[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 bad robot GameStop's CEO Ryan Cohen released a letter to shareholders, highlighting the company's first profitable first quarter since 2019. The company's collectibles revenue, including graded cards, generated $XXX million in net sales in Q4 2024. GameStop's partnership with PSA, a card grading company, is expanding with a new vault integration, potentially offering financial services. ### Engagements: XXXXXX [#](/creator/twitter::1411790427020165123/interactions)  - X Week XXXXXXX +17% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +357% - X Year XXXXXXXXX +2,698% ### Mentions: XX [#](/creator/twitter::1411790427020165123/posts_active)  - X Week XX -XX% - X Month XXX +162% - X Months XXX +140% - X Year XXX +948% ### Followers: XXXXX [#](/creator/twitter::1411790427020165123/followers)  - X Week XXXXX +2.30% - X Month XXXXX +6.50% - X Months XXXXX +84% - X Year XXXXX +145% ### CreatorRank: XXXXXXX [#](/creator/twitter::1411790427020165123/influencer_rank)  ### Social Influence [#](/creator/twitter::1411790427020165123/influence) --- **Social category influence** [stocks](/list/stocks) #5833 [cryptocurrencies](/list/cryptocurrencies) #2158 [finance](/list/finance) [technology brands](/list/technology-brands) [gaming](/list/gaming) [social networks](/list/social-networks) [celebrities](/list/celebrities) **Social topic influence** [$gme](/topic/$gme) #26, [gme](/topic/gme) #14, [bitcoin](/topic/bitcoin) #834, [investment](/topic/investment), [$7974t](/topic/$7974t), [nintendo](/topic/nintendo), [cash flow](/topic/cash-flow), [money](/topic/money), [berkshire hathaway](/topic/berkshire-hathaway), [balance sheet](/topic/balance-sheet) **Top assets mentioned** [GameStop, Corp. (GME)](/topic/$gme) [Bitcoin (BTC)](/topic/bitcoin) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Reddit, Inc. (RDDT)](/topic/reddit) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [Applovin Corporation (APP)](/topic/applovin) [WOOF (WOOF)](/topic/$woof) [PepsiCo, Inc. (PEP)](/topic/$pep) ### Top Social Posts [#](/creator/twitter::1411790427020165123/posts) --- Top posts by engagements in the last XX hours "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 3158 followers, XXX 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](/creator/x/foxenflask) on [X](/post/tweet/1946075335864508587) 2025-07-18 05:11:31 UTC 3158 followers, XXX 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 3158 followers, 13.7K engagements "If @gamestop were to launch arcade concepts in their stores exactly as the rumor from Reddit says the capital expenditure(CapEx) per location would depend on the scale technology integration and amenities (arcade machines renovations digital systems and caf sections etc). Based on some limited industry data I found from sites like GrowThink and Business Dojo for mid to high-end arcades I think that a reasonable estimate for CapEx per store is $120k - $205k per store for a modern well-equipped setup. These estimates assume each store receives a full arcade buildout including machines"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1941510964127387724) 2025-07-05 14:54:20 UTC 3148 followers, 34.9K engagements "@Left_zen1 I want another $4-5bn in September if people are willing to keep giving us X% notes"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945844477660152264) 2025-07-17 13:54:10 UTC 3158 followers, XX engagements "@heydomoshi @modretro @gamestop Just restocked Sickkk"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1944804537690095645) 2025-07-14 17:01:49 UTC 3138 followers, XX engagements "Yes thats because Jeff Bezos is famous for killing great American brands using consultants and hedge funds while simultaneously redirecting the business from those brands to Amazon as they slowly die. Exactly the kind thing RC hates and in fact won when he went up against them with Chewy. But I highly doubt Jeff Bezos is moving money from his current Amazon share sales into the DK Butterfly shell that doesnt make any sense to me. He has a lot of active projects that need investment and funding he doesnt need this"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945654642010198062) 2025-07-17 01:19:49 UTC 3156 followers, XXX engagements "@SwamiSees @gamestop Power to the Collectors 🦾 Nice slab bud"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946043627248963867) 2025-07-18 03:05:31 UTC 3158 followers, XXX 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 3158 followers, XX 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 3158 followers, 33.6K engagements "The 4.7%($280m) is purely from one of three facets of the investment vertical(cash on hand). Thats what a money market would bring and where your comparison ends. Excluding that GameStop is projected to bring in a further $3-450m from net profits from the gaming/collectibles vertical. And not even mentioning the FASB required reporting of BTC $ gain as further net income. Im not great at math but say doc are we saying GameStop will profit $750-900m from $4bn in revenue and thats not yet priced in And no other company on the S&P500 has KPIs even close to this And this is how Buffett has built"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1944792222487949716) 2025-07-14 16:12:52 UTC 3136 followers, XXX engagements "@Millertime1216a @niro750 @gamestop @LawrenceLepard Highly recommend Berkshire Hathaway"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945166794135588953) 2025-07-15 17:01:17 UTC 3149 followers, XXX engagements "@larryvc Loved hearing Ryan talk about the impetus behind the move to collectibles as well as Bitcoin on the balance sheet and the peek into his investment style/approach in general"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945215648990200251) 2025-07-15 20:15:25 UTC 3153 followers, XXX engagements "@janeumayet @ryancohen @cvpayne @gamestop"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945467111146455197) 2025-07-16 12:54:38 UTC 3148 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](/creator/x/foxenflask) on [X](/post/tweet/1945584103669317776) 2025-07-16 20:39:32 UTC 3153 followers, XXX engagements "@realannapaulina @AGPamBondi @PamBondi Are we still talking about this Epstein thing"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946061405716668863) 2025-07-18 04:16:09 UTC 3158 followers, XXX engagements "Ryan Cohen is going to acquire something other than BTC for $GME. Its either going to be an outright acquisition a large equity position in a public/private company or even a merger. Whats your best guess as to what the target(s) may be"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1932907935459652075) 2025-06-11 21:08:58 UTC 3146 followers, 92.8K 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 3158 followers, 14.7K 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](/creator/x/foxenflask) on [X](/post/tweet/1937727056705360240) 2025-06-25 04:18:26 UTC 3158 followers, 35.8K 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](/creator/x/foxenflask) on [X](/post/tweet/1945585400510075093) 2025-07-16 20:44:41 UTC 3158 followers, 2082 engagements "@LlamaDesignLabs @gamestop Check out their Crunchbase. They've been busy"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945315041126789621) 2025-07-16 02:50:22 UTC 3158 followers, XXX engagements "@SwamiSees Ryan Cohen apparently successfully suggested the board of Alibaba do the same(increase share buyback authorization limit)"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945497745382408363) 2025-07-16 14:56:22 UTC 3147 followers, XXX 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 3158 followers, XX engagements "@PhantomBlack699 He already launched it It's our investment vertical"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945152275292328173) 2025-07-15 16:03:36 UTC 3158 followers, 2990 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 3158 followers, 1747 engagements "@BakeJoyajian @fudgebucket27 @astrodotbuild No wonder AppLovin is killing it"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1942796338116034675) 2025-07-09 04:01:57 UTC 3150 followers, XXX engagements "Some personal takeaways from @ryancohen's second Interview today with @cvpayne talking about $GME: - I loved that before Ryan even came on Charles opened the discussion by contrasting the innovation found in emerging companies like @gamestop with the relative stagnation seen among most S&P500 companies. - When asked about GameStops future he encouraged viewers to consider the journey thus far: when he joined the company had substantial debt and consistent losses(hundreds of millions of dollars per year). Now GameStop has a robust $9bn+ on the balance sheet is cash flow positive and the legacy"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945205719957168585) 2025-07-15 19:35:58 UTC 3158 followers, 25.4K engagements "@juicy_crypto_ @ryancohen @cvpayne @gamestop"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945467485664211264) 2025-07-16 12:56:08 UTC 3139 followers, XX 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](/creator/x/foxenflask) on [X](/post/tweet/1943753176298975387) 2025-07-11 19:24:05 UTC 3158 followers, XXX engagements "@DunghLam @gamestop I seldom rip packs more into buying slabs"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945326615442985440) 2025-07-16 03:36:22 UTC 3158 followers, XXX engagements "Scottie is very close to god. The night he won the masters in 2024 he said post-round my buddies told me this morning my victory was secure on the cross. And thats a pretty special feeling to know that Im secure for forever and it doesnt matter if I win this tournament or lose this tournament. My identity is secure forever"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945319664621342897) 2025-07-16 03:08:44 UTC 3158 followers, XXX engagements "@modretro Will the grey one that was originally a @gamestop exclusive come back"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1944790187357118828) 2025-07-14 16:04:47 UTC 3139 followers, XXX engagements "Youll have to listen to the pod for an elaborated answer but basically I think for the XXX years prior to March 2025 90%(arbitrarily) of RCs focus was on the legacy business and XX% on building a strong balance sheet. I think because the legacy business is pared down to a size he likes and is cashflowing like a beast/highly profitable now that focus has shifted to where 90%(again arbitrary number here) of his focus now is on the investment vertical(think of it like a new business) and XX% on the legacy business to make sure it stays profitable and cash flowing. Hope this make sense great"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945175122937094601) 2025-07-15 17:34:23 UTC 3156 followers, 2500 engagements "@PhantomBlack699 I am against the issue of any dividends at this point in time. Maybe in the future. The capital needs to stay in the vehicle and compound right now"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946058224144118176) 2025-07-18 04:03:31 UTC 3158 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](/creator/x/foxenflask) on [X](/post/tweet/1945854500918403480) 2025-07-17 14:33:59 UTC 3158 followers, XX engagements "@Tanktweets @ryancohen @cvpayne @gamestop I loved getting a peak behind his thinking"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945221535716737395) 2025-07-15 20:38:49 UTC 3143 followers, XXX engagements "@BoilerPaulie Larry has always said his biggest investment regret is not investing in YouTube"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1946048669133717802) 2025-07-18 03:25:33 UTC 3158 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 3158 followers, 10.8K engagements "Thanks Tony its been a while since weve done a late-night balance sheet hang on spaces hope youre doing well I remember in early 2024 we were talking about how strong the company was looking with $1bn cash on hand and still not cashflowing positive but getting there slowly. Now we have over NINE billion+ cash/bitcoin and are cash flowing hundreds of millions of dollars. Believe it or not people are still not convinced lol"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1944834430646018316) 2025-07-14 19:00:36 UTC 3136 followers, XXX engagements "@jimcramer Hope you saw his demeanor with Charles Payne vs how he had to respond to Sorkin and his clowns. Real journalism from Charles vs hedge fund-hit-piece-crew"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945208984043942339) 2025-07-15 19:48:56 UTC 3153 followers, 1454 engagements "And for $WOOF similar deep unrealized value(unrealized recent Herculean efforts). In 2024 WOOF hauled in $6.12bn of revenue a modest XXXX% slip from the prior year. Their GAAP net loss shrank to $XXXXX M a staggering XX% improvement versus the $1.28bn they bled in 2023 Thats ridiculous. A $1.1bn swing The real eye-opener: TTM Free Cash Flow flipped to +$46.9m after last years -$9.9m drain. Theyve got roughly $166m in cash sitting on the balance sheet while long-term debt still looms at $1.4bn. Manageable if the cash faucet stays on. At todays close the whole company is priced at about $860m a"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1942802698849366402) 2025-07-09 04:27:13 UTC 3148 followers, XXX engagements "@_SteadyTurtle__ @wallydomecomm @ryancohen @cvpayne @gamestop Many thanks to Ryan Cohen and Charles Payne"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945223077756833934) 2025-07-15 20:44:56 UTC 3143 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 3158 followers, 17.6K engagements "@mattoshi21 Thats a highly recursive lens youre looking through. In your opinion are Berkshire Hathaway or Coca Cola weak companies solely because they dont have Bitcoin All capital are big words"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945933357449089453) 2025-07-17 19:47:20 UTC 3158 followers, XXX engagements "@AllegroEddie @ryancohen @cvpayne @gamestop T bills are great for short term gains as are upper X figure quarter over quarter profits from the legacy business"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945471318700237208) 2025-07-16 13:11:22 UTC 3136 followers, XX engagements "@macksood_mark @ryancohen @cvpayne @gamestop"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945221352878637236) 2025-07-15 20:38:05 UTC 3142 followers, XXX 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 3158 followers, 5004 engagements "@mannis_chris @ryancohen @cvpayne @gamestop @JoeSquawk @andrewrsorkin @BeckyQuick CNBC was hard to watch"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945471547205877892) 2025-07-16 13:12:16 UTC 3147 followers, XX engagements "Wednesday are for GameStop 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 potential to be another historic quarter(EPS) for"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945579282886955201) 2025-07-16 20:20:22 UTC 3147 followers, XXX engagements "I saw this on @gamestop's card marketplace"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1943392012721422838) 2025-07-10 19:28:56 UTC 3149 followers, 3461 engagements "@greg16676935420 @ShawnMcCor8918 @TheRoaringKitty Weve known for a while @greg16676935420 why are you thirsting us Can you just take a selfie"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1944964620738797780) 2025-07-15 03:37:55 UTC 3147 followers, 1815 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](/creator/x/foxenflask) on [X](/post/tweet/1944794083588714773) 2025-07-14 16:20:16 UTC 3147 followers, XXX engagements "@EngodRemon @ryancohen @cvpayne @gamestop"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945470953384710551) 2025-07-16 13:09:55 UTC 3141 followers, XX 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](/creator/x/foxenflask) on [X](/post/tweet/1945148408953520540) 2025-07-15 15:48:14 UTC 3158 followers, 16.8K engagements "The staplegate collectibles auction from GameStop ends in XX minutes. We just got a new landing page for Push Start Arcade(formerly GameStop NFT on X) but havent heard any news of what it is yet. Probably just a cohencidence $GME"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945520569346101662) 2025-07-16 16:27:04 UTC 3157 followers, 4340 engagements "Worth noting WB loves investing in dividend paying stocks but thats a whole write-up of its own. Its partially whats behind the nickname Oracle of Omaha not for merely picking stocks that paid good dividends but for finding companies that he thought would sustainably grow and consistently pay dividends over long periods of time(decades - Amex Apple Coca-cola etc.). Its a major of the pillar if not the foundation of Berkshires portfolio"  [@foxenflask](/creator/x/foxenflask) on [X](/post/tweet/1945499513835110819) 2025-07-16 15:03:24 UTC 3157 followers, XXX 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 bad robot
GameStop's CEO Ryan Cohen released a letter to shareholders, highlighting the company's first profitable first quarter since 2019. The company's collectibles revenue, including graded cards, generated $XXX million in net sales in Q4 2024. GameStop's partnership with PSA, a card grading company, is expanding with a new vault integration, potentially offering financial services.
Engagements: XXXXXX #
- X Week XXXXXXX +17%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +357%
- X Year XXXXXXXXX +2,698%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +162%
- X Months XXX +140%
- X Year XXX +948%
Followers: XXXXX #
- X Week XXXXX +2.30%
- X Month XXXXX +6.50%
- X Months XXXXX +84%
- X Year XXXXX +145%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #5833 cryptocurrencies #2158 finance technology brands gaming social networks celebrities
Social topic influence $gme #26, gme #14, bitcoin #834, investment, $7974t, nintendo, cash flow, money, berkshire hathaway, balance sheet
Top assets mentioned GameStop, Corp. (GME) Bitcoin (BTC) Berkshire Hathaway Inc. (BRK.A) CLEANSPARK INC (CLSK) Metaplanet Inc. (MTPLF) Reddit, Inc. (RDDT) BITMINE IMMERSION TECH (BMNR) Applovin Corporation (APP) WOOF (WOOF) PepsiCo, Inc. (PEP)
Top Social Posts #
Top posts by engagements in the last XX hours
"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 3158 followers, XXX 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 3158 followers, XXX 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 3158 followers, 13.7K engagements
"If @gamestop were to launch arcade concepts in their stores exactly as the rumor from Reddit says the capital expenditure(CapEx) per location would depend on the scale technology integration and amenities (arcade machines renovations digital systems and caf sections etc). Based on some limited industry data I found from sites like GrowThink and Business Dojo for mid to high-end arcades I think that a reasonable estimate for CapEx per store is $120k - $205k per store for a modern well-equipped setup. These estimates assume each store receives a full arcade buildout including machines" @foxenflask on X 2025-07-05 14:54:20 UTC 3148 followers, 34.9K engagements
"@Left_zen1 I want another $4-5bn in September if people are willing to keep giving us X% notes" @foxenflask on X 2025-07-17 13:54:10 UTC 3158 followers, XX engagements
"@heydomoshi @modretro @gamestop Just restocked Sickkk" @foxenflask on X 2025-07-14 17:01:49 UTC 3138 followers, XX engagements
"Yes thats because Jeff Bezos is famous for killing great American brands using consultants and hedge funds while simultaneously redirecting the business from those brands to Amazon as they slowly die. Exactly the kind thing RC hates and in fact won when he went up against them with Chewy. But I highly doubt Jeff Bezos is moving money from his current Amazon share sales into the DK Butterfly shell that doesnt make any sense to me. He has a lot of active projects that need investment and funding he doesnt need this" @foxenflask on X 2025-07-17 01:19:49 UTC 3156 followers, XXX engagements
"@SwamiSees @gamestop Power to the Collectors 🦾 Nice slab bud" @foxenflask on X 2025-07-18 03:05:31 UTC 3158 followers, XXX 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 3158 followers, XX 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 3158 followers, 33.6K engagements
"The 4.7%($280m) is purely from one of three facets of the investment vertical(cash on hand). Thats what a money market would bring and where your comparison ends. Excluding that GameStop is projected to bring in a further $3-450m from net profits from the gaming/collectibles vertical. And not even mentioning the FASB required reporting of BTC $ gain as further net income. Im not great at math but say doc are we saying GameStop will profit $750-900m from $4bn in revenue and thats not yet priced in And no other company on the S&P500 has KPIs even close to this And this is how Buffett has built" @foxenflask on X 2025-07-14 16:12:52 UTC 3136 followers, XXX engagements
"@Millertime1216a @niro750 @gamestop @LawrenceLepard Highly recommend Berkshire Hathaway" @foxenflask on X 2025-07-15 17:01:17 UTC 3149 followers, XXX engagements
"@larryvc Loved hearing Ryan talk about the impetus behind the move to collectibles as well as Bitcoin on the balance sheet and the peek into his investment style/approach in general" @foxenflask on X 2025-07-15 20:15:25 UTC 3153 followers, XXX engagements
"@janeumayet @ryancohen @cvpayne @gamestop" @foxenflask on X 2025-07-16 12:54:38 UTC 3148 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 20:39:32 UTC 3153 followers, XXX engagements
"@realannapaulina @AGPamBondi @PamBondi Are we still talking about this Epstein thing" @foxenflask on X 2025-07-18 04:16:09 UTC 3158 followers, XXX engagements
"Ryan Cohen is going to acquire something other than BTC for $GME. Its either going to be an outright acquisition a large equity position in a public/private company or even a merger. Whats your best guess as to what the target(s) may be" @foxenflask on X 2025-06-11 21:08:58 UTC 3146 followers, 92.8K 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 3158 followers, 14.7K 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 3158 followers, 35.8K 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 3158 followers, 2082 engagements
"@LlamaDesignLabs @gamestop Check out their Crunchbase. They've been busy" @foxenflask on X 2025-07-16 02:50:22 UTC 3158 followers, XXX engagements
"@SwamiSees Ryan Cohen apparently successfully suggested the board of Alibaba do the same(increase share buyback authorization limit)" @foxenflask on X 2025-07-16 14:56:22 UTC 3147 followers, XXX 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 3158 followers, XX engagements
"@PhantomBlack699 He already launched it It's our investment vertical" @foxenflask on X 2025-07-15 16:03:36 UTC 3158 followers, 2990 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 3158 followers, 1747 engagements
"@BakeJoyajian @fudgebucket27 @astrodotbuild No wonder AppLovin is killing it" @foxenflask on X 2025-07-09 04:01:57 UTC 3150 followers, XXX engagements
"Some personal takeaways from @ryancohen's second Interview today with @cvpayne talking about $GME: - I loved that before Ryan even came on Charles opened the discussion by contrasting the innovation found in emerging companies like @gamestop with the relative stagnation seen among most S&P500 companies. - When asked about GameStops future he encouraged viewers to consider the journey thus far: when he joined the company had substantial debt and consistent losses(hundreds of millions of dollars per year). Now GameStop has a robust $9bn+ on the balance sheet is cash flow positive and the legacy" @foxenflask on X 2025-07-15 19:35:58 UTC 3158 followers, 25.4K engagements
"@juicy_crypto_ @ryancohen @cvpayne @gamestop" @foxenflask on X 2025-07-16 12:56:08 UTC 3139 followers, XX 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 3158 followers, XXX engagements
"@DunghLam @gamestop I seldom rip packs more into buying slabs" @foxenflask on X 2025-07-16 03:36:22 UTC 3158 followers, XXX engagements
"Scottie is very close to god. The night he won the masters in 2024 he said post-round my buddies told me this morning my victory was secure on the cross. And thats a pretty special feeling to know that Im secure for forever and it doesnt matter if I win this tournament or lose this tournament. My identity is secure forever" @foxenflask on X 2025-07-16 03:08:44 UTC 3158 followers, XXX engagements
"@modretro Will the grey one that was originally a @gamestop exclusive come back" @foxenflask on X 2025-07-14 16:04:47 UTC 3139 followers, XXX engagements
"Youll have to listen to the pod for an elaborated answer but basically I think for the XXX years prior to March 2025 90%(arbitrarily) of RCs focus was on the legacy business and XX% on building a strong balance sheet. I think because the legacy business is pared down to a size he likes and is cashflowing like a beast/highly profitable now that focus has shifted to where 90%(again arbitrary number here) of his focus now is on the investment vertical(think of it like a new business) and XX% on the legacy business to make sure it stays profitable and cash flowing. Hope this make sense great" @foxenflask on X 2025-07-15 17:34:23 UTC 3156 followers, 2500 engagements
"@PhantomBlack699 I am against the issue of any dividends at this point in time. Maybe in the future. The capital needs to stay in the vehicle and compound right now" @foxenflask on X 2025-07-18 04:03:31 UTC 3158 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 3158 followers, XX engagements
"@Tanktweets @ryancohen @cvpayne @gamestop I loved getting a peak behind his thinking" @foxenflask on X 2025-07-15 20:38:49 UTC 3143 followers, XXX engagements
"@BoilerPaulie Larry has always said his biggest investment regret is not investing in YouTube" @foxenflask on X 2025-07-18 03:25:33 UTC 3158 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 3158 followers, 10.8K engagements
"Thanks Tony its been a while since weve done a late-night balance sheet hang on spaces hope youre doing well I remember in early 2024 we were talking about how strong the company was looking with $1bn cash on hand and still not cashflowing positive but getting there slowly. Now we have over NINE billion+ cash/bitcoin and are cash flowing hundreds of millions of dollars. Believe it or not people are still not convinced lol" @foxenflask on X 2025-07-14 19:00:36 UTC 3136 followers, XXX engagements
"@jimcramer Hope you saw his demeanor with Charles Payne vs how he had to respond to Sorkin and his clowns. Real journalism from Charles vs hedge fund-hit-piece-crew" @foxenflask on X 2025-07-15 19:48:56 UTC 3153 followers, 1454 engagements
"And for $WOOF similar deep unrealized value(unrealized recent Herculean efforts). In 2024 WOOF hauled in $6.12bn of revenue a modest XXXX% slip from the prior year. Their GAAP net loss shrank to $XXXXX M a staggering XX% improvement versus the $1.28bn they bled in 2023 Thats ridiculous. A $1.1bn swing The real eye-opener: TTM Free Cash Flow flipped to +$46.9m after last years -$9.9m drain. Theyve got roughly $166m in cash sitting on the balance sheet while long-term debt still looms at $1.4bn. Manageable if the cash faucet stays on. At todays close the whole company is priced at about $860m a" @foxenflask on X 2025-07-09 04:27:13 UTC 3148 followers, XXX engagements
"@SteadyTurtle_ @wallydomecomm @ryancohen @cvpayne @gamestop Many thanks to Ryan Cohen and Charles Payne" @foxenflask on X 2025-07-15 20:44:56 UTC 3143 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 3158 followers, 17.6K engagements
"@mattoshi21 Thats a highly recursive lens youre looking through. In your opinion are Berkshire Hathaway or Coca Cola weak companies solely because they dont have Bitcoin All capital are big words" @foxenflask on X 2025-07-17 19:47:20 UTC 3158 followers, XXX engagements
"@AllegroEddie @ryancohen @cvpayne @gamestop T bills are great for short term gains as are upper X figure quarter over quarter profits from the legacy business" @foxenflask on X 2025-07-16 13:11:22 UTC 3136 followers, XX engagements
"@macksood_mark @ryancohen @cvpayne @gamestop" @foxenflask on X 2025-07-15 20:38:05 UTC 3142 followers, XXX 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 3158 followers, 5004 engagements
"@mannis_chris @ryancohen @cvpayne @gamestop @JoeSquawk @andrewrsorkin @BeckyQuick CNBC was hard to watch" @foxenflask on X 2025-07-16 13:12:16 UTC 3147 followers, XX engagements
"Wednesday are for GameStop 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 potential to be another historic quarter(EPS) for" @foxenflask on X 2025-07-16 20:20:22 UTC 3147 followers, XXX engagements
"I saw this on @gamestop's card marketplace" @foxenflask on X 2025-07-10 19:28:56 UTC 3149 followers, 3461 engagements
"@greg16676935420 @ShawnMcCor8918 @TheRoaringKitty Weve known for a while @greg16676935420 why are you thirsting us Can you just take a selfie" @foxenflask on X 2025-07-15 03:37:55 UTC 3147 followers, 1815 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 3147 followers, XXX engagements
"@EngodRemon @ryancohen @cvpayne @gamestop" @foxenflask on X 2025-07-16 13:09:55 UTC 3141 followers, XX 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 3158 followers, 16.8K engagements
"The staplegate collectibles auction from GameStop ends in XX minutes. We just got a new landing page for Push Start Arcade(formerly GameStop NFT on X) but havent heard any news of what it is yet. Probably just a cohencidence $GME" @foxenflask on X 2025-07-16 16:27:04 UTC 3157 followers, 4340 engagements
"Worth noting WB loves investing in dividend paying stocks but thats a whole write-up of its own. Its partially whats behind the nickname Oracle of Omaha not for merely picking stocks that paid good dividends but for finding companies that he thought would sustainably grow and consistently pay dividends over long periods of time(decades - Amex Apple Coca-cola etc.). Its a major of the pillar if not the foundation of Berkshires portfolio" @foxenflask on X 2025-07-16 15:03:24 UTC 3157 followers, XXX engagements