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@foxenflask "@TCSmith82029538 Very cool thanks for sharing"
@foxenflask on X 2025-07-22 16:32:57 UTC 3222 followers, XX engagements

"@KurasPaul Lets see I doubt it will be a XXX% web3 product because collectibles have an existing robust web2 marketplace but Im sure web3 will be a part of it somehow as Ryan said it himself"
@foxenflask on X 2025-07-22 20:08:23 UTC 3225 followers, XX engagements

"@GunnecracksSA @ryancohen @gamestop It's not a bad idea but it is a double edged sword as it's ammo for short sellers and media - but wanting to keep this post on topic so will discuss another time. Thanks for your thoughts"
@foxenflask on X 2025-07-21 17:15:58 UTC 3212 followers, XX engagements

"@typesfast While Cantor and Lutnicks sons that now run it arent necessary betting against the tariff policies this is a clear indication of what they think the outcome of the appeal will be. TLDR the appeal wont be successful and Trumps trade policy will receive another L"
@foxenflask on X 2025-07-21 19:37:05 UTC 3225 followers, 3851 engagements

"@ShaunFitzzzy Highly lucrative business. Digital lootboxes with the ability to hold trade redeem or accept something like an instant XX% buyback for cash or crypto Different probability levels in tow to maximize degeneracy. 21st century slot machine 🎰"
@foxenflask on X 2025-07-21 00:52:10 UTC 3220 followers, 1216 engagements

"@edmartineztx @ryancohen I am up nearly XXX% on my initial investment into GameStop"
@foxenflask on X 2025-07-21 17:10:39 UTC 3225 followers, XXX engagements

"GameStop recently filed a trademark that includes online non-downloadable entertainment in the nature of simulated card pack opening experience as a stated use case. What does that actually mean in practice for $GME A great example is what companies like Courtyard are doing. With Courtyard users can grab a pack to instantly reveal and choose to hold trade redeem or even accept a XX% instant buyback offer based on their cards fair market value. Each pack contains a graded/authenticated Pokmon card securely vaulted and insured. Odds for each tier are clearly displayed right on the listing. At"
@foxenflask on X 2025-07-22 15:25:37 UTC 3224 followers, 14.2K engagements

"@CHILIKIWInft @amgoblue @ShaunFitzzzy Even if it's $75m it would be immaterial. And also I don't know if anything is proprietary with their service I don't see why GameStop couldn't just do this on their own. It's all digital implementation anyway"
@foxenflask on X 2025-07-21 02:40:02 UTC 3220 followers, XX engagements

"@Luke_OLibre Card collectors are already all over this. Its responsible borderline moral gambling vs trad gambling where you lose XX% of your money XXX% of the time"
@foxenflask on X 2025-07-22 16:02:20 UTC 3219 followers, XX engagements

"@welp007 @InfiniteSqueeze @gamestop Nintendo reported on June 11th that they sold 3.5m units of Switch X worldwide in the first X days. I looked at Switch X data and figured they would sell another 1-1.5m units rest of June. US has historically accounted for 30-40% of global Switch Sales"
@foxenflask on X 2025-07-23 14:39:23 UTC 3225 followers, XXX engagements

"@GunnecracksSA @ryancohen @gamestop Correct lots of optionality in the convertible bonds"
@foxenflask on X 2025-07-21 18:17:36 UTC 3214 followers, XX 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 3225 followers, 14.8K 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 3224 followers, 5976 engagements

"@IsoSolofoil Correct or you can instant trade-in or sell right away. If GameStop enables this with Vault services we will see fireworks in Q3 and Q4"
@foxenflask on X 2025-07-22 16:21:45 UTC 3218 followers, XXX engagements

"One of the more interesting parts of the CNBC interview with @ryancohen hearing him talk about the intersection of collectibles blockchain + transactions but more specifically opportunities in that space as it pertains to $GME business concerns. Give it a listen and let me know what you think. It was borderline forward guidance ☺"
@foxenflask on X 2025-07-20 03:40:01 UTC 3225 followers, 15.1K 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 3224 followers, XXX 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 3227 followers, XX engagements

"Seems like a lot of people didnt make it past the second paragraph before commenting so just want to clarify that I AM NOT ADVOCATING FOR A SHARE BUYBACK AT THIS TIME"
@foxenflask on X 2025-07-22 00:27:54 UTC 3227 followers, XXX engagements

"@Comedyorwat @ryancohen That's okay - I don't need a response or even an acknowledgement Just want to plant the seed and have them read/consider the content of the letter"
@foxenflask on X 2025-07-21 16:07:54 UTC 3224 followers, XXX engagements

"@y2c3p0 @ryancohen It is currently sitting at $101.3m. My recommendation is for this to be closer to $1-2bn"
@foxenflask on X 2025-07-21 17:04:50 UTC 3224 followers, XX 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 3226 followers, 67.4K 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 3226 followers, 34.2K engagements

"@6days1week @ryancohen I don't and that's okay with me if they can't verify my status as a shareholder"
@foxenflask on X 2025-07-21 16:19:35 UTC 3222 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 3219 followers, 36K engagements

"Customers are customer-ing less With inflation and CPI increasing month to month the last X months people are feeling the pinch. This is what the fed was anticipating and talking about in their reasoning to not cut rates too early. But somethings gotta give somewhere this is no lt sustainable and average pay scales stay stagnant over the last X decades"
@foxenflask on X 2025-07-22 16:14:40 UTC 3225 followers, XXX 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 3223 followers, 16.9K 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 3222 followers, 1030 engagements

"@mannis_chris @ryancohen @cvpayne @gamestop @JoeSquawk @andrewrsorkin @BeckyQuick CNBC was hard to watch"
@foxenflask on X 2025-07-16 13:12:16 UTC 3223 followers, XX engagements

"@gamestop I'm currently doing this with graded cards am I fucked"
@foxenflask on X 2025-07-23 18:36:18 UTC 3224 followers, 15.2K engagements

"@welp007 @InfiniteSqueeze @gamestop Its definitely news I just mean I had extrapolated this number from other analysts reports over the past few weeks so my estimates that the commenter mentioned remain unchanged. If anything I might have to lower the revenue numbers lets see how July finishes"
@foxenflask on X 2025-07-23 14:30:57 UTC 3225 followers, XX engagements

"On March X 2019 our Board of Directors approved a share repurchase authorization allowing us to repurchase up to $300.0m of our Class A Common Stock. The authorization has no expiration date. We did not repurchase shares during fiscal 2024 or fiscal 2023. As of February1 2025 we have $XXXXX million remaining under the repurchase authorization"
@foxenflask on X 2025-07-21 16:18:15 UTC 3223 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 3224 followers, 42.3K 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 3223 followers, 10.2K 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 3224 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 3227 followers, 2203 engagements

"@amgoblue @CHILIKIWInft @ShaunFitzzzy Unsure but can't be more that $15-25m. Whatever it is it would still be immaterial relartive to our balance sheet and wouldn't require disclosure"
@foxenflask on X 2025-07-21 02:08:15 UTC 3223 followers, XX engagements

"Wednesdays are for @gamestop I can sell this right now for $80-95 #CardArbitrage"
@foxenflask on X 2025-07-23 13:11:00 UTC 3224 followers, 2695 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 3218 followers, 15.5K engagements

"Can you ask him if hes worried about his tokenized stock program blowing up like FTX since theyre not actually backed 1:1 with real stocks They are even purporting to give access to the private markets to retail investors now - even OpenAI came out with a statement saying that they have no affiliation with the Robinhood offering using the OpenAI name and that Robinhood is lying/being sketchy"
@foxenflask on X 2025-07-18 17:55:31 UTC 3225 followers, XXX engagements

"@andy_saiz @PSAcard @gamestop @natsturner Lol man there are some heavy hitters in here I love the box with PSA branding"
@foxenflask on X 2025-07-20 23:48:34 UTC 3220 followers, XXX engagements

"@erithium Haha love the term "soft-casino""
@foxenflask on X 2025-07-22 15:46:19 UTC 3222 followers, XX engagements

"@InfiniteSqueeze @welp007 @gamestop This data has already been accounted for in my estimates(from other analysts) exciting stuff"
@foxenflask on X 2025-07-23 14:24:56 UTC 3225 followers, XX engagements

"@PokemonRestocks This is the one Ive been waiting to see. @gamestop will crush it with these I hope there are some launch day events with pokemon cards involved"
@foxenflask on X 2025-07-22 13:59:52 UTC 3227 followers, 1950 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 3224 followers, XXX engagements

"All good but thats likely why Ryan hasnt called them back. You need to let people have real world assets. Thats how collectibles work. Thats why NFTs in the exclusive form of digital art faded so quick. He also might not have called them back because GameStop already has plans that dont require a partnership with them. Cheers"
@foxenflask on X 2025-07-23 02:17:26 UTC 3225 followers, XX engagements

"@FabrizioRomano We should invite De Gea back"
@foxenflask on X 2025-07-20 23:00:28 UTC 3224 followers, XXX engagements

"@6days1week @Google @Computershare Wow this is awesome to see"
@foxenflask on X 2025-07-18 18:07:47 UTC 3221 followers, XXX engagements

"Sorry to flip flop again - I had revised my $GME Q2 revenue estimates down from $985m to $950m range just X weeks ago. And before that I was thinking maybe it will be closer to $900m. But in looking at some updated analyst reports of just June sales for Switch X I've changed my mind again. Multiple analysts estimate the real one-month global sales figure is between XXX to 6m units. MST Financial projects 5.4m while Hideki Yasuda(Toyo Securities) and Zhai Yijia(UBS securities) suggest it could be over 6m. Official numbers are expected from Nintendo in August. The US gets around XX% of global"
@foxenflask on X 2025-07-22 14:55:43 UTC 3224 followers, 14.6K engagements

"Check it out for a potential sneak peek on what GameStop is cooking up"
@foxenflask on X 2025-07-22 18:15:12 UTC 3227 followers, XXX engagements

"To be clear though I am not suggesting that GameStop adapt a larger repurchase plan specifically to combat bond arbitrage as this person is suggesting. That would actually be a bad idea as thats what makes it attractive for dealer managers like TD Ameritrade to take on offerings like this and pay GameStop up front. Nobody would work with you again if you weaponized your cash on hand to shut down bond arbitrage immediately after a bond offering. And that would work against the companies favor anyway and possibly lead to early conversion"
@foxenflask on X 2025-07-22 03:42:23 UTC 3225 followers, XXX engagements

"@buythefukndip @gamestop Power to the Collectors"
@foxenflask on X 2025-07-22 20:13:43 UTC 3226 followers, XXX engagements

"@AtmShf @PokemonRestocks @gamestop This will legitimately be like Switch X launch week round two. I love that they spread these out like this. Hearing Donkey Kong release is crushing it but this will be much larger obviously"
@foxenflask on X 2025-07-22 14:22:48 UTC 3222 followers, XX engagements

"@ruedaoj @welp007 @gamestop 1.6m units was just June not all of Q2. Q2 runs from beginning of May to beginning of August(last year was 8/3). Q2 numbers for console and accessory sales will be much much higher than that"
@foxenflask on X 2025-07-23 23:41:17 UTC 3224 followers, XX engagements

"@welp007 @InfiniteSqueeze @gamestop July would not repeat June as launch carries a higher portion of sales and then it tapers off. I would think by the end of July Nintendo will sell about 5.5-6.5m units worldwide"
@foxenflask on X 2025-07-23 14:44:40 UTC 3225 followers, XXX engagements

"Who knows well find out soon. Two things: - I dont think theres anything proprietary about lootboxes so GameStop doing this with their own inventory on their existing platforms would be easy to do - Acquiring a company for $15m when you have $9bn in cash and marketable securities is immaterial and wouldnt require an immediate 8-K disclosure"
@foxenflask on X 2025-07-21 01:04:50 UTC 3220 followers, XXX engagements

"Coming in Q3/Q4 for $GME. Curious if there will be another GameStop exclusive like the @modretro Chromatic Looking forward to it either way. Big year for gaming ranging all the way from retro revival to web3 gaming and everything in between. Big year for @gamestop🕹🚀"
@foxenflask on X 2025-07-24 01:11:30 UTC 3224 followers, 1389 engagements

"@unusual_whales How is this not discriminatory"
@foxenflask on X 2025-07-23 17:02:21 UTC 3224 followers, 6568 engagements

"@unusual_whales Bullish for $KO and $BRK stocks"
@foxenflask on X 2025-07-22 15:41:32 UTC 3224 followers, XXX 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 3227 followers, 32.4K engagements

"Waiting for the @PushStartArcade like $GME"
@foxenflask on X 2025-07-18 23:09:30 UTC 3214 followers, 5387 engagements

"@SPNarwhal @Chesapeake02 I originally bought this stock with my hard earned money cause of Roaring Kitty he has helped me almost quadruple my position over X years without putting in a ton of extra capital. Power to the Horses 🏇"
@foxenflask on X 2025-07-18 18:20:42 UTC 3220 followers, XXX engagements

"@drunkondreams @DanielW40094974 @gamestop Ha - hope it's been a good listen we covered a lot of ground"
@foxenflask on X 2025-07-23 18:35:05 UTC 3227 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 3218 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 3225 followers, 1771 engagements

"A letter I sent to @ryancohen and the esteemed members of the $GME board of directors. I hope it is received well. Couldn't be happier with how the company is being run / where we are at this time and am really excited for the future. I am buying the stock at these current fire-sale prices every opportunity I can. Power to the Players Power to the Investors 🙏🦾🚀"
@foxenflask on X 2025-07-21 15:40:00 UTC 3224 followers, 26.9K engagements