Chris Campbell:

Grand Theft Nintendo

Last year, Americans spent more on video games than they spent at the movies. Six times more. Globally, annual gaming industry revenue is roughly $200 billion. Bigger than the global box office, the music industry, and book publishing – combined. Twice over.

Hollywood is the side hustle. Gaming is the main event. And on November 19, 2026, the biggest entertainment release in human history drops. It's called Grand Theft Auto VI. A crime simulator. The kind of game that gets banned in three countries, debated in Congress, and bought by 200 million people anyway.

DFC Intelligence projects 40 million units in year one – $3.2 billion in revenue, with $1 billion in pre-orders alone. Konvoy, a venture firm, projects $7.6 billion in the first 60 days.

My prediction: GTA 6 does $10 billion in revenue in its first six months. And TTWO flips Nintendo in 2027 – a crown Nintendo has held since 1985.

The biggest entertainment release in history. 90% institutional ownership. Twenty-six of twenty-eight analysts bullish. Competitors clearing the calendar a year out. And a stock most investors over 50 have never even considered. 

That's the thesis. TTWO. Take-Two Interactive.

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Davis Wilson:

GameStop Makes $55.5 Billion Offer to Acquire eBay

Video game retailer GameStop has submitted a non-binding proposal to acquire e-commerce marketplace eBay for $125 per share in a half-cash, half-stock deal valued at $55.5 billion.

The gaming retailer plans to fund the acquisition with $9.4 billion in cash and liquid investments on hand as of January 31, supplemented by up to $20 billion in third-party financing from TD Securities. GameStop projects $2 billion in annual cost savings within 12 months, primarily by cutting what it views as inefficient spending at eBay.

The potential acquisition values eBay at a 46% premium to its February 4 closing price, which is when GameStop began to amass shares. The gaming retailer now holds a 5% stake in eBay.

"eBay should be worth – and will be worth – a lot more money," GameStop CEO Ryan Cohen said. "I'm thinking about turning eBay into something worth hundreds of billions of dollars."

The acquisition bid represents a dramatic transformation for GameStop under Cohen, who previously founded pet supplies company Chewy and sold it to PetSmart for $3.35 billion in 2017. Since taking the helm, Cohen has engineered a turnaround at GameStop, swinging the company from a $381 million net loss in fiscal 2021 to $418 million net income in fiscal 2025.

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Greg Guenthner:

Bitcoin in 'Disbelief Rally' As Traders Spot $84K BTC Price Target

Bitcoin's rally on Monday pushed it above $80,000 for the first time since January as analysts say BTC price could rise further to fill the futures gap at $84,000 in the short term.

Ether, the largest altcoin by market capitalization, was trading at $2,367 at the time of writing, up 2% over the last 24 hours. Fourth-place XRP has gained nearly 2% over the last day to trade just above $1.41. Dogecoin climbed the most among the top 10 cryptocurrencies, up 3.5% over the same period.

As a result, the global crypto market capitalization is up 1.6% over the last day toward $2.65 trillion on Monday.

"Bitcoin looks primed for upwards momentum," MN Capital founder Michael van de Poppe said in an X post on Monday. The analyst added that a "breakout above $79K opens the opportunities" toward the $86,000-88,000 resistance zone and later to $90,000.

"It's a disbelief rally" for Bitcoin, crypto analyst Matthew Hyland said in response to Bitcoin's latest push above $80,000, adding: "The many calling for $60K and below will be the ones flipping bullish late above $90K."

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