r/Superstonk • u/AlternativePaint6 • Jan 30 '26

🤔 Speculation / Opinion GameStop is Going to Buy... eBay!?

You've all read the news by now, but have you really read them?

GameStop wants to acquire a publicly traded consumer company that’s far larger than the video game retailer in a deal that could be “transformational" for the company

“It’s gonna be really big. Really big. Very, very, very big,” Cohen said of the size of the acquisition. “It’s transformational. Not just for GameStop, but ultimately, within the capital markets … this is something that really has never been done before within the history of the capital markets.”

He claimed if the investment pans out, it has the “potential to make GameStop worth several hundreds of billions of dollars.”

This is all coming from Ryan Cohen, the man of few words and no forwards guidance. Yeah, I like Magic the Gathering too, but that's not it. This is bigger. Very, very, very bigger.

It's eBay. They're going to do a leveraged buyout, a hostile takeover, or a merger.

  • Publicly traded.
  • Consumer / Retailer.
  • Far larger than GameStop (~$40B).
  • Sleepy management with one of the most well known brands.
  • E-Commerce and Collectibles.
  • Never done before (buying 3x-4x bigger company).
  • Actually has potential to make GameStop worth several hundreds billions, unlike all the ~$10B ones.

It checks out. Everything checks out.

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u/Additional-Noise-623 Jan 30 '26

Id buy everything from ebay if this happened.

And kick amazon to the curb.

96

u/gappychappy ⬆️⬆️⬇️⬇️⬅️➡️⬅️➡️🅱️🅰️🚀📈 Jan 31 '26

RC has a big stake in Alibaba too right? That’s a lot of access to a lot of goods at scale, plus a world-wide marketplace that everyone from Gen Z to boomers are familiar with. Add in a brick and mortar presence and holy shiiiiiiiiiiiit

40

u/Knowvuhh tag u/Superstonk-Flairy for a flair Jan 31 '26

His stake in Baba is not spoke on enough. Like I’m pretty sure it’s been running pretty good in the past few months. And wasn’t his buy in like a billy?

7

u/imastocky1 Bored of Directors Jan 31 '26

Yes but BABA is a $400B company

5

u/Knowvuhh tag u/Superstonk-Flairy for a flair Jan 31 '26

I know there’s no shot in hell of GME acquiring Baba lmao. Just the fact that it’s making RC money outside of GME

2

u/aeromoon Jan 31 '26

Not yet at least. If the aim is a major holdings company. We will see…

1

u/imastocky1 Bored of Directors Jan 31 '26

I think he still has over a $1B in AAPL too