Sam
@samnoack.bsky.social
Engineer, dude, nerd. XXXX Gamestop shareholder. Biggest GME bsky poster. I also post memes.
Not contrarian, but anti-many things. I try to live a logically consistent life which means I must often be a prick. My dumb thoughts here represent only myself.
Not contrarian, but anti-many things. I try to live a logically consistent life which means I must often be a prick. My dumb thoughts here represent only myself.
I just scrolled through twitter for a bit. What in the world is going on over there. That place is like an absolute cesspool of all the stupidest possible statements and people on the planet. The brain drain to bluesky and threads is real lol.
December 12, 2025 at 11:59 PM
I just scrolled through twitter for a bit. What in the world is going on over there. That place is like an absolute cesspool of all the stupidest possible statements and people on the planet. The brain drain to bluesky and threads is real lol.
And lets be real - this is a worst case scenario for Gamestop. The REAL bear thesis, that they have tried to engineer for years.
Apes are their biggest customers. And their funding. Without apes, it's over. They absolutely, positively, cannot lose the goodwill of these folk. Ape = customer loyalty.
Apes are their biggest customers. And their funding. Without apes, it's over. They absolutely, positively, cannot lose the goodwill of these folk. Ape = customer loyalty.
In full intellectual honesty, it's an answer the board needs to face if they wish to succeed. Nothing we have seen in 5 years suggests Wall Street and corrupt billionaires can be defeated in America. Cohen has the button, and he needs to fucking push it. If they cannot, apes will start to lose heart
December 12, 2025 at 9:16 PM
And lets be real - this is a worst case scenario for Gamestop. The REAL bear thesis, that they have tried to engineer for years.
Apes are their biggest customers. And their funding. Without apes, it's over. They absolutely, positively, cannot lose the goodwill of these folk. Ape = customer loyalty.
Apes are their biggest customers. And their funding. Without apes, it's over. They absolutely, positively, cannot lose the goodwill of these folk. Ape = customer loyalty.
Personally, I subscribe to the "math eventually wins, time and pressure,"
However, as things change so quickly, and MAGA America dives headfirst into unlimited open season on punishment-free corruption, Cohen needs to read the room and realize it's near time to act decisively & strongly. Just my 🪙🪙
However, as things change so quickly, and MAGA America dives headfirst into unlimited open season on punishment-free corruption, Cohen needs to read the room and realize it's near time to act decisively & strongly. Just my 🪙🪙
December 12, 2025 at 9:12 PM
Personally, I subscribe to the "math eventually wins, time and pressure,"
However, as things change so quickly, and MAGA America dives headfirst into unlimited open season on punishment-free corruption, Cohen needs to read the room and realize it's near time to act decisively & strongly. Just my 🪙🪙
However, as things change so quickly, and MAGA America dives headfirst into unlimited open season on punishment-free corruption, Cohen needs to read the room and realize it's near time to act decisively & strongly. Just my 🪙🪙
Also, I think at this point, it is clear as day to most sane people that Gamestop is uniquely and highly supressed by angry finance gods.
The question weighing on everyone is can Gamestop defeat them? What's to stop them from just shorting Gamestop down further if corruption isn't punished?
The question weighing on everyone is can Gamestop defeat them? What's to stop them from just shorting Gamestop down further if corruption isn't punished?
December 12, 2025 at 9:07 PM
Also, I think at this point, it is clear as day to most sane people that Gamestop is uniquely and highly supressed by angry finance gods.
The question weighing on everyone is can Gamestop defeat them? What's to stop them from just shorting Gamestop down further if corruption isn't punished?
The question weighing on everyone is can Gamestop defeat them? What's to stop them from just shorting Gamestop down further if corruption isn't punished?
Gamestop diluted (including future warrant dilution) P/E 24.
Assuming bitcoin's current decline, Gamestop has about $5.2 billion of hard cash value.
That means the actual business is valued about 12 P/E. Remarkably low, when you consider that includes an additional $4 billion purchasing power.
Assuming bitcoin's current decline, Gamestop has about $5.2 billion of hard cash value.
That means the actual business is valued about 12 P/E. Remarkably low, when you consider that includes an additional $4 billion purchasing power.
December 12, 2025 at 8:54 PM
Gamestop diluted (including future warrant dilution) P/E 24.
Assuming bitcoin's current decline, Gamestop has about $5.2 billion of hard cash value.
That means the actual business is valued about 12 P/E. Remarkably low, when you consider that includes an additional $4 billion purchasing power.
Assuming bitcoin's current decline, Gamestop has about $5.2 billion of hard cash value.
That means the actual business is valued about 12 P/E. Remarkably low, when you consider that includes an additional $4 billion purchasing power.
Hey look Bannon was a child fucker as well!
Anyways, in far more shocking news, Gamestop is somehow trading at almost less than 1.8 P/B now 😂
Anyways, in far more shocking news, Gamestop is somehow trading at almost less than 1.8 P/B now 😂
December 12, 2025 at 7:33 PM
Hey look Bannon was a child fucker as well!
Anyways, in far more shocking news, Gamestop is somehow trading at almost less than 1.8 P/B now 😂
Anyways, in far more shocking news, Gamestop is somehow trading at almost less than 1.8 P/B now 😂
I was telling someone this earlier:
The ruling class forgets that the only reason 90% of people work jobs is because it is just slightly more convenient and ethical to go to work than steal from people who don't need more.
But that "slightly" gets debated more narrowly in most circles by the day.
The ruling class forgets that the only reason 90% of people work jobs is because it is just slightly more convenient and ethical to go to work than steal from people who don't need more.
But that "slightly" gets debated more narrowly in most circles by the day.
December 12, 2025 at 6:51 PM
I was telling someone this earlier:
The ruling class forgets that the only reason 90% of people work jobs is because it is just slightly more convenient and ethical to go to work than steal from people who don't need more.
But that "slightly" gets debated more narrowly in most circles by the day.
The ruling class forgets that the only reason 90% of people work jobs is because it is just slightly more convenient and ethical to go to work than steal from people who don't need more.
But that "slightly" gets debated more narrowly in most circles by the day.
Despite the fact the most talked about companies are melting down right now, there is crazy opportunity in this market.
In favor of shit AI tech, the entire planet seems to have forgotten about retail, energy, food, payments, telecom, and shipping.
You know, things society needs to function.
In favor of shit AI tech, the entire planet seems to have forgotten about retail, energy, food, payments, telecom, and shipping.
You know, things society needs to function.
December 12, 2025 at 4:25 PM
Despite the fact the most talked about companies are melting down right now, there is crazy opportunity in this market.
In favor of shit AI tech, the entire planet seems to have forgotten about retail, energy, food, payments, telecom, and shipping.
You know, things society needs to function.
In favor of shit AI tech, the entire planet seems to have forgotten about retail, energy, food, payments, telecom, and shipping.
You know, things society needs to function.
Lmao wow this went crazy viral, 300k+ likes wtf 😂
December 12, 2025 at 3:45 PM
Lmao wow this went crazy viral, 300k+ likes wtf 😂
MMW TAG is scared of losing business to PSA x Gamestop and have already pitched their desire for a similar partnership, which is already mostly done and dealed.
I expect a TAG partnership announcement with Gamestop perhaps as soon as start of 2026. I might be wrong but I do not think I am here.
I expect a TAG partnership announcement with Gamestop perhaps as soon as start of 2026. I might be wrong but I do not think I am here.
December 11, 2025 at 9:36 PM
MMW TAG is scared of losing business to PSA x Gamestop and have already pitched their desire for a similar partnership, which is already mostly done and dealed.
I expect a TAG partnership announcement with Gamestop perhaps as soon as start of 2026. I might be wrong but I do not think I am here.
I expect a TAG partnership announcement with Gamestop perhaps as soon as start of 2026. I might be wrong but I do not think I am here.
I'm aware of someone in Colorado who was one of the earlier bitcoin miners who ran a bitcoin farm in 2014ish, and by all accounts is theoretically a bitcoin billionaire now, but has no idea how to access it anymore or if it even can be 😂
I wonder how many massive bitcoin wallets are the same lmao.
I wonder how many massive bitcoin wallets are the same lmao.
December 11, 2025 at 8:42 PM
I'm aware of someone in Colorado who was one of the earlier bitcoin miners who ran a bitcoin farm in 2014ish, and by all accounts is theoretically a bitcoin billionaire now, but has no idea how to access it anymore or if it even can be 😂
I wonder how many massive bitcoin wallets are the same lmao.
I wonder how many massive bitcoin wallets are the same lmao.
The funniest thing that happened yesterday was my brother describing his "bank of the people" idea and then proceeding to just outline the definition of a ponzi scheme LOL.
"Yeah but it's not a ponzi if you explain to people what's happening" was probably the most hilarious part of it. 😂
"Yeah but it's not a ponzi if you explain to people what's happening" was probably the most hilarious part of it. 😂
December 11, 2025 at 7:31 PM
The funniest thing that happened yesterday was my brother describing his "bank of the people" idea and then proceeding to just outline the definition of a ponzi scheme LOL.
"Yeah but it's not a ponzi if you explain to people what's happening" was probably the most hilarious part of it. 😂
"Yeah but it's not a ponzi if you explain to people what's happening" was probably the most hilarious part of it. 😂
Just another day of Gamestop trading on the most free and fair market in the world!
/extreme, dripping sarcasm
/extreme, dripping sarcasm
December 11, 2025 at 7:27 PM
Just another day of Gamestop trading on the most free and fair market in the world!
/extreme, dripping sarcasm
/extreme, dripping sarcasm
Bro blocked me over this 😂
Honestly when Gamestop does break the fucked up short lending scam market it's gonna make half of bluesky's heads explode even more than Wall Street from the look of it. Kinda funny tbh lmao. It's like getting $25 for a PS2 trade-in in 2010 was a core trauma for many 🤣
Honestly when Gamestop does break the fucked up short lending scam market it's gonna make half of bluesky's heads explode even more than Wall Street from the look of it. Kinda funny tbh lmao. It's like getting $25 for a PS2 trade-in in 2010 was a core trauma for many 🤣
December 11, 2025 at 5:57 PM
Bro blocked me over this 😂
Honestly when Gamestop does break the fucked up short lending scam market it's gonna make half of bluesky's heads explode even more than Wall Street from the look of it. Kinda funny tbh lmao. It's like getting $25 for a PS2 trade-in in 2010 was a core trauma for many 🤣
Honestly when Gamestop does break the fucked up short lending scam market it's gonna make half of bluesky's heads explode even more than Wall Street from the look of it. Kinda funny tbh lmao. It's like getting $25 for a PS2 trade-in in 2010 was a core trauma for many 🤣
*me, eyeing my probably $3,000 of SWU cards nervously*
Excuse me, is this a personal attack? 😠
Excuse me, is this a personal attack? 😠
December 11, 2025 at 4:41 AM
*me, eyeing my probably $3,000 of SWU cards nervously*
Excuse me, is this a personal attack? 😠
Excuse me, is this a personal attack? 😠
Ok I thought the "Gamestop Awards" were gonna be some troll about the Fifa Peace Price or some deeply stupid stock related nonsense, but it was actually... Good?
I'm really looking forward to this being a yearly "wrapped" video for the gaming world, because it was actually damn entertaining lol.
I'm really looking forward to this being a yearly "wrapped" video for the gaming world, because it was actually damn entertaining lol.
December 11, 2025 at 4:21 AM
Ok I thought the "Gamestop Awards" were gonna be some troll about the Fifa Peace Price or some deeply stupid stock related nonsense, but it was actually... Good?
I'm really looking forward to this being a yearly "wrapped" video for the gaming world, because it was actually damn entertaining lol.
I'm really looking forward to this being a yearly "wrapped" video for the gaming world, because it was actually damn entertaining lol.
I'm now pretty bullish on this Gamestop news. It's pretty hard to spin it any other way when the "decreasing revenue" narrative falls apart upon even light inspection.
I don't think there is really much left for shorts to do here but cover, or fight another year and then be very fucked. Good luck.
I don't think there is really much left for shorts to do here but cover, or fight another year and then be very fucked. Good luck.
December 10, 2025 at 6:38 PM
I'm now pretty bullish on this Gamestop news. It's pretty hard to spin it any other way when the "decreasing revenue" narrative falls apart upon even light inspection.
I don't think there is really much left for shorts to do here but cover, or fight another year and then be very fucked. Good luck.
I don't think there is really much left for shorts to do here but cover, or fight another year and then be very fucked. Good luck.
Ok this is going to be a long post, but I have some thoughts about GME's Q3. To start, invreasing profits by something like 400% is fantastic. Doing it with decreasing revenues is not, especially since that typically reflects squeezing customers (raising prices on cards, lower trade-in value, etc).
December 10, 2025 at 5:47 PM
Ok this is going to be a long post, but I have some thoughts about GME's Q3. To start, invreasing profits by something like 400% is fantastic. Doing it with decreasing revenues is not, especially since that typically reflects squeezing customers (raising prices on cards, lower trade-in value, etc).
3 positive Seeking Alpha articles in a row for Gamestop is... Interesting.
The writers there used to be the BIGGEST haters on the ape movement, and now most of them are basically the voice of reason saying that people are severely sleeping on the fact we already won lol.
The writers there used to be the BIGGEST haters on the ape movement, and now most of them are basically the voice of reason saying that people are severely sleeping on the fact we already won lol.
December 10, 2025 at 5:20 PM
3 positive Seeking Alpha articles in a row for Gamestop is... Interesting.
The writers there used to be the BIGGEST haters on the ape movement, and now most of them are basically the voice of reason saying that people are severely sleeping on the fact we already won lol.
The writers there used to be the BIGGEST haters on the ape movement, and now most of them are basically the voice of reason saying that people are severely sleeping on the fact we already won lol.
Gamestop now has a 1.85 P/B value.
For reference, anything under 3.0 that is not bleeding money is usually considered a potential value.
1.85 for a profitable company with calm leadership and now nearing $10 billion of purchasing power is pretty wild.
Not valued much higher than scrap value lol.
For reference, anything under 3.0 that is not bleeding money is usually considered a potential value.
1.85 for a profitable company with calm leadership and now nearing $10 billion of purchasing power is pretty wild.
Not valued much higher than scrap value lol.
December 10, 2025 at 2:53 PM
Gamestop now has a 1.85 P/B value.
For reference, anything under 3.0 that is not bleeding money is usually considered a potential value.
1.85 for a profitable company with calm leadership and now nearing $10 billion of purchasing power is pretty wild.
Not valued much higher than scrap value lol.
For reference, anything under 3.0 that is not bleeding money is usually considered a potential value.
1.85 for a profitable company with calm leadership and now nearing $10 billion of purchasing power is pretty wild.
Not valued much higher than scrap value lol.
Huh. Ok, Gamestop's Q3 was actually much better than expected. I've gone from "yay, a profit, not impressive as we need though" to "woah... this is fucking bonkers."
Their finances have gotten messier and harder to digest, but I'll have some thoughts digested by tomorrow. Interesting stuff to share
Their finances have gotten messier and harder to digest, but I'll have some thoughts digested by tomorrow. Interesting stuff to share
December 10, 2025 at 5:53 AM
Huh. Ok, Gamestop's Q3 was actually much better than expected. I've gone from "yay, a profit, not impressive as we need though" to "woah... this is fucking bonkers."
Their finances have gotten messier and harder to digest, but I'll have some thoughts digested by tomorrow. Interesting stuff to share
Their finances have gotten messier and harder to digest, but I'll have some thoughts digested by tomorrow. Interesting stuff to share
Horribly off, Q3 not as strong as I had hoped for based on my observations in the gaming world, but I'm curious if there are trends happening that will lead into Q4 like saving console purchases for Christmas.
Regardless FCF was great and shows potential, but just another quarter sitting on cash. 🤷♂️
Regardless FCF was great and shows potential, but just another quarter sitting on cash. 🤷♂️
December 9, 2025 at 10:34 PM
Horribly off, Q3 not as strong as I had hoped for based on my observations in the gaming world, but I'm curious if there are trends happening that will lead into Q4 like saving console purchases for Christmas.
Regardless FCF was great and shows potential, but just another quarter sitting on cash. 🤷♂️
Regardless FCF was great and shows potential, but just another quarter sitting on cash. 🤷♂️
Paypal is returning more than 8% in value through EPS alone.
The speculative aspects are just a bonus honestly.
Find me another stock trading at essentially a 4-6 core business P/E that is returning 25% TTM ROI. Shit makes no sense compared to the rest of this boiling hot AI memestock market.
The speculative aspects are just a bonus honestly.
Find me another stock trading at essentially a 4-6 core business P/E that is returning 25% TTM ROI. Shit makes no sense compared to the rest of this boiling hot AI memestock market.
December 9, 2025 at 7:37 PM
Paypal is returning more than 8% in value through EPS alone.
The speculative aspects are just a bonus honestly.
Find me another stock trading at essentially a 4-6 core business P/E that is returning 25% TTM ROI. Shit makes no sense compared to the rest of this boiling hot AI memestock market.
The speculative aspects are just a bonus honestly.
Find me another stock trading at essentially a 4-6 core business P/E that is returning 25% TTM ROI. Shit makes no sense compared to the rest of this boiling hot AI memestock market.
Like, Elon's grubby little hands are all over this Paypal thing... And I cannot see any other fundamental reason Paypal should be facing the kind of market pressures it currently is from "investors."
My gut tells me someone paid someone to hurt Paypal and it failed.
www.fool.com/investing/20...
My gut tells me someone paid someone to hurt Paypal and it failed.
www.fool.com/investing/20...
December 9, 2025 at 7:33 PM
Like, Elon's grubby little hands are all over this Paypal thing... And I cannot see any other fundamental reason Paypal should be facing the kind of market pressures it currently is from "investors."
My gut tells me someone paid someone to hurt Paypal and it failed.
www.fool.com/investing/20...
My gut tells me someone paid someone to hurt Paypal and it failed.
www.fool.com/investing/20...
Paypal might be the only other company besides Gamestop that seems held hilariously undervalued by basically every single fundamental metric possible, whose entire "bear thesis" rests on a bunch of objectively false bullshit repeated across various platforms.
I'm watching it closely. It's super sus
I'm watching it closely. It's super sus
December 9, 2025 at 7:22 PM
Paypal might be the only other company besides Gamestop that seems held hilariously undervalued by basically every single fundamental metric possible, whose entire "bear thesis" rests on a bunch of objectively false bullshit repeated across various platforms.
I'm watching it closely. It's super sus
I'm watching it closely. It's super sus