Who mentions $TTWO most on Surfaced?

@firstadopter (tae kim) mentions $TTWO most — 5 mentions in the past 12 months.

When was $TTWO first mentioned on Surfaced?

The earliest tracked mention of $TTWO in the Surfaced archive was on Jan 9, 2026.

How many voices track $TTWO?

7 FinTwit voices have mentioned $TTWO 13 times in the past 12 months.

What kind of voices mention $TTWO most?

$TTWO is mentioned most by Software voices on Surfaced.

Last 12mo stats

mentions

voices

$TTWO

Take-Two Interactive Software

$TTWO

Take-Two Interactive Software

Past 12mo:13mentions7voices

All voices9 calls since Feb 2026show all

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About this stock

$TTWO has been mentioned 13 times over the past 12 months by 7 distinct FinTwit voices, with the first mention appearing on 2026-01-09 and the most recent on 2026-06-29. The software category dominates discussions of the stock. @firstadopter leads with 5 mentions, followed by @jerrycap and @unusual_whales with 2 mentions each, and @amitisinvesting and @michaelsikand with 1 mention each. The stock has primarily been discussed in connection with GTA 6's upcoming launch and its anticipated financial impact on Take-Two Interactive.

AI-generated from tracked posts · updated Aug 31, 2026

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Recent calls

9 calls

@firstadopterJun 29, 2026 · 12:42 PM

As the most experienced watcher of $TTWO the chances of TTWO doing GTA Online launch weeks after GTA 6 release is nil IMO. This take below is ridiculous Piper: "We hosted an investor call with a GTA expert and YouTube content creator to discuss the upcoming GTA 6 launch, GTA Online, and recent news items. He sees potential for a $40 standalone GTA Online ~2-4 weeks post-GTA 6 launch, with UGC following another ~12+ months after that."

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@michaelsikandJun 25, 2026 · 1:57 PM

GTA VI will hit $1B in pre-orders in its first hour on sale today. But no one is looking at $SONY, the mispriced money printer on the biggest entertainment product in history. The trade on game publisher $TTWO has been priced in for a while. The highest street PT is 15% upside. The $GME upside is also light given the game is confirmed to have no discs. You see the world still looks at $SONY as a low margin console seller with a mature, memory shortage exposed product in PS5. But really, Sony is becoming a digital products business from PSN memberships and in-game purchases, a perfect set up around GTA 6. Despite being a diverse $115B conglomerate, it derives most of its revenue and profits from its video games business. $SONY is going to print high margin revenue alongside $TTWO, getting a cut of ~70% (console market share) of every game pre-order today, game purchase, and the in game economy purchases that still make $TTWO bags 13 years later. Sony’s own CFO said this point best: “The increase in operating income was mainly due to an increase in sales of add-on content and network services, as well as the impact of foreign exchange rates.” Plus there will be a massive flood in high margin new and re-activated PSN online memberships. Think about how many churned, non active PS5 owners will re-activate here for this game. You might think is this trade priced in because Sony recently guided for 30% earnings growth for their gaming business this fiscal year. However, almost of that earnings growth guided is from a large impairment $SONY took on its Bungie deal (Destiny publisher). So the organic growth from this once in a generation gaming catalyst is not baked in. To further support this "not priced in thesis", GTA's history of delays would make building guidance around it a risky play for management. Now you should know this thesis is not about console sales by the way. Memory shortages have forced Sony to hike PS5 prices, hurting demand. However, I believe the demand for GTA 6 is so asymmetrical, there will be major price inelasticity this holiday season, and PS5 will exceed sales targets anyway. It doesn't really matter though because the margins are very low on the hardware, the key is the console as a wedge into the high margin digital subscription and purchases revenue. Overall I love the R/R as the business is cheap here at 16x forward, down 20% year to date and down 50% from ATHs. I computed the base case at around $30 (50% upside) which aligns with other analysts like TD and BofA, so the company does look to be genuinley cheap. IV and expected move on options are super low, so I'm taking an options trade and you won't see Sony show up in any of my @joinautopilot strategies for this reason. Hope is that the market might begin to see what I do around this massive launch as more catalysts build and pre-order data drops. I've linked my free write up on Sony below or at link in bio.

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@firstadopterJun 24, 2026 · 1:39 PM

Typical cope type post. Stock is going lower. Should have done $100 up front, plus no GTA 6 Online at launch means air pocket ahead $TTWO

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@firstadopterJun 23, 2026 · 12:27 PM

I extremely disagree with BofA's higher monetization prediction on GTA Online. Yikes. $TTWO

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@jerrycapMay 23, 2026 · 1:38 PM

$TTWO TAM true metaverse optionality

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@unusual_whalesMay 22, 2026 · 2:57 PM

Take-Two Interactive $TTWO has reaffirmed today that Grand Theft Auto VI will launch on November 19.

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@firstadopterMay 4, 2026 · 12:36 PM

BofA says GTA 6 will likely come out at $80: "What we heard leads us to believe GTA 6 will cost $80, rather than our previously assumed $70 per unit." $TTWO

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@unusual_whalesFeb 3, 2026 · 9:12 PM

Take-Two, $TTWO, earnings: - EPS: $-0.5, est: $-0.39 - Revenue: $1.75 billion, est: $1.58 billion Chipotle, $CMG, earnings: - EPS: $0.25, est: $0.24 - Revenue: $2.98 billion, est: $.296 billion

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@tradableastroFeb 2, 2026 · 8:15 PM

$TTWO not a bad spot here at all, but expect turbulence https://t.co/3zDt4WWW2L

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