Perfect example with the difference between a first timer and a pro like Trump. Trump learned to go with the flow and everyone else will act like things are normal so they don't make it weird. Might not pass the sniff test, but no one is going to say anything if you're the leader of a country.
After the first few seconds of realization you can see that Pakistan's Prime Minister thought he was in control and then you see that last second panic? That's the flow of shit escaping the underwear barrier and flowing down his legs.
What if Izzy wants to keep blowing up the deal until our SPRs are critical them the US has to act and they definitely won’t turn on Izzy so the only possible action is to strike Iran again? Someone disprove my theory
You care because you keep responding and calling me names.
Anyways, back to our conversation.
Saying Grand Theft Auto is only 30% of Take Two completely misreads the financial mechanics of the company, and honestly, the math is embarrassing. Take Two just wrapped up Fiscal Year 2026 with 6.72 billion dollars in total net bookings. For Fiscal Year 2027, management's official corporate guidance jumps straight to a record 8.0 to 8.2 billion dollars entirely because Grand Theft Auto VI launches on November 19th. That is an absolute, single year leap of up to 1.5 billion dollars in brand new top line scale. Trying to act like an unprecedented multi-billion dollar single product launch equates to a tiny five percent blip in market cap proves you are looking at stagnant, trailing numbers rather than forward looking guidance.
Furthermore, you are fundamentally confusing unit sales with structural enterprise value. The reason Wall Street values Take Two the way it does is because of Recurrent Consumer Spending, which just grew 17% and now accounts for an astonishing 78% of the company's entire net bookings. GTA Online is the ultimate high margin engine behind those metrics. When a product beats projections by 20% to 50% in a business model where nearly 80% of the revenue is recurring, high margin digital monetization, it completely restructures the company's long term cash flow profile. Claiming that a stock will go down after an unprecedented 50% earnings beat on the most anticipated entertainment launch in history doesn't just ignore macro factors, it entirely defies the fundamental laws of equity valuation.