I took a position of 242 $210 calls for Jan 15 2027 in TTWO based on the upcoming GTA6 Launch.
GTA VI launches November 19, so January 15 gets me through the launch, the first sales press release, and all of Christmas sales.
Xbox's Chief Strategy Officer Matthew Ball reported yesterday that GTA6 sales are breaking records for Xbox.
He added that Xbox expects more records through the fall, and that its share of GTA VI preorders matches its share of the console market.
Sensor Tower's tracker splits console preorders roughly 77% PS5 and 23% Xbox, around 4.6 million to date with more to come with most of the sales being the ultimate edition at $99.99.
On Aug 27 Rockstar put a 27-minute gameplay look on Netflix, exclusive for six hours before it went to YouTube.
31.1 million views from Aug 27 to Aug 30. No. 1 in 87 of 93 countries.
This beats many movies and this is the first time a game trailer had an unveiling on Netflix, which shows the hype.
https://www.youtube.com/watch?v=wSm9GTUttBs
GTA VI launches with no online mode and no microtransactions, but GTA 6 online and PC will be coming in 2027.
The company will make billions of dollars a year on these.
On an ancient game like GTA5, they have been averaging over $5 billion a year.
Imagine what it will be with GTA6.
The hype is only going to build as Christmas approaches as they begin their campaign in Miami
AI is not going to replace games like GTA6 and I think this stock is going to run.
Position proof. This is not investing advice, but clearly I am in on this in a big way
https://preview.redd.it/ic7n8148qorh1.png?width=718&format=png&auto=webp&s=20f75fb6f4ae371e8abc2e73897849e5c1958e0b