Mar. 30 at 9:45 PM
$GME acquisition thesis — a three-step playbook for RyanCohen:
Step 1:
$WOOF (Petco). Cohen built Chewy. Petco tried to acquire Chewy, and Cohen passed — took PetSmart's
$3.35B instead. Now
$WOOF trades at
$900M market cap on
$6B in revenue. Buy it. Fix it. Print cash. Cohen has unmatched operational edge.
Bonus: He'd be taking control of the rival that once tried to buy his baby. On his terms. At a fraction of what it once was worth.
Step 2:
$RUM (Rumble). Rumble's pending Northern Data deal (Q2 2026 close) adds ~22,400 NVIDIA H100/H200 GPUs + global data centers — instant owned cloud infrastructure for low-cost, scalable game streaming, tournaments, creators, AI features & in-stream commerce. Fastest on-ramp: live gaming with massive synergy. Buy it. Build the moat. Own the infrastructure.
Step 3:
$BBY (Best Buy). Geek Squad as a smart-home subscription service in an AI device world.
Petco is proof of concept. Rumble is the moat. Best Buy is the moonshot.
$GME has
$9B. Do all three.
