TTW

TTWO

15 tracked calls · 13 long · 2 short · last 90d: 11L/2S

first called by ThreadGuy 3mo ago

TTWTTWOSHORT2w ago

“If you a Take Two Interactive I think it a little bit scary Because you are banking 10 years of your company on insane microtransaction revenue from GTA And this sets the precedent that there's going ”

ThreadGuy

Take-Two's decade-long revenue model for GTA 6 is at risk after gamers successfully forced EA to remove paid progression microtransactions.

TTWTTWOSHORT@ $247.82

$247.56+0.11%

since call Jul 13

peak +6.5%

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TTWTTWOLONG3w agoFLIPPED

“That is the upside in this trade is that you have tens of millions of men who have meaningful amounts of money and don leave their house and they potentially could turn GTA 6 into the biggest cash mac”

ThreadGuy

Take-Two will turn GTA 6 into an unprecedented cash machine as millions of homebound adult gamers spend heavily on microtransactions.

TTWTTWOLONG@ $252.02

EXIT$244.79-2.87%

since call Jul 9

flipped Jul 13 · held 4d · record frozen at -2.87%

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TTWTTWOLONG3w agoFLIPPED

“Take two interactive gaps up It actually made a new all time high today... if you're not long take two you're trolling yourself”

ThreadGuy

Take-Two Interactive is showing massive relative strength by gapping up to new all-time highs even without new game trailers.

TTWTTWOLONG@ $259.02

EXIT$244.79-5.50%

since call Jul 7

flipped Jul 13 · held 6d · record frozen at -5.50%

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TTWTTWOLONG1mo agoFLIPPED

“I haven't taken the Take-Two trade. I, uh, it's probably a good one and I'm, I'm interested in it, but it feels like it's a long way…”

ThreadGuy

Take-Two is a strong buy on GTA 6 recurring spend, just too early to enter now

TTWTTWOLONG@ $238.53

EXIT—

since call Jun 25

flipped Jul 13 · held 18d · record frozen

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TTWTTWOSHORT1mo agoFLIPPED

“no online doesn't sound great to me … I would imagine that most of the money that they're gonna make is from online.”

ThreadGuy

Take-Two faces downside as GTA 6 launches without multiplayer, the main monetization engine

TTWTTWOSHORT@ $237.43

EXIT—

since call Jun 24

flipped Jun 25 · held 1d · record frozen

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TTWTTWOLONGPOSITION1mo ago

“They're not pricing in the fucking all the digital IP and the fucking, the servers. … if this chart moves this way on presale shit”

Market Bubble · Faze Banks

Take-Two underprices GTA's digital IP and servers; presale strength shows the run is just starting.

TTWTTWOLONG@ $237.90

$247.56+4.06%

since call Jun 18

peak +4.4%

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TTWTTWOLONG1mo agoFLIPPED

“Finally we got some news on GTA 6”

ThreadGuy

GTA 6 news lifts Take-Two as the game approaches a likely $100+ launch

TTWTTWOLONG@ $240.01

EXIT—

since call Jun 18

flipped Jun 24 · held 6d · record frozen

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TTWTTWOLONG1mo ago

“a lot of people see the stock market as unfairly punishing … maybe their moat is something completely different than what people think it is”

TBPN · John Coogan

Take-Two's moat is misunderstood; durable creative business undervalued vs AI-hype layoff narratives, GTA 6 lands Nov 19

TTWTTWOLONG@ $243.45

$247.56+1.69%

since call Jun 18

peak +4.4%

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TTWTTWOLONG1mo ago

“I don't believe that people are going to go to these lengths unless they're making money on it. … There's a lot of, like, prediction markets with plenty of volume.”

TBPN

Take-Two stock and prediction markets will react sharply to any GTA 6 delay; surveillance signals point to launch

TTWTTWOLONG@ $209.10

$247.56+18.39%

since call Jun 10

peak +19.2%

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TTWTTWOLONG1mo ago

“as AI gets cheaper, that story is actually going to change … I actually think we're going to get like a big acceleration in entertainment stuff”

TBPN

Cheaper AI eventually accelerates game content, turning the bearish gaming narrative into an upside for Take-Two

TTWTTWOLONG@ $218.64

$247.56+13.23%

since call Jun 3

peak +15.7%

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TTWTTWOLONG2mo ago

“Take-Two Interactive, which could be a very interesting trade, is down 3% today. Is anyone in this?”

ThreadGuy

GTA 6 launch catalyst dated Nov 19 makes Take-Two an interesting event-driven long

TTWTTWOLONG@ $218.56

$247.56+13.27%

since call May 26

peak +13.3%

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TTWTTWOLONG2mo ago

“I think this is honestly a good entry for Take-Two. We talked about it a couple weeks ago when it was like just reclaiming this area, $2.10. So its prior…”

Market Bubble

Take-Two broke ATH, retested, about to enter price discovery; GTA 6 attention not priced in

TTWTTWOLONG@ $245.20

$247.56+0.96%

since call May 14

peak +3.0%

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TTWTTWOLONG2mo ago

“Best Buy sent out an email to customers claiming that GTA pre-orders begin May 18th to May 21st”

ThreadGuy

GTA 6 pre-order email leak (May 18-21) points to an imminent box-office catalyst

TTWTTWOLONG@ $246.01

$247.56+0.63%

since call May 14

peak +3.0%

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TTWTTWOLONG3mo ago

“It's 40 Bs, brother. Are you fucking kidding me? … GTA 6 is going to create generational wealth.”

Market Bubble

Take-Two is a generational buy at $40B cap ahead of GTA 6 launch

TTWTTWOLONG@ $208.75

$247.56+18.59%

since call Apr 30

peak +18.6%

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TTWTTWOLONG3mo ago

“Roblox makes less money than Rockstar Games that hasn't put out a good game in 8 years. How is that possible?”

ThreadGuy

Take-Two looks like the cleaner event-driven trade into GTA 6, out-earning Roblox despite no recent hit.

TTWTTWOLONG@ $216.58

$247.56+14.30%

since call Apr 27

peak +16.8%

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