Chip Stock InvestorPublished 2026-09-22
“Why We're Hedging AppLovin's 80% Margins”
$TTWOBullish
Bullish on TTWO due to expected player migration from mobile to NBA 2K27 and GTA VI later this year.
We disclosed we took a small position in Take-Two Interactive, Grand Theft Auto VI.
We also took the position in Take-Two, where we bet on the outcome that a lot of players migrate off of mobile and play NBA 2K27 and Grand Theft Auto VI later this year.