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GMEBAY
Episode 77 - The Echo Chamber
"GMEBAY"
Alert Piano is in this week with Fitzzzy just in time for Ryan Cohen to announce his bid for eBay. Join us as we break down all the articles and tweets from the past week. We go through both WSJ articles, Burry fudding the deal, the possible 13D and offer, shareholder meetings, RC’s tweets and letters, and a whole lot more in the all-eBay first half of the show.
We recorded before the interviews but have included the Charles Payne interview in full at 54:00 and the CNBC interview in full at the end of the show.
In the second half we break down the past week’s price action, some really good bond tin, and revisit the requel timeline from 2024.
Timestamps
0:00 - 5:00 — TBPN intro
5:00 - 54:00 — GME proposes to buy eBay
WSJ articles, RC tweet and letter, 13D and offer, GME's fit with PSA and eBay, bond conversion windows, RC pumping, shareholder meetings, overpaid execs sweating it
54:00 - 1:06:00 — Charles Payne interview and Alert sings
1:06:00 - 1:37:00 — Week in Review
GME & GMEWS chart, historical IV, option chain, warrant squeeze, hedge hell, bond buyers
1:37:00 - 1:42:00 — Tinfoil
Kitty 2024 requel timeline, secret bond buyer?
1:43:00 - End — CNBC interview
Thanks to everyone who tunes in each week—and a special shoutout to all the homies in TEC on Discord. The show wouldn’t be what it is without you.
Come be a part of the audience every week on YouTube while we record live. You can watch this episode on YouTube here.... GMEBAY live
Come say hey on X: @ShaunFitzzzy @Cohort101
Showpage: @EchoChamber741
View all episodes
By Shaun FitzgeraldEpisode 77 - The Echo Chamber
"GMEBAY"
Alert Piano is in this week with Fitzzzy just in time for Ryan Cohen to announce his bid for eBay. Join us as we break down all the articles and tweets from the past week. We go through both WSJ articles, Burry fudding the deal, the possible 13D and offer, shareholder meetings, RC’s tweets and letters, and a whole lot more in the all-eBay first half of the show.
We recorded before the interviews but have included the Charles Payne interview in full at 54:00 and the CNBC interview in full at the end of the show.
In the second half we break down the past week’s price action, some really good bond tin, and revisit the requel timeline from 2024.
Timestamps
0:00 - 5:00 — TBPN intro
5:00 - 54:00 — GME proposes to buy eBay
WSJ articles, RC tweet and letter, 13D and offer, GME's fit with PSA and eBay, bond conversion windows, RC pumping, shareholder meetings, overpaid execs sweating it
54:00 - 1:06:00 — Charles Payne interview and Alert sings
1:06:00 - 1:37:00 — Week in Review
GME & GMEWS chart, historical IV, option chain, warrant squeeze, hedge hell, bond buyers
1:37:00 - 1:42:00 — Tinfoil
Kitty 2024 requel timeline, secret bond buyer?
1:43:00 - End — CNBC interview
Thanks to everyone who tunes in each week—and a special shoutout to all the homies in TEC on Discord. The show wouldn’t be what it is without you.
Come be a part of the audience every week on YouTube while we record live. You can watch this episode on YouTube here.... GMEBAY live
Come say hey on X: @ShaunFitzzzy @Cohort101
Showpage: @EchoChamber741