$TTWO

Bullish on TTWO due to expected player migration from mobile to NBA 2K27 and GTA VI later this year.

BullishHe framed it in months
“Why We're Hedging AppLovin's 80% Margins”
Chip Stock InvestorPublished Sep 22 · 2 passages

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We disclosed we took a small position in Take-Two Interactive, Grand Theft Auto VI.

We also took the position in Take-Two, where we bet on the outcome that a lot of players migrate off of mobile and play NBA 2K27 and Grand Theft Auto VI later this year.

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2026-09-22BullishThis one
We disclosed we took a small position in Take-Two Interactive, Grand Theft Auto VI.
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