Moonshot Method by Adjuvat Labs

04/06/2026

https://substack.com//note/c-270631964?r=74yvjg&utm_medium=ios&utm_source=notes-share-action

People don’t forget the story, they forget the details. That is why this next wave of high-profile IPOs will be exciting to watch, whether it is names like SpaceX, Anthropic, OpenAI, or the next category-defining company behind them. The market may already understand the vision. But vision is only...

04/06/2026

Ancient Bullsh*to Meter!

04/06/2026

When the market gives you 🍋 , make cheesecake 🤤

04/06/2026

Bruce Lee stated that peace is not something you find, but rather something you choose by intentionally deciding what to ignore, release, and stop giving energy to.

04/06/2026

Nice run this am, despite contrarian market conditions.

Always good to make some cheddar 🧀

Done for the day, what to do next?

04/06/2026

Another of the 3T (Trillion dollar IPO’s)

04/06/2026

After yesterday, be careful Traders!

04/06/2026

Inspired from GME’s latest Quarterly Report:

People love to throw stones at what they don’t understand—and Ryan Cohen has been a favorite target for years.

But if you actually step back and look at the track record, the story is pretty hard to ignore.

This is a guy who didn’t just talk about disrupting industries—he did it. Chewy wasn’t supposed to win. Going up against Amazon in pet e-commerce? Most people would’ve called that insane. Instead, Cohen built it into a multi-billion-dollar brand by obsessing over customer experience, logistics, and long-term vision. Then he exits—clean, strategic, and at scale.

That alone should’ve earned respect.

But he didn’t stop there.

He steps into GameStop—at the time written off as a dying brick-and-mortar relic—and everyone laughs again. “Outdated.” “No future.” “Just a meme.” And sure, the stock became the original battleground for retail traders vs. Wall Street. But behind the noise, Cohen was doing something much less flashy and much more important: restructuring.

Cutting inefficiencies. Strengthening the balance sheet. Building optionality.

Fast forward—and suddenly the narrative starts to shift.

GameStop isn’t drowning. It’s sitting on significant cash reserves. Revenue isn’t nonexistent. The company has time, flexibility, and a leader who has already proven he knows how to build in competitive markets.

That matters.

And let’s not forget—this is someone who even made a run at Shopify. At the time, people brushed it off like it was unrealistic. But the willingness to think at that level—to see opportunities others dismiss—that’s exactly the mindset that creates outsized outcomes.

Cohen represents a different kind of operator:

Not loud, but decisive.
Not hype-driven, but execution-focused.
Not chasing trends, but building infrastructure.

And yeah—he’s Canadian. That grounded, disciplined, no-nonsense approach shows up in how he operates. Less talking, more doing.

The biggest mistake people make is underestimating quiet builders.

Because while everyone else is debating headlines, they’re stacking moves.

Ryan Cohen isn’t just “the GameStop guy.” He’s a case study in vision, patience, and conviction when the crowd is going the other way.

That’s worth paying attention to.

That’s worth learning from.

And honestly? That’s the kind of energy more people should be bringing into business.

Play the long game. Block out the noise.

03/06/2026

Congrats GME

This is quite the turn around story, have you seen the movie? 🎥 Also good.👍

Company Overview
GameStop’s transformation journey has captured Wall Street’s attention yet again as the specialty retailer posted a dramatic swing in profitability for its most recent quarter. The company reported net income of $77.1 million for Q3 2026, up from $17.4 million a year earlier, and operating income of $41.3 million. This represents a sharp turnaround from a prior loss. GameStop’s success wasn’t accidental. Management has aggressively reduced selling, general, and administrative (SG&A) expenses and slashed costs by more than $60 million year-over-year. These cost controls, paired with a focus on digital transformation, have helped the business weather industry headwinds and reclaim its narrative as a viable, profit-generating retailer.

GameStop serves as a go-to destination for gaming enthusiasts, collectors, and casual players alike. It offers video games, consumer electronics, and gaming merchandise through both physical stores and its expanding e-commerce platform. The company’s commitment to adapting its business model has proven pivotal as the gaming industry rapidly evolves. Demand for physical game sales continues to shrink. GameStop’s strategic pivot toward collectibles, hardware, and online sales has diversified its revenue streams. In Q3, hardware and accessories contributed $367.4 million, software added $197.5 million, and collectibles delivered $256.1 million in sales. This balanced approach helps the company remain relevant despite structural changes in how consumers access entertainment content.

From a financial perspective, GameStop’s fundamentals now look stronger than they have in years. The company’s market cap stands at $10.85 billion, and its cash reserves have nearly doubled year-over-year to $8.8 billion. With an 11.1% profit margin and 226.8% year-over-year quarterly earnings growth, GameStop has demonstrated rare agility for a retailer of its scale. Investors should note that revenue fell 4.6% year-over-year. This decline reflects ongoing challenges tied to gamer preferences, cyclical product launches, and broader consumer spending patterns. Still, GameStop’s PEG ratio of 0.86 and price-to-sales of 2.85 suggest the stock may offer attractive value relative to its earnings growth and peers in the specialty retail sector. Our analysis suggests the company’s valuation leaves room for optimism.

We believe GameStop’s competitive edge comes from its deep brand loyalty and its willingness to reinvent itself, even as traditional video game retail faces disruption. The company’s hybrid retail-e-commerce playbook, paired with disciplined financial management, is setting a new standard for legacy specialty chains trying to survive in a digital-first landscape. While risks remain, especially around the cyclical nature of the video game industry and dependence on hit product cycles, GameStop’s rapid profitability turnaround and strong cash position highlight its potential for continued value creation.

For investors, GameStop’s evolving story offers a compelling window into how legacy retailers can pivot and thrive. The company’s recent results underscore the importance of active, informed investing and the advantage of spotting transformation stories early. Identifying companies with superior growth prospects often requires expert analysis and a willingness to look beyond the headlines

03/06/2026

Crazy performance from a much underrated, former MEME stock 🥹😎

Diamond Hands!