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Podcast Alpha @PodcastAlphaX - Video: $GME board member Larry Cheng @larryvc: "The GameStop business is now quite profitable. It's a very strong business."
Cheng won't detail the live corporate action around the rejected $56B eBay bid, but he's clear the business underneath it changed: a large cash pile, a Bitcoin treasury, and a CEO who treats capital allocation as the core job of the role, citing Google's own SpaceX stake as the model for optimizing every balance-sheet dollar.
Ryan Cohen @ryancohen, GameStop's CEO, laid out the eBay thesis directly on a prior podcast: cost cuts, live commerce, and a digital-collectibles market, backed by $500M of his own capital, none of it pulled out of GameStop.
Don't price $GME as a settled meme-stock story. The board is signaling this capital-deployment program isn't over.
What breaks the bull case if the cash pile sits idle instead: https://t.co/csEASxjU8L
Source: The Full Ratchet @TFR_Pod -
https://x.com/PodcastAlphaX/status/2077170172788392023

Politi_Rican@TheRicanMemes - Coming this fall… 😭😭
https://x.com/dto_rok/status/2077556593365852457

Q The Storm Rider @Q_TheStormRider - Video: HOLY COW
Jim Jordan: "How much of that $35 million of taxpayer money did you give to confidential human sources?"
Jack Smith: "....uh...."
Jordan: "We know you gave $20k to someone. It just got reported last week."
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