Mars. MTN contract coming, mark my words.

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I bought puts on Thursday and I can already tell you confidently that I am going to be completely fucked… SPY will open green from Thursday tomorrow morning… mark my words…

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I'm not saying people won't make profit off of the game being released or the hype around it, but mark my words, NO ONE in this sub is taking a rocket to the moon with this release. The hype is now 6 years old, sure it will intensify as release date draws closer, but knowing this, Rockstar shatters their own records, investors and smart money know this and have long since been positioned to capitalize on the most upside possible. There's not much room left for it to go any higher (fundamentally speaking). If you really want a GTA play wait til TTWO earnings come out post release and that huge hole they've been burning to develop the game gets filled in with revenue. Even then, that will be anticipated so don't expect a rocket ship, yet again. Another thing to consider is 5M integration to online services. Idk what rockstars road map looks like for online, but let's assume we don't wait a year for it to come out when it's finally released on PC (2027). I have faith in Rockstar completely, but there have been VERY few games that have minimal issues when rolling out new online features. There will be bugs and they will piss off the neckbeards that will cause headlines that can crater the stock, especially with so much hype and sensitivity around algoritmic trading.

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Mark liberation day and start of war. Then mark tariff taco day and first war taco. Hmmm!

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I'm not particularly bearish, but there's a decent possibility we enter something akin to the 70s here.  Economy is kinda sputtering outside of the AI build out. Inflation taking hold, while the world oil supply is just a big question mark. Then, you have the cherry on top, geopolitical clout is waning. If all of this coalesces into the huge cluster fuck it has the potential to be in the second half of the year to early next year, we could see a 40% shave so even cash printing giants get their multiples compressed to something absurdly low in the modern era, like 17 pe at the lows.  The fact that NVDA has been trading like it has with the more speculative stocks generally running hard is already fairly indicative of late stage bull cycle with everyone chasing returns in the tail.

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Corporations aren't people, but Meta is best though of as Mark Zuckerberg's corporate mask; Zuck is the company, same as Edison and Ford in the old days.

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A lot of founders may have taken those precautions but most of them wouldn't have the leverage to maintain the majority voting shares by the time company goes public with billions of market value. Mark got really lucky.

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No Mark has design both the Shareholder Structure & Constitution so that he has control in perpetuity. A lot of founders have taken these precautions post the removal of Jobs from Apple, Musk from Paypal etc

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