EA

robmafia

my bad. i looked up that sku and it seemed to be a laptop that was nothing special. https://www.amazon.com/ASUS-Nebula-Touchscreen-Convertible-Notebook/dp/B0DT7MNLTD?th=1 but i see the relevant version on their website (GZ302EA-XS99 ).

GammaReaper_

Thanks for sharing your thoughts! 1. Yes, I spend more time doing that than almost anything else. 2. I have a 10+ metrics I use to make my buy/sell decision, and of course go long/short based the net "score." Anecdotally, it appears the setups that have the highest number of metrics lining up in the same direction, often leads to a loser. On my list of things to quantify 3. Other things to fine tune - expected vol crush vs actual for massive movers like $DELL, literature points to post EA alpha opportunities - need to analyze if/how to exploit, same with vol rush leading up to an EA, I'm generating data that no data supplier seems to have available, so will continue gathering and then analyzing once I have a rich enough data set, plus, plus, plus. Lots more to do.

backmost

https://youtube.com/watch?v=9J_V6EA4dIE&si=zFdr_cSpQ1kFTN9x Top tier DD on SPCE

GammaReaper_

In no particular order: IV of nearest 2 expiration dates. From that I calc expected vol crush Historical abs value of past 12 EA moves - both opening gap and 1 day move Std dev of EA moves Establish 68% CI of moves, then adjust for vol crush Determine current expected move, calc from nearest expiry ATM straddle VRP VRP percentile 25 delta risk reversal 25 delta risk reversal percentile HV vs IV - for previous EA, not all days Then depending on cheap/rich score from the above, construct an asymmetrical, non-directional, defined risk option position with the closest to expiration. If it doesn't provide an acceptable RR, pass. If all good, pull trigger going into close On open next day, allow price discovery to occur 930 -945. Exit trade regardless of outcome. Move on to the next one.

GammaReaper_

Appreciate the thoughts. But of course the hard part is knowing if the consensus is right or wrong going into any EA. There's lots of highly paid WS analysts who try to get it right. Check out the graphs at the top of my post. Most of the time IV exceeds RV. If you know the consensus is wrong and you know the direction of the miss, then yes, go long puts/calls outright. I've yet to meet anyone who can consistently do that. My game is to evaluate the cheapness/richness of the vol surface and exploit that, all from a non-directional basis. My goal is to mine alpha, not place beta bets.

Bagholder147

EA sports its in the middle East

Stirbmehr

Mean, algorithms as of now drive what, 70%-80% of all the market? Maybe more? EA and Algo exist for god knows how long. Unless tech breaktrough happens agents wouldn't be much better. More flexible perhaps, but as outlier and lot of investment, not as average. And agents need way, waaay more refinement compared to algo. Maybe it skepticism ralking, but given current state of agents and how industry quietly moved goalpost from "Agi next year" to "Agents eventually will arrive for complex tasks soon™ " - couple years sounds more like 5-8, in case it even happens.

GamermanRPGKing

And then they roll out Rockstar... Gearbox isn't bad, Firaxis is pretty good. They're pushing super hard for the live service stuff, and aside from EA with Madden and Fifa, they might be one of the better ones on that front because of the juggernauts.

GammaReaper_

True, unless you are playing from the long side. Then max loss is at the closest strike at expiration. But can make bank if the price crosses from OTM to ITM. And OP was talking about EA trades so by definition the play is for single stocks, not the SPX etc.

GammaReaper_

Both expirys will experience vol crush although the closest to expiration crush will be more dramatic. Simple example - trading weeklies 1DTE and 7DTE. The 1 DTE has priced in just the overnight vol crush while the 7 DTE has 5 full trading days plus the ON vol crush. So all things being equal, both the short and long expiry will experience the crush, but the magnitude of longer dated option won't be as significant because the crush is only for 1 of the 6 days The risk in the trade is gamma. If you are short front and long back month, for a big move you'll lose a lot more from delta + gamma than you'll make from vega. EA is my go to trade as I find lots of alpha in these set ups for a variety of reasons. If you aren't calculating expected vol crush, you need to start doing so at a minimum to better understand the EV of a given trade. If you don't know how to do the calc, lmk and I'll send you a simple excel calculator that does so.

saabzternater

I was fortunate enough to hold TTWO many years ago before GTA5, went from $15 and sold at $32 when EA made a bid to buy them. Here I am many years later with a $175 average buy in lol

gamersEmpire

So is this ebola shit going pandemic? Calls on EA and NFLX?

CrayonsForBilly

Yea, platform update means they're growing enough to keep innovating their offering. Their product is campus based so all these big ass enterprises they've got as customers (Adobe, EA, Warner Bros) are likely going to expand their exposure to CXApp over time. Growing subscription revenue got me bullish af.

shortvol_trader

The right way to handle a losing trade. 1% allocation, defined risk, accepted the loss and moved on — that's the process working exactly as intended. The interesting data point here is that NVDA surprised to the upside again but the vol crush was muted because the market already expected the beat. That's the edge degrading in real time — when everyone knows NVDA beats earnings, the implied move gets priced higher and the crush gets smaller. Worth tracking whether NVDA earnings vol crush trades are still statistically positive after this quarter. The edge in these trades depends on IV overpricing the realized move, and that gap narrows when the market gets better at pricing the expected beat. What's your historical win rate on NVDA EA vol crush specifically?

GammaReaper_

IV surface was cheap which created an attractive reward to risk profile. Going in I knew it was a low probability trade (<40%) but with a high enough, positive EV to put it on. Had a similar setup in Jan with MSFT EA that paid off big.

CrayonsForBilly

If no one wants it, it won't reach a dollar xD Whether it reaches a dollar organically or goes through a reverse split, if it's August report shows a jump in revenue (which it seems likely that it will) this stock is going be seen as a solid business. 10x the current $15m market cap doesn't seem unlikely if it can get revenue to show growth from here. The business has a product that's working, on a subscription model for recurring revenue, it's got some big enterprise names like EA, Adobe, Warner Bros as part of it's customer base... And it's wildly cheap. It just has to show that increased revenue in it's next report and it's going to be viewed a lot differently than it is now. You can wait for that to happen if you're unsure but the price of entry would be a lot higher than now because by then it's a done deal. Not financial advice, but just how I'm seeing it.

FUWS

Ubisoft, Bethesda and EA can get rekt just on principle.

Charlie_Yu

I don’t know, I haven’t played EA games for like 20 years and never GTA6. For me it’s just another way to leak my email address and/or password for something that I don’t need

FarVillage188

not sarcasm at all. I'm very aware that Ubisoft is strongly hated everywhere, but I never understood it and probably never will. I'm a huge gamer with 200+ titles on Steam, 80% of which I played through, and Ubisoft games are some of the best games out there: AC, Far Cry, Division, WatchDogs, Star Wars Outlaws are all incredible. if you're into single player action games, they are one of the best publishers. how are they're "cancerous when it comes to micro-transactions". I've played vast majority of their games and never felt the need to buy anything in game. it's single player games and you have anything you need to beat the games without any need to buy any points. as opposed to EA, for example, with FIFA being pay-to-play with their main mode Ultimate Team, where people spend thousands of dollars each year to buy packs and keep their team competitive. the coin selling and trading in Fifa is its own huge business. and what's the problem with using their launcher? it takes only a couple of minutes to install and create an account, and it's free. all big publishers do that: EA, Rockstar Games, etc. are you not gonna play GTA6 cause you don't wanna install Rockstar launcher?

FarVillage188

what's the problem with using their launcher? it takes only a couple of minutes to install and create an account, and it's free. all big publishers do that: EA, Rockstar Games, etc. are you not gonna play GTA6 cause you don't wanna install Rockstar launcher?

recumbent_mike

EA sports seemed to be doing ok for a while

SmoothOperator423

Dead Space, EA calls

GammaReaper_

Experience says that it ain't over till the fat lady sings. Very rarely does the overnight/pre-market price action = 10:00 am post-EA price

Snoo-90587

“Insert[file:///var/mobile/Library/SMS/Attachments/66/06/222B59E0-D12B-437A-9EDA-E0809100EA5F/6D09C91E-01B3-44D4-8AA8-76E802A470A0.gif](https://file:///var/mobile/Library/SMS/Attachments/66/06/222B59E0-D12B-437A-9EDA-E0809100EA5F/6D09C91E-01B3-44D4-8AA8-76E802A470A0.gif)

AyumiHikaru

>The deal pays shareholders **$210 per share in cash**, EA is $200 now

hotCupADank

EA SPORTS, its in the name

sudharsansai

Two EA-18Gs crashed during an air show? Ouch, that must put a hole in the pocket of Uncle Sam. Glad the crew is safe tho

Guidance_Pretty

I will short $EA, i don’t think the takeover is happening

Educational-Pride104

Find a good tax person (CPA, EA, attorney) or financial advisor. Good advice is worth paying for

OTMallthetime

Tell me you're not a gamer without telling me. The gaming community hates them, and rightly so. Naughty dog, ubisoft, blizzard, are headed in EA territory.

TheBooneyBunes

Here I’ll make you feel better I paper handed EA calls pre BF6 launch, ie, a month before Saudi bought them and they mooned. It would’ve expired in January or February I also panik sold Apple calls after their Feb earnings because it crashed after spiking after hours when it recovered in a week

pa3xsz

Yes, they don't buy full priced games (what a shit term though), because Ubisoft, EA and the other big triple A companies made so much slop, that the indie industry got attention from the consumers, look at schedule 1 for example.

octipice

That would be because EA has been absorbing companies like Ubisoft for quite some time (Dice, Bioware, Respawn, etc.) and Ubisoft mostly uses their own IP and makes games "in house". They're both horseshit anti-consumer companies, but the scope and scale are massively different.

princeoinkins

>Plus EA have the sports money printer This is the big one. Madden, FIFA/FC, CFB, F1, and UFC, are all HUGE, and the people I know that play them, (mostly console gamers), play EXCLUSIVELY those games I think those of us who would consider ourselves "gamers" often don't realize this, but I'm willing to bet that 25% if not more, of Xbox and PlayStation owners, play only EA Sports titles

SwordOfJiang

EA has their sports games and deals with Microsoft for gamepass

TheBooneyBunes

EA was in the toilet for a long time

HorizonShadow

Like it or not, Ubisoft is almost entirely their own IPs. EA is almost entirely professional sport IPs. They're barely even in the same market

StaysAwakeAllWeek

EA is famous for toxic microtransactions but the games they poison with them are at the very least good enough to bother complaining about. Ubisoft are not making games like Star Wars Battlefront, Apex, Battlefield, etc Plus they own the EA sports money printer

Choice_Potato_6279

Most games are shit now, EA was claimed to be the worst company in America once.

Zeep-Xanflorps-Peace

I think a lot of it’s because of EA’s sports catalog. It’s hard to compete when they have almost guaranteed annual sales flowing in.

Choice_Potato_6279

I was surprised looking at their marketcap, because of the memes here I thought they were bigger. Another surprise was Ubisoft for me, had no idea what a huge gap was between them and EA, even before the crash.

GammaReaper_

Oops my bad - I was short it. My hold period is after the open until 945 -10 am after the EA. It opened \~465 and traded in a tight range. Crush set in and b/a spreads tightened so it was time to exit. Not a big profit - sold for $1.00, closed for$0.78 The decision to go long/short is based on a multitude of factors including 1 reach cheapness after factoring in vol crush 2 historical post-earnings moves based on previous close to the open, not close to close, looking back, on average, 12 quarters 3 a few other relative implied vol versus historical vol moves. Once I have determined whether to go long or short, only then do I take a look at the vol surface and construct the trade. I'm almost always doing defined risk trades. The first factor I consider is move forecast of at-the-money straddles adjusted for historical standard deviation less vol crush. I then select widths of the wings to create an asymmetrical payoff diagram. I'm also cognizant of how much capital I want to risk. I compare the width of the wings versus the number of contracts. Sometimes a wider width with lower contracts is a better risk reward. Other times, tighter wings with more contracts is superior.

GammaReaper_

Make game is to evaluate the EA event so I enter just before the close pre- event then close 9:45am-10am post event. I'm only determining the cheapness/richness of IV associated with the event, not PEAD or any other EA - related phenomenon. I'm working an my theory about trading PEAD but I'm not there yet.

GammaReaper_

I have a demonstrable edge in trading IV around earnings announcements. It involves significant analytical analysis well beyond simple approaches like TA or IV to include historical EA performance and calculation of Vol Crush metrics. Without a similar approach that can repeatable generate alpha, options trading is breakeven at best.

Holycroc_RVA

I've been in since TTWO acquired Zynga. Only ended up with 85 shares but that was at, I think, $123 or something like that. I thought bout selling in the $180's figured I only had 85 shares, so why hold, then earnings or GTA news shot it up $40 or such so i was like, well maybe I'll hold especially with the release (at the time being in the near future). It got up to $256, I was thinking I'd hold for the release and maybe hope for $300, then it cratered to 180/190's. Crawling back up to $225 now. I'm no stock person, only got a few stocks. Had Glu mobile, EA took them in an all cash deal.

GammaReaper_

Yes correct. I've done hundreds of EA trades. The RR going into a trade is almost always better for long iron condors and ALWAYS superior for short IC vs short straddle/strangles. I also track actual p/l for my IC trades vs the outcome if I'd have done a straddle/strangle instead. Again the outcome favors the IC.

GammaReaper_

I trade 50-80 EA each quarter. 80% of the time the direction/magnitude of overnight move is not indicative of the move experienced during price discovery after the open. The news/price action before then is just noise. Also, you seem not to be considering IV in your decision making process. You should have your agent come up with a strategy that is repeatable and has an edge. Your approach has neither.

33445delray

Questions What does 90% max loss mean when you take on unlimited risk? If you sold a put and call for 20 and bought them back for 38,do you count that as a 90% loss because 18 is 90% of 20? How do you get the data for what the bid and ask for puts and calls and stock price were at 3:45 for earnings announcement days in the past? Same question for morning after for the first 15 minutes of trading? How many EA events in the past are your sample size? 8? 12? 16? More? A typical data point will be something like put + call = 8% of stock price and unwind =X times the premium collect where X is a number somewhere between .5 and 4 or possibly more. You would like to see the average value of X to be .8. Is there a single value of X in your data set that would make you rule out that stock as too risky? Do you simply take an average of all your X points to see if it is .8 or less?

GammaReaper_

I trade lots of EA Crush. IC are nearly always superior to straddles/strangles not only because of the defined risk nature of them but the return profile is almost always superior if you factor in the vol surface when constructing the trade.

GammaReaper_

I see lots of names with highly illiquid options - defined as wide b/a spreads - in your list, APP, DIS, COP, etc. Are your results real or simulated? And if you are really trying to exit in the first 15 min after the open, b/a spreads are worse, even for liquid names. My go to trade is EA Crush, but trade both longs and shorts. My initial screen is options liquidity and have looked at hundreds of names and only \~50 or so have enough liquidity to not get r@ped during execution. Call me skeptical if your returns are real vs simulated...

GammaReaper_

I use TOS and almost ALWAYS get filled at mid or even better, e.g. I was SL a 4DTE IC on PLTR this am. Bid/Ask .$0.98/$1.16, mid = $1.07. SL limit $1.11 and filled at that level. Post execution, mid was still $1.07. Just one example but rarely do I not get a fill at mid or better. Of course, I'm only trading highly liquid names ("everyday" trades are SPX, EA trades are MEGA caps with hi options volume.) Interesting observation. When I entered the trade yesterday afternoon, market was $1.20 @ $1.45, mid = $1.33. My PL $1.33 limit didn't get filled even when the mid showed $1.30. I lowered my bid to $1.30 - no fill. Mid went back to $1.33 so I increased my bid to $1.33 and was filled immediately. This happens quite frequently. TOS charges a commission. Correct me if I'm wrong, but TT has "free"trading. Obviously they can't make money if they charge no commissions, so you pay for execution in other ways, like poor fills.

GammaReaper_

The EA was last night AC so the trade is already baked. But to answer your question, no I don't hold to expiration. The trade is to play the cheapness/richness of the options ex vol crush going into EA. Once price discovery settles in (9:45-10am) I get out regardless if it's a winner or loser. PEAD is a whole different trade so I exit and move on to the next one.

Ghost_Reborn416

Because F EA, that's why

bzl33

Anthropic is a doomer cult, they will fail like the rest of the EA weirdo companies have failed.

sak3rt3ti

Wait that dude was a EA? I thought he was an analist.

Ragebait_Destroyer

Why did someone downvotes this? Maybe they aren't gamers. Pretty soon an LLM will do this for EA.

Todayjunyer

If I for some reason had EA stock and it jumped 70% I’d sell before brushing my teeth

GammaReaper_

If you aren't doing so, you need calculate the expected Vol Crush. It's a straight forward calculation that uses IV for strangles from the 2 closest expiration dates to the EA. For example, AAPL announced AC yesterday. Going into the close, run the 1dte IV and the 8dte IV though the calculator. The logic is simple - the 1dte option IV is based on the pre EA IV while the 8dte option IV has 1 date of pre EA and 7 days ex-EA. In this case, IV was 84% pre EA with expected Crush of 57 vol points = 26% post EA. AAPL beat and had a decent pop at the open. By 10 am IV had fallen to 55%. By today's close, AAPL was up only \~3% and IV closed at \~26%, almost exactly the level determined by the calculator. If earnings are in line, the calculation provides a very accurate assessment of Crush. Crush doesn't occur instantaneously at the open - maybe 50% of the Crush has been priced in by 10am. The rest decays away throughout the rest of the day - like for AAPL today. These rules change if there is a huge surprise causing the stock to move far beyond the expected move (determined by ATM strangles pre earnings). Armed with expected vs actual Crush will allow you to make better informed decisions about the structure and timing of any trades you might do.

Radiant-Shine-8575

As someone with a lot of EA Stock much under 12 months old the short term gains are gonna suck on forced liquidation.

TryExciting4508

I wish I worked at EA. No need to work. Just roll forward the previous years game and change the date

OsamaBagHolding

"Like 4chan found a bloomberg terminal..."  EA: its in the game Racism is wack but restricted speech is bad in its own way too. No winning

GammaReaper_

My game is to trade the expected EA move factoring in Vol Crush. Regardless if I'm long or short vol, my exit is always 9:45- 10 am. Enough time for price discovery to occur and b/a spreads tighten. A partial crush has occurred - if I'm short I tend to wait until closer to 10. If I'm long, I'm a little more aggressive in exiting before full Crush has been realized. I don't trade PEAD. If I did, that decision making process would be completely independent of my Crush trade

nobertan

Think they’re starting their Xbox story arc after their leadership change to an EA exec. The family friendly console niche will bite the dust, and it won’t compete on fidelity/performance. They’ll run up on the short l/mid term as they squeeze loyal customers, until they’ve had enough and dump the brand.

GammaReaper_

Yes, yes it would have. I don't let missed opportunities affect me. For every missed trade that "coulda" been a winner, there's a missed trade that "woulda" be a loser. I need high conviction to put capital at risk. Otherwise I'm just rolling the dice. Regarding the graph - that's my own - nothing fancy - just a gragh in Excel that I made look nice. There are several services out there that provide graphs with similar data. However, all the ones I have seen only provide close to close data. Since my game is to play the opening gap and I haven't found any service that provides that visual, I had to create it myself. As you can see, if I relied on C2C information, it'd be presenting an wholly different story for most EA.

j4c11

Who makes that, EA Sports?

GammaReaper_

Trying to predict directional moves on EA is a coin toss. What makes you so sure it will trade lower post earnings?

GammaReaper_

Vol expansion going into EA is a very well known and studied phenomenon. Blindly purchasing options going into earnings is destined to be a breakeven at best. Add in your idea of buying a call; now you're also making a directional bet. A much superior approach is to have an analytical framework to evaluate the current IV versus historical IV and determine whether the expected ramp is likely to be greater or less than in the past. This is not an easy game to play, but with proper analytics it's possible. I never trade the vol expansion for EA, but I do trade the vol going into an earnings from a non-directional basis. I evaluate expected returns, expected moves based on implied vol, compare that to historical moves, and what the best non-directional trade setup would be, and then determine the odds of going long or short. It's working well for me, generating pure alpha; my win rate is north of 60%, but it takes a lot of work and study to be successful. Check out my feed for some recent trade setups if interested in learning more.

1337bobbarker

It's interesting you bring this stuff up. Firstly, Microsoft has been subscription based for over a decade at this point. There's no customer that scoffs at it anymore: even the DoD and most Civ agencies are all standardized on M365. The issue more is saturation. At this point something like 90% of all of the larger Microsoft EA's are all E5 or G5 - Microsoft's flagship subscription. CoPilot is an answer to this. There are a ton of different flavors of it and Microsoft also just announced the E7 Suite allowing them to get an additional revenue stream. As anti-AI as I am, it's here to stay and more and more businesses are finding useful ways to incorporate it. The old adage of "Do more with less" in IT is very real and AI is helping bridge a lot of the gaps, especially when it comes to tech illiteracy. I think a lot of people here are making assumptions based off of their own personal experiences.

GammaReaper_

My analysis is based on less than 24-hour time periods (close to 10 am next day). I execute all my trades going into the close, pre-earnings event, whether it's after the close or before the next morning's open, and then exit at 10 a.m post EA. There are multiple highly liquid trading opportunities on deck for next week. However, until I run my numbers going into the close, I don't have an opinion one way or another. If there's a stock in particular you're interested in looking at, please let me know and I'll be happy to run it for you.

GammaReaper_

I always ignore the overnight moves because it is rarely indicative of what actually happens once the market opens post EA.

OptionsProOfficial

Closing the IC for credit after IV crushed from 91% to 56% is the discipline most people skip. Long vol pre-EA made sense given how compressed premiums were.

SecretPantyWorshiper

I doubt it. Ubisoft is just waiting to be bought out like EA.

GammaReaper_

Trying to predict directional moves on EA is a 50/50 proposition as all currently available information is already priced in. It's any surprises that matter - which of course can't be predicted. The best way to trade EA is from a vol perspective - not directional. And you can't just blindly sell vol even though vol crush is a real thing. Alpha is available for these trades, but it requires lots of data and analysis to mine, not just reading a press release or two.

notapersonaltrainer

>because the capitalists pocket all the productivity gains duh. Each google web search saves [~15 minutes](https://www.cambridge.org/core/journals/experimental-economics/article/abs/day-without-a-search-engine-an-experimental-study-of-online-and-offline-searches/CF6C56C722402EAFF28C476EA4FFB828). Google provides about $8 of value per search. At the average 4 searches per day that's $12,260 per person per year. If you're a power user this could be hundreds of thousands of dollars. At an aggregate 16 billion searches per year this is $131 billion value per year, from only one of Google's verticals. Page and Brin are worth ~250B each. So essentially they were each compensated 2 years worth of the $131B perpetuity they created, not counting everything Google has shipped since. The customers overwhelmingly pocket the productivity. If you feel you are getting an unfair deal, stop using corporate products. Or create something of similar value yourself and don't take any compensation.

GammaReaper_

I have 2 event driven strategies that only use options to generate alpha. The first only uses SPX - most liquid market, favorable tax treatment, no risk of assignment. Always 1DTE or 0DTE. My focus is on long vol, defined risk. However, when vol appears overprice,d I will also short vol, also defined risk. I also do EA trades, 100% options, 100% defined risk, only highly liquid names, both from long and short side of vol depending on what the market gives me. 100% directionally agnostic - historically there's no edge playing direction. The trades are 4DTE - 1DTE and play expected move based on IV, net of vol crush, both from long and short sides, depending on relative IV levels. Holding period is 18 hrs - 4 pm pre-event, close by 10 am post event. No assignment risk so never have a position in the underlying.

GammaReaper_

For vol trades, I only trade SPX options. Highly liquid, favorable tax treatment, no risk of assignment. For my EA trades, also only trade options - no underlying. My hold period is 4pm to 10am next day so essentially no assignment risk, plus half my trades are long vol, so 0 chance of assignment. My strategies are all event driven so no need to ever buy/sell the underlying

GammaReaper_

I trade a lot of EA. Should be an interesting case study to see how much premium is left at the 4pm "expiration." Might be an alpha generating opportunity. I'll be watching!

GammaReaper_

EA trades are 50/50. I'd get out/hedge/reduce my exposure going into the event

Craneteam

Can they still back out of the EA deal and leave kushner out to dry

seiggy

Yep. A CPA or an EA can represent you when negotiating with the IRS and during and audit, and can argue and present evidence to the IRS. Claude cannot. An EA or CPA shares liability with you though, and are responsible for ensuring you are not actively cheating on your taxes, so they share liability and can lose their license to practice if they do something stupid. Claude does not. Tax fraud can land you in jail for 10+ years...I sure as fuck wouldn't leave it to an AI that carries no liability. Not if I had a return more complicated than a 1040EZ

burtritto

They said real accountant. Not some drunk EA with 8 hours of tax prep training.

Refractor_09

EA SPORTS *\*Whispers in your ear\** it's in the game

kal14144

Just realized when this is all over the Saudis are going to dip into their sovereign wealth fund to help recover some losses. That means they’ll probably sell some major holdings regardless of how they feel about them just because they want cash. So anyways puts on Uber, Lucid and EA.

zonk84

Sure - and I'll reiterate again, I'm no authority on either realm; the finance element of MSFT specifically; nor would do I claim to be a higher up EA. I'm not even a C suiter who makes decisions; at most? My opinion gets sought.... I'm just saying. I think there *are* better options than GPT. However, as MSFT has always done? They're ahead of everyone else on end-to-end integration and presenting a "something" for corporate purchase. I mean, I can - and have - argued until the cows come home that I'd rather use Claude... but from an enterprise perspective? Costs, ease of integration, security, IP protection? I completely get why GPT/copilot/MSFT wins. I don't even make the decisions, but it would probably be mine on an enterprise level, too. Microsoft isn't great at anything, but they're just generally best at being MVP - and they price to sell - across the board.

imactuallyugly

EA is being bought by the Saudis???

floppyfloopy

This post, not the EA Battlefront II loot box post, is the worst I have ever seen on Reddit.

RonaldWRailgun

With EA being bought by the Saudis and Kushner, this would honestly be a good way to balance the powers that be.

themajordutch

So then Iran just sells to China/EA, Aus and Europe more... Which hurts the US and NA and Venezuela. He brings up a good conversation, but it's not as one sided irl. Iran doesn't just have to completely shut it down for everyone .

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.