EA

Dudebobski

Been digging into $ALF / $ALFUW (Centurion Acquisition) a bit and wanted to sanity check this with others. Team is actually pretty legit on the operator side — ex-Jagex CEO, gaming/interactive background across leadership. What stood out to me is they added Thomas Vu to the board in June 2025 — former Riot Games exec (League of Legends), also tied to EA and now on boards like Jagex. That feels like a pretty intentional add if they’re serious about staying in the gaming / interactive lane. That said, timing is getting tight. Deadline is around mid-2026 and there’s still no deal announced. Commons sitting near trust and warrants cheap kind of reflects that “could go either way” setup. My read: • Team/network points pretty clearly toward a gaming or interactive target • But clock risk is real at this point Not saying it’s a buy or anything — just trying to figure out if this is a legit setup that’s just quiet, or one that’s running out of time. Curious if anyone else has looked into this.

DaddyDank247

That’s also a very good point. Reddit would need to gain traction in new markets to 10x or 5x. I still think that at current growth rates that this company is an easy 3x at current prices. I’m not sure what the future for Reddit looks like, but getting to see their revenue growth over the last 2 years has been exciting. I really don’t think Reddit will pull a Quora. Whatever Reddit does end up doing it will focus on giving users the ability to create their own Reddit experiences. I don’t have all the answers, but all things considered I use Reddit every single day. I use it to make sure I don’t get scammed. To make sure what I’m buying, building, fixing, or searching for works. I can find a fix to the most difficult solutions on Reddit. For example I was a big gamer when I was younger and I had an EA account. Since my account was so old somehow when EA was moving over PlayStation accounts and EA accounts to their new networks, they deleted all the emails on these old accounts. This meaning that if your PlayStation was tied to that old account you could not play multiplayer on any EA game. The only place I could find a solution on was Reddit. EA had fired their customer service support. There was no number and even if you did email someone there was nothing they could do. After a few years EA finally fixed the problem, but for real people on this forum to be the only place I could actually find solutions was mind boggling to me. It’s the reason I’m bullish. Because no matter what happens in the world or to this site. It will be one of the most helpful places on the internet. I understand the skepticism though.

Serenaded

I bought a large position in WEN for the dividend rate and the oversold factor being at extreme levels. This is a staple fastfood brand, it's aggressively expanding overseas into SEA/EA/OCE at the expense of closing unprofitable USA stores, and I honestly can't see a brand like this fading out. So even without financials it's bullish. It has a fair amount of debt, which is why stores are closing because they're finally taking steps to address it. That + a dividend cut will get debt under control and the stock will come back fast.

Icy-Sheepherder-7595

I'm actually somewhat bullish on Roblox. No position yet but my younger family members are all on it, they don't care about Call of Duty, or whatever crap EA, Ubisoft, or Microslop's gaming division puts out anymore. Creators can make anything they want on there and it's growing pretty large. I even saw a local news story about an 8 year old making money to help support his family through the in game transactions. Despite the bad press about it recently I think there might be opportunity there if they can implement better security features for young users. But also if you look the age of users on average is going up (and no not because of the creepy adults trying to use it for the wrong reason) but rather there are more kids over the age of 13 on it now than younger ages, kids are growing up on Roblox and then continuing to play it as they get older, they just switch which games their playing. I was pretty shocked to hear from my family members that this was actually the case too. It's just what kids are into these days. And from what I can tell upon asking them a little about it they don't really have a plan to play anything else any time soon.

GammaReaper_

Thanks. Yes this approach has proved to generate alpha from EA, which historically have been difficult to game. I have a straight forward excel spreadsheet that lays out the math. Happy to share - DM your email and I'll send it to you.

Forcekin6969

IRGC is going to lose to a US air power, siege, and subsequent death by 1000 cuts at the hands of JSOC F3EA scaled with rapid response operators

modder9

I mean they packed copilot into our EA and we spent LESS while upgrading from E3 to E5 for thousands of users. The account rep was so eager to sell copilot we didn’t even have to negotiate to get that insane price of $20 for E5. That’s less than we were paying for E3. I sold all my and gf’s MSFT after seeing how hard they are pushing to make it look like copilot isn’t a failure.

modder9

A fellow sysadmin! Did you get a horny offer from MS to add copilot to your EA? I got E5 for like $20/month. Multi million dollar/year customer.

modder9

Microsoft is cooking their copilot sales. They are cannibalizing their core license profits to show copilot revenue. I got E5 for less than I was paying for E3 before, just to add a couple copilot license. Multi million dollar EA customer.

moorhound

Calls on EA, Dept of War buying thousands of copies of Battlefield for mission readiness

frogdog9000

Vegas to prediction markets file:///var/mobile/Library/SMS/Attachments/f4/04/75408225-2892-4062-B4A9-EA761B0A7336/tmp.gif

DaMan619

Cinematronics were bought by EA so they lie dead next to Bullfrog and WestWood.

TheHyperboley


iShitBloodandCumShit

NHTSA - OPENS ENGINEERING ANALYSIS (EA) ON EST 3,203,754 TESLA US VEHICLES EQUIPPED WITH FSD OVER FAILURE OF THE FSD’S DEGRADATION DETECTION SYSTEM Remember that one time when Elon had a business model that got ripped out from under him? Homie fucked around and found out. TSLA 69 Is not a meme.

modder9

I sold all my and my girls Msft last year when they gave us 50% off our multi million dollar EA renewal just to cook their copilot sales. Ended up spending less and getting more just so they could claim they sold more copilot.

Working_Monitor_2076

If 🥭 puts boots on the ground on kargh islands, EA needs to quickly include it in BF 6 so the troops can train

FreeSoftwareServers

Pretty sure they still don't do naked options, there is a difference between CSP and a naked option btw https://help.wealthsimple.com/hc/en-ca/articles/9606205720987-Enable-options-trading-in-your-investing-account#h_01K0W01S7T4FKR3MKDZ13EA3W1 It literally says in that link that they don't support naked puts

FreeSoftwareServers

https://help.wealthsimple.com/hc/en-ca/articles/9606205720987-Enable-options-trading-in-your-investing-account#h_01K0W01S7T4FKR3MKDZ13EA3W1 Here's a list of these unavailable options, pun intended

Mouse1701

I am not a CPA, but a retired EA. Are you one of my former clients? I had one who drove me batty because he would buy and sell substantially similar holdings across multiple trading platforms, selling one week and then buying the same thing 21 or 29 days later. Only to do it again in his IRA holdings. Many people do not realize that you must combine all your holdings to determine whether a wash sale occurred. It may look good on your ABC Trades account until you look at the transactions on your QRS Trades that are substantially similar, making every sale a wash. Then, when you bring the IRA mess into it. Ohh Boy!!There are too many of the same SSHs, which only makes the mess among the three even worse. He was not one of my *very wealthy* clients, but he had enough money and COVID boredom that I spent hours going cross-eyed for him. I tried to get him to buy one of the software offerings that could organize everything by holdings and then dates to calculate everything. I was not about to spend nearly $600 on software that came with only one license. It sounds like you may need to look into more advanced software that warns you before you decide to sell or buy. How it determines whether something is substantially similar, I have no idea. I had a broker friend who helped me decide whether to consider the positions as SSH or not. I did not pay much attention, trying to learn all the nuances, as I was already frustrated by how many looked the same but were not, and how many I thought were different that were actually SSH. I built an Excel spreadsheet that let me sort and organize by date. I wrote a few if/then formulas to mark the washes, then a formula to do the math. With the client's permission, I sent the spreadsheet to my broker friend, and with a few tweaks, it worked. However, I had to fire that client because I was not going to do that again—and I like numbers. That was the same year everyone played with crypto. Some people bought and sold the same coins and tokens multiple times on the same day across various platforms. On paper, they thought they were making money until Uncle Sam reached into the pot. I bought some crypto, too. I have not looked at it since. In another ten years, I will either have enough for a world cruise or maybe a nice steak dinner.

Rare-ish_Birb

It raining cats and dogs, EA!! Come inside the hut before you catch your death!! (Jk: its like 80 degrees outside)

Rare-ish_Birb

Powder is better dry, EA

Rare-ish_Birb

EA !!

Cpt_keaSar

Last dude who could make BF great again died. I’m afraid EA won’t be able to create good battlefields anymore.m

Ok_Commission_9203

EA's game? EA that's owned by Saudi Arabia, Silver Lake and Jared Kushner? Weird.

AdmirableError79

Saudi Arabia’s Public Investment Fund (PIF) announced a definitive agreement in September 2025 to acquire Electronic Arts (EA) who owns Battlefield. Maybe this was all a plan to get us to buy/play BF3 (and other iterations which are now on sale ) to help boost stock price. This isn’t for oil, this is all to help someone cash a bag!

BrocoLeeOnReddit

Calls on EA it is.

GammaReaper_

Took a nice 77% (of capital at risk) profit this am with ORCL trading \~$169.5. IV at 80%. I trade highly liquid (from an options perspective) MEGA and LARGE cap stocks, so almost all are in SP500, but by no means am I trading all 500. I have a core list of about 50 names that I know well wrt bid/ask spreads on the options I trade, how the stock responds to the EA, both after the announcement pre-market open and then during price discovery once the market opens. I exit the trades once the market settles in after the announcement - typically out by 10 am ET at the latest, as I'm only playing the event, not the PEAD. Works \~50% of the time but my trades are structured to have asymmetrical outcomes. As result my average winner is about 1.5 x my losers, so all-in I make $, completely uncorrelated to the market.

InsaneGambler

Sounds like EA Games! If you want to unlock this level you've gotta shell out more money!

cantgetthistowork

5th round of cucking EA MEETING ENDS WITH NO DECISION ON CRUDE STOCKPILE RELEASE: FT France probably blocked it again

Jeffoxy

**EA SPORTS** get your head on the prayer rug

iShitBloodandCumShit

Sponsored by Jagex and EA.

ResponsibleAnt8049

iranian shaheed drone- $30,000 to $50,000EA iranian missiles-$250,000EA us made interceptor missiles- $1,000,000EA

dangernext

Will EA release a Iran map for BF6?

ApprehensiveBat5970

# 🚀 PSKY DD: Paramount Is Building the First Global Media Empire With Saudi Oil Money — Nobody Here Is Talking About It **TL;DR:** PSKY just won Warner Bros Discovery ($111B). But that's not the story. Saudi Arabia's $925B sovereign wealth fund is using PSKY as the distribution pipe for the largest sports content portfolio ever assembled — unlocking 400M+ Middle Eastern subscribers no Western streamer has captured. 30% float. 12% short interest. Cramer already called it a meme stock. Thesis hasn't started. # THE DEAL Thursday, Netflix walked away from Warner Bros. PSKY's $111B offer declared "superior." Stock popped 24%. You saw the pop. You didn't see WHO's behind the money: * **David Ellison** (CEO) — Larry Ellison's son, Oracle founder, Trump's closest billionaire ally * **Affinity Partners** — Jared Kushner's private equity firm * **Saudi Public Investment Fund** — $925B sovereign wealth, chaired by MBS * **Qatar Investment Authority + Abu Dhabi's L'imad Holding** Three Gulf sovereign funds. Combined **$3 trillion in assets.** First time all three joined on one deal. A sovereign wealth analyst said: "Either the deal is too good to pass, or there is a third party — say Affinity Partners — putting them together." Kushner is the matchmaker. Same playbook he used for the $55B Electronic Arts buyout 6 months ago. # THE CONTENT NOBODY CAN COMPETE WITH Post-Warner Bros, PSKY controls: CBS, CNN, HBO, Paramount+, HBO Max, TNT Sports, Warner Bros Pictures, Paramount Pictures, DC superheroes, Showtime, MTV, Nickelodeon, Comedy Central, Discovery, Pluto TV. Plus UFC ($7.7B exclusive), March Madness, NFL on CBS, Champions League. Top 3 media company on Earth. But that's the obvious part. # SAUDI SPENT $50B+ ON SPORTS WITH NO PIPE The Saudi fund has been buying content like a degen buying weeklies: * LIV Golf (\~$5B, merged with PGA Tour) * Newcastle United (85% stake) * 4 Saudi Pro League clubs (Ronaldo $200M/yr, Benzema, Neymar) * 2034 World Cup hosting (tens of billions) * Electronic Arts $55B buyout (EA's soccer game, Madden, racing games) * Formula One (Aramco top sponsor + Saudi Grand Prix) * Boxing (every Fury/Joshua/Usyk megafight) * Savvy Games Group ($38B pledged to esports) * 910+ sports sponsorships tracked across Saudi state entities **The problem:** Own every fight, tournament, and World Cup — but can't beam it into living rooms? That's just burning cash. Critics call it "sportswashing." That's the EXPENSE column. **PSKY is the REVENUE column.** CBS + Paramount+ + HBO Max + TNT = every delivery pipe that exists. Saudi didn't spend $50B on content without a distribution plan. PSKY IS the plan. # THE MIDDLE EAST GOLDMINE The number that should make your eyes pop: **Middle East online video market projected to grow FIVEFOLD to $8.4B by 2029.** Current streaming leaderboard in the region: Shahid 4.4M subs, YouTube Premium 3.7M, Netflix 3.0M, StarzPlay 2.3M. **Netflix has 3 million subscribers in the ENTIRE Middle East.** Door wide open. Infrastructure ready: Saudi Telecom spent $2.4B on 5G/fiber. UAE at 95% fiber-to-home. 90%+ smartphone penetration. 70% of Saudi population under 35. The Saudi fund also bought 54% of MBC Group (biggest Arab broadcaster) for $2B in late 2024. **PSKY + Warner Bros + Saudi sports content + MBC regional broadcast = first vertically integrated global media network spanning Western AND Middle Eastern markets.** Netflix doesn't have this. Disney doesn't. Amazon doesn't. # WHY THIS IS BIGGER THAN OIL Saudi produces \~10M barrels/day at $80 = \~$292B/year. Oil is finite. Vision 2030 exists because MBS knows it has an expiration date. A global sports + media + gaming empire = **recurring revenue forever.** World Cup broadcast rights. EA's soccer franchise ($2B+/year alone). Every UFC PPV, every golf tournament, every Premier League match flowing through PSKY's pipes into hundreds of millions of homes. That's not oil money. That's PLATFORM money — the Netflix model backed by a sovereign wealth fund's balance sheet and 400M+ regional subscribers with 5G and disposable income. # THE SQUEEZE SETUP * \~1B shares outstanding, **only 30% public float** (\~$3B) * 70% locked by Ellison family + RedBird Capital * \~12% short interest * Cramer flagged it meme stock after Aug 2025 pop (+60% in 2 days, 131M volume) * Trading $10-11 — analyst targets up to $31.57 $3B float company about to own CBS + HBO + CNN + Paramount+ + Warner Bros + UFC rights. Netflix is $400B. Disney $200B. PSKY post-deal could be #3... at \~$10B market cap. # THE KUSHNER TOLL BOOTH Every Saudi media investment runs through: **MBS → Kushner → Ellison → Trump's cabinet (foreign investment review)** Kushner got $2B from Saudi fund in 2021. Zero returns generated. $87M in fees collected. Fund's own screening committee recommended rejecting him — MBS personally overruled. Kushner brokered the EA deal. Backs PSKY directly. Gulf funds structured investment below foreign investment review thresholds. Who advised them where that line is? # CATALYSTS * ✅ Netflix walks, Warner Bros board picks PSKY — DONE * 🔜 Q2 2026: Regulatory review * 🔜 Late 2026: Deal closure ($650M/quarter ticking fee starts Sept) * 🔜 2027: Integration, unified streaming platform * 🔜 2029: Middle East video market hits $8.4B * 🔜 2034: World Cup in Saudi Arabia — broadcast through PSKY # RISKS Massive debt from $111B deal. Regulatory could block it. Integration is hard. Gulf in chaos from Iran conflict short-term. Public shares are non-voting — Ellisons control everything. Cord-cutting still real. # BOTTOM LINE Wall Street sees: "Legacy media buys legacy media." What's happening: "$3T sovereign wealth alliance using an American media company as distribution infrastructure for the largest sports content portfolio in history, targeting 400M+ untapped subscribers, backed by the President's son-in-law running the foreign investment toll booth." Tiny float. Shorts exposed. Multi-year catalyst runway. Almost nobody talking about it. 🚀🚀🚀 **Mods** — I connected three sovereign wealth funds, the President's son-in-law, a $55B gaming buyout, a $111B media merger, 910 Saudi sports sponsorships, the 2034 World Cup, and 400M untapped subscribers into one DD on a Sunday night while the Middle East is literally on fire. If that doesn't earn flair I don't know what does. "Saudi Pipe Layer" or "Kushner's Toll Booth" — dealer's choice. 🙏 *Positions: PSKY calls. Not financial advice. I connected dots between sovereign wealth funds, a son-in-law, and a $10 stock.*

Happy_Discussion_536

>Aircraft such as B-2 stealth bombers and fighter jets, along with Patriot and anti-ballistic missile systems, are among the assets being used, according to CENTCOM, which said “special capabilities we can’t list” are also employed. >The list includes: * B-2 stealth bombers * LUCAS one-way attack drones * Patriot interceptor missile systems * Terminal high altitude area defense (THAAD) anti-ballistic missile systems * F-18, F-16 and F-22 fighter jets * A-10 attack jets * F-35 stealth fighters * EA-18G electronic attack aircraft * Airborne early warning and control aircraft * Airborne communication relay * P-8 maritime patrol aircraft * RC-135 reconnaissance aircraft * MQ-9 Reapers * M142 High Mobility Artillery Rocket Systems * Nuclear-powered aircraft carriers * Guided-missile destroyers * Counter-drone systems * Refueling tanker aircraft * Refueling ships * C-17 Globemaster cargo aircraft * C-130 cargo aircraft

Artistic-Contact-270

Lul EA cultist

McKoijion

Larry Ellison didn't buy TikTok and the Saudis didn't buy EA because they thought they only needed propaganda for a quick war. CNN and Battlefield are great tools to trick broke and gullible Americans into dying for Israel and oil.

Only_Mushroom

I had ATVI and EA before both sales and have held both, but $200 -> $210 isn't worthwhile with the uncertainty tbh. Already 5 months along. In the article it says ATVI was $82.10 after announcement and sold for $95 so 15%. There was a lot of regulatory holds so the 20 months was a long time to be sitting

Only_Mushroom

It’s an uncertain timeline with a capped upside. Until the deal is finalized there’s the possibility of it reversing. The EA stock buyout was announced at the end of Sept 2025 for $210/share and it has been sitting between $200-205 since then. The ATVI acquisition by MSFT took over 20 months, from first announced in Jan 2022 to Oct 2023. https://www.reuters.com/technology/microsoft-buy-activision-blizzard-deal-687-billion-2022-01-18/ https://www.reuters.com/markets/deals/uk-antitrust-regulator-clears-microsofts-acquisition-activision-2023-10-13/

Mix_Easy

Middle eastern acquired EA GAMES took the company into private they will do the same for Paramount andWBD into private.

Mix_Easy

Saudi Arabia just went private with with their new company acquired EA Games David Ellison using middle eastern funds to go private with WBD.

Ashamed_Ordinary_586

guys, I think IT has begun. 5 years of waiting. All the same day as WoW EA midnight expansion. Puzzles falling into place

Status_Pride_9444

This is my final opinion on this company. I plan on sending a letter to the board so they have to confirm or deny. FutureFuel (NYSE: FF): The "Double Squeeze" Arbitrage Why the market’s "Dead Money" view is masking a $27.00 Battery Material Asset. Executive Summary The consensus view on FutureFuel Corp. (NYSE: FF) is grim: a rudderless biodiesel refiner with a deceased founder, idled production, and no forward guidance. The stock trades near book value (~$4.00), priced for liquidation. The Contrarian Thesis: This is not a liquidation; it is a Controlled Metamorphosis. We believe the Estate of the late Paul Novelly is executing a strategic "quiet period" to minimize Federal Estate Taxes due in May 2026. Beneath the surface of the "idled" fuel business, the company has assembled a fully permitted, government-validated Battery Material Supply Chain (Anode, Cathode, Electrolyte) that the market has valued at zero. This creates a classic Information Asymmetry: The public sees a dying fuel stock; the insiders see a dormant Gigafactory. I. The Estate Tax 'Incentive Structure' The "Silence" is the Strategy In late 2024/early 2025, Chairman Paul Novelly passed away. This started a 15-month clock for the Federal Estate Tax, due May 6, 2026. The Estate, controlling ~40% of shares, faces a perverse financial incentive: Good news is expensive. The Tax Trap: If the company announces a major battery pivot today, the stock could re-rate to $15.00. The Estate would then owe 40% tax on that inflated value. The Optimization: It is rational for the Estate to maintain "Strategic Silence"—idling the low-margin biodiesel plant and refusing to issue guidance—to keep the valuation anchored near book value ($4.00) until the tax liability is settled. The Signal: While the "news" is bad, the "smart money" is buying. CEO Roeland Polet purchased shares on the open market after the biodiesel plant was idled. Renaissance Technologies (RenTech) has accumulated a ~4% stake. Insiders are not exiting a dying business; they are positioning for a spin-off. II. The 'Hidden' Battery Complex The market values FF as a biodiesel refinery (4x P/E). This overlooks four critical assets that have been "hidden" in plain sight within the company's chemical segment. 1. The Cathode Monopoly (Li-SIPA) The Asset: FutureFuel holds U.S. Patent 8,884,045 for the purification of 5-Lithiosulfoisophthalic Acid (Li-SIPA). The Mosaic: This is not just a chemical; it is the specific precursor required for Single-Ion Conducting Binders. The Smoking Gun: Samsung SDI holds U.S. Patent 9,123,970, which explicitly describes a battery binder requiring the exact sulfonated lithium salts FutureFuel produces. In a post-IRA world, Samsung cannot import this from China. FutureFuel is the logical, if not exclusive, domestic supplier. 2. The "Zero-Cost" Anode Facility The Asset: A 48,000 sq. ft. facility retrofitted with $12.6M in DOE funding (Award EA-1760) to mill and coat intermediate anode materials. The Arbitrage: Because this grant dates back to 2010, the asset is likely fully depreciated (Book Value: $0). However, its Replacement Value is massive. Building a permitted anode coating plant today takes 3-5 years. FutureFuel has one sitting idle, ready for a partner like... III. Valuation: The Sum-of-the-Parts When we strip away the "Dead Biodiesel" narrative and price the chemical assets at industry-standard multiples (15x EBITDA for Specialty Chemicals), the valuation disconnect becomes extreme. Asset Class Valuation Logic Implied Share Price 1. Net Cash & Investments Actual (Q3 '25) $1.95 2. Bio-Refinery (Liquidation) Scrap Value ~$2.00 3. Battery Pivot (Li-SIPA/Glycerin) 15x EBITDA ~$20.00+ Total Intrinsic Value Sum-of-Parts ~$24.00 - $27.00 Current Trading Price: ~$4.37 The "Take-Private" Danger Zone: $6.00 - $6.50 The Upside Target: $27.00 IV. The Catalyst & Conclusion The "Double Squeeze" Endgame We believe the Estate is preparing for one of two outcomes: The Low-Ball Buyout: A "Take-Private" offer at $6.00 before May 2026. This would lock in a low tax basis for the Estate and steal the battery upside from public shareholders. The "Big Reveal": Immediately following the tax settlement in May 2026, the company announces the battery contracts, re-rating the stock to $20.00+. Conclusion FutureFuel is a mislabeled asset. It is a Battery Material Precursor Complex masquerading as a distressed fuel stock. For investors willing to wait out the "Estate Tax Clock," the asymmetry between the $4.00 share price and the replacement value of the assets offers one of the most compelling risk/reward profiles in the chemical sector. Disclaimer: long ff common with may and august calls hoping to convert. I am biased. I stand to gain if the share price goes up.This report represents the opinion of the author and is not investment advice. Do your own diligence.

DuePotential6602

Nah, fuck Ubisoft. They and EA deserve to die like the franchises they killed.

Mix_Easy

They haven’t backed out it’s only Jared Kusher is backed out he only put in 200 million Saudi Arabia Middle Eastern put in $28 billion each they just acquired $55 billion of EA sports games Studio

SavourTheFlavour

My company just renewed a new 5 year EA worth $100 million with Microsoft. No1 gives a fuck that you think their product is dogshit

Significant-Music417

EA tomorrow....this must be the thesis rs

Oaklandforever51

Back in 2002 my son turned 8 and I finally had the resources to tell him I'd purchase $100 worth of stock a month until he graduated and that $ would go into his college fund. I let him pick the stock - surprisingly, he picked Microsoft. He was into video games so I thought he'd pick EA or something similar. But, no. Ok, then. MSFT was in the 40s then and not doing much of anything. I just wanted it to stay level. Turns out, he didn't need it for college and there it sits, waiting for him to inherit. In retrospect, I should have asked his 8 year old self for other picks!

Royal_Airport7940

At least you know who will be buying up America once it's devalued to hell and back. If you think a dumb company like EA is the only purchase that's gonna happen...

McKoijion

If EA could survive despite being widely despised, maybe your tickers will too. But more likely, they're dead money.

GammaReaper_

Best to wait until after earnings announcement to put the trade on. EA are highly unpredictable and 50/50 of up/down move aftermarket event.

leitmotive

I don't think the subscription centipede can sustain too many segments. The idea of paying for something like multiple battle passes becomes a lot less appealing if you also have to pay rent to Nvidia for GeForce Now in order to pay rent to EA for the game you also spent $70 for the temporary right to rent. Best-case scenario is an outcome like diminished computing agency causes people to invest in hobbies that don't require a gpu or a microcontroller and a bunch of rent-seeking vampire companies get right-sized by alienating a captive customer base.

E2Hundo

This is such an ignorant westerner's fantasy. When you need medical attention but can't speak the language, or become the victim of a crime and the police won't take your side because you're a foreigner, you'll quickly realize actually living in S. EA is vastly different than a 2 week vacation as a tourist. Hence why all expats move after a year.

dvdmovie1

(Sits and looks through the couple thousand or so things that have RSIs at 40 or lower for names of potential interest) Intuitive Surgical (AI optimization beneficiary, robotics), Uber (very discretionary and not the place to be if you think the consumer is cooling, but getting overdone almost back to the lows of last April), Shopify (also not the place to be in a downturn, but not really concerned about AI and the bizarre fade after earnings the other day has gotten excessive), Take Two (GTAVI and kind of the last remaining major studio that hasn't made a mess of itself like Ubisoft or been sold like ATVI/EA - AI will likely cut costs and could speed up production perhaps as soon as GTAVI: DLCs), Samsara, SPGI/MCO/MORN (earnings weren't great, but I don't see the AI disruption concerns to the same degree and down nearly 30% in a month and an RSI of 19, a lot is getting priced into something like SPGI), Reddit (I don't like aspects of how Reddit has changed in recent years, but earnings weren't bad and the stock is way oversold), trucking (I think the major names are AI beneficiaries and may further consolidate share and the fact that names were obliterated yesterday because a pink sheet company that was a former karaoke company announced some sort of AI program -https://finance.yahoo.com/news/logistics-stocks-sink-ai-fear-193327489.html - is silly), NDAQ/ICE (not seeing the disruption risk, will probably be a decent year of IPOs and while the market has been volatile, more volatility likely = more trading)

SalaryGold3874

anyone knows what's wrong with EA?

FewFigure7435

I think the money from the king is watching, the project from Netflix and the massive wishlists has resulted in more money being piled in for a bigger EA release with more content than originally planned. I think Q2 is possible. 

jnas_19

Pokemon games have been god awful lately and the reputation surrounding them is getting to EA levels of hate if your not blinded by nostalgia and loyalty. Nintendo imo benefits heavily from chud pay pigs that overpay and under ask. At the end of the day though if they continue to put up good numbers its worth it

dvdmovie1

" I believe it's a fairly recession proof industry" TTWO and EA were down about 60-70% in 2008. "I think however that valuations are rich and the sentiment that personally have toward the sector is shared by many others, American or not." I think there are concerns about the future of what major studio gaming looks like. IP is something but not everything. GTA VI will still do very well and TTWO is likely a buy if it gets closer to $200. On the flip side, look at what has happened to UbiSoft. I'd like another Far Cry game, we'll see if that happens. EA has gotten bought, Activision was bought by MSFT in 2023 and by 2025 the future of the XBOX was looking a little uncertain. I don't think what's left of the industry looks particularly good aside from TTWO.

Initial_Ad_9250

I miss titanfall mayne. What a legendary ass game , fuck EA

SB_90s

Game devs are also absolutely cooked, unfortunately. It's clear the suits and bean counters run all the mid to large sized studios these days. They don't respect the devs as it is now, so that'll only get worse as AI games improve and radically cuts the need for a big (human) dev team. Top tier studios like CDPR and R* will survive just fine (TTWO was absolutely a buying opportunity when it dropped 10% on this news) because they truly earn their rep and put out unmatched games. People will keep coming out to pay big for their games even when this AI tech is capable of putting out AAA game. So those studios can keep affording to pay for a big dev team and it'll be their massive moat among the sea of AI game studios. Everyone else is fried eventually tbh. Other big studios like EA and others who have franchises that will likely remain popular (sports, CoD, etc) but aren't really known for quality, care, or uniqueness will also have their dev team gutted for AI and the casuals who eat up those games every year won't care about a drop in quality, etc. I would say the slop studios like EA (if it stayed listed) and Ubisoft could be massive buying opportunities because they can massively cut costs/headcount once this tech is mature, and their sales probably won't change if they can maintain quality. But honestly, knowing those studios, they'll cut way too early and use the tech wrongly first, tanking sales for a bit. Until the tech is actually ready to replace devs, then sales will probably recover and their margins will skyrocket. If you're training to be a gaming dev currently, don't. If you're in the industry, particularly if you're still young, pivot to a different industry now.

SB_90s

Game Devs are also absolutely cooked, unfortunately. It's clear the suits and bean counters run all the mid to large sized studios these days. They don't respect the devs as it is now, so that'll only get worse as AI games improve and radically cuts the need for a big dev team. Top tier studios like CDPR and R* will survive just fine (TTWO was absolutely a buying opportunity when it dropped 10% on this news) because they truly earn their rep and put out unmatched games. People will keep coming out to pay big for their games, so they can keep paying for a big dev team. Everyone else is fried eventually tbh. Other big studios like EA and others who have franchises that will likely remain popular (sports, CoD, etc) but aren't really known for quality, care, or uniqueness will also have their dev team gutted for AI and the casuals who eat up those games every year won't care about a drop in quality, etc. If you're training to be a gaming dev currently, don't. If you're in the industry, particularly if you're still young, pivot to a different industry now.

DoTheMario

Game Engines aren't just Physics simulation engines. There may be many bear cases against companies like Unity (their PR disasters, appointment of a terrible CEO, shrinking market share, brand identity diluted, mismanagement and frivolous spending culture). Whatever these Neural Simulators are capable of, it will need to be able to run faster than 16fps, do more than just track objects and figure out the math of their dynamics, and it must run on hardware that doesn't need a small fission reactor to power it. Oh and it needs to be pretty darn cheap to license. Gen AI isn't going to replace Game Engines. I'm convinced that Gen AI will only ever be able to make slop entertainment that lacks innovation. So it can't make games that are fun... It can only make the approximation of games that are an approximation of fun. So EA will probably be the first to push for this.

elgrandorado

EA makes money through legalized child gambling, they're not going anywhere.

Xzlk

Who’s a lawyer here? Is it possible for Saudi to pull out of this EA deal? If so, holy fuck would EA puts print. It’d probably be down 50%.

smokeyjay

I own $TTWO. My avg price is around 120. But I doubt GTA 6 will get replicated anytime soon. Interestingly, EA is barely down probably because of sports IP. Even then, I don't plan to hold $TTWO for that much longer.

Xzlk

EA would be down so much today if not for the buyout. 55 billion for that garbage might be the fleece of the century lol.

kaapooj

jp morgan starts selling a chunknod 20B EA buyout debt

10000Didgeridoos

And Windows in general has been the same bloated piece of shit for like 15 years now. They don't take old stuff out and it's full of redundant nonsense. The dialog boxes and install and properties/settings windows look the same as windows XP. It is insane that as a matter of owning it you will all but guaranteed have to do a "clean install" at least twice a year to make it work again because some random driver or software update for something broke something else. Or for no apparent reason whatsoever. They have a nearly total monopoly on computer OS so they have no incentive to fix anything or make it good. It’s like if EA Games had an operating system.

Ok-Bed66

What Zuck left out in the EA was the $250 billion investment they have locked in for their new Meta Hoverboard

fakerfakefakerson

VTI = **V**anguard **T**otal Market **I**ndex VEA = **V**anguard **EA**FE Index

_WhatchaDoin_

Symbol changes happen all the time. A decade or so ago, Electronic Arts switched from ERTS to EA. You can find plenty of other examples.

Superandrewable_

Timed out again. Fucking battlefield. PUTS ON EA

Keirtain

You got me. I just had to google it, and it was the EA launcher. 

Manjet10

I think Tencent takes them out for 10-15 Euros a share. Their recent investment into Ubisoft values the company at about 4 billion.... Market cap way too cheap here. EA sold for 55billion. Ubisoft's IPs are known all over the world. With more competentcy and care they are huge money makers. Everyone knows AC, The Division, R6 etc... So someone, Tencent, Sony or Microsoft will snap them up.

Orange_Codex

A slight bounce-back over the coming weeks, perhaps back to five euro, but I don't see any long-term future unless there's a buyout (like EA's) or a huge goodwill injection.

Raskuja46

I have enough of a backlog that I can afford to simply blacklist any game that requires another proprietary client launcher. Steam has me covered, I don't need EA or Ubisoft or whoever else thinks they're important enough to have a piece of software dedicated to launching their game instead of just launching the damn game. Get out of here with that nonsense. I'd rather just go play something from GOG.

FUWS

Ubisoft could offer free games and they wouldn’t be worth the memory space in my hard drive. Same with EA.

Shapen361

No that was EA.

DesperateAdvantage76

For perspective, they could have bought EA for that amount (to develop the "meta world") and had $15B left for developing their VR glasses.

fomoandyoloandnogrow

Believe it or not, >!EA Sports. It’s in the game.!<

lapapaya18

I moved all my investments out of spy and into a European tracker. Worked well so far (VUSA vs V3EA 1Y). I think it's the right thing to do for economic and moral reasons

Worldlover9

Every bussiness that ran without profits trying to get market share is an example (streaming services, Uber, etc), though not really the same. Videogame companies such as Ubisoft (who has recently paid the price), EA, Activision Blizzard, once made great games with great value, and just cashed in that past success. They use the "whale" population to extract as much money without actually making better games.

unikuenobody

Remember when EA got downvoted to the core of the galaxy? I want that chaos again.

plumpypenguin

it’s a video game retailer with shrinking revenue year after year, closing stores, and no clear plan for growth? I don’t currently see a path to 100B market cap, which would make GameStop worth more than Nintendo’s current market cap, or more than EA’s and Take-Two’s market cap combined

coteregipi

AI software pick, now Opus 4.5 + Claude Code has made coding super accessible for regards. People can and do run small models, like DeepSeek's R1. Powerful enough for smart-home. [https://www.youtube.com/watch?v=o1sN1lB76EA](https://www.youtube.com/watch?v=o1sN1lB76EA) (>2m views within 1 year) They even sell a specific AI kit [https://www.raspberrypi.com/products/ai-kit/](https://www.raspberrypi.com/products/ai-kit/) for this kind of stuff.

leitmotive

Spite puts on EA. In the 90s it was way cheaper and easier to be a console gamer than a PC gamer. I think the economics will push people back toward either cheaper purpose-built devices like consoles/handhelds/Steam Machines and/or towards mediums they can already access like their phones or the web. Nvidia et al would prefer you game by the hour but it's not as fun when you can't pump quarters into the computer.

ThatFUTGuy

intel partnered with EA? idk if that’s bullish LOL fuk my calls

iShitBloodandCumShit

Fucking EA. Pandemic had the BEST games.

Superandrewable_

Most regarded trade? Yeah, I took out margin for 7DTE calls on Battlefield release while EA hovered at 200

soulure

EA, gambling for children, buys and shutters competition.

Nasha210

Why are Adobe and EA on there? I would venture that if you look at owners Oracle should be on there too.

ShadowLiberal

This. The only foreign investments I know of are things like the Saudi's buying up EA (which has understandably met with massive backlash, especially in communities like the sims which are very LGBTQ inclusive and full of lots of women. The game isn't allowed to be sold in Saudi Arabia because of the LGBTQ content, and yet the Saudi's will soon own it). The Saudi's are also part of the Paramount deal that they're trying to push through to buy up WBD, which is also rather problematic for a ton of people. I personally don't like any foreign investment that involves buying out already established American assets, and I don't think that it should be viewed as investing in America. But I'm sure that politicians bragging about their accomplishments in later years will count money spent on these acquisitions as money invested in America in the future.

heyitismeurdad

They have publicly stated it's because the game wasn't as polished as they wanted it to be. You might have a point if they were selling cars but these days a 60-90 dollar video game is some of the cheapest entertainment you can get considering how many hours most people put into it. Financial struggles push people towards gaming due it its low cost. Also gtaV made so much money because of how many copies they sold, not because of microtransactions, this is Rockstar not EA.

SubstanceSilver7969

tf my shit runs great even on games with horrible driver support i play EA shit only if you have more overhead it works just well called have HP lmao

Sacrificial_Identity

EA sports..........

tmenjoyer

Why? They might not make the greatest games of all time, but I don’t see mich difference from EA and Activision which was sold at 100 times ubisofts market cap right now.  I have enjoyed a lot of the new ones. If they focus more on quality, plus the injection of money from Tencent, I see a big oppertunity now. 

nonameVeo

I sold 5 shares of TMUS at $245 And 10 shares of Roblox at $51 :( To buy 10 shares of Apple at $173 I sold 20 shares of GameStop at $26 And 20 shares of Scholastic at $16.42 To buy 10 shares of Target at $91 I sold 5 shares of EA at $201 To buy 47 shares of Nintendo at $21(and it’s been hurting badly this month. Not even sure why when their numbers are good, but I suppose RAM fears are hurting it badly along with Japan shit economy) And bought 10 shares of META at $597 Also bought 25 shares of RKLB at $41 Just sold 10 shares of Palantir(had 70 at $8 and 20 at $22 for awhile) very recently at $189 to buy 15 shares of Netflix at $95. May hurt in the short term but Netflix feels quite cheap right now and with their rumors of wanting to buy EA, makes me think they have big plans to become an entertainment hub and not just streaming. Other purchases this year: * 20 shares of Intel at $20.42 * 9 shares of Nike at $72 * 5 shares of Google at $146 * 6 shares of AMD at 83 * 11 shares of Nike at $55

theromingnome

Annnnd now I'll never buy another EA game. Not like I was buying a bunch anymore anyways. lol

According_Rice_1822

Of course they do the blood sucking industry vampires. They couldn't care less where the money is coming from. EA sucks arse anyways

lleti

Honestly I’m sorta expecting this. EA isn’t worth $55b anymore. Their only racket is FUT, and after licensing costs and such it’d take a very long time to repay that 55b after inflation. I’m guessing this purchase is being done with the intent of resurrecting some abandoned licenses and making them profitable again.