This week I made $TTWO my largest position heading into the GTA IV release. It is down ~15% since the Netflix Trailer dropped.
Here’s a huge reason why I bought the dip -
GTA V came out 13 years ago and is STILL one of the most-watched games on Twitch.
Now GTA VI is launching into an entirely different world.
Twitch. Kick. YouTube. TikTok. Every major streamer/creator is going to be playing, reacting, clipping & posting this game nonstop.
Rockstar is about to receive an absurd amount of FREE marketing.
At this point, the biggest risk to $TTWO is simple: does the public actually like the game? Which is the part I’m actually least worried about.
Watch Jynxzi, IShowSpeed & Kai Cenat react to GTA VI. If you don’t know who these people are, these are some of the most influential streamers on the Globe. I know shareholders are frustrated with the lack of marketing thus far from the team, but do they even need to yet with reactions like these from people with enormous viewer bases?
No, this isn’t a bulletproof part of the thesis & I understand there’s a lot more to what makes stocks go up. But, I will continue to share my thesis for this & I plan on making this a hold until around the time they announce GTA IV online.
@ChrisCamillo
$CBRS
CEO Andrew Feldman on a recent interview was asked what happened on the rumors with OpenAi & competition with $NVDA
Answered here - a capacity issue.
Dearest Sarah,
It has been 3 fortnights since I saw a Green Day in $CBRS . My wife has left me, but I hold my replica chip dearest to my heart. Please send my regards to Andrew & Sean and know that I am taking bullets from fintwitter defending the thesis, despite the stock price action.
Your friend in inference,
Coach.