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@10_ch_10 "12 days until BL2; #96 on GTS. XX days until EUV; XX on GTS. BL2 has a ton of followers but it's just because it's had a Steam page for centuries. Being #96 XX days before release means that no-one other than the hardcore fans will buy it. Q is how many preorders it has. $PDX"
X Link @10_ch_10 2025-10-09T08:50Z 16.6K followers, 3629 engagements

"In other words I expect Q3 to be one of the worst quarters in the company's history with around 400m in revenue. Is this and a BL2 flop priced in at these levels No clue. And I also have no clue if EUV will succeed or not and exactly how high the costs will be in the Q"
X Link @10_ch_10 2025-10-09T08:50Z 16.6K followers, XXX engagements

"Offer on $EA at around $XXX and it's trading at 203-204 despite an anticipated closing of the deal in FY Q1 XX (). Who the hell buys it at these levels. Well at least it's positive for the rest of my portfolio and now it's only $TTWO left for the dragons to FOMO around"
X Link @10_ch_10 2025-09-29T12:22Z 16.6K followers, 12.2K engagements

"As expected Avatar is a Massive flop. XX years dev time at an expensive studio a total budget of some 300-400musd according to rumors. Licensed IP. Bargain bin before new years What a ShitCo. $UBI"
X Link @10_ch_10 2023-12-06T11:22Z 16.6K followers, 10.3K engagements

"6d until BL2. Showing some lifesigns but place 45-50 on GTS this close to release is horrible. I expect a critics' average of XX a Steam CCU of 30-40k and mixed customer reviews. The game will sell basically X on consoles. Final verdict: max 200m rev Q4 vs budget of 700m+. $PDX"
X Link @10_ch_10 2025-10-15T10:24Z 16.6K followers, 3950 engagements

"So it's still a wait-and-see situation. If the bull case plays out the analysts are waaay off and the stock should go to 250-300+ even though there will be massive depreciation in the Q resulting from releasing the biggest games and DLCs ever. Even the base case = a buy. $PDX"
X Link @10_ch_10 2025-10-09T08:50Z 16.6K followers, 2774 engagements

"$DIB is all about Wuchang releasing in July and hopefully getting more attention on Gamescom etc. $3659.T Nexon is very cheap hard to analyze but their 100bn repurchase programme and Arc Raiders makes it hard to skip"
X Link @10_ch_10 2025-05-27T10:04Z 16.6K followers, 1020 engagements

"$TBLD Kingmakers is already viral and will get is release date this week. It could bring in 2x market cap no problem. Other than that they have Streets of Rogue X and Sand the Game coming up both having solid metrics on Steam. $CDR Witcher X (2027+) trade. A bit late but okay"
X Link @10_ch_10 2025-05-27T10:04Z 16.6K followers, 4006 engagements

"Gaming 💼 20250930 (+40% YTD). Another crazy year continues. Cut Falcom way too early started trimming $EMBRAC too early as well. Trimmed some $TBLD & $FDEV after great returns. Bought Koei as their near-term pipe looks good and it's been sold off due to technicalities"
X Link @10_ch_10 2025-09-30T11:10Z 16.6K followers, 4352 engagements

"Gaming portfolio 20250819. +36% YTD. I've shaved off some $TTWO and $CDR.WA to make room for $EMBRAC. Bloober and Falcom will be sold soon as their big releases are close then that money will be re-deployed into the aforementioned stocks. I've had a crazy run but remain 🐂"
X Link @10_ch_10 2025-08-18T15:54Z 16.6K followers, 7343 engagements

"The repurchases will prop up $EMBRAC until the split (split date early Dec) so it's almost a cash proxy but I fear that the next report will suck even harder than the guidance implies. More excited about Fellowship than Coffee Stain. There could be some fun in $PDX as well"
X Link @10_ch_10 2025-09-30T11:10Z 16.6K followers, 2748 engagements

".but the bear case (50% probability) is super scary; after all $PDX has only released one really successful game (CK3) since 2016 + the EUV director's previous effort was Imperator. If EUV becomes another Imperator/Cities X the company is toast and XXX SEK a reality"
X Link @10_ch_10 2025-10-09T08:50Z 16.6K followers, 2792 engagements