The Best One Yet

🕹️“eBayStop” — GameStop’s craziest idea. Frosted Flakes’ toy comeback. Jane Street’s nerd $$$. +Cheap Guac

14 snips
May 5, 2026
A wild takeover plan merging brick-and-mortar and live online selling. Deep dive into the financing and meme-stock mechanics behind a billion-dollar bid. Nostalgia returns as cereal box toys make a comeback for a new generation. Inside the secretive quant firm that just posted huge trading gains. Plus quick hits on cheap avocados and Cinco de Mayo timing.
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INSIGHT

Avocado Prices Plunge After Record Mexican Harvest

  • Avocado prices dropped to 10-year lows due to Mexico's record harvest and expanded avocado acreage, making avocados up to 20% cheaper year-over-year.
  • Kroger avocados averaged under $1 and HEB sold small avocados for $0.45.
ANECDOTE

Meme Stock Power Used As Financing Tool

  • Ryan Cohen sent a one-page DocuSigned letter publicly announcing a bid and hinted at a TD Bank pre-qualification for up to $20B.
  • He proposed selling unlimited GameStop stock to raise cash, leveraging meme-investor loyalty as an ATM.
INSIGHT

GameStop's Live Commerce Ambition

  • Ryan Cohen pitched GameStop buying eBay to combine 1,600 GameStop stores with eBay's marketplace to create live commerce studios.
  • He envisions stores as streaming hubs for influencers selling collectibles, betting US shopping will shift to live commerce like China's 60% share.
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