NVDA
NVIDIA
-- 131.760 TSLA
Tesla
-- 396.360 RGTI
Rigetti Computing
-- 8.9500 AMD
Advanced Micro Devices
-- 116.090 PLTR
Palantir
-- 65.910 
I have the most unpopular opinion on this company.
$GameStop (GME.US)$ I don't believe we are likely getting a "MOASS" or even a big short squeeze and I also don't think GME is bearish either. I think everyone on both sides has really lost the plot. It is very likely imo GME still has a lot of life left in it considering the CEO is experimenting with ways he can succesfully reinvent the company like with trading cards because obviously the old business model is not sustainable on it's own but it's also not something that will fully drag the company down either since there is still large demand for physical copies of video games. Another important thing to factor in is that this company's performance varies quarter by quarter. In Q4 GameStop gets way more customers than usual due to the holiday season and this year is special since people will very likely be buying the new PS5 pro for Christmas and GameStop is probably the best place to buy one if you are looking to save some money. Financially the company is mostly healthy and doesn't have to worry about bankruptcy and has lots of room to experiment so that is a good sign. I'm not a big fan of a lot of the GME community and it's theories behind "MOASS" or anything but I guess it could be possible but there isn't enough concrete evidence of massive fraudulent short selling and even if there is it is likely there is lots of fraud with any stock if you look close enough but I would not bet big on just that personally, fundamentals are more important. On a side note I find it annoying and toxic how the community shuts anyone down if they have any doubts surrounding these theories, you're just going to push people away and turn them against you. I also feel like no one actually listened to what Roaring Kitty had to say in his live streams, they just interpreted everything he said as some signal for a "MOASS" but if you guys have fun just theorizing on these things I see no harm in that alone. Anyway, basically so long as the company can just stay alive I can see the price going up quite a bit since the company's death is somewhat priced in still imo and if we see it start to see it grow again this could be a super profitable deep value play in the long term. It mostly comes down to wheather or not you believe in Ryan Cohen and the rest of the management team. If I had to take a guess it will take a few years to see some really great results. Of course it's a little bit of a gamble so do your own research please and be careful where you get your information from lol.
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already_rich : there isnt evidence of mass short selling? really??? that's a flat out lie. look at $SPDR S&P Retail ETF (XRT.US)$ short interest for 1.
already_rich already_rich : i agree on everything else you said tho
Parp OP already_rich : I said there isn't "concrete evidence" and I also said even if there truly is that it likely applies to many other stocks in the market and is alone not a good reason for me to invest my money into something. In the end fundamentals are way more important than short term to mid term movements in the price due to any potential fraud from short sellers.
Parp OP already_rich : You can think of the Company's fundamentals and price as magnets. If it's too overvalued or undervalued it will always correct itself over time no matter how much fraud there is, so in a way it's not too important in the long run and it can create good buying and selling opportunities if true, tho I am not much of a trader.
Ken Griffin Charity : “the CEO is experimenting with ways he can succesfully reinvent the company like with trading cards because obviously the old business model is not sustainable on it's own “
How is selling trading cards a new business model exactly…? Last I checked, GameStop has been doing this for decades
already_rich Ken Griffin Charity : theyre the only retail store PERIOD that can grade cards. nice try tho
Ken Griffin Charity : If you’re bringing up roaring kitty, then you should also understand that he got in because of the post pandemic recovery. GME is now trading at +2000% what it once was, with no correlating increase in revenue.
“The company’s death” is also absolutely not priced in, otherwise the market cap wouldn’t be sitting at at 12B. And even after cutting significant expenses, the company has only managed a $20m profit while STILL maintaining an operating loss.
Let me repeat, 12B company, with a $20m net profit. Fundamentally, it makes zero difference especially with declining YoY revenue.
Parp OP Ken Griffin Charity : I could have worded that better but my point remains the same. The trading cards are becoming a stronger focus of the company as of late which is a small part of the process in the reinvention of the company I believe. I also have a feeling we will see Ryan Cohen experimenting with some other little methods to bring in more customers similar to the trading cards. He also has a lot of room to safely do this now with the large amount of cash the company now holds which could be fun to speculate on. My guess is right now his short term focus is on trimming the fat off the company and keeping it afloat while brainstorming some ideas on how he can create value with the company's cash.
TrueApe Ken Griffin Charity : At least you are consistently dumb
Parp OP Ken Griffin Charity : Yes I am aware that was one of his reasons for investing back then. I also believe GameStop is somewhat cyclical and is beginning to recover from an economic down trend we experienced starting in late 2021 due to strong and abrupt quantative tightening. Recently the Federal Reserve and other major central banks around the world have began easing monetary policy again which is very positive for companies like GameStop that are more sensitive and benefit more than usual from a stronger economy. On a side note it's also one reason why we are seeing things like crypto currencies rallying as of late aside from Trump's recent victory.
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