GameStop's Ryan Cohen is making one of the most aggressive streaks of insider purchases relative to market cap over such a short period. He bought another 700,000 shares at an average $24.41, about $17.1M, per an SEC Form 4 reported by @ReesePolitics, a show of conviction that ignores rising yields. x.com 

GameStop's $56 billion, $125-a-share bid for eBay could unlock over $100 billion of value by turning eBay from a stagnant auction site into a true Amazon rival under Ryan Cohen. Synergies span collectibles, trading cards, live commerce and store pickups, plus cost cuts and AI upgrades. Cohen's track record stands out, and the absence of any Wall Street buy rating on GameStop is a strong contrarian buy signal. x.com 

GameStop is a short because its CEO plans to raise tens of billions of dollars to complete the $56B eBay offer, massively diluting shareholders. The narrative has flipped from the little guy squeezing hedge funds to insiders using retail as exit liquidity to hit comp packages. $5 is a fitting target, though the market cap may well hold up. x.com  x.com  x.com  x.com  x.com 

GameStop's case rests on CEO Ryan Cohen's continued insider buying, nearly $70 million this year, supporting a $30 target. The stock is up almost 20% year to date, on par with the Nasdaq 100. x.com 

GameStop keeps winning under Ryan Cohen, now forecasting adjusted EBITDA above $600M for the fiscal year ending January 2027, versus $345.4M the prior year. x.com 

GameStop shareholders are likely to be diluted to fill a funding gap of more than $10B. Its CEO implied as much in an interview without saying it outright, which is most likely why the stock reversed course. x.com 

eBay is a business worth owning long term for its aggressive buybacks and its role as the go-to marketplace for used and hard-to-find items, with collectibles basically locked up. A pullback would offer a better long-term entry. A rumored GameStop bid for the roughly $50B company remains doubtful, as it would need serious financing. x.com 

GameStop looks cheap against its earnings. It trades at about 14 times earnings versus the roughly 18 times retailers usually get. Applying 18 times to next year's estimated $1.37 a share, give or take 12%, gives a fair value of $21.70-27.62, leaving the stock 13% below the bottom of that range. This is a valuation read only, with no fundamental work behind it. x.com 

GameStop's revenue record does not support growth expectations. Revenue missed estimates in five of the last eight quarters. x.com 

eBay is getting new life from a possible takeover bid by GameStop's Ryan Cohen, who already owns 7% of the float. It has strong free cash flow, four years of rising revenue, accelerating EPS since late 2023 and growth every quarter since September 2021. MarketSurge notes a bullish base breakout, and the target is $125. x.com  x.com