TTWO

Pin-Last

Me too plus more cyber, TTWO, SaaS that could kill me, & MSFT. Plus quality tech, all the big usual suspects. Outside tech, AAL is a steal & XHB/ITB will bounce eventually, I can be patient.

Pin-Last

Basically the same but also NOW, APP, TTWO, cyber, & XHB

karsheff

I bought TTWO stocks when they were $246 a share mere days before that Google AI thing. As of today, I have lost $780.

Respectable_Gooner

Mods are gay ash for removing the TTWO meme

ThatGuyFrmBoston

Looks like checks from PLTR, TTWO finally cashed out ?

kyrasilver33

bought a $16 lotto ticket for tonight's draw and 50/50 $100 weekly into TTWO and VOO.

Own-Two-2978

Just now starting my portfolio, is TTWO a bad choice for my first stock? Should I look at other Tech companies like AI or am I too late to the party?

Ok_Dish1650

Apparently some insider leaked that rockstar likely going to delay GTA 6 again lmfao July puts on TTWO lookin real tasty rn

samwehl

The fact there’s no good games to play on a Friday night with the homies makes me ultra bullish on TTWO 🤌 GTA6 is gonna be a mega hit and that shit is gonna 4-5x the stock I just know it 😤

Pin-Last

I’m buying the fast growing, high margin, debt free, name brand, large cap technology companies with an average PEG around .9 being bought right now by insiders, the companies, Tom Lee, Dan Ives, & Stephanie Link, that are all UP\^ over the last 7 weeks (and today), after being cut in half the 7 weeks before that, whose efficiencies the AI they’re integrating will probably grow. NOW CRM APP VEEV ADSK WDAY. Hell, toss in PANW, TTWO, INTU, and a flyer on DUOL. Every one UP\^ over 7 weeks after getting nuked. Oh and this hidden gem called Microsoft.

Pin-Last

Software up from Feb bottom, all 12ish companies I own over enterprise, cyber, & video games (TTWO), except MSFT. Even DUOL up since post-earnings low.

Actual_Difference617

Calls on TTWO because people might miss meals but not GTA6.

Pin-Last

Kinda high risk stuff there broski. These are large positions😬?? My polite suggestions: I personally think the smart risk currently is housing (XHB), airlines (UAL, AAL) but the real juice is Microsoft(!!!!) & top tier enterprise software (NOW, VEEV, CRM). Software generally is dirt cheap so cyber like PANW & CRWD. And video games, they’re software too, so TTWO. NVDA, META, AMZN getting too cheap. Software, housing, airlines for a trade only. Hold core positions in NVDA, AMZN, 1/2 position in META. Hope google, avgo, tsm aapl crash so u can load up.

ExplosiveDlarrhea69

Calls on TTWO?

wrongrobertpatrick

TTWO bc we won’t have jobs by Nov 2026

music_is_gud

Puts on TTWO

wrongrobertpatrick

https://preview.redd.it/okth81ykh9rg1.jpeg?width=1320&format=pjpg&auto=webp&s=bc5b95051bc757209b4ebd796d8913dca93bb062 buying the TTWO dip

InevitableAd2436

TTWO

Fnanderss

Thinking of investing into TTWO stock before they marketing hype around GTA 6 starts

Sufficient_Winner686

I’m certainly not lol. Trump is an elderly and temporary problem. He is also ensuring his voters will never have any financial power. I am just DCA-ing throughout this whole ordeal and holding what I have. I hold 33% in BLK, about 50% in SPY, about $10k in TTWO, and around $10k and rapidly growing in VTI. Bonus rolls in on the 31st and that’ll all go into VTI. There is an old adage in investing, you buy calls or sell stocks during Democratic administrations while prices are higher and you buy puts or buy stock during Republican administrations when the stock price is suppressed by subpar economic ideas. This has worked since Reagan introduced supply side economics.

Xzlk

Buying TTWO cause I think this gets regard strength in the summer. Def way overpriced tho.

Same-Brilliant2014

But for real, what we buying around here? Loading more TTWO, what else? 🤔

TeamFoulmouth

TTWO....if they actually release the fkn game!!

trumpdiego

going to get AI GTA6 before GTA6 by TTWO

LegitimateShameHands

TTWO trading like pure shit this year

TeamFoulmouth

TTWO

XOM_CVX

TTWO. GTA 6 better come out this Christmas time or im fucked.

Greenzombie04

futures down in the morning buying AMD and TTWO Futures up, no idea.

xploeris

Sometimes the market is inexplicably dumb. I said elsewhere that TTWO could go back up to ~250. But if you think people don't know GTA6 is coming, you need to sit down and shut your fool mouth.

shiggarfraggar__

in my experience, "priced in" is Reddit's way of discouraging other Redditors from purchasing stocks they are actively buying. I've held TTWO since 2012 and bought a ton more through the years as well as an active consumer of their software, trust me, you don't know what you're talking about when you say it's "priced in". You know when it's "priced in"? When it stabilizes after preorders are out and there has been active, large-scale marketing campaigns running, none of which we have now.

shiggarfraggar__

Reddit has been saying GTA VI has been "priced in" for 18+months to the point where when I see people say it, I think that they don't know what they are talking about. I've held TTWO stock since 2012 and bought a ton more over the years, y'all don't know what "priced in" means, period.

Xzlk

GTA hype safehaven TTWO 🙏

znightmaree

When there were rumors of the first GTA6 trailer being released soon, I purchase TTWO in the $130s in October 2023. Made it up to the $250s before the delay. Then huge dip. At this point, you are more likely to see profit taking and sell off around release. Any bad news will be cancer for the stock. Like I said, you’re too late.

Mumblage

I’m all cash bar TTWO. This has got a way to go yet, I reckon. I’ll only kick myself later.

el-art-seam

TTWO crew 4 life, or at least the day before it is released.

Mumblage

I don’t get it. Am I wrong to be this excited about TTWO? No one ever mentions that stock and I’d imagine GTA6 is on a lot of your shopping lists. What’s that about? Price is good. I’ve been building a pretty strong position. Who else is TTWO crew, and why is no one else talking about it? 🧐

Mumblage

TTWO pump when?

BHOmber

Yeah if you're playing TTWO stock, sell the week into launch and buy back in a few weeks later. It's not going to be insane gains over the long term, but I think that the market reaction at launch will create a decent opportunity for a short-term 5-10% after the "sell the news" event.

ReceptionSmall9941

TTWO has durable franchises, but at this level I’d track release execution and margin trend more than broad growth narratives. No position.

throwawaythingu

i just don’t think it’s properly priced in considering the massive fluctuations it’s had, people said it was priced in when it was $100 cheaper and the monetisation on the online mode will very likely be absolutely crazy when it comes around. Even with GTA 5’s absolute mess of an online right now for a 13 year old game it’s still earning a fuck load of money, the potential for GTA 6 is absurd, it’s not just about the game copies, let alone all the other things TTWO are involved in

Accurate_Pay_2242

I agree TTWO is probably the best gaming stock currently.

Mumblage

I missed the TTWO pump. I held. What a dick.

PinPsychological82

TTWO always gets hate when I hear about it on Reddit. Solid company will great theses. GTA will pump, mobile has been killing it, and NBA 2K has been a tentpole as well with great performance. Gaming industry hasn’t been looking to good ever since late COVID, but TTWO is in a great position now. Console makers like SONY and NTDOY got hit hard because of RAM prices, btw

Pin-Last

I bought so much TTWO in Feb

Xzlk

TTWO has lost all regard strength. I sense some negative GTA news hitting the pipeline soon.

RevolutionaryPhoto24

“I want my swatstika tat to POP. Tighter.” -Kegsbreath Thinking ATM short puts on TTWO bc vol and the obvious.

Himphlin

Absolutely, not. Gta6 is one of many titles although its the main the cash cow. However the price these last few years ABSOLUTELY are not because of GTA6 Zanga,2k,WWE,and others titles contribute 10-15% yearly growth and its GROWING. TTWO has legit moved 20% last year before this dip. And only 16% in 5 years. So this means the price reflects what they are making NOW and not priced in for future gta6 sales. I really think if we were to price in gta6 3bill+ ON launch 4-5bill (10-15%)after a year meaning if all there media should cause to company to grow 25-30% in the first year pricing it (268-280) this is legit the range that many are expecting. 268-280 is the true value of this stock if priced in for gta6

Xzlk

Hard to imagine a world where TTWO doesn’t catch a bid all the way until GTA releases from retail. Probably gets front-run by algos prior to them buying. Its regard strength through all of this is insane.

manitobakid

Except, the game has everything to do with it. Google it. Delays and trailer releases result in major price movements. To think GTA 6 hype isn’t the main driver of price movements is just plain ignorance. Even after the Zynga acquisition. GTA franchise made up about 13% of revenue in FY2025 for TTWO. Keep in mind this is off the back of a 13 year old game with a declining player base. 710 million dollars, with a relative skeleton crew running the service and frankly, a pretty convoluted and flawed service. GTA 5 on release made OVER that in 24 hours. Twenty. Four. Hours. There is no doubt that GTA 6 will surpass that. Lots of peoples last thoughts before dying, or being charged for a life ending crime, is “I’m gonna miss GTA 6”. It is the most anticipated piece of entertainment many of us will ever see in our lives. It is without a shadow of a doubt, the main driver of the stock price. I’ve been invested since 2019. I’m laughing now, and I’ll be laughing over the years to come. Friends used to tell me “It’s baked in” or “GTA isn’t that big of a deal”. It will break all anticipated metrics. Come back to this post in a few years especially when their online service is up and running.

Grrrrrrr_r

Honestly I think a lot of it's already baked in - TTWO has been riding the GTA 6 hype for a while now. But if the game actually delivers and hits those crazy sales numbers, we could see another leg up post-launch.

gobias

Sorry but this is a terrible take, in my opinion. GTA6 can’t do anything we haven’t seen before? I think we’ve only scratched the surface of some things that Rockstar excels at. Living, breathing city, NPCs that truly feel alive, interactive buildings and environments…there is so much more to it than just graphics. As someone else stated, this isn’t even considering the online element, which could very well become the Metaverse that Zuckerberg had envisioned. Just my opinion, and full disclosure, I own some TTWO with an average cost around $160.

16semesters

>people said gta 6 is already priced in at $160, people said gta 6 was already priced in at $200, people said gta 6 was already priced in at $261, people are saying gta 6 is priced in now at $215 That sorta proves the point, doesn't it? Nothing about the game caused those rises and falls. "Only" about ~20% of TTWO revenue is related to GTA.

TWSTrader

**Looking at this from an institutional perspective...** You and your friend are debating the ultimate "Buy the Rumor, Sell the News" setup. To answer your question bluntly: **Yes, the base case is already baked in.** Here is the institutional read on why TTWO won't magically double on release day, and what the actual wildcards are: # 1. The Market is Forward-Looking (It's Priced In) The market doesn't wait for the game to hit the shelves to price the stock. During their recent February 2026 earnings call, Take-Two officially raised their FY2027 net bookings guidance to a massive $6.65–$7 billion. * **The Reality:** The current share price (hovering around the $210–$220 range) already assumes GTA 6 will be the biggest entertainment launch in history. Day-one sales records won't shock Wall Street; they *expect* them. # 2. Addressing Your "Delay" Hunch You mentioned a hunch that it might be pushed back again because they don't *need* a holiday release. * **The Correction:** While Rockstar has a history of delays (moving this from 2025 to May 2026, and finally to **November 19, 2026**), Take-Two recently went out of their way to reassure platform holders (Sony and Microsoft) that there are zero planned delays. CEO Strauss Zelnick explicitly confirmed the November 19th date is locked, with the multi-million dollar marketing blitz kicking off this Summer. * **The Risk:** Because the November date is heavily priced into their FY2027 guidance, a delay into 2027 would actually be a massive negative shock and trigger a sharp algorithmic sell-off. # 3. The "Cyberpunk" Risk Your instinct here is correct. A broken release would be devastating, but the probability is incredibly low. * **The Moat:** Rockstar's proprietary RAGE engine and their obsessive culture of polish (seen in *Red Dead Redemption 2* and *GTA V*) are exactly why they took the extra time to delay until November. They know a buggy launch is the only thing that can kill the golden goose, and they will not rush it. # 4. The Real Catalyst: Recurrent Spending If you are looking for what *isn't* fully priced in yet, don't look at base game sales. Look at the new **GTA Online (GTA Plus)**. * The street models standard retail game sales very well. What analysts struggle to perfectly model is how effectively Rockstar will monetize the online ecosystem over the next decade. If the new GTA Online introduces highly addictive, high-margin recurring revenue streams that exceed the historical GTA V run rate, *that* is what will drive the stock higher post-release. **My Take:** If you own it, hold it for the cash-flow generation of the online mode. If you are looking to buy now hoping for a 50% pop the day the game drops, you are late to the trade.

brick_gnarlson

Was it baked in at $260 or $190? Because TTWO has been at both of those prices in the past 3 months.

Chronon_

Been building and holding my position for years and right now, my biggest fear is actually not another delay but American politics. Due to the last delay, the release will be shortly after American midterms, which probably will be some kind of fascist shitshow which could potentially not only bring down American democracy (or whats left of it) but also the Stock Market. I also thought about the delay being caused by Rockstar/TTWO getting nervous and toning down the game to not fall out of favour with the government.

Sharlach

I don't think it's priced in at all and I think it's gonna be much bigger than people realize. I play a lot of GTA online, and rockstar is clearly using it as a testbed for various gta6 features, and given what I've seen in the last year, I'm very optimistic that it's going to something more akin to roblox for adults. It's gonna be the metaverse game that Zuckerberg wished he could build and suck more money out of people's wallets that anyone expects. I also watch various sony news youtubers and it seems like SONY is all in on GTA releasing on time now. The entire quarter has been left wide open for them, with the new Wolverine releasing well ahead of it, and the next COD coming out well after. They also recently bought an assload of ram, because they think it's gonna move ps5 sales in a big way, and they're planning a big joint marketing campaign. I haven't actually bought in yet, but I've been watching both TTWO and SONY more closely lately.

This_Salt7080

You’re buying TTWO, not Rockstar. Their stock price is influenced by a lot more than GTA.

SB_90s

Doesn't matter where it is now - the point is that it spiked at the time and gave an opportunity for holders to sell. OP (and most people considering TTWO) aren't looking at it as a long-term hold. It's an earnings play.

Same-Brilliant2014

Should have just put it all on TTWO when it dropped and deleted app.

workinonitstill

couldn't agree more. If it was priced in a 260, then it falls to 210 and then a week later TTWO earnings report raises guidance... then this is a screaming discount. Also I love how everyone says "it's priced in" and "it's going to be delayed again" I think both are wrong and lazy. Wall street can't comprehend the demand for this release yet.

Pin-Last

oh and TTWO is beautiful here

Pin-Last

NOW, CRM, VEEV, PANW, TTWO, ADSK, INTU, etc are attractive, but MSFT is insanely cheap, stupi cheap

Pin-Last

add APP, VEEV and frankly all the office stuff like ADSK & WDAY too. Defense software is insulated, so PANW & CRWD. I love TTWO here and INTU is high risk/reward. I know it’s all software but those are winners.

DCHamar

90 Million people will start shopping on AMZN, watching NFLX, searching porns on the browser developed by GOOGL, buying NVDA's gpu and AMD/INTC's cpu to play gtav published by TTWO in 2050, and bers think it will crash the US stock market

leomeng

I’m selling some amzn tomorrow and rounding up TTWO shares to 2,000. Market is retarded on this one

leomeng

I think TTWO is inevitable this year. I’m hoping for $300

hamborgard

My country is going to tax 36% on unrealized gains starting next year. Might as well go all in on $TTWO and pray GTA doesn’t delay again

leomeng

My TTWO is now my largest portfolio position.

aquaticsardonic

TTWO drops 2.6%

Strong-Falcon6513

No worries about TTWO you can sell into hype and it will be hype. very soon the campaign starts everyone’s gonna have some fomo

Papi_Juancho31

Do whatever you want dude. The only gaming stock I‘m touching this year is TTWO.

Pin-Last

msft is idiot no brainer a hold for 25% up… minimum. NOW, CRM, VEEV, PANW, NFLX, TTWO… same. Not saying to go all software but these will bounce if not fully recover

Pin-Last

This\^. Shockingly, those 4 are a great market beater for ’26. Buy em, not joking, I own them all and MSFT is now easily my biggest holding. Add CRM, NOW & VEEV, trust me, PANW & TTWO too. Like buying last April.

Strong-Falcon6513

I would get myself some TTWO and wait.

Strong-Falcon6513

Im buying TTWO as Always

shortymcsteve

TTWO plummeted after Google unveiled “Project Genie” (some AI world building tool) and still hasn’t recorded. Such a dumb reason for a sell off. Same happened to Unity $40 to $17 today, but i don’t know enough about their business to comment. Anyway, the market is dumb. IBM may suffer for a while because of this.

Pin-Last

MSFT & TTWO are basically the no brainers on here so far.

Pin-Last

TTWO big time!!! WINNER

leomeng

Been loading boat on AMZN and TTWO under $200 (each)

Xzlk

Is the expectation at the end of the year TTWO at 300 or 100 and no inbetween or is everything just perfectly priced in?

Waiting4Reccession

Totally forgot to buy the TTWO dip :(

Xzlk

We got Saudi Investment fund exiting TTWO position right before GTA 6 before GTA 6.

dvdmovie1

CAH or MCK on a pullback. CBOE. RSG/WM. Nice pullback recently in BSX. I think TTWO is oversold under $200 with the catalyst of GTAVI later this year. DPZ.

Pin-Last

Love TTWO on the software sell off 

BulletProofJoe

TTWO Grand Theft Auto VI getting delayed impacts their stock price every time the headline drops that the release date is getting pushed back. It’s become a viral meme at this point to say: “We’re really getting *blank* before GTA 6.” I think that just shows how powerful a single video game franchise is that its extended delay period has become part of our lexicon. Project Genie, Google’s AI video game generator, was also announced recently and folks outside the gaming industry think that it will impact GTA VI’s sales and online player base. I don’t think it is too far fetched to think that the *next* GTA game could be affected by an AI video game generator that is used in tandem with traditional video game design methods, but I think it’s very unlikely to be advanced enough by the end of this year to compete with a flagship AAAA game that has been given virtually endless resources and time to develop. At this point, I think it’s an inevitability that GTA VI becomes the largest grossest and most profitable game in history. They have been perfecting the online micro transaction world in GTA V for a decade and it remains one of the most popular video games currently being played, despite it being released in 2013. November 2026 seems like a very steady release date at this point and the headlines will be plastered news about the games historic release and Rockstar and Take Two will be cross 300 per share by the end of the year. RemindMe! 1 year

ajw827

Odds on TTWO announcing GTA6 coming out in 2027 instead?

ImpressiveAmount4684

Yeah 'priced in' is the most regarded take ever for literally everything in stocks. AI growth has been priced in, why has it grown so much? TTWO will deliver this year.

basedpogchamp

Anyone in TTWO? Good entry point for shares?

Mumblage

I thought TTWO was pretty safe tbh. Eeejit.

Pure-Marketing-4236

I don’t see how TTWO leaps won’t print. GTA VI is the biggest media release in 13 years (GTA V). Am I missing something about it?

alone-in-the-chat

Same.for me but with TTWO

Hagio

Opened a position in TTWO, this basically means no GTA 6 coming this year, sorry for that

Ok-Caregiver-1689

Google made some ai thingy to generate “games”. Since then TTWO dipped hard. But google is going down too.

Ok-Caregiver-1689

TTWO down 30% since google news. Google still not moving too. Lmao.

leomeng

I’m slowly gonna approach 2000 shares of TTWO

sopunkuHalomo

Anybody who doesn't buy TTWO now is going to blame themself later. It is stupidly cheap...

PositiveToe2761

Will be picking up some TTWO on this dip

NatteZeeKoe

TTWO down this hard makes no sense over some ai bullshit that hasn’t proven shit.

wilhelm96

TTWO down more than 20% now over fears AI is going to create the next GTA in the not too distant future feels like a very boomer assumption

ETHTradr

Everyone keeps saying priced in yet it was at $264 now at $197 lmfao TTWO going to $300+ this year mark my words. Has to come back up at some point