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@foxenflask bad robot

GameStop's CEO Ryan Cohen released a letter to shareholders, highlighting the company's first profitable first quarter since 2019. The company's collectibles revenue, including graded cards, generated $XXX million in net sales in Q4 2024. GameStop's partnership with PSA, a card grading company, is expanding with a new vault integration, potentially offering financial services.

Engagements: XXXXXX #

X Week XXXXXXX +17%
X Month XXXXXXX -XX%
X Months XXXXXXXXX +357%
X Year XXXXXXXXX +2,698%

Mentions: XX #

X Week XX -XX%
X Month XXX +162%
X Months XXX +140%
X Year XXX +948%

Followers: XXXXX #

X Week XXXXX +2.30%
X Month XXXXX +6.50%
X Months XXXXX +84%
X Year XXXXX +145%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence cryptocurrencies #2350 stocks XXXXX% finance XXXXX% technology brands XXX% gaming XXX% celebrities XXX% social networks XXX% automotive brands XXXX%

Social topic influence $gme #30, gme #20, bitcoin #1632, $985m #1, accessories #301, hardware #142, investment 2.6%, $7974t 2.6%, nintendo 2.6%, gaming XXXX%

Top accounts mentioned or mentioned by @gamestop @spnarwhal @swamisees @ryancohen @cvpayne @shaunfitzzzy @madorison @chilikiwinft @theroaringkitty @feralbutfriend @welp007 @jpg_explorer @luke_olibre @evaderdirt @magnifishitpod @atmshf @gamestops @nintendo @danielw40094974 @macksood_mark

Top assets mentioned GameStop, Corp. (GME) Bitcoin (BTC) Berkshire Hathaway Inc. (BRK.A) Applovin Corporation (APP) Ethereum (ETH) BITMINE IMMERSION TECH (BMNR) CLEANSPARK INC (CLSK) Metaplanet Inc. (MTPLF) Reddit, Inc. (RDDT) WOOF (WOOF) PepsiCo, Inc. (PEP)

Top Social Posts #

Top posts by engagements in the last XX hours

"@EngodRemon @ryancohen @cvpayne @gamestop"
@foxenflask on X 2025-07-16 13:09:55 UTC 3162 followers, XX engagements

"Ryan Cohen is going to acquire something other than BTC for $GME. Its either going to be an outright acquisition a large equity position in a public/private company or even a merger. Whats your best guess as to what the target(s) may be"
@foxenflask on X 2025-06-11 21:08:58 UTC 3146 followers, 92.8K engagements

"Yes thats because Jeff Bezos is famous for killing great American brands using consultants and hedge funds while simultaneously redirecting the business from those brands to Amazon as they slowly die. Exactly the kind thing RC hates and in fact won when he went up against them with Chewy. But I highly doubt Jeff Bezos is moving money from his current Amazon share sales into the DK Butterfly shell that doesnt make any sense to me. He has a lot of active projects that need investment and funding he doesnt need this"
@foxenflask on X 2025-07-17 01:19:49 UTC 3156 followers, XXX engagements

"@BakeJoyajian @fudgebucket27 @astrodotbuild No wonder AppLovin is killing it"
@foxenflask on X 2025-07-09 04:01:57 UTC 3150 followers, XXX engagements

"@PhantomBlack699 I am against the issue of any dividends at this point in time. Maybe in the future. The capital needs to stay in the vehicle and compound right now"
@foxenflask on X 2025-07-18 04:03:31 UTC 3176 followers, XXX engagements

"@unusual_whales Theyre just playing the rate cut/no rate cut arbitrage. They see the inflation getting worse month over month and have to do this to maintain sales"
@foxenflask on X 2025-07-18 14:33:24 UTC 3180 followers, XXX engagements

"Some personal takeaways from @ryancohen's second Interview today with @cvpayne talking about $GME: - I loved that before Ryan even came on Charles opened the discussion by contrasting the innovation found in emerging companies like @gamestop with the relative stagnation seen among most S&P500 companies. - When asked about GameStops future he encouraged viewers to consider the journey thus far: when he joined the company had substantial debt and consistent losses(hundreds of millions of dollars per year). Now GameStop has a robust $9bn+ on the balance sheet is cash flow positive and the legacy"
@foxenflask on X 2025-07-15 19:35:58 UTC 3178 followers, 25.5K engagements

"@juicy_crypto_ @ryancohen @cvpayne @gamestop"
@foxenflask on X 2025-07-16 12:56:08 UTC 3139 followers, XX engagements

"@myrealtorty The majority of the blockchain industry are building on ETH its just that simple. And the only sure fire way to onboard the next billion people to the blockchain is with no brainer use cases like gaming which is all run on Ethereum. Bitcoin is new gold ETH is new fiat"
@foxenflask on X 2025-07-18 14:41:23 UTC 3180 followers, XXX engagements

"@macksood_mark @ryancohen @cvpayne @gamestop"
@foxenflask on X 2025-07-15 20:38:05 UTC 3142 followers, XXX engagements

"Hey @GameStop I usually pick up three to four graded slabs from your marketplace each month. The card that arrived today is fantastic - thank you I noticed though that its label says CollectX which I havent seen before. Could you explain what CollectX is"
@foxenflask on X 2025-07-16 01:28:05 UTC 3162 followers, 14.7K engagements

"Ryan cleared up some of his thoughts on paying out dividends yesterday in the interview with Charles Payne about $GME. I posted my thoughts on this in brief afterwards alongside a Warren Buffett quote(post linked in comments) but received quite a few questions about it so decided to elaborate a little on my thoughts. None of this is financial advice please consult a good accountant to sort out what's best for your portfolio and future planning if you can't make those decisions for yourself. Starting with the obvious as stated in the WB quote - reinvesting fuels compounding for the company. By"
@foxenflask on X 2025-07-16 14:40:22 UTC 3180 followers, 5307 engagements

"After an initial delay on Wednesday the House of Reps today passed the stablecoin-focused Genius Act and the Clarity Act which provides a regulatory framework for the broader crypto industry. The Genius Act is expected to be sign into law on Friday by POTUS while the Clarity Act will head to the Senate. This is a huge win for Crypto and Blockchain Tech in general specifically web3 Gaming. They say the in-game economy for GTA VI will be greater than the GDP of a lot small countries. Who knew actually owning things you pay for online would be revolutionary $GME $IMX $BTC @PushStartArcade"
@foxenflask on X 2025-07-18 02:41:27 UTC 3180 followers, 1196 engagements

"@SwamiSees @gamestop Power to the Collectors 🦾 Nice slab bud"
@foxenflask on X 2025-07-18 03:05:31 UTC 3179 followers, XXX engagements

"My newest revenue estimate as sales data from different vendors/suppliers specific game and collectibles launches etc. continues to roll in in bits and pieces Hardware and accessories: $474m Software: $201m Collectibles: $230m Total projected net sales for Q2 to: $905m(I previously estimated $985m) Still super bullish and a "revenue beat" from what the average of all market analysts have it at"
@foxenflask on X 2025-07-11 19:24:05 UTC 3158 followers, XXX engagements

"@aki_cheta @PushStartArcade An ecosystem that facilitates micro transactions using in-game tokens universally among thousands of games that can be off-ramped any time is where the real money is at. Theres a reason Thiel just invested so heavily into Bitmine Immersion Technologies"
@foxenflask on X 2025-07-18 02:54:42 UTC 3172 followers, XX engagements

"Good rule of thumb for GameStop specifically: Revenue = sales of products and services(like grading) Everything else like investment income and BTC $ gain will be on the Consolidated Cash Flow statement and will count towards Earnings Per Share(Net Income) but wont register as top line Revenue(sales of products and services)"
@foxenflask on X 2025-07-17 14:33:59 UTC 3162 followers, XX engagements

"@Tanktweets @ryancohen @cvpayne @gamestop I loved getting a peak behind his thinking"
@foxenflask on X 2025-07-15 20:38:49 UTC 3143 followers, XXX engagements

"Running Q2 Earnings estimates for $GME - Hardware and accessories: $550m - Software: $215m - Collectibles: $220m Total Revenue: $985m Gross Profit: $274m Net Profit: $56m I will update these projections as new information continues to roll in throughout the quarter. But this is where they stand now. The numbers above are driven by a big boost from Switch X accessories and related software sales and accounts for only a X% increase in collectibles sales quarter over quarter. Getting damn near Q4 holiday quarter revenue numbers so Im getting really excited Im likely being a bit conservative in"
@foxenflask on X 2025-06-22 04:13:55 UTC 3177 followers, 67.2K engagements

"@DunghLam @gamestop I seldom rip packs more into buying slabs"
@foxenflask on X 2025-07-16 03:36:22 UTC 3158 followers, XXX engagements

"I think by now we all realize the $GME Bitcoin reserve is nowhere near fully priced in - maybe its because the position isnt big enough yet or the cost basis is still unknown or probably just a combination of market-fuckery and recent moves like the X% convertible debt instruments. But there is something else that's not yet priced in. MSM analysts and even lots of shareholders seem to overlook @gamestop's approach to cash management. They make reductionist comments calling it "just interest income". This isnt just interest income. Theyve made cash itself a product - a strategy thats"
@foxenflask on X 2025-07-14 15:30:00 UTC 3178 followers, 33.6K engagements

"@SPNarwhal @Chesapeake02 It's hilarious I wonder how many shares he owns now"
@foxenflask on X 2025-07-18 18:27:18 UTC 3178 followers, XX engagements

"@Millertime1216a @niro750 @gamestop @LawrenceLepard Highly recommend Berkshire Hathaway"
@foxenflask on X 2025-07-15 17:01:17 UTC 3149 followers, XXX engagements

"Continued Q2 Earnings estimates for $GME - Estimated Net Profit range from legacy business(see first post below): $56-88m - Add interest income averaged from % made from cash on hand over last XX quarters: $58-69m - Add BTC $ Gain if assumed average BTC cost price $100k + assumption range of BTC future price on 9/8(est. earnings date) $110-$120k: $47-94m obviously additional assumption made that no more BTC is added to the balance sheet by earnings date Bringing our grand total estimated earnings range to: $161-251m That's an expected Basic EPS range of $0.36-0.56 per share. With a massive"
@foxenflask on X 2025-06-25 04:18:26 UTC 3180 followers, 35.8K engagements

"Some personal takeaways from Ryan Cohens CNBC interview this morning which was supposed to center on $GME but ended up being a broader conversation: - @gamestop is actively exploring how collectibles and blockchain technology could intersect and create value for the business. - In response to Andrew Sorkins prodding about shareholders being "crazy" Ryan firmly reiterated his alignment with loyal investors and sharply criticized what he described as the unacceptable behavior of many CEOs and managers in corporate America. - When Sorkin tried to characterize GameStop as a Bitcoin proxy similar"
@foxenflask on X 2025-07-15 15:48:14 UTC 3158 followers, 16.8K engagements

"90% true. Not sure why youre saying collapsing inflation though thats just not true. The CPI increased XXX% month-over-month in June 2025 the biggest gain in five months compared to XXX% in May. The index for shelter rose XXX% and was the primary factor in the all items monthly increase. Also gasoline prices rose X% and food cost went up 0.3%"
@foxenflask on X 2025-07-18 05:11:31 UTC 3180 followers, XXX engagements

"@mannis_chris @ryancohen @cvpayne @gamestop @JoeSquawk @andrewrsorkin @BeckyQuick CNBC was hard to watch"
@foxenflask on X 2025-07-16 13:12:16 UTC 3147 followers, XX engagements

"It might seem a bit farfetched but I think @gamestop will do $1bn in Collectibles revenue in FY2025. Last year they did $718m. Industry CAGR is 7-9% but that obviously doesnt account for the rate at which companies entering the space aggressively like $GME can capture new customers and thus affect their top line growth. QoQ growth last two quarters has been around XX% per quarter for collectibles. So theoretically they are on track to do $860m but I think they are going to go super hard for the rest of the year with not just more card drops but also major updates to their @PSAcard partnership"
@foxenflask on X 2025-07-18 14:07:49 UTC 3180 followers, 6109 engagements

"@BoilerPaulie Larry has always said his biggest investment regret is not investing in YouTube"
@foxenflask on X 2025-07-18 03:25:33 UTC 3162 followers, XXX engagements

"@larryvc Loved hearing Ryan talk about the impetus behind the move to collectibles as well as Bitcoin on the balance sheet and the peek into his investment style/approach in general"
@foxenflask on X 2025-07-15 20:15:25 UTC 3153 followers, XXX engagements

"Wednesday are for GameStop Likely the second largest sales week/stretch of X days by revenue in Q2 for @gamestop starting tomorrow with the release of Donkey Kong Bonanza from @Nintendo which is already slated to contend for game of the year(first largest was obvi Switch X release week). Followed by Pokemon Black Bolt/White Flare TCG sets dropping through the weekend and ending with Mario Party Jamboree on 7/24 which is a remastered release for Switch 2(not as exciting as a new game). After that just 8-9 more days to close out what has the potential to be another historic quarter(EPS) for"
@foxenflask on X 2025-07-16 20:20:22 UTC 3147 followers, XXX engagements

"@greg16676935420 Am I the only one that thinks the Astronomer CEO looks like Gavin Newsom"
@foxenflask on X 2025-07-18 04:14:09 UTC 3180 followers, 31.5K engagements

"T+35 from recent bond issue(aug 4th) greenshoe(aug 10th) and form 4s(aug 18th) is coming up for $GME. Since its always +-2 days I expect sharp movement up starting Aug 1st. Full disclosure I am an equity trader and do not own or trade any options and that's not what Im referencing here just thinking about price action"
@foxenflask on X 2025-07-18 16:44:30 UTC 3180 followers, 4585 engagements

"@SPNarwhal Product/service launches lining up with price action resulting from other things can be a double edged sword. Lets see how it goes"
@foxenflask on X 2025-07-18 17:59:02 UTC 3178 followers, XX engagements

"Wednesdays are for GameStop Went in to my local store and it was packed Likely the second largest sales week/stretch of X days by revenue in Q2 for @gamestop starting tomorrow with the release of Donkey Kong Bonanza from @Nintendo which is already slated to contend for game of the year(first largest was obvi Switch X release week). Followed by Pokemon Black Bolt/White Flare TCG sets dropping through the weekend and ending with Mario Party Jamboree on 7/24 which is a remastered release for Switch 2(not as exciting as a new game). After that just 8-9 more days to close out what has the"
@foxenflask on X 2025-07-16 20:44:41 UTC 3180 followers, 2124 engagements

"Took a look at GameStop fundamentals vs. Top X public $BTC giants fundamentals COMBINED(MicroStrategy Marathon Riot CleanSpark Metaplanet) on a trailing twelve month basis. $GME blows them away in revenue positive cash flow net income and cash on hand. The top X BTC PubCos obviously dominate in pure Bitcoin exposure: $85bn vs $0.58bn for GameStop but are collectively unprofitable and burning cash. With over XXX public companies buying Bitcoin now something that I always look to first when a new BTC PubCo enters the arena is Bitcoin Dependency. GME is a traditional business with a BTC kicker"
@foxenflask on X 2025-07-17 16:28:13 UTC 3180 followers, 14.9K engagements

"I saw this on @gamestop's card marketplace"
@foxenflask on X 2025-07-10 19:28:56 UTC 3164 followers, 3466 engagements

"@LlamaDesignLabs @gamestop Check out their Crunchbase. They've been busy"
@foxenflask on X 2025-07-16 02:50:22 UTC 3158 followers, XXX engagements

"@janeumayet @ryancohen @cvpayne @gamestop"
@foxenflask on X 2025-07-16 12:54:38 UTC 3148 followers, XX engagements

"@SwamiSees Ryan Cohen apparently successfully suggested the board of Alibaba do the same(increase share buyback authorization limit)"
@foxenflask on X 2025-07-16 14:56:22 UTC 3180 followers, XXX engagements

"The staplegate collectibles auction from GameStop ends in XX minutes. We just got a new landing page for Push Start Arcade(formerly GameStop NFT on X) but havent heard any news of what it is yet. Probably just a cohencidence $GME"
@foxenflask on X 2025-07-16 16:27:04 UTC 3179 followers, 4356 engagements

"@Luke_OLibre @gamestop Yes the industry is seeing a massive influx right now and will likely have a general CAGR this year that exceeds the average of the last X years"
@foxenflask on X 2025-07-18 14:30:13 UTC 3175 followers, XX engagements

"@0xferg Blink twice or just like this comment if youve been working with GameStop in stealth to launch Push Start Arcade"
@foxenflask on X 2025-07-18 06:30:06 UTC 3180 followers, XXX engagements

"@GunnecracksSA @gamestop Exactly right Credit to @gmewiki for the chart"
@foxenflask on X 2025-07-18 14:58:27 UTC 3178 followers, XX engagements

"Scottie is very close to god. The night he won the masters in 2024 he said post-round my buddies told me this morning my victory was secure on the cross. And thats a pretty special feeling to know that Im secure for forever and it doesnt matter if I win this tournament or lose this tournament. My identity is secure forever"
@foxenflask on X 2025-07-16 03:08:44 UTC 3158 followers, XXX engagements

"@PhantomBlack699 He already launched it It's our investment vertical"
@foxenflask on X 2025-07-15 16:03:36 UTC 3158 followers, 2990 engagements

"@modretro Will the grey one that was originally a @gamestop exclusive come back"
@foxenflask on X 2025-07-14 16:04:47 UTC 3139 followers, XXX engagements

"Worth noting WB loves investing in dividend paying stocks but thats a whole write-up of its own. Its partially whats behind the nickname Oracle of Omaha not for merely picking stocks that paid good dividends but for finding companies that he thought would sustainably grow and consistently pay dividends over long periods of time(decades - Amex Apple Coca-cola etc.). Its a major of the pillar if not the foundation of Berkshires portfolio"
@foxenflask on X 2025-07-16 15:03:24 UTC 3174 followers, XXX engagements

"If @gamestop were to launch arcade concepts in their stores exactly as the rumor from Reddit says the capital expenditure(CapEx) per location would depend on the scale technology integration and amenities (arcade machines renovations digital systems and caf sections etc). Based on some limited industry data I found from sites like GrowThink and Business Dojo for mid to high-end arcades I think that a reasonable estimate for CapEx per store is $120k - $205k per store for a modern well-equipped setup. These estimates assume each store receives a full arcade buildout including machines"
@foxenflask on X 2025-07-05 14:54:20 UTC 3148 followers, 34.9K engagements

"@jimcramer Hope you saw his demeanor with Charles Payne vs how he had to respond to Sorkin and his clowns. Real journalism from Charles vs hedge fund-hit-piece-crew"
@foxenflask on X 2025-07-15 19:48:56 UTC 3153 followers, 1454 engagements

"And for $WOOF similar deep unrealized value(unrealized recent Herculean efforts). In 2024 WOOF hauled in $6.12bn of revenue a modest XXXX% slip from the prior year. Their GAAP net loss shrank to $XXXXX M a staggering XX% improvement versus the $1.28bn they bled in 2023 Thats ridiculous. A $1.1bn swing The real eye-opener: TTM Free Cash Flow flipped to +$46.9m after last years -$9.9m drain. Theyve got roughly $166m in cash sitting on the balance sheet while long-term debt still looms at $1.4bn. Manageable if the cash faucet stays on. At todays close the whole company is priced at about $860m a"
@foxenflask on X 2025-07-09 04:27:13 UTC 3160 followers, XXX engagements

"@SteadyTurtle_ @wallydomecomm @ryancohen @cvpayne @gamestop Many thanks to Ryan Cohen and Charles Payne"
@foxenflask on X 2025-07-15 20:44:56 UTC 3143 followers, XXX engagements

"@Left_zen1 I want another $4-5bn in September if people are willing to keep giving us X% notes"
@foxenflask on X 2025-07-17 13:54:10 UTC 3158 followers, XX engagements

"Youll have to listen to the pod for an elaborated answer but basically I think for the XXX years prior to March 2025 90%(arbitrarily) of RCs focus was on the legacy business and XX% on building a strong balance sheet. I think because the legacy business is pared down to a size he likes and is cashflowing like a beast/highly profitable now that focus has shifted to where 90%(again arbitrary number here) of his focus now is on the investment vertical(think of it like a new business) and XX% on the legacy business to make sure it stays profitable and cash flowing. Hope this make sense great"
@foxenflask on X 2025-07-15 17:34:23 UTC 3156 followers, 2500 engagements

"@greg16676935420 @ShawnMcCor8918 @TheRoaringKitty Weve known for a while @greg16676935420 why are you thirsting us Can you just take a selfie"
@foxenflask on X 2025-07-15 03:37:55 UTC 3147 followers, 1815 engagements

"One more observation I had while reviewing $GME Q1 earnings again last night(and reflecting on the prior three quarters): GameStops progress in inventory management has been pure savage. They significantly reduced their inventory relative to revenue and continue to do so quarter over quarter reflecting a leaner and more efficient operation. As the inventory-to-revenue ratio decreases @gamestop is able to free up cash reduce carrying costs and increase its responsiveness to shifts in consumer demand and product trends. This isnt just a matter of cutting expenses as being reported by MSM they"
@foxenflask on X 2025-07-13 18:09:25 UTC 3178 followers, 8187 engagements

"Updated Revenue Estimates for $GME Q2 - Hardware and accesories: $500m - Software: $210m - Collectibles: $245m Total Net Revenue: $955m"
@foxenflask on X 2025-07-17 00:47:47 UTC 3179 followers, 17.7K engagements

"@ShaunFitzzzy I am a bitcoin maxi and I demand you face serious prison time"
@foxenflask on X 2025-07-18 14:15:45 UTC 3180 followers, XXX engagements

"@mattoshi21 Thats a highly recursive lens youre looking through. In your opinion are Berkshire Hathaway or Coca Cola weak companies solely because they dont have Bitcoin All capital are big words"
@foxenflask on X 2025-07-17 19:47:20 UTC 3178 followers, XXX engagements

"@heydomoshi @modretro @gamestop Just restocked Sickkk"
@foxenflask on X 2025-07-14 17:01:49 UTC 3138 followers, XX engagements

"@nuwanda116 For now I think so yes Again if an undervalued asset shows itself Im sure Ryan will take a look But the relegation to reducing this strategy to a nothing burger needs to end now or people need to learn how to read earnings reports whichever is easier"
@foxenflask on X 2025-07-14 16:20:16 UTC 3147 followers, XXX engagements

""Our horizon for such commitments is almost always far longer than a single year. In many our thinking involves decades. These long-termers are the purchases that sometimes make the cash register ring like church bells." - WB. From Berkshire Hathaway 2024 Annual Shareholder Letter Page 4"
@foxenflask on X 2025-07-15 02:50:48 UTC 3158 followers, 1747 engagements

"@realannapaulina @AGPamBondi @PamBondi Are we still talking about this Epstein thing"
@foxenflask on X 2025-07-18 04:16:09 UTC 3178 followers, XXX engagements

"I think as long as large short positions exist they will find something negative to say. But here are some comps for public gaming company valuations - I know people love to look at cash value / shareholder equity / forced liquidation value but brand value is a very real thing and valuations can be as subjective as they can be objective. Specially as perceived by the algorithm. Cause look GameStop is considered "overvalued" relative to average public gaming company fundamentals using all standard valuation multiples - even after including the $9bn in cash and new convertible debt. EV/EBITDA"
@foxenflask on X 2025-07-18 16:25:13 UTC 3178 followers, XX engagements