This is where my wife and I buy groceries all the time. And we always help instacart shoppers because it is so hard with all the products in Korean.
Is there a harder boss? or this is it?
Tuesday we will get a really good read of where deep red areas are leaning towards. Massie's GOP or MAGA GOP.
What do you think will happen?
I looked into the GME and eBay calendar to manage expectations. From May 15 to June 30 is 47 calendar days. This period is gonna be all setup for the actual possible GMEBAY.
May 15 to May 31: Mostly publicity stunts from both sides. Watch for board letters, interviews, 13D amendments, 425 filings, media leaks, and public pressure.
Early June: Possible antitrust waiting-period window. Worth watching, could block the deal or not, doesnt mean much if it isnt blocked.
June 9: GME earnings. Worth watching for comments on cash, strategy, eBay, authorized shares, or anything that hints at the next move.
June 17: eBay annual meeting. Important date, but eBay holders are not voting on the GME offer. The ballot is already set. The only vote that indirectly touches this situation is the proposal to lower the special meeting threshold from 20% to 10%, but that still does not create a vote on the GME offer. Also eBay votes om their board.
June 17 to June 24-ish: eBay vote results. This could show shareholder frustration with the board, especially through director votes or the special meeting proposal.
June 25: GameStop annual meeting. This is the big GME date. We vote on increasing authorized Class A shares from 1B to 2.5B. If approved, GME gets more room to maneuver, the vote does not issue shares by itself.
June 25 to June 30: Market reaction window. If the share authorization passes, the market will probably try to price what GME might do next.
As of now, I do not see a current legal mechanism for eBay shareholders to vote on the GME offer before June 30. So if nothing explosive happens during these 47 days, I would not take that as the story being over. This looks like the setup phase: eBay shareholders sending signals, GME shareholders giving the board optionality, and everyone moving pieces into position. Lets see where we are in 47 days to analyze the next 60 days. for now HODL.
Before you downvote consider this idea. I think RC should force the market to price the eBay bid directly.
eBay rejected $125 and called the offer not credible. Fine. Put real cash behind a number everyone can see.
Sell cash-secured eBay $100 puts For june 18
GME has the cash pile. RC should be willing to own a huge amount of eBay at $100, make that visible and let the market react. He would love $100 instead of $125
Basic math using the current eBay June 18 $100 put bid of $1.87 and eBay’s latest 444M shares outstanding
$9B at a $100 strike equals 90M eBay shares.
That equals 900,000 put contracts.
90M shares equals 20.27% of eBay.
Current bid at $1.87 equals $168M collected.
That’s the move. Put the order and let the market go wild.
If eBay stays over $100 collect premium and repeat next month
If eBay breaks below $100, GME starts acquiring a massive stake at a massive discount to the offer price.
Do the filings. Respect the limits. Disclose everything cleanly. Show the market he is serious. Also, if the price falls below 100 would be great to see eBay shortd cover to deliver the shares to RC. That of itself could be very interesting.
This is how you proxy fight. If RC or anyone close to him if you are reading discuss with your people. This would be epic.
Just like the title says it. Looking at who owns GME and EBAY 18 institutions own both. The big ones are these 3:
Vanguard: 8.52% GME / 12.98% EBAY
BlackRock: 7.87% GME / 9.66% EBAY
State Street: 2.78% GME / 5.15% EBAY
Only these 3 combined add up to
19.17% of GME
27.79% of EBAY
That explains the public shaming RC is doing of EBAY online. Maybe the actual path is convincing a small group of institutions that already own both sides that EBAY needs to be led by RC.
Accounting for the 5% GME has then it really needs to convince a subset of these 18 firms that EBAY would be in much better hands with him.
How would these institutions vote?
I live in NYC and always thought of the city as one solid blue stronghold.
Looking at it county by county, it reveals but a much more interesting story.
Manhattan looks exactly how you would expect. Staten Island is basically a different political universe and very red. But Brooklyn, Queens, and the Bronx surprised me. They are all still blue, obviously, but the trend lines are not nearly as frozen as I would have guessed.
The more I look at it, the more I am focused on the trend rather than the current "solid blue" and the trend of each borough is moving in very different ways.
What are your thoughts?
Nassau County’s trend is pretty interesting.
It was mostly blue from 2000 through 2020, then flipped to R+4.2 in 2024.
The question is whether this is now the baseline, or whether it snaps back a bit in the midterms with a different electorate.
Long Island politics feels like it has been moving differently from NYC for a while, but I’m curious how people here read this.
Does Nassau keep moving right, settle into swing-county territory, or was 2024 more of a temporary spike?
Miami-Dade’s presidential trend is kind of wild.
It was blue every cycle from 2000 through 2020, then in 2024 it jumps to R+11.5.
What happens this november?
Does Miami-Dade keep moving right, snap back with different turnout, or is this basically the new baseline?
I built PoliClimate because I wanted a quick way to understand the political climate of whatever place I happen to be in.
You open the app, it detects your current location, identifies the county, and shows recent presidential and senate election results for that area.
It also lets you search any U.S. county manually, and now generates shareable cards with the historical trend.
The fun use case for me is travel. You can be in a random town, suburb, airport, beach area, or road trip stop and immediately see whether the place is actually red, blue, or more mixed than you assumed.
Free on iOS and Android. No subscription. No IAP.
iOS: https://apps.apple.com/us/app/policlimate/id6761506289
I’d love feedback on the location flow, county search, image sharing and what other election views would make it more useful.