THE ECHO CHAMBER – EPISODE 86

The 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

TIMESTAMPS

0:00 – 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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