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Jordi Hays

👤 Speaker
1658 total appearances

Appearances Over Time

Podcast Appearances

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Anyway, Paul is fantastic.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Yeah.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

And Ryan wrote this letter to him yesterday saying, GameStop is proposing to acquire all common stock of eBay at $125 per share.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

We have accumulated a 5% economic stake in eBay through derivatives and beneficial ownership.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

of common stock and are filing a Schedule 13D and HSR notification tomorrow.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Our offer is $125 per share, comprising 50% cash and 50% GameStop common stock, which we will get to in just a little bit because Ryan Cohen discussed this on CNBC this morning.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

That represents a 46% premium to eBay's unaffected closing price on February 4th, 2026, the day GameStop started accumulating its position in eBay.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

And blah, blah, blah, blah, blah, blah, blah, blah, blah, blah, blah.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

But let's go straight to the CNBC.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Do you think he was expecting this to go out on Sunday, Monday, GameStop stock to pop like crazy?

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Yeah.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

And it's actually down today.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

So the tough thing is he took this offer to Paul, chairman of the board.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Yeah.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

now Paul has to look at this and be like, okay, is this a real offer?

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

And I imagine Paul will watch CNBC and that's not going to give anyone a lot of confidence.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

The tough thing is like, I'm, I'm wondering, I'm wondering what, uh, Ryan, you know, eBay is an incredible business.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

It's been remarkably durable.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

They've faced an onslaught of competition for every single category from sneakers to watches to

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

are to name any cars, right?