[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@foxenflask](/creator/twitter/foxenflask) "@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](/creator/x/foxenflask) on [X](/post/tweet/1947344816792011025) 2025-07-21 17:15:58 UTC 3198 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](/creator/x/foxenflask) on [X](/post/tweet/1947380328969953520) 2025-07-21 19:37:05 UTC 3199 followers, 3504 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 π°"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1947097233985245560) 2025-07-21 00:52:10 UTC 3199 followers, 1212 engagements "@edmartineztx @ryancohen I am up nearly XXX% on my initial investment into GameStop"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1947343475969593770) 2025-07-21 17:10:39 UTC 3201 followers, XXX 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](/creator/x/foxenflask) on [X](/post/tweet/1947124378988114305) 2025-07-21 02:40:02 UTC 3189 followers, XX engagements "@myrealtorty The majority of the blockchain industry are building on ETH its just that simple. And the only sure fire way to onboard the next billion people to the blockchain is with no brainer use cases like gaming which is all run on Ethereum. Bitcoin is new gold ETH is new fiat"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946218749536637270) 2025-07-18 14:41:23 UTC 3193 followers, XXX engagements "@GunnecracksSA @ryancohen @gamestop Correct lots of optionality in the convertible bonds"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1947360325944103155) 2025-07-21 18:17:36 UTC 3201 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](/creator/x/foxenflask) on [X](/post/tweet/1945294332354830410) 2025-07-16 01:28:05 UTC 3195 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](/creator/x/foxenflask) on [X](/post/tweet/1945493719207051348) 2025-07-16 14:40:22 UTC 3200 followers, 5729 engagements "The latter is more risky. Marriage is definitely natural. I will say prenups should be the norm in todays society that you have to opt out of instead of the other way around. Can we get an executive order for that Marriage rates would increase and probably meaningfully change our insane birth rate problem in the US"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946344999865536844) 2025-07-18 23:03:03 UTC 3190 followers, XXX 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](/creator/x/foxenflask) on [X](/post/tweet/1946792889696018900) 2025-07-20 04:42:49 UTC 3199 followers, XXX engagements "After an initial delay on Wednesday the House of Reps today passed the stablecoin-focused Genius Act and the Clarity Act which provides a regulatory framework for the broader crypto industry. The Genius Act is expected to be sign into law on Friday by POTUS while the Clarity Act will head to the Senate. This is a huge win for Crypto and Blockchain Tech in general specifically web3 Gaming. They say the in-game economy for GTA VI will be greater than the GDP of a lot small countries. Who knew actually owning things you pay for online would be revolutionary $GME $IMX $BTC @PushStartArcade"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946037572402090384) 2025-07-18 02:41:27 UTC 3194 followers, 1351 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 βΊ"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946777085424312436) 2025-07-20 03:40:01 UTC 3198 followers, 15K engagements "@aki_cheta @PushStartArcade An ecosystem that facilitates micro transactions using in-game tokens universally among thousands of games that can be off-ramped any time is where the real money is at. Theres a reason Thiel just invested so heavily into Bitmine Immersion Technologies"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946040906328465842) 2025-07-18 02:54:42 UTC 3189 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](/creator/x/foxenflask) on [X](/post/tweet/1947453516324192712) 2025-07-22 00:27:54 UTC 3199 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](/creator/x/foxenflask) on [X](/post/tweet/1947327686520524901) 2025-07-21 16:07:54 UTC 3199 followers, XXX engagements "@y2c3p0 @ryancohen It is currently sitting at $101.3m. My recommendation is for this to be closer to $1-2bn"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1947342013558292598) 2025-07-21 17:04:50 UTC 3199 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](/creator/x/foxenflask) on [X](/post/tweet/1936638756238364865) 2025-06-22 04:13:55 UTC 3191 followers, 67.3K 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](/creator/x/foxenflask) on [X](/post/tweet/1947477184018260113) 2025-07-22 02:01:57 UTC 3199 followers, 2344 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](/creator/x/foxenflask) on [X](/post/tweet/1944781434465771682) 2025-07-14 15:30:00 UTC 3199 followers, 34.2K engagements "Digital Collectibles confirmed. Virtual pack openings et all. More details likely coming soon @PushStartArcade $GME"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1947088248905380325) 2025-07-21 00:16:28 UTC 3190 followers, 5074 engagements "@6days1week @ryancohen I don't and that's okay with me if they can't verify my status as a shareholder"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1947330627646140509) 2025-07-21 16:19:35 UTC 3199 followers, XXX 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](/creator/x/foxenflask) on [X](/post/tweet/1946210301835137154) 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](/creator/x/foxenflask) on [X](/post/tweet/1946808185693565091) 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](/creator/x/foxenflask) on [X](/post/tweet/1947330289039978513) 2025-07-21 16:18:15 UTC 3199 followers, XXX engagements "@greg16676935420 Am I the only one that thinks the Astronomer CEO looks like Gavin Newsom"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946060901586440223) 2025-07-18 04:14:09 UTC 3199 followers, 42K 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](/creator/x/foxenflask) on [X](/post/tweet/1946249734076637557) 2025-07-18 16:44:30 UTC 3199 followers, 9919 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](/creator/x/foxenflask) on [X](/post/tweet/1946268491138453995) 2025-07-18 17:59:02 UTC 3194 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](/creator/x/foxenflask) on [X](/post/tweet/1947116378684534851) 2025-07-21 02:08:15 UTC 3194 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](/creator/x/foxenflask) on [X](/post/tweet/1945883247793070173) 2025-07-17 16:28:13 UTC 3201 followers, 15.4K 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](/creator/x/foxenflask) on [X](/post/tweet/1946267605381128429) 2025-07-18 17:55:31 UTC 3193 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](/creator/x/foxenflask) on [X](/post/tweet/1947081229955633600) 2025-07-20 23:48:34 UTC 3199 followers, XXX engagements "@Luke_OLibre @gamestop Yes the industry is seeing a massive influx right now and will likely have a general CAGR this year that exceeds the average of the last X years"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946215940950990853) 2025-07-18 14:30:13 UTC 3193 followers, XX engagements "@0xferg Blink twice or just like this comment if youve been working with GameStop in stealth to launch Push Start Arcade"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946095112120926614) 2025-07-18 06:30:06 UTC 3193 followers, XXX engagements "@FabrizioRomano We should invite De Gea back"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1947069124359708993) 2025-07-20 23:00:28 UTC 3197 followers, XXX engagements "@6days1week @Google @Computershare Wow this is awesome to see"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946270690144919584) 2025-07-18 18:07:47 UTC 3191 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](/creator/x/foxenflask) on [X](/post/tweet/1947502456394469720) 2025-07-22 03:42:23 UTC 3200 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](/creator/x/foxenflask) on [X](/post/tweet/1947100421459501358) 2025-07-21 01:04:50 UTC 3197 followers, XXX engagements "Updated Revenue Estimates for $GME Q2 - Hardware and accesories: $500m - Software: $210m - Collectibles: $245m Total Net Revenue: $955m"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945646577277616404) 2025-07-17 00:47:47 UTC 3199 followers, 17.8K engagements "@ShaunFitzzzy I am a bitcoin maxi and I demand you face serious prison time"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946212296696492440) 2025-07-18 14:15:45 UTC 3193 followers, XXX engagements "Waiting for the @PushStartArcade like $GME"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946346622163554754) 2025-07-18 23:09:30 UTC 3201 followers, 5376 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 π"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946273941569392792) 2025-07-18 18:20:42 UTC 3188 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](/creator/x/foxenflask) on [X](/post/tweet/1946794119163994333) 2025-07-20 04:47:42 UTC 3199 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](/creator/x/foxenflask) on [X](/post/tweet/1944952760647942313) 2025-07-15 02:50:48 UTC 3197 followers, 1761 engagements "@JosephCobraKai @BoilerPaulie @new_snake @PushStartArcade PSA is just a vendor/supplier to GameStop at the moment and their relationship with eBay is not exclusive"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946368293482193367) 2025-07-19 00:35:37 UTC 3191 followers, XX engagements "@BoilerPaulie @new_snake @PushStartArcade Yes he did - in general this has been a big complaint for a lot of Collectibles communities as well exorbitant eBay seller fees. Sometimes they keep up to XX% it's insane"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946361824720392416) 2025-07-19 00:09:55 UTC 3191 followers, XXX 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](/creator/x/foxenflask) on [X](/post/tweet/1947104972400742540) 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 ππ¦Ύπ"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1947320664094060812) 2025-07-21 15:40:00 UTC 3199 followers, 24K engagements "I think as long as large short positions exist they will find something negative to say. But here are some comps for public gaming company valuations - I know people love to look at cash value / shareholder equity / forced liquidation value but brand value is a very real thing and valuations can be as subjective as they can be objective. Specially as perceived by the algorithm. Cause look GameStop is considered "overvalued" relative to average public gaming company fundamentals using all standard valuation multiples - even after including the $9bn in cash and new convertible debt. EV/EBITDA"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946244879027450289) 2025-07-18 16:25:13 UTC 3193 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@foxenflask
"@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 3198 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 3199 followers, 3504 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 π°" @foxenflask on X 2025-07-21 00:52:10 UTC 3199 followers, 1212 engagements
"@edmartineztx @ryancohen I am up nearly XXX% on my initial investment into GameStop" @foxenflask on X 2025-07-21 17:10:39 UTC 3201 followers, XXX 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 3189 followers, XX engagements
"@myrealtorty The majority of the blockchain industry are building on ETH its just that simple. And the only sure fire way to onboard the next billion people to the blockchain is with no brainer use cases like gaming which is all run on Ethereum. Bitcoin is new gold ETH is new fiat" @foxenflask on X 2025-07-18 14:41:23 UTC 3193 followers, XXX engagements
"@GunnecracksSA @ryancohen @gamestop Correct lots of optionality in the convertible bonds" @foxenflask on X 2025-07-21 18:17:36 UTC 3201 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 3195 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 3200 followers, 5729 engagements
"The latter is more risky. Marriage is definitely natural. I will say prenups should be the norm in todays society that you have to opt out of instead of the other way around. Can we get an executive order for that Marriage rates would increase and probably meaningfully change our insane birth rate problem in the US" @foxenflask on X 2025-07-18 23:03:03 UTC 3190 followers, XXX 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
"After an initial delay on Wednesday the House of Reps today passed the stablecoin-focused Genius Act and the Clarity Act which provides a regulatory framework for the broader crypto industry. The Genius Act is expected to be sign into law on Friday by POTUS while the Clarity Act will head to the Senate. This is a huge win for Crypto and Blockchain Tech in general specifically web3 Gaming. They say the in-game economy for GTA VI will be greater than the GDP of a lot small countries. Who knew actually owning things you pay for online would be revolutionary $GME $IMX $BTC @PushStartArcade" @foxenflask on X 2025-07-18 02:41:27 UTC 3194 followers, 1351 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 βΊ" @foxenflask on X 2025-07-20 03:40:01 UTC 3198 followers, 15K engagements
"@aki_cheta @PushStartArcade An ecosystem that facilitates micro transactions using in-game tokens universally among thousands of games that can be off-ramped any time is where the real money is at. Theres a reason Thiel just invested so heavily into Bitmine Immersion Technologies" @foxenflask on X 2025-07-18 02:54:42 UTC 3189 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 3199 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 3199 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 3199 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 3191 followers, 67.3K 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 3199 followers, 2344 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 3199 followers, 34.2K engagements
"Digital Collectibles confirmed. Virtual pack openings et all. More details likely coming soon @PushStartArcade $GME" @foxenflask on X 2025-07-21 00:16:28 UTC 3190 followers, 5074 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 3199 followers, XXX 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 3199 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 3199 followers, 42K 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 3199 followers, 9919 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 3194 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 3194 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 3201 followers, 15.4K 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 3193 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 3199 followers, XXX engagements
"@Luke_OLibre @gamestop Yes the industry is seeing a massive influx right now and will likely have a general CAGR this year that exceeds the average of the last X years" @foxenflask on X 2025-07-18 14:30:13 UTC 3193 followers, XX 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 3193 followers, XXX engagements
"@FabrizioRomano We should invite De Gea back" @foxenflask on X 2025-07-20 23:00:28 UTC 3197 followers, XXX engagements
"@6days1week @Google @Computershare Wow this is awesome to see" @foxenflask on X 2025-07-18 18:07:47 UTC 3191 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 3200 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 3197 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 3199 followers, 17.8K engagements
"@ShaunFitzzzy I am a bitcoin maxi and I demand you face serious prison time" @foxenflask on X 2025-07-18 14:15:45 UTC 3193 followers, XXX engagements
"Waiting for the @PushStartArcade like $GME" @foxenflask on X 2025-07-18 23:09:30 UTC 3201 followers, 5376 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 π" @foxenflask on X 2025-07-18 18:20:42 UTC 3188 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
""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 3197 followers, 1761 engagements
"@JosephCobraKai @BoilerPaulie @new_snake @PushStartArcade PSA is just a vendor/supplier to GameStop at the moment and their relationship with eBay is not exclusive" @foxenflask on X 2025-07-19 00:35:37 UTC 3191 followers, XX engagements
"@BoilerPaulie @new_snake @PushStartArcade Yes he did - in general this has been a big complaint for a lot of Collectibles communities as well exorbitant eBay seller fees. Sometimes they keep up to XX% it's insane" @foxenflask on X 2025-07-19 00:09:55 UTC 3191 followers, XXX 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 ππ¦Ύπ" @foxenflask on X 2025-07-21 15:40:00 UTC 3199 followers, 24K engagements
"I think as long as large short positions exist they will find something negative to say. But here are some comps for public gaming company valuations - I know people love to look at cash value / shareholder equity / forced liquidation value but brand value is a very real thing and valuations can be as subjective as they can be objective. Specially as perceived by the algorithm. Cause look GameStop is considered "overvalued" relative to average public gaming company fundamentals using all standard valuation multiples - even after including the $9bn in cash and new convertible debt. EV/EBITDA" @foxenflask on X 2025-07-18 16:25:13 UTC 3193 followers, XX engagements
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