GregisKitty

Roaring Kitty is Greg16676935420. Meme cryptologist. Time traveler believer. Lover of bad puns. I troll🧌. Stocks, sports & memes. I love and live on X 24/7.

[GregisKitty @GregIsKitty]

GameStop $GME will MASSIVELY BEAT Q1 ‘26 earnings estimates.

Here’s why:

1) Q1 ‘26 EPS estimates of $0.11 implies earnings of ~$48M.

2) Q1 ‘25 earnings were ~$45M…

3) Ryan Cohen gave recent interviews claiming GameStop will do MORE IN PROFIT this year than last year.

4) The convertible notes issued in late April ‘25 (after Q1) added ~$4 BILLION MORE CASH to the balance sheet.

5) Interest income off cash alone should push EPS over $0.11 estimates.

6) Collectibles (higher margin product) continues to grow = earnings ⬆️

7) @powerpacks launch is a sleeper…

GameStop said it can’t keep up with demand.

Powerpacks are higher priced, higher margin digital collectibles.

8) GameStop 2025 10-K also confirms:

“At this time, we do NOT anticipate closing a significant number of stores in fiscal 2026, as we view our domestic footprint as a core component of our logistics infrastructure strategy.”

GameStop is no longer focusing on closing stores. This is BIG!

9) The core business is now profitable.

10) Cohen will shift 2026 focus to growing revenue while continuing to maximize profitability.

All of these things should push earnings well above Wall Street estimates.

BUT HERE’S THE KICKER:

The $ebay derivatives were bought in February when the stock was ~$85.

$eBay stock is now ~$116.

11) This means $GME is UP BIG on its derivative position.

12) These American-style call/put pairs
are FULLY CASH-SETTABLE.

When exercised, GameStop RECEIVES CASH equal to the in-the-money value of the position.

Again, they put this together in early February 2026 when eBay was trading around $85.

13) With the stock now around $116, this creates HUGE UNREALIZED GAINS.

14) Those unrealized gains flow straight into GameStop’s Q1 ‘26 net income boosting reported earnings and EPS…

@ryancohen gave us a sneak peak into his playbook by repeating,

“We’ll see what happens…”

in response to questions on the deal financing.

Ryan knows $GME stock will move up before the deal math finalizes.

$GME pops on earnings beat; Cohen can then issue shares for cash to fund the deal with less overall dilution.

Half cash, half stock. It’s on the website.

[GregisKitty @GregIsKitty]

$GME GameStop okay I might be missing something here…

But can’t stop thinking about something @ryancohen said yesterday…

Let me begin by first saying Ryan Cohen is VERY careful with his words.

Listen to this part of the interview.

Ryan is using deal math that gets to a post-merger ownership of 60% eBay / 40% GameStop for existing shareholders.

But at Friday’s closing stock price of $26.53, that math was 70:30 (see below)

I don’t think Ryan meant this point as a hypothetical.

Meaning I think the dilution math will ACTUALLY be 60:40.

Which brings me to key point #1:

This would mean Ryan is implying $GME stock will be at the price needed for 60:40 by the time the deal is finalized.

Well, for ownership split to be 60:40…

According to my math (disclaimer: I’m bad at math) that price is ~$40.

Ryan also said he’s ready to GO on the transaction NOW.

Which brings me to key point #2:

This would mean GameStop is sitting on news.

And Ryan is confident that news will send the stock to *drumroll please*…

AT LEAST $40.

That’s how he’s going to buy eBay.

50% cash, 50% stock. It’s on the website.

In Ryan we trust. Moass is tomorrow.

[GregisKitty @GregIsKitty]

GameStop earnings were so good they rly crashed the entire market 😹

[GregisKitty @GregIsKitty]

@zerohedge Check on Saylor?

[GregisKitty @GregIsKitty]

Bitcoin holders rn bitcoin:native

[GregisKitty @GregIsKitty]

@nikitabier X team is cooking

[GregisKitty @GregIsKitty]

@interesting_aIl United Nations University?

[GregisKitty @GregIsKitty]

@Stool_analytics thank fucking god.

[GregisKitty @GregIsKitty]

what type of friends does @BarstoolBigCat have at Barstool that r letting him do this burger challenge?

After such clear weight loss & health progress?

Somebody plz stop this cat.

Big Cat is my favorite Barstool personality. I want him to live forever.

Honestly fuming rn @barstoolsports

[GregisKitty @GregIsKitty]

@NBA Surreal shot wow

[GregisKitty @GregIsKitty]

Bitcoin holders rn bitcoin:native

[GregisKitty @GregIsKitty]

@heavypulp Omg it’s happening!

[GregisKitty @GregIsKitty]

@elonmusk Make the entire movie with Grok it’ll be better than the actual one

[GregisKitty @GregIsKitty]

Everything is connected $GME

[Elon Musk @elonmusk]

@WhiteHouse Congratulations, Bill!

[GregisKitty @GregIsKitty]

SpaceX quadrillion valuation confirmed

[Jim Cramer @jimcramer]

They should shut down market orders on the first day or this one will be opening at $4 billion...

[GregisKitty @GregIsKitty]

@jimcramer Narrator: and the SpaceX IPO would be the most successful ipo in history

[GregisKitty @GregIsKitty]

@elonmusk Make the entire movie with Grok it’ll be better than the actual one

[GregisKitty @GregIsKitty]

@stoolpresidente PTSD. you’re not supposed to talk about traumatic experiences

[GregisKitty @GregIsKitty]

@Polymarket Gotta be all-time for weirdest names to get divorced

[GregisKitty @GregIsKitty]

@HunterBiden @wholemars @SleepyManny this may go down in the X hall of fame

[GregisKitty @GregIsKitty]

never ever ever deleting this app

[Hunter Biden @HunterBiden]

@SleepyManny Man if you’re going to be mean and least get it right. I smoked crack. I would never have wasted coke on snorting it.

[Wholesome Side of 𝕏 @itsme_urstruly]

Seriously.. I thought the drawing was a joke until... 😂

[GregisKitty @GregIsKitty]

@itsme_urstruly LOL 😆 this is the dog version of the missing dad sketch

[Leah Rain ✝️🇺🇸🎸🏝️ @LeahRain77]

Little girl draws a sketch of her missing dad and the news anchors had no idea that the sketch looked exactly like her actual dad when shown the update ….
😂😂I’m crying I’m laughing so hard.

[GregisKitty @GregIsKitty]

Wow. Forget $eBay board members not buying shares.

They practically don’t even own shares:

Today, the entire board collectively owns 1,873,895 shares, representing ONLY 0.42% of the business.

The entire board together owns less than half a percent! Let that sink in. $GME

[GregisKitty @GregIsKitty]

@ScotDow238 Oh maybe, idk tbh but can ask grok

[GregisKitty @GregIsKitty]

Last price Ryan Cohen bought GameStop shares was at $21.60 in January 2026.

Since then, GameStop has posted historic earnings, announced a $2B share repurchase authorization, and acquired a stake worth ~7.78% of $ebay.

Currently $GME is trading near $22.50 (not far from Ryan’s last $21.60 buy) despite a stronger balance sheet + much clearer momentum on its transformation.

Ryan also has an ongoing vote ahead of GameStop’s annual meeting on July 7th for 1) Ryan’s proposed compensation package and 2) a 2.5 billion share increase authorization for GameStop.

It would not be crazy to see @ryancohen buy more $GME shares soon.