Getting Rich Investing In GTA 6 | One Stock To Buy TTWO

Ajouté : 2026-05-22

[00:00:00]Today folks, the GTA 6 community between the Best Buy leaks, these stars align, the level of copium that is currently going on is something that I'm truly just basking in because in my 30s here enjoying the nostalgia, I threw a lot of money at Take 2 Interactive, the parent company to GTA 6. And right now, we're at all-time highs, baby. I'm just printing sitting back here waiting for the game to come out. And I'm just shocked at how terrible the earnings were verse how much the stock is up. And I really want to talk about it today because those following me on this journey that are a part of this largest media title to ever be produced, I have made it the largest single stock bet virtually in my investing career. It's about 8% of my combined accounts, probably a lot more than that. Now in after hours, the stock was up like 9 or 10%. Uh regardless, in my TFSA, between my registered accounts, I'm a Canadian, so for those US viewers coming in, we've got better tax advantage counts than you. So I'm going to print some tax-free tendies off some of these positions. And I think in total I'm sitting across all my accounts about 160 plus shares. My best average cost was around like 192 in some of these accounts. My TFSA I'm at 198 on 60 shares. But in combination my average buyin's 202. So I've been cost averaging during the days of you know project genie. Google released kind of you know AI generating photos into real world games you can interact with which tanked all these gaming stocks. And that opened up that beautiful window of opportunity where we were able to buy this at that 192. Like it hit a low of 190 or 189. So we were just throwing god-awful amounts of capital. Like I got over 50 grand Canadian Kuck Bucks sitting in this stock. And I want to talk about the earnings that's driving this growth of up to 8% even though they were garbage. So if you're like I, you want to join me on this journey, your path to financial independence so perhaps we can one day retire early and we'll see if GTA 6 is getting us there.

[00:01:49]Sure as hell looks like it is. Join me.

[00:01:51]hit that subscribe button because it's my birthday today. Another reason to smash that like. And yeah, I mean, at least I'm getting an extra bonus here on my birthday. But you guys might recall like over the last week or two, the Best Buy leaks that didn't come into fruition. There was no early release of the game. I've been watching streamers like nonstop. Uh, you know, just talking about this and now they're kind of coping with the idea that this guy specifically TG had like one of the top seven watch streams. I think it was this week as there was a big anticipation for the announcement of the pre-release that never happened. And now he's copium. No more Hopium. It's all copium now. And even he's like, I'm going to pull the brakes back a little bit here because they've never said anything. Like the the CEO of Take Two, right? No one ever said anything. Like these were all just kind of hyped leaks that, you know, Rockstar just loves watching us bask in schizophrenia and not actually giving us even a little bit of hope. Like not even a little bit of morsel. Oh, this isn't true. Like they just like watching us uh, you know, cope. It's kind of quite funny. And now we're starting to get back into Google Trends. I mean, there's been a few spikes, but the Google Trends spikes are coming back. I think people are starting to recognize that. Like, if you look for the search results for uh GTA 6 release is starting to break out again. People really into Lucia and that seems to be breaking out. Um, so yeah, I think we're in full throttle mode here.

[00:03:06]So, speaking to the earnings themselves and what's driving the stock, it's more or less the comments that continually are saying, you know, GTA 6 is coming out this year. It's the only reason the stock's up. I want to talk more about the guidance though because they missed earnings by like I mean this company's just spending a god awful amount of money. Not really making any earnings per share here. And net bookings came in at reasonable guidance of 1.58 billion.

[00:03:29]Was mostly like flat year-over-year. It wasn't crazy. So we're not really seeing like extended growth. And you can see that the initial outlook for fiscal 2027 is including net bookings of 8 to 8.2 billion. That's kind of the guide that we're looking at. And it's going to be laughable when this game drops that even the company itself, I think, is really laxed on the guidance because they know what's happening. Again, that's guidance across all their titles, by the way. We know GTA 6 is going to do far better than this uh for their guidance, which I might be toward the end of their 2027 fiscal, but let's just read Strauss's kind of highlights here. He says, "Our fiscal 2026 performance was exceptional and exceeded our initial expectations uh at every label. We believe fiscal 2027 will establish new record levels of operating performance driven by the November 19th launch of Grand Theft Auto 6. So again, reconfirming the release date along with strong execution across our portfolio. We expect to sustain this higher level of scale, generate strong cash flows, and deliver long-term shareholder value as we release our robust development pipeline, continue to optimize our live services, and capitalize on new business opportunities. So they are stating this kind of generation uh of cash flow which right now again is just kind of getting absorbed a little bit. They have some write offs. There's a lot going on here, right? And I was just shocked because the stock uh tanked absolute miserably, right? Because the gap net loss was still 59.5 million or.32 cents per share, right, at a compared of uh 37 what is that? Billion or $21 per share for the comparable period last year. Like they're not making any money here. like they're just they're just burning away. What's the cash flow actually? Yeah, cash flows came in at that that negative 298 million versus 4.4 billion this time last year. I mean, look at this stock. I just can't get over that. Like, if you were watching this when the earnings came out, this thing dropped like five several percent.

[00:05:18]And I was okay with it cuz I was ready to buy more. Like, I I would be all over the moon if this thing came back down to the 220s. I was happy buying it there, but I filled the position out. So, I don't I don't need to buy more. But obviously like you, if you believe in this as much as I do, you know, I've got my good buy prices in and I'm ready to lock. I'm lock and loaded, baby. Like I wasn't effing around with this guy. When this thing dankked down here, guys, we went all in. Like, we couldn't help ourselves. But reading through this, there's nothing exciting except for the guidance that I think is severely mispriced because again, the guidance takes into consideration everything. And if they're doing about 1.58 billion, let's say that's consistent. I mean, what is that? That's going to be like six 7 billion is probably the guide here. And for 2027, they're expecting that to be up only slightly. I'm promising you, not promising because we're speculating. I'm not a financial adviser. I'm just one influencer clown on the internet, of course. But my suspicion is is that if you take into consideration all their games as we lead up to November, if they keep doing around 1.5 billion and this game drops, guys, we're probably going to see 10 somewhere, if I had to guess, between 10 and 20 billion in total 2027 net bookings. Like, the game itself is probably going to do 5 to 10 billion.

[00:06:21]So, if we can get 8 billion before the game releases or closer to even six, like come on. Like we know guys that this is just preemptively a joke. Like to be guiding for 8 billion knowing that the greatest title ever produced is going to be coming out. Like why? Like you know that's why I went so heavy in the stock cuz I think it's just being so mispriced that it's crazy. But here we are. You know it's my birthday and again at least we're praying a little bit of tendies here. Some of you didn't think I was going to do a video on my birthday and you're getting a little bit of a surprise here and I'm getting even a little bit of surprise. I mean man I'm going to be up like another 5gs uh today alone. A little bit of an early gift.

[00:06:54]Um, but yeah, we're setting back, kicking it easy, guys. Let's take in the nostalgia together. I'm going to listen to the earnings call, which is dropping uh right now. And I'll actually listen to the TTG cuz this guy's actually Look at this. This is probably the largest earnings call of people listening in ever on on this company. It's I can't get over that on on here. There's only like 22,000 people following the stock.

[00:07:17]Uh it's kind of disgusting how few people are actually paying attention right now. on. I think you know the hype, forget the reality of the numbers.

[00:07:23]The hype this is going to bring. Look at this. There's 20,000 people. It's one probably one of those viewed streams going on right now just for Take Two earnings and it's just going to say the same crap. The game's coming out, guys.

[00:07:33]Relax. We're going to start marketing this summer. It's likely, you know, let's just be patient here. But I hope you guys enjoy your afternoon and uh I'd love to know what you think in that comment section below. is poised to be a breakout year for Take 2, led by the November 19th release of Grand Theft Auto 6, arguably the most anticipated entertainment property of all time. And we're excited that Rockstar Games will start their marketing campaign this summer.

[00:07:57]Our initial financial out Nice.