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
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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