r/wallstreetbets
YOLO'd into TTWO because I think GTA 6 will print money. Tell me why I'm an idiot.
OP went all-in on TTWO betting on massive GTA 6 sales and long-term GTA Online revenue, but fears a 'sell the news' drop post-launch.
- GTA 6 is expected to be a massive commercial success with record-breaking sales.
- GTA Online and future PC/next-gen console ports will provide long-term, recurring revenue streams.
- Rockstar's proven track record suggests a sustainable cycle of blockbuster hits.
- The market may have already priced in the massive success of GTA 6.
- High risk of a 'buy the rumor, sell the news' event causing a significant stock drop post-launch.
- A great game does not automatically translate to a great long-term stock investment.
I've done what any financially responsible adult definitely wouldn't do.
I went heavily into TTWO because I can't shake the feeling that GTA 6 is going to be one of the biggest money-printing machines the entertainment industry has ever seen.
Here's my completely unbiased, totally not emotionally attached thesis:
- GTA 6 launches.
- The internet explodes.
- It sells an absurd number of copies.
- GTA Online becomes another decade-long cash machine.
- PC version prints more money.
- PS6/Xbox Next version prints even more money.
- Rockstar eventually drops RDR3 and starts the cycle all over again.
- I retire surrounded by NPCs.
Or...
The market has already priced in all of this, the stock dumps 20% after launch because of "buy the rumor, sell the news," and I become the proud owner of a very expensive lesson.
So roast me.
Seriously though:
- Are any of you long TTWO?
- Would you hold through GTA 6's launch?
- Is Rockstar one of those rare companies worth owning for 10+ years, or am I confusing an amazing game with an amazing investment?
Either convince me I'm a genius or explain where my thesis falls apart. I'd rather hear it now than after earnings.