9/10/25 :: VROCKSTAR :: 
GME
Great result
- nice help from Switch 2
- bye bye Canada drag and other SG&A excess
- trading card revenue continues to climb in importance (and my personal DD shows they are holding back a lot of cards - pun intended)
- the FY revenue estimate is probably 20-25% lower than mine, and typically a mgmt CC (which they don't do- maybe some day) would really hype this thing
- took a swing AH and am already out (don't shoot!) and honestly think there's good merit for it to keep running
- just too many battle scars this last Q from retail that beat and dunked shortly thereafter for me not to notice- even if this one defn a bit different
- it's on the short list to own into YE and 2026 if we do get back toward the starting pt - call it $22/23 zone. not expecting it per se, but that's where i have my trigger
- congrats ryan and the gme holders - this one is a totally diff animal today and continues to hit on all cylinders
V
GMEGreat result
- nice help from Switch 2
- bye bye Canada drag and other SG&A excess
- trading card revenue continues to climb in importance (and my personal DD shows they are holding back a lot of cards - pun intended)
- the FY revenue estimate is probably 20-25% lower than mine, and typically a mgmt CC (which they don't do- maybe some day) would really hype this thing
- took a swing AH and am already out (don't shoot!) and honestly think there's good merit for it to keep running
- just too many battle scars this last Q from retail that beat and dunked shortly thereafter for me not to notice- even if this one defn a bit different
- it's on the short list to own into YE and 2026 if we do get back toward the starting pt - call it $22/23 zone. not expecting it per se, but that's where i have my trigger
- congrats ryan and the gme holders - this one is a totally diff animal today and continues to hit on all cylinders
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.