Chris Camillo on X
Take-Two Interactive, $TTWO, trades weeklies around GTA 6 news and debates the benchmark for the game’s success.
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Chris Camillo on X
@reddy67874 @Jerry19880 @piques15 only stock i added to today was $AMZN. like the risk/reward probabilities here on $TTWO, but there’s more downside if player sentiment and engagement data start moving the wrong way.
Chris Camillo on X
@piques15 $TTWO could drop 30% this week and my ’26 ROI would barely notice. I’ve had worse Mondays this past month. https://t.co/meivfWSxx6
Chris Camillo on X
apparently $TTWO wanted to make sure this quote still holds up. https://t.co/09z8jddmcH
AltayCap on X
Seems like im the only one blown away by these numbers. $ttwo had an incredibly storied history with many successful games and over a decade of high margin gta5 online numbers, but even pre Zynga writedown barely had any profit. Will gta6 be different? https://t.co/CivKO6DyFX
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Mayank Marwah 2 clicksSirius Xm Holdings INC
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Prepared Remarks on X
$meta https://t.co/1JqV0PLtqm
Chris Camillo on X
Well, that escalated quickly. $TTWO https://t.co/J56bmG6WiS
Clark Square Capital on X
Interesting development at $GRVY https://t.co/xvjalTHgN7
Chris Camillo on X
@PostmodernRogue @fkon1u @DumbMoneyTV what exactly do you think is priced in? >37M launch-quarter units? >45M? >50M? what ARPU? “priced in” isn’t an argument without numbers. There is upside and downside. Been crushing $TTWO GTA trades since ’99. Always happy to compare notes.
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Max Greve 3 clicksChris Camillo on X
@SkillJoyed you have any idea how much money that would’ve cost me, having capital sitting in $TTWO since $100! in ‘22?
Chris Camillo on X
@SiltasInvest been trading GTA releases and $TTWO since ‘99
Chris Camillo on X
@LownTrevor if you believe that’s the consensus then $TTWO not for you
Chris Camillo on X
Please let $TTWO open flat tomorrow because tonight’s GTA VI reaction is “priced in” test me
Chris Camillo on X
We currently have only one real datapoint to work off from today’s gameplay reveal: depth of player interest in the gameplay. The better the gameplay, the greater the long-term monetization opportunity for $TTWO. That’s the variable I don’t think is priced in yet, and it’s what gives this trade meaningful upside and downside.
Chris Camillo on X
Ran dozens of social arb probability scenarios for how the world would react to today’s GTA VI gameplay reveal. This is playing out like a top 5% outcome. Did not expect this. Feels like the market came into today anchored to last week’s hacker leaks and primed for disappointment. It may take a minute to process what just happened. $TTWO
Chris Camillo on X
13 years of hype should have made today almost impossible to live up to. Somehow for most GTA fans Rockstar delivered. $TTWO https://t.co/Uh56v646rL
Chris Camillo on X
GTA VI gameplay reveal reactions coming in 10/10. You know what I did. $TTWO
BDC on X
@BoxLongs They wont close it down. But they could structure something so that $SNAP shareholders no longer footing the bill directly
BDC on X
Subs are the $SNAP inflection nobody has cared about, yet: H/T @Jack64128896 for the find on memories https://t.co/c5FVBZfK4c
⚽️📡 on X
$SRAD already has deep partnership with Kalshi now adds poly Every other competitor will likely have to follow suit to keep up https://t.co/4zOwxX7fKZ
