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@ErickQuay "6/8 In May XX $EA quietly raised its FY XX deferred-revenue forecast by $XXX millionmonths before FC25 content vanished and just ahead of FC26s staggered-points launch. Smart forecasting or advance setup for pushing realization of recurring revenue out to the #consortium behind the $55B take-private"
X Link @ErickQuay 2025-10-09T18:37Z XX followers, XXX engagements

"5/8 Players say #FC25 content dried up setting up an easy lap for #FC26 in a #WorldCup cycle. Net: $EA may have quietly made revenue more deferrable just as a deal priced. #Investors deserve clearer frontandcenter disclosure"
X Link @ErickQuay 2025-10-09T18:37Z XX followers, XXX engagements

"🚨 Battlefield X just got released and its already breaking records over 700000 concurrent players on Steam within XX hours The biggest launch in the franchises history. #Battlefield6 $EA"
X Link @ErickQuay 2025-10-14T00:52Z XX followers, XX engagements

"3/8 Console/PC Ultimate get 6k; #Nintendo #NintendoSwitch2 now gets 4.5k. Both bonuses include NEW staggered release schedules (outside Pro Play). The changes extend the deferral model to significantly more #EAFC buyers for the FIRST time. The shifting mix right before a buyout might be a red card 🚩⚽"
X Link @ErickQuay 2025-10-09T18:37Z XX followers, XXX engagements

"4/8 Governance flag: #PIF is in the $EA deal and has been a major $Nintendo holder. The new deferred liveservice FC on Switch benefits both. Not alleging wrongdoingbut the timing/overlap begs for extra disclosure and boardlevel scrutiny"
X Link @ErickQuay 2025-10-09T18:37Z XX followers, XX engagements

"1/4 PIF has held over 25M $EA shares (9%+) for years yet @jaredkushner is credited with facilitating the $55B buyout Given PIFs $EA stake its deal team could have undoubtedly directly engaged EA. Was this a favor for Affinity Partners or a pretext to leverage connections #PIF #EA #FARA"
X Link @ErickQuay 2025-10-10T01:47Z XX followers, XX engagements

"7/8 Further if $EA halted FC25 spend (no in-game releases) in Sept-Q2 deferred FC26 drops into Oct-Q3 and boosted deferred rev guidance months earlierdid public holders effectively fund a $500M revenue bridge to now be realized by Silver Lake & PIF post-buyout #GamingFinance #MNA #EASportsFC"
X Link @ErickQuay 2025-10-09T18:37Z XX followers, XXX engagements

"Streets calling for a big $DASH margin jump but mgmts guide says incremental not dramatic: Q325 Adj. EBITDA $680$780M XXX% of GOV (+30 bps) or XX% of rev (vs XX% in Q2). Ads + efficiency help; watch promos & intl mix. #DoorDash #Earnings #Margins #FoodDelivery #GigEconomy"
X Link @ErickQuay 2025-10-06T21:02Z XX followers, XXX engagements

"$BTC largely flat since Friday evening lows. Market holding steady over the weekend keeping an eye on price action today to gauge risk sentiment ahead of futures reopening later tonight. #Bitcoin #Crypto #BTC #Markets #RiskOn"
X Link @ErickQuay 2025-10-12T14:16Z XX followers, XX engagements

"@MicroStrategy should consider acquiring other BTC treasury firms trading below book value (share price BTC holdings + any cash) instead of more expensive open market BTC buys. MSTR mNAV still at 1.5x so this would be accretive immediately. $MSTR #Bitcoin #Crypto #BTC"
X Link @ErickQuay 2025-10-14T23:42Z XX followers, XXX engagements

"1/8 $EA FC26 launched the same day the takeprivate news hit. In the fine print: Ultimate jumps to 6k FC Points andnewstaggered drops for ALL Ultimate buyers. Did markets/shareholders get clear notice amid the #buyout headlines"
X Link @ErickQuay 2025-10-09T18:37Z XX followers, XXX engagements

"Congrats @Polymarket + $NYA + All on the reported investment $8B Clear category leader @GoogleTrends: Polymarket leads "prediction market" searches vs. @coinbase $COIN lags "cryptocurrency." Strong implied RMS for @Polymarket. The data speaks for itself. #PredictionMarkets #altdata #NYSE"
X Link @ErickQuay 2025-10-07T16:43Z XX followers, XX engagements

"NHL x Lululemon x Fanatics: modern merch model typically looks something like: 🏒 League takes XXX% royalties 📦 Fanatics runs e-comm & inventory 🧘♀ $LULU adds brand heat Premium collabs = margin for everyone. #LULU #NHL #Fanatics"
X Link @ErickQuay 2025-10-08T15:10Z XX followers, XXX engagements

"$EA FC XX launched #1 on the UK retail charts in its first week. It also debuted #1 across Europe in both units and revenueno small feat in a crowded release window. The early results affirm strong cross-market demand. And 2026 is a World Cup year. #EASportsFC26 #Gaming #WorldCup2026"
X Link @ErickQuay 2025-10-06T23:27Z XX followers, XXX engagements

"$APP once offered to combine with $U and proposed $Us John Riccitiello (former $EA CEO) as CEO of the combined company. That deal never proceeded. An SEC probe into $APP is now public. That 2022 connection is interesting"
X Link @ErickQuay 2025-10-06T21:52Z XX followers, XXX engagements

"$LULU Chip on CNBC live thinks it should be taken-private (as I said before his interview: YES) and hes open to partnering with #activists to shape leadership changes"
X Link @ErickQuay 2025-10-10T14:42Z XX followers, XXX engagements

"Do you have a view on the convertible preferred STRK STRK seems safe(r) place in capital structure yet retains LT upside tail exposure (convertible with MSTR $1000 10:1). Owners of STRK collect the X% face coupon and can sell long-dated covered long dated calls on MSTR at $1k+ for additional yield"
X Link @ErickQuay 2025-10-09T03:30Z XX followers, XXX engagements

"$LAC vs $TMQ: both aim to supply U.S. critical minerals but $LAC is the more investable near-term story. Management has real mine-build experience and $LAC has a $2.26B DOE loan + $625M from GM and $245M from Orion Thacker Pass construction underway revenue 2028. $TMQ jumped 200%+ today after a $35M US stake far more speculative than $LAC #lithium #EVs #CriticalMinerals"
X Link @ErickQuay 2025-10-07T17:25Z XX followers, XXX engagements

"8/8 $EA loaded its recent quarter with launch marketing costs (#FC25 perks given for #FC26) while deferring more of FC26s revenue. The result A softer public quarter ending 9/30/2025 just before the $55B go-privateand a juicier rebound for Silver Lake & PIF. #MNA #Accounting #EASportsFC"
X Link @ErickQuay 2025-10-09T18:37Z XX followers, XXX engagements