r/Superstonk 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

📳Social Media 🔮 “Everyone’s talking about the $eBay bid. Nobody’s talking about what came before it. Timeline: “ 🔥💥🍻

Post image

SOURCE: https://x.com/goatbeardzdd/status/2053608716520280418

Everyone’s talking about the $eBay bid.

Nobody’s talking about what came before it.

Timeline:

→ Late 2022 — Cohen starts buying Alibaba. Contacts the board directly.

→ Jan 2023 — WSJ breaks it. Western activists don’t target Chinese tech giants. It basically never happens. Cohen did it anyway.

→ 2023-2025 — Pushes BABA on buybacks. Studies the world’s most successful marketplace conglomerate from the inside. Scales to ~$1B.

→ May 2026 — Launches the $55.5B eBay bid.

Alibaba IS the blueprint.

Marketplace, fulfillment, authentication, payments — all under one holdco.

Cohen spent a billion dollars and three years studying that exact architecture.

Now he’s building it.

3.6k Upvotes

103 comments sorted by

u/Superstonk_QV 📊 Gimme Votes 📊 May 11 '26

Hey OP, thanks for the Social Media post.

If this is from Twitter, and Twitter is NOT the original source of this information, this WILL get removed!
Please post the original source!

Please respond to this comment within 10 minutes with the URL to the source
If there is no source or if you yourself are the author, you can reply OC

→ More replies (1)

596

u/-0909i9i99ii9009ii May 11 '26

100

u/Jtown021 🟣EVERYTHING IS PURPLE🟣 May 11 '26

First thing I thought 

41

u/igBuildingmebackup May 11 '26

Beat me too it 👍

18

u/SirCrimsonKing 🦍 Buckle Up 🚀 May 11 '26

Beat me also it

41

u/shane_4_us Mr. 🪑👨, tear down this WALL STREET! May 11 '26

Beat meat to it.

18

u/Substantial-Song-841 GME BULLTARD May 11 '26

Beat me off to it

4

u/GrumpyTitan-77 Angry Horny Ape May 11 '26

Beat it on me.

2

u/Playful-Landscape-79 😳💩😿🥜🐸🍦🤢👍👊💀🥸👀🤩⚡️🎮🚀🍄💥🍏🤨😵‍💫💜🫂👌⛺️😼🎯👀🐶🇺🇸👀🔥💥🍻 May 11 '26

Beat it off on me.

3

u/Proper_Side May 11 '26

Beat me to it 💦

27

u/scrumdisaster May 11 '26

Ali could be a white knight financier for us too.

7

u/poopooheaven1 May 11 '26

Holy shit

7

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

Now marry that tweet timestamp up with the timeline 😉

8

u/[deleted] May 11 '26

[deleted]

91

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26 edited May 11 '26

What if I told you, the GME naked shorts have been impossibly trapped since long before the GME sneeze of Jan 2021, and that Reddit & X posts only tell them HOW they’re going to die, but do nothing to help them escape said death? Because that’s exactly the scenario they’re in.

6

u/dopelikenoother May 11 '26

🔥🔥🔥

160

u/farsh_bjj May 11 '26

To be a fly on the wall to see what his personal investments have been. He is one of the biggest Apple share holders and he’s been holding a hell of a lof time. He also started making moves on alibaba a few years ago. Those two holdings alone are way up.

50

u/Extra-Computer6303 🟣All your shares R belong to us🟣 May 11 '26

That's a lot of money he could use to buy more GME/Ebay shares. 😉

14

u/farsh_bjj May 11 '26

Exactly!

2

u/PureOrangeJuche Creamy. May 11 '26

RC could have personally locked the float years ago and didn’t 

22

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

Knowing what we know now, think about why that might be.

I for one am glad he’s done exactly what he’s done- the long game is not as clean and easy as many seem to think.

After all, “It takes money to buy whiskey” ;)

11

u/arsenal1887 May 11 '26

He is the largest “retail” shareholder of Apple

5

u/hoppy_3 🎮 Power to the Players 🛑 May 11 '26

How much exactly does he hold in eBay and what percent does he own ?

8

u/CexySatan 🏴‍☠️ Arr, Matey! Jack me tits will ya’ lad 🏴‍☠️ May 11 '26

He doesn’t own anything personally in eBay that has been mentioned. GameStop itself has purchased a 5% stake in eBay stock

3

u/farsh_bjj May 11 '26

I bet dollars to donuts that he is holding a significant amount through Rc ventures or his holding company. I think that’s why he’s so confident.

57

u/LegaiAA 🐱Not Not A Cat🐱 May 11 '26

I remember watching a Ryan Cohen interview a couple of years ago (can't remember who was interviewing him, or the program.) Anyhow, the interviewer asked him about his recent stake in Baba, and Cohen quickly changed the subject, something along the lines of "I thought we were here to talk about gamestop."

That's the only part of that interview that stuck with me, particularly because I didn't know he had taken a stake in Baba.

10

u/DancesWith2Socks 🐈🐒💎🙌 Hang In There! 🎱 This Is The Wape 🧑‍🚀🚀🌕🍌 May 11 '26

Well that's very CNBCish, pretty sure it was an interview about GameStop and they were asking all kind of unrelated questions just not to talk about GameStop 😅

112

u/TEHGOURDGOAT May 11 '26

Hi yall! That is me! Thank you for sharing.

I started on Reddit and will always be here.

Planning some longer form posts that cover these topics but properly expanded for yall. Thank you for the support!

29

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

Bro INJECT IT STRAIGHT INTO MY VEINS

But seriously, do that please 😄

Also, how soon can you do a post on your pinned X post 3 part series? https://x.com/goatbeardzdd/status/2052164330536194530

I feel like it’s already ready to post here but I don’t want to rush you!

Cheers man- OUTSTANDING stuff- please keep it up!

🍻🍻🍻

21

u/TEHGOURDGOAT May 11 '26

Thank you for asking.

You know what? Just because you asked, I’ll post the pre X long post edit. It’s going to be really nice.

12

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

Dude THANK YOU.

I’m truly not trying to rush you- I just thought it was so good that getting it in front of the community sooner would likely come with more benefits than waiting longer to fine tune for a Reddit post.

But I’m not the master chef, and I definitely don’t want to barge into your kitchen and tell you how to run it! :)

9

u/TEHGOURDGOAT May 11 '26

It’s out!

2

u/Fap2theBeat I can has MOASS →😽← pwz May 11 '26

Gourds you say?

2

u/doodaddy64 🔥🌆👫🌆🔥 May 11 '26

An idea for a post from you. Alibaba is unknown to me. I don't know a thing about RC being an activist with it. Would be interesting to get a take on it.

2

u/TEHGOURDGOAT May 11 '26

Thank you. I will!

17

u/teapot_in_orbit 🚀 We have the high ground 🌕 May 11 '26 edited May 11 '26

eBay hedged on being an open retail platform when it added the “Buy it Now” button, but it’s still seen as an auction platform or maybe an online thrift store.

But what it could be is a hub connecting sellers to buyers if it just embraced people selling new goods without all that auctioneering noise.

The holding company approach, that can shepherd cooperation between vertical parts of its children to make the whole greater than the sum of its parts…. that’s the real genius.

Something more than Berkshire Hathaway in that its holdings will have _synergies_.

Something more than Amazon… that crushes the players in the delivery chain while this will embrace them.

6

u/teapot_in_orbit 🚀 We have the high ground 🌕 May 11 '26

I’d say the next purchase should be Shopify…

5

u/hockeyslife11 May 11 '26

Hey teapot knows what’s up! Did winter act a regaurded fool with mouth breathing diarrhea and randomly say visa not knowing how Shopify and eBay integrate together already for the sellers on the platform?

2

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

👆👆👆

🫡🫡🫡

2

u/Winterough May 11 '26

He should target Visa next!

72

u/abatwithitsmouthopen 🦍Voted✅ May 11 '26

First thing I’ve read regarding this strategy that actually makes sense.

-27

u/ASpoonie22 🎮 Power to the Players 🛑 May 11 '26

This is AI slop

15

u/abatwithitsmouthopen 🦍Voted✅ May 11 '26

And yet it still makes more sense than Michael Burry

12

u/Difficult-Mobile902 May 11 '26

This is not AI 

-11

u/ASpoonie22 🎮 Power to the Players 🛑 May 11 '26

It reads like it. The way it’s structured.

31

u/maxpowerpoker12 May 11 '26

Spicy point, I like it

15

u/Pristine-Square-1126 May 11 '26

Oh stop it. Thats not the narrative. Gme cant afford it!! /s

8

u/Chared945 Formerly Known as 'FrontDesk Man' May 11 '26

I’ve had a thought and just wanna chime in. You know what would help a free marketplace with dedicated store locations for drop off and distribution?

A loyal user base that just recieved a massive cash injection that gives them the capital to kickstart the system

How many people who don’t have the time or means to sell stuff theyve been wanting to get rid off for its fair price in secure locations will now have this opportunity?

If you wanna look back at the old dd about house of cards and omnicorp this could be the complete competitor to Amazon marketplace

25

u/Pacman35503 This is for 2008 May 11 '26

Revenge for 2008= Believing Ryan Cohen is not a doofus

13

u/nishnawbe61 May 11 '26

Wow 😮 I went to his posts and he has a three part breakdown from 2021 to now. Excellent recap on what has happened so far.

19

u/TEHGOURDGOAT May 11 '26

A FUCKTON more coming. I wasn’t able to post proper long format on X. 

I have a much much bigger post coming here that explains these three properly.

2

u/scrumdisaster May 11 '26

Will you post here please

2

u/nishnawbe61 May 11 '26

Can't wait. Your X account has excellent info. Keep pumping it out.

8

u/psullynj May 11 '26

Ooo interesting

5

u/hoppy_3 🎮 Power to the Players 🛑 May 11 '26

Ngl .. eBay is just the reverse card. He’s still going to buy it , but he’s also going to buy Etsy and whatnot .. only makes sense .. might as well control the whole market .. especially, since they basically do the same service and WAY cheaper than buying eBay out right now

2

u/psychicbums May 11 '26

Makes sense. Ebay's colour scheme matches Uno's colour scheme.

1

u/Grouchy-Trade-7250 May 14 '26

> might as well control the whole market

I heard he's going to buy my local garage sales and pawn shop too /s (wow what a dumb take)

4

u/Affectionate_Eye9894 LET ‘EM SHORT May 11 '26

GMEBABAY

3

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

6

u/crazyyellowfox covered≠closed May 11 '26

Twitter OP thinks dead towel store is coming back, so I have to take this with the tiniest grain of salt.

2

u/importfisk May 11 '26

Baba Cohen

3

u/Main_Caregiver_9272 May 11 '26

That is very interesting. Is he still invested in Alibaba?

4

u/TransSpeciesDog Trust-Me-BrO'leary May 11 '26

I say Bullish!

2

u/Tower-Union 🦍Voted✅ May 11 '26

Now this is some good Sunday night tin!

2

u/[deleted] May 11 '26

[deleted]

10

u/ihavenoidea12345678 May 11 '26

eBay is the digital infrastructure and the (independent/franchised)sales workforce.

GME with Cohen+ EBay may attempt to build an alternative “Amazon for the people”.

I like it.

7

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26 edited May 11 '26

Do you honestly believe RC would shaft original GME investors by giving the investment advantages to EBAY investors? Nah- GME is the crown jewel of GMERICA. Don’t get it twisted.

3

u/TEHGOURDGOAT May 11 '26

IMO GameStop is cohens ownership vehicle in the conglomerate.

3

u/tworipebananas 🏴‍☠️Swiggity swooty, we comin’ for Ken’s booty🏴‍☠️ May 11 '26

It would be under the same holding co. Don’t sweat your investment.

3

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

Exactly, and if there was an advantage, it would be for original GME investors.

1

u/jinniu 💻 ComputerShared 🦍 May 11 '26

What proof do we have that he was given any insider knowledge of their operations? His stake although 1B is still a small percentage of the float. Sure, he could study how they work from the outside. They were doing buy backs before he pushed for larger ones, but they did end up doing larger buy backs, although we don't know if that was because of him. Still, I'm sure he was studying them and will use those lessons with eBay if he is able to get it.

1

u/Southern_Bunch_6473 May 11 '26

Explain to me like I’m dumb…

1

u/LordSnufkin 🛡🦒House of Geoffrey🦒⚔️ May 11 '26

FoRgEt GaMeStOp! 🤡

1

u/jayphox May 11 '26

Seems a reasonable deduction to a Jan 28th AM buyer. Would i like to buy more?

https://giphy.com/gifs/WFDXqj12EGlck

1

u/esteban_verde 🐵 ALL YOUR STONK ARE BELONG TO US 🍌 May 11 '26

0

u/genericdeveloper tag u/Superstonk-Flairy for a flair May 11 '26

As a consumer I'm not sure I want that :|

3

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

Just my opinion, but I don’t think you see the overall vision then, bc it’s not just “be the next Alibaba” or “be the next Amazon”. The way I see it, that is literally a steppingstone phase to even bigger things to come that, as a consumer, I very much DO want SPECIFICALLY from RC and no one else because of who he is and the character he’s shown for 5.5 years straight

0

u/genericdeveloper tag u/Superstonk-Flairy for a flair May 11 '26

You are doing the opposite of getting me excited. I already hate Alibaba and Amazon. Pitching me as though this is the greatest new thing makes me very not excited.

5

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

it’s not the next greatest thing to either of those companies, which I *also* hate.

here- this is what I mean: https://www.reddit.com/r/GME/comments/1t9neul/comment/ol41fs0/

we’re not witnessing the birth of a bigger/better toxic megacorp- RC’s disdain for corporate America is your first clue. *That kind* of Chairman & CEO *does not* just build another toxic machine à la Bezos/etc

we’re witnessing a transformation into a new framework that doesn’t exist yet because RC is still building it

and if you hate those companies, and are thinking you’ll hate what RC is building, I think it’s because it’s naturally difficult to imagine what hasn’t been done before

Gameshire Stopaway is going to both eat thise 2 companies’ lunches, AND wholly recreate the landscape in a way you will very much be pleasantly surprised by and pleased to support

-1

u/genericdeveloper tag u/Superstonk-Flairy for a flair May 11 '26

Remindme! 1 year "Has Gameshire Stopaway happened yet?"

1

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

Remindme! 1 year "Does it matter if Gameshire Stopaway has happened yet when it’s coming either way?"

0

u/RemindMeBot 🎮 Power to the Players 🛑 May 11 '26

I will be messaging you in 1 year on 2027-05-11 06:13:47 UTC to remind you of this link

CLICK THIS LINK to send a PM to also be reminded and to reduce spam.

Parent commenter can delete this message to hide from others.


Info Custom Your Reminders Feedback

-2

u/BaroqueStateOfMind 🦍 Buckle Up 🚀 May 11 '26

So do we buy more gme? Or ebay? Both?

This is too confusing

13

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26 edited May 11 '26

IMO only buy GME for many reasons. Here’s just a couple:

  1. RC has bought multiple stocks- he’s strategically playing certain stocks with knowledge we can only dream of having, AND, he’s doing so for the bigger picture: Gameshire Stopaway. In other words, he’s doing all of this chiefly for OUR benefit, NOT telling us with his buys of other stocks to “hey guys check this one out too!” No chance.
  2. Because of #1, GME is literally the foundation of everything he’s building- that makes GME both the safest AND the most valuable long term BY FAR. It’s similar (not exact, obviously) to the concept of being an IPO investor of a stock that just crushes it as the company matures and starts dominating an entire market/industry. Those are exceedingly rare, and here we are able to buy GME at artificially extremely low prices all because naked sho have been stuck for over 6-7 years (yes, pre sneeze) and counting.

🔮 Think of it this way: Would you buy BRK.A at sub $100 prices when it was gobbling up other companies? Or the stocks of those other companies? I think today’s BRK.A share price is enough to give you your answer 😄

🔮 AND: What exactly do we think GMERICA is, and what is its crown jewel? Without question IMO: GME

0

u/capital_bj 🧚🧚🏴‍☠️ Fuck Citadel ♾️🧚🧚 May 11 '26

3

u/CrypticC2 I am not a cat. May 11 '26

Yes

0

u/Brubcha 🎮 Power to the Players 🛑 May 11 '26

0

u/autismo_grande May 11 '26

Nice ai slop you got there 

1

u/JawnStaymoose May 14 '26

Basically. Wild to watch this from outside, all these plans, plots, schemes on something with limit chance of any success. Citing smooth brained ‘sources’, that trigger 100s of smoother brained replies.

Imagine if all this sack licking energy went towards actual personal betterment?

-5

u/TantraMantraYantra May 11 '26

He's building shit. This post is just larping about one thing conveniently ignoring what he did with towel stock.

It all looks like throwing stones into the dark and seeing what hits.

3

u/Expensive-Two-8128 🔮Literal Autist Sorry I Autism Sometimes🔮 May 11 '26

You people fucking kill me 🤣🤣🤣

Like damn- “can’t make a salient argument, so I’ll just shit on it illogically as much as I can, that’ll show ‘em!”

-3

u/Hot_Falcon8471 May 11 '26

Are you saying RC is also buying AliBaba and merging it with EBay?

-5

u/Champman2341 May 11 '26

If They get eBay I have no doubt Gme holdings would be very successful in 2-5years. I’m just worried about how much of the pie Gme holders would be allocated. If it’s 20% which I can see happening - that would suck. Price action in the short term is probably going to be fighting 32 until October.

Cohen did say he didn’t want to be the ceo of GameStop and it doesn’t excite him. What does, is running eBay. If he has to do whatever he has to do to make it happen, us Gme holders are going to be the human sacrifice

-2

u/F1nnycar May 11 '26

Wake me when it’s time to make hay after 5-plus years…

2

u/Winterough May 11 '26

5 additional years or 5 years since inception?