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[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

[Ryan Cohen @ryancohen]

https://t.co/kVPvOobXU2

[rico @DiaMOOOOON]

@raygaurca Yes

[GregisKitty @GregIsKitty]

Some GameStop fun facts, $GME stock is currently below:

1) Ryan Cohen’s last purchase at $21.60 @ryancohen

2) Roaring Kitty’s last known avg. cost basis of $23.41

3) oversold on the chart @TheRoaringKitty left

4) at a market cap of $9.69B despite $9B of cash + a position worth 7.5% of $eBay

But go ahead, drop it more.

[TheUltimator5 @TheUltimator5]

A man much smarter than me once said that $GME is a yoyo.

You don't simply "HODL" GME.

If you do that, you will cry about a flat stock price forever.

GME runs on cycles. If you play the cycles, you can grow extremely quickly.

Psy-op strategies try to sideline retail into NOT playing cycles. They try to have us miss the bottoms and hold the tops even when they are often painfully obvious.

Wall Street is beaten by volatility. It beats us through attrition.

Forcing yourself onto the sideline is what they want.

[Swami @SwamiKnows_]

Have you seen this @ryancohen 😂

[Ray Gaur @raygaurca]

Klarna delivers strong Q1 earnings, beating expectations on revenue and profitability:

- Revenue rose 44% YoY to $1 billion
- Adjusted operating profit grew to $68 million, from $3 million a year ago
- Operating income: $17 million vs. a loss of $(90) million in Q1 2025
- Net income: $1 million vs. a net loss of $(99) million in Q1 2025

$KLAR

[bad robot ventures @foxenflask]

In light of $EBAY rejecting the $GME offer this morning against their fiduciary responsibilities, let's take a look at Paul S. Pressler, the board Chair, who is a shining example of what failing upwards looks like in corporate America.

He has been a director since 2015. Chairs the Corporate Governance & Nominating Committee. Has been Chairman of the Board since 2020.

He was present throughout the 2019 stalking crimes, and now sits as Chairman of the full board. In 2019, he chaired the Compensation Committee, making him central to one of the most controversial decisions in the company's history: a board meeting was convened specifically to consider whether to activate the clawback provision on Devin Wenig's exit package, and the board voted not to proceed. That package was worth approximately $57 million. During a September 2024 deposition in the civil litigation, eBay's Director Ethics Counsel testified under oath that Wenig's departure was a firing, not a resignation, and that it was directly related to the stalking scandal. Despite this, the board publicly framed the exit as a mutual decision for months, a characterization that governance critics argue constitutes a material misrepresentation to investors.

Pressler's committee also oversaw a quiet exit for former SVP Wendy Jones, who was interviewed by eBay's internal investigators on August 30 and September 6, 2019 in connection with the criminal conduct and was nonetheless allowed to remain employed through December 2020. Jones ultimately received compensation packages totaling over $11 million upon her eventual departure. Pressler became Chairman in May 2020, taking the seat from outgoing Chairman Thomas Tierney immediately after those decisions were made.

The board waited until February 26, 2026 to reform its committee charters governing risk, audit, governance, technology, and compensation. That restructuring happened one day after the Steiners' civil lawsuit settled with undisclosed terms. eBay had not restructured governance at any point after the crimes became public in 2020, after entering a federal deferred prosecution agreement admitting to six felony offenses in January 2024, or at any time while the civil trial was pending. Critics at the time noted that reforming governance while litigation was active could have made those drafts discoverable and usable as evidence by the plaintiffs' attorneys. Pressler, as Chairman, would have been the chief architect of that timing decision.

Currently, Pressler chairs the Corporate Governance and Nominating Committee, the same committee that oversees Aaron Johnson, eBay's Chief Ethics Officer. Johnson was copied on the August 2019 "Whatever. It. Takes." email from then-Communications Chief Steve Wymer before the crimes occurred. His promotion to lead company ethics, under Pressler's oversight, has drawn sustained criticism from governance observers.

Before joining eBay's board, Pressler served as President and CEO of Gap Inc. from 2002 to 2007. Former employees interviewed by BusinessWeek characterized his tenure as "total system failure." Gap recorded its third consecutive dismal holiday shopping season under his leadership, and the board moved to remove him in January 2007 after months of investor pressure and public calls for his ouster from Wall Street. Founder Don Fisher had publicly defended Pressler in the months before the termination, but the defense did not hold. The board's post-departure statement that it needed someone with "deep retail expertise" was widely read as a direct indictment of Pressler's qualifications for the role. His exit triggered immediate speculation about a sale of the company. He collected $14.5 million in severance.

Pressler served as Chairman of David's Bridal from 2012 to approximately 2018, during the period when the company was owned by private equity. By the time of his departure, David's Bridal carried approximately $760 million in debt. The company filed for Chapter 11 bankruptcy in November 2018 to restructure over $400 million of that obligation. It subsequently filed for bankruptcy a second time in April 2023, this time laying off more than 9,200 employees with no funds expected to be available to unsecured creditors. The structural financial condition of the company at the time of its first bankruptcy was built during Pressler's chairmanship.

As an eBay shareholder myself, I am calling for Paul Pressler to resign immediately. No golden parachute either.

[Atobitt @AustinTobitt]

Let me try and explain what this means (for those in the back).

1. $GME pays 50% of the eBay acquisition costs in cash, and 50% in GME stock

2. The target valuation of eBay is $125 per share. This cash buyout pays existing eBay shareholders $62.5 per share DIRECTLY IN CASH and the remainder is exchanged for GME stock

2. GME increases authorized share count. This is what the company CAN issue, but are not yet issued.

3. GME needs this so they have enough shares to EXCHANGE for the rest of eBay's stock

In the example above, a shareholder with 1 share of eBay received $62.5 in cash, but needs 2.5 shares of GME (valued at $25 per share) to cover the remaining 50%.

New stock is not being issued and sold in the open market to cover 100% of the acquisition cost.. its exchanged 2.5 : 1 ( $GME : $EBAY )

[Reese Politics @ReesePolitics]

GameStop's five-year inside buying is: +48,663,062

eBay's insider buys over the same span: -$127,793,985

LEADERSHIP CHANGE NOW. $GME

[Bradley @buythefukndip]

I wonder if $EBAY shareholders are aware of the past-history of some of their Board Members 🤔

Meet Logan D. Green - Board Member since 2016 - $345,000/yr

Green also gets paid as a Director of Yelp since 2025 - est $200,000 - $300,000/yr

Green has also been a venture partner at Autotech Ventures since 2024 where he advises & invests in startups

Logan co-founded Lyft where he served as CEO from 2012-2023. During his tenure:

- 72 passenger lawsuits for Sexual Assault
- 2019 Post-IPO Class-Action Securities Fraud lawsuit (Cunningham vs Lyft) *the same year as the eBay stalking scandal*

How does someone with so many different jobs, dedicate his full attention to improving eBay? @ryancohen

[Bradley @buythefukndip]

I wonder if $EBAY shareholders are aware of the past-history of some of their Board Members 🤔

Meet Zane Rowe - Board Member since 2024 - $358,000/yr

Rowe also serves as CFO at Workday Inc - in 2025 he was paid $720,000 salary + $439,603 cash bonus + $9,959,290 stock awards + $29k benefits for a total $11.1M

It gets better, Rowe is the former CFO of VMware when the company was hit with a $8M SEC lawsuit for misleading investors on Revenue to hit targets

Not to mention the class-action lawsuit for accounting manipulation & insider trading

Zane Rowe is on the eBay Audit & Risk committee. Yes an auditor involved in accounting manipulation & insider trading

You can’t make this up @ryancohen

[Reese Politics @ReesePolitics]

Listen to this new Ryan Cohen interview clip and tell me he's not going to get eBay. He wants it BADLY.

$GME

[TBPN @tbpn]

FULL INTERVIEW: $GME CEO @ryancohen joins TBPN to discuss the eBay acquisition

00:22 Unpacking "half cash, half stock"
02:07 Ryan's vision for eBay
04:36 Live commerce and eBay
05:12 Why he's the best person to buy eBay
06:29 History of cutting costs at GameStop
08:47 Comparing the bid to Elon's Twitter take-private
12:01 eBay's reaction to the bid
13:48 Why eBay will be worth more under Ryan's leadership
18:02 How much of his net worth will be in eBay if the deal goes through
19:10 eBay's digital goods opportunity
22:57 Options if eBay rejects the bid
25:58 On ModRetro and retro gaming

[Ryan Cohen @ryancohen]

Proposal to acquire eBay.
https://t.co/FwjcxbDmyt

[Riyado Sofian @riyadosofian]

8) Absurdly Cheap

As it stands, $KLAR trades at the following multiples:
- Forward EV/Sales = 0.45x
- Forward EV/EBITDA = 4.76x

What's more, $KLAR has $3.7B of Net Cash, which represents 67% of its current Market Cap of $5.5B!

There's no other way to put it. $KLAR is too cheap to ignore.

[Oguz Erkan @oguzerkan]

I have just published an article explaining what's going on with $KLAR.

People think of it as a pure BNPL player, but it's actually a neo-bank that is aggressively growing its loan book.

I believe it's undervalued.

You can read it below; it's free 👇
https://t.co/Qm03ghp3uo

[ALPHA OMEGA @ALPHAIIOIIOMEGA]

GameStop (GME) holds substantial liquid assets in cash and Bitcoin as of its most recent reported quarter (Q2 fiscal 2025, ended August 3, 2025). Based on the company’s official financial disclosures, it had $8.694 billion in cash and cash equivalents, plus 4,710 Bitcoin valued at approximately $519 million at current prices (Bitcoin closed at around $110,000 on October 31, 2025). This totals roughly $9.21 billion in combined cash and crypto holdings.
With approximately 447.7 million shares outstanding , this equates to about $20.58 per share in cash and crypto alone. This figure represents a conservative “floor” value, ignoring the company’s other assets (e.g., ~$1.1 billion in inventory and property) and potential operational cash flows, but also not netting out its $4.16 billion in convertible debt (which was primarily raised to fund these reserves and could dilute shares upon conversion).
To arrive at this:
• Cash: $8,694 million (direct from Q2 balance sheet).
• Bitcoin value: 4,710 BTC × $110,000/BTC = $518.1 million.
• Total: $8,694M + $518.1M = $9,212.1M.
• Per share: $9,212.1M ÷ 447.7M shares = $20.58.
Note that Q3 results (ending early November 2025) aren’t yet available, so cash could have fluctuated slightly from routine operations (which generated positive free cash flow of ~$34 million in Q2). Some recent articles cite lower cash figures (~$6.4 billion), but those reference outdated Q1 data from May 2025 . The stock’s current trading price may reflect meme-driven volatility beyond these fundamentals, but purely on cash and crypto, $20–$21 per share is a reasonable baseline worth.

[Alex Thompson @sierrastrades]

What in the world are these $GME prices doing? Last year, when DFV came back, his average was $23.41, and we were just scraping by with a breakeven Q2.

Fast forward to 2025: We’re raking in $168M profit in Q2 alone!

Back then, no Power Packs, no LEGO partnerships, no Bitcoin holdings, no warrants at $32 strike, and definitely no $9B in cash reserves.

If this were any other stock, it’d be skyrocketing with these massive leaps forward. Time to wake up!

[AlwaysSadButTruthful @itsalwaysrains]

dear @ryancohen,
I'm an investor and normal person, but I've spent many years of my life doing diligence into @gamestop and all that pertains to it.
i hope that you take these data records I'm providing, and all of my efforts, into honest consideration.
I've worked hard and refused to leave, as was asked of me, so consideration of my time and work is all that i ask of you.
There is something.. very, very wrong here. Your company is involved in so much fraudulent market dynamics, I believe I've given you all that's required to prove market manipulation.
i would greatly appreciate this and it's all I ask from you: simply consider the data and hypothesis's presented and enacting an honest change which we all deeply require.
#Gamestop swap baskets are involved in the greatest amounts of manipulation, we as a community, have ever discovered. The records are there for you and your team to peruse. Gamestop basket UPI's involve half of the swap baskets in the entirety of my swap archives from dec '22 to current day..
Besides that, I appreciate the work you are doing, and look forward to see what you and the boys do with the offerings left for investors to receive. Thank you for you consideration and time, if you indeed see this. 🙏

-A humble $gme investor,
AlwaysSadButTruthful