Core Viewpoint - GameStop is attempting to transform from a struggling video game retailer into a $100 billion-plus business through strategic acquisitions, as envisioned by CEO Ryan Cohen, who aims to modernize the company beyond its traditional offerings [2][3]. Group 1: Company Strategy - CEO Ryan Cohen plans to acquire a publicly traded company to expand GameStop's business model, aiming for a significant increase in market capitalization from $11 billion to over $100 billion [2][5]. - The company is looking to modernize in response to the decline of physical video games, indicating a shift in strategy to adapt to changing market conditions [3]. Group 2: Financial Performance - Under Cohen's leadership, GameStop's market capitalization has increased from $1.3 billion in 2021 to approximately $9.3 billion, representing a 615% increase in shareholder value [5]. - Cohen's compensation package is tied to achieving a market cap of $100 billion and $10 billion in Cumulative Performance EBITDA, with a potential payout of over $35 billion in stock options [5]. Group 3: Market Sentiment - The stock of GameStop experienced a dramatic rise of 2,700% in 2021, driven by retail investor enthusiasm and hedge fund short-selling, but the company is now perceived as facing obsolescence [3]. - Experts express skepticism regarding the feasibility of Cohen's ambitious goals, with some analysts suggesting a very low probability of reaching the $100 billion target due to a lack of demonstrated competitive advantage [6].

GameStop shares famously soared 1600% in January 2021 before plunging over 80% in a week. That taught many young investors a valuable lesson about risk and reward. Victor Rebilla was in high school when he put an initial $50 investment into the meme stock craze.He rode the wave up and got out before it bottomed out. I think having that hands-on experience was super valuable and I don't really think that's necessarily something that you can really be taught. >> Since the meme stock mania, an increasing numbe ...

Group 1 - GameStop shares experienced an increase following CEO Ryan Cohen's announcement regarding the company's interest in acquiring a publicly traded company, which could enhance its market capitalization [1] - The potential acquisition is seen as a strategic move that may also positively impact Ryan Cohen's compensation [1]

Core Viewpoint - GameStop Corp. is exploring significant strategic moves, including increasing its stake in Bitcoin and potentially acquiring companies to boost its market capitalization, which currently stands at $11 billion, with aspirations to reach $100 billion [2][3][4]. Group 1: Stock Performance and CEO Compensation - GameStop shares are currently trading 81% below their 2021 high of $121 [2]. - If GameStop's market capitalization rises to $100 billion, CEO Ryan Cohen could earn $35 billion based on a recent compensation plan [3]. Group 2: Acquisition Strategies - GameStop is considering acquiring Marathon Digital for $5.5 billion, which would be a 35% premium, and could use its remaining cash of $2.5 billion to buy more Bitcoin, potentially transforming into a Bitcoin miner [5][6]. - The acquisition of Marathon could position GameStop as one of the largest Bitcoin producers, with the combined company's value potentially soaring five to ten-fold if Bitcoin prices rise significantly [6][7]. Group 3: Alternative Acquisition Options - An alternative acquisition target is Discord, valued between $5 billion to $8 billion, which could provide access to a large user base for targeted game-related promotions [13]. - Achieving a $100 billion market capitalization through the Discord acquisition might take three to five years, requiring $3 billion to $5 billion in revenue during that period [15]. Group 4: Market Conditions and Valuation - The premium on Bitcoin holdings has decreased, with the multiplier-to-net asset value falling from over 2.4 to around 1.1 due to high share dilution and investor concerns [10]. - Wall Street currently views GameStop as 42% overvalued, setting a price target of $13.50, indicating that achieving ambitious goals will require bold strategies [16].

科恩在周四刊登的专访中称，消费与零售行业一直是其职业生涯的重要关注点，他希望将目前市值约 110亿美元的游戏驿站打造为"市值超过1000亿美元的巨无霸企业"。他强调，未来的交易规模将会"非常 大"，并坦言这项决定"最终要么是天才之举，要么就是彻头彻尾的愚蠢"。 智通财经APP获悉，美国游戏零售商游戏驿站(GME.US)首席执行官瑞安·科恩表示，公司正考虑进行一 项重大收购，目标或为一家上市公司，收购方向可能集中在消费或零售领域。 科恩的表态也引发市场关注。知名投资者迈克尔·伯里作为游戏驿站股东，本周一曾公开称赞科恩在资 本配置方面保持克制，并认为潜在收购将成为提升股东价值的重要驱动力。截至发稿，该股涨超 3.7%，报23.66美元。 他透露，正在评估少数几家公司，但暂未披露具体名称，并计划在不久后主动接触潜在收购目标。财务 层面，游戏驿站资产负债表上拥有约90亿美元的现金及流动证券，为潜在并购提供了充足资金支持。 ...

4．闪迪美股盘前涨超23%。当地时间1月29日，闪迪2026财年Q2财报显示，得益于AI存储需求的激 增，闪迪当季营收30.3亿美元，同比增长61.2%，高于26.9亿美元的普遍预期；每股收益为5.15美元，而 市场普遍预期为3.54美元。调整后毛利率为51.1%，远强于42%的预期。 5．苹果美股盘前跌0.16%。当地时间1月29日，苹果2026财年Q1财报显示，营收同比增长16%，iPhone 销售收入同比增23%，iPhone销量创历史新高。苹果在大中华区录得营收255.3亿美元，同比增长 37.9%。 6．游戏驿站美股盘前涨1.54%。当地时间1月29日，据报道，游戏驿站首席执行官表示，正瞄准一家大 型上市公司进行收购，目标是将市值提升至1000亿美元。 7．西部数据2026财年Q2财报显示，当季营收达到30.2亿美元，调整后每股收益2.13美元，双双超市场 预期。（科股宝播报） 钛媒体App 1月30日消息，1月30日美股盘前要闻： 1．截至目前，道琼斯指数期货跌0.58%，标普500指数期货跌0.57%，纳斯达克100指数期货跌0.72%。 2．截至目前，英国富时100指数涨0.32%，法国CAC ...

| GME 游戏驿站 | | | | --- | --- | --- | | 22.8104-0.830 -3.51% | | 收盘价 01/29 15:59 美东 | | 23.050 + 0.240 +1.05% | | 盘前价 01/30 04:25 美东 | | 一 7 24 2 8 8 0 | | ক 快捷交易 | | 最高价 23.600 | 开盘价 23.500 | 成交量 755.51万 | | 最低价 22.700 | 昨收价 23.640 | 成交额 1.74亿 | | 平均价 22.999 | 市空室 IM 25.92 | 总市值 102.19亿 (... | | 振 幅 3.81% | 市盈率(静) 69.12 | 总股本 4.48亿 | | 换手率 1.85% | 市净率 1.927 | 流通值 93.18亿 | | 52周最高 35.810 | 委 比 -87.82% | 流通股 4.09亿 | | 52周最低 19.930 | 量 比 0.42 | 每 手 1股 | | 历史最高 120.750 股息TTM -- | | | | 历史最低 0.631 | 股息率ITM -- | ...

Ryan talked with the WSJ.WSJ Business News (@WSJbusiness):Ryan Cohen, the billionaire CEO of GameStop, said he is eyeing a major acquisition—and famed ”Big Short” investor Michael Burry is cheering him on https://t.co/NGs7wRlZ3g ...

Ryan Cohen, the billionaire CEO of GameStop, said he is eyeing a major acquisition—and famed ”Big Short” investor Michael Burry is cheering him on https://t.co/3zUaIW5itD ...

Core Viewpoint - GameStop (GME.US) is targeting a large publicly traded company for acquisition, aiming to increase its market capitalization to $100 billion [1] Group 1: Acquisition Strategy - The CEO of GameStop has indicated a focus on consumer or retail companies for the potential acquisition [1] - Specific details regarding the potential acquisition target have not been disclosed [1]