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"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
"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, 4365 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