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.

$TTWO — FinTwit mentions on Surfaced

Recent mentions

13 mentions

@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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@photonbullJun 27, 2026 · 6:34 PM

I feel like @michaelsikand cooked with his $SONY thesis here I also think memory prices are a known issue to many after the $AAPL price increases So if people know memory is driving electronics prices higher And know GTA 6 is releasing this year Perhaps they will try to buy a PS5 before further increases? Combined with the amount of ingame purchases, PS+ subscriptions etc. And the fact that most people are only looking at $TTWO as the obvious play $SONY might be a banger

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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 24, 2026 · 11:40 AM

Take-Two fumbled the bag. They should have set pricing at $100 for Grand Theft Auto VI $TTWO -preorders begin on June 25. $79.99 for standard, $99.99 for ultimate edition. -GTA 6 will be single player experience (no GTA Online at launch? Ouch) -physical version to contain a download code inside box?

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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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@amitisinvestingJun 21, 2026 · 6:29 PM

@Starbuccaneers Almost took $MPWR but I leaned on $TXN instead… I like the $TTWO catalyst but I wonder if the news might be priced in

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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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@jerrycapJan 9, 2026 · 10:44 PM

$TTWO

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$TTWO

$TTWO

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