The Echo Chamber

The Porcelian Proposal


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THE ECHO CHAMBER – EPISODE 86The Porcelain Proposal

Less than a week until Shareholder meeting, and RC isn't slowing down on his bid for eBay. He dropped his compensation package from the ballot, 1.5 billion shares are up for a vote, and the next week could shape the future of the proposed eBay deal…so we will probably trade flat.

Fitzzzy catches up with M and IB totalk Pokémon dumpster dives, Shopping GameStop, reacting to RC's best interviews yet and a lot more

After breaking down the All In Podcast interview, we discuss GameStop's new forward guidance, why the updated 8-K could be a signal of strength, and we preview the upcoming shareholder meeting

We wrap up with the Week in Review, covering the GME chart, option chain, borrow rate, 30-day IV, and what we're watching heading into one of the biggest weeks of the year.

LFG $GME

TIMESTAMPS0:00 – Intros
  • Hey M!
  • What's up IB?
  • IB's bot update
  • M's Pokémon dumpster dive
  • Shop GameStop
17:00 – The All In Podcast Interview
  • RC's rationale for eBay
  • Cost-cutting & efficiency
  • Digital collectibles, NFTs & in-game skins
  • RC's persistence and criticism of the eBay board
55:00 – RC's Three-Point Plan for eBay
  • Interview clip
1:01:00 – Forward Guidance Discussion
  • 8-K and press release discussion
1:11:00 – Shareholder Meeting & RC's Comp Plan
  • RC removes his compensation package
  • Breakdown of shares available
  • Why 1.5 billion shares matter for the eBay deal
1:22:00 – Week in Review
  • GME chart discussion
  • Option chain
  • Borrow rate
  • 30-day IV
  • Price action prediction
1:45:00 – Wrap-Up & Community Notes
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Thank you to everyone who listens and downloads. You can catch the live recording of this episode on our YouTube here

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The Echo ChamberBy Shaun Fitzgerald