Analyst on the @Hedgeye Communications Team working with @hedgeyecomm. Focused on the Video Game Industry and other internet/media names. Not Financial Advice
Cite asCryptoQuant has tracked the directional calls on TTWO by @HedgeyeCommOR on X since Aug 2025: not yet scored on TTWO (as of Nov 11, 2026).
4 TTWO calls on record, a thin history.
Relative view by default: fewer than 30 TTWO calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @HedgeyeCommOR to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
None of this has shown up in $TTWO financials yet. Also, fwiw @ballmatthew said recently that Xbox GTA VI units were tracking in line with market share this post would indicate its slightly worse than that as Xbox is ~27% of the modern console installed base. https://t.co/fHJlGOKUQG
View original →With no physical copy (outside of code in a box) the orders are mostly routing through the Xbox and PlayStation stores so @ballmatthew likely has a good read on what the numbers actually look like for $TTWO https://t.co/XCnaaiVRhu
View original →GTA VI ($TTWO) not having a physical disk has caused a lot of discourse. I'd flag that physical retail and other bookings in 1Q27 (June quarter) were 1.2% of the total. The shift in consumption to digital is a consumer trend, I'd fade the noise on X and look at the numbers.
View original →At the risk of jinxing it I believe I complete the hat trick $TTWO. No GTA delay. https://t.co/v7tUcPkfsg
View original →$TTWO and $RBLX are the last 2 large public U.S. video game companies. $EA's portfolio is clearly worse than $TTWO's so what is the read through there... $RBLX is a platform and should be viewed differently imo even if games are the end product. https://t.co/HWpS3U6qkK
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