Tranche by Tranche

Episode 62 - The Echo Chamber

 

"Tranche by Tranche"

+2.96% on the week and +6.20% for the year — things are looking good. But with a big OPEX looming, can GameStop keep the momentum going?

This week on The Echo Chamber, Fitzzzy and Paulie are joined by Bad Robot to break down a busy week.  We hit store closures and what they may signal, run through a full Shop GameStop segment (Pokémon, retro consoles, social media, and some Xbox hate), then turn to the chart and talk derivatives as IV sits at 6-year lows and the option chain is stacked. The main event is a full, tranche-by-tranche walkthrough of Ryan Cohen’s incentive plan—what needs to happen, what it implies, and why it matters. We wrap with tin on Kevin/Keith, deleted RC tweets, and a look ahead at potential March pumps.

Timestamps

• 0:00 – 14:30 Intros and Burry Block

• 15:00 – 27:30 Store closures

• 27:30 – 56:00 Shop GameStop, Pokémon cards, Retro Consoles, GameStop’s social media, Xbox hate

• 56:00 – 1:06:00 Intermission: RC GMEdd interview

• 1:06:00 – 1:42:00 Week in Review: GME / GMEWS chart, GME1 and GME option chain, OPEX, playing calls, IV 6-year lows, borrow rate

• 1:42:00 – 2:33:00 Ryan Cohen’s incentive plan

• 2:33:00 – 2:51:00 Tinfoil: Kevin and Keith tin, RC deleted tweets, March pumps

• 2:51:00 – 2:55:00 Community announcements

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 say hi on X: @ShaunFitzzzy , @BoilerPaulie , @FoxenFlask 

ShowPage: @EchoChamber741

YouTube: The Echo Chamber