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@foxenflask "@TCSmith82029538 Very cool thanks for sharing"
@foxenflask on X 2025-07-22 16:32:57 UTC 3223 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 3220 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 3223 followers, 3815 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 3223 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 3223 followers, 13K 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 3223 followers, XX 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 3216 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 3223 followers, 5862 engagements

"Whatever it is it was cool to hear directly from him that they have explored/are exploring(verb) opportunities in this space. While I know this general fact from following GameStop so closely and seeing them launch their technology wing X years ago etc. and obviously the community being intuitive about what's happening now at the company it was simply great to hear it straight from the CEOs mouth"
@foxenflask on X 2025-07-20 04:42:49 UTC 3199 followers, XXX 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 3223 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 3198 followers, 15K 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 3223 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 3217 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 3214 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 3223 followers, 67.4K engagements

"Great episode talking about the past present and future of $GME while reacting in real time to the recent interviews WITH @ShaunFitzzzy and @BoilerPaulie I dont have a crystal ball But if you look at where the company was from when I joined the board in January of 2021 and a few hundred million of debt losing hundreds of millions of dollars To where the company is today You know $9bn cash on the balance sheet and the retail business is running profitably then you know you may be able to extrapolate and see where we we will be in the future"
@foxenflask on X 2025-07-22 02:01:57 UTC 3203 followers, 2806 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 3221 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 3218 followers, XXX 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 3223 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

"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 3198 followers, 9447 engagements

"@TiffanyFong_ Whatever happened with the Celsius recovery Did you get anything back Total criminals"
@foxenflask on X 2025-07-20 05:43:36 UTC 3201 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 3219 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 3223 followers, 42.2K 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 3220 followers, XX 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

"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 3223 followers, 15.5K 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

"@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 3223 followers, 1905 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 3223 followers, XX engagements

"@FabrizioRomano We should invite De Gea back"
@foxenflask on X 2025-07-20 23:00:28 UTC 3223 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 3223 followers, 12K 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 3223 followers, XXX engagements

"@buythefukndip @gamestop Power to the Collectors"
@foxenflask on X 2025-07-22 20:13:43 UTC 3223 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 3223 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 3220 followers, XX 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

"@unusual_whales Bullish for $KO and $BRK stocks"
@foxenflask on X 2025-07-22 15:41:32 UTC 3223 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 3223 followers, 29.8K 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

"@haggar_1111 @ryancohen @PaniniAmerica Hey @AskPerplexity give them the overview of this company and its valuation from perspective of an equity researcher"
@foxenflask on X 2025-07-20 04:47:42 UTC 3199 followers, XXX 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 3202 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 3221 followers, 1764 engagements

"GameStop can use POWER PACKS in commerce anytime but exclusive federal trademark rights only kick in after the registration process is completed and a Statement of Use is accepted. Using the mark before registration is allowed but legal protection is stronger after registration is complete. They are currently using this name in their products already so there is no restriction in them using it in a different capacity(digital collectibles) any time they want. Like tomorrow"
@foxenflask on X 2025-07-21 01:22:55 UTC 3199 followers, XXX 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 3223 followers, 26.8K engagements