Ben Thompson
Verified record/TRACE receipts
Score32W·L1·5Win17%
Avg-2.4%Win25%
Shows
Top tickers
MSFT3 calls
TTWO2 calls
AAPL1 calls
GOOGL1 calls
AMZN1 calls
FDX1 calls
UPS1 calls
Speaker record
MSFT/long/tbpn
Microsoft's Xbox is stuck in the middle and needs to be spun out or its games sold; the strategy failed.
the whole Xbox saga is filled with regrets, I think, first and foremost for Microsoft, but also for me, because I from the beginning is like, they need to kill this program or they need to spin it out or get rid of it.
Peak+2.9%
TTWO/long/tbpn
GTA 6 pricing power is underpriced at $80; huge demand plus premium editions lift Take-Two per-unit revenue.
charging way too little for this game. They're charging what, $80?... No, they should be charging like $200.
Peak+1.3%
MSFT/short/tbpn
Xbox strategy is a multi-billion dollar disaster that only cannibalized sales, and the reset is far from over
None of that happened. All they did was cannibalize their existing business.
Peak+2.5%
TTWO/long/tbpn
GTA 6 at $80 is drastically underpriced for the last great AAA game, pointing to huge pricing power