.5M shares, $1.677B
• 2024:
• May: 45M shares @ ~$20.74 → $933M
• Jun: 75M shares @ ~$28.49 → $2.137B
• Sep: 20M shares @ ~$20.00 → $400M
Total 2024: 140M shares, $3.47B

Convertibles (Project Rocket)
• Mar/Apr 2025: $1.5B 0% Notes due 2030 (~$29.85 conv. price)
• Jun 2025: $2.25B 0% Notes due 2032 (~$28.91 conv. price)
Total: ~$3.75B+ at 0% coupon

Warrants
• Sep/Oct 2025: ~59M warrants distributed (1 per 10 shares) @ $32 exercise price.
Potential ~$1.9B proceeds.

eBay Play (Project Sling)
• 2025/2026: Built ~7.78% stake in eBay.
• May 2026: Unsolicited $55.5–56B bid at $125/share (half cash, half stock).

Key Highlights
• Purchased 4,710 Bitcoin in May 2025 (~$513M at time of purchase) as treasury reserve asset.
• Delivered record FY2025 (ended Jan 2026): $418.4M net income (highest full-year in company history, +219% YoY).
• Launched @powerpacks (digital/physical PSA graded trading card platform) in 2026.
• Record Q1 2026 earnings: $389.6M net income (highest quarterly in company history), with collectibles revenue at $348.9M (41.8% of revenue, +65% YoY).
• June 2, 2026: Approved $2B share buyback program (through 2029).

Fortress balance sheet built with high-price ATMs, 0% convertibles, warrants, smart positioning, strong earnings, BTC treasury, and a fresh buyback authorization.

Can't wait to see what happens next! Did I get it all? Anything I missed?

[PerkyTank @PerkyTank]

@heydomoshi

[PerkyTank @PerkyTank]

@Updownupupright @modretro Same

[PerkyTank @PerkyTank]

@heydomoshi @ryancohen @ValueAddedRS @BoilerPaulie @spaceman_degen Update: It's around $170,000 🤑

[domoshi @heydomoshi]

POV: @iamrpk and I in our next 425 meeting with @ValueAddedRS @BoilerPaulie @sneedweb @ReesePolitics 🤣

[Liz Morton ~ Value Added Resource @ValueAddedRS]

@heydomoshi @iamrpk @BoilerPaulie @sneedweb @ReesePolitics

[PerkyTank @PerkyTank]

@GregIsKitty @heydomoshi which one you?

[M @M_oass]

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

[PerkyTank @PerkyTank]

@heydomoshi @eBay Power to the Sellers 😎

[PerkyTank @PerkyTank]

@eBay Sellers, did you know over a quarter of the seller's fee goes towards Marketing?

Napkin Math:
Q1 2026 GMV: $22.2B
Seller-fee revenue: ~$2.1B
Marketing spend: $673M

@ebay could reduce the Seller's fee from 13% to 9% and make the SAME profit just by cutting Marketing. ✂️

[🏴‍☠️trΣΣfiddy 🏴‍☠️ @gmebuttstallion]

Congrats on my frens for making it into the 425 Club. 🤜🤛
$EBAY