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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisLONGothernot an explicit trade

TTWO directional thesis

Take-Two looks like the cleaner event-driven trade into GTA 6, out-earning Roblox despite no recent hit.

$213.86entry snapshot
pendingcurrent snapshot
— pendingsince mention
“Roblox makes less money than Rockstar Games that hasn't put out a good game in 8 years. How is that possible?”
35:46claim_id mcl_9b4c043ba8247e2015open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 35:46

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
{
  "version": "market-claims.v1",
  "claim": {
    "id": "mcl_9b4c043ba8247e2015",
    "url": "/trace/claims/mcl_9b4c043ba8247e2015",
    "status": "PUBLISHED",
    "claimType": "DIRECTIONAL_THESIS",
    "direction": "LONG",
    "claimText": "Take-Two looks like the cleaner event-driven trade into GTA 6, out-earning Roblox despite no recent hit.",
    "confidence": 0.72,
    "expert": {
      "slug": "notthreadguy",
      "displayName": "Notthreadguy",
      "kind": "PERSON",
      "status": "UNCLAIMED",
      "avatarUrl": "/api/avatars/73b599a1-a",
      "url": "/trace/experts/notthreadguy",
      "claimed": false
    },
    "primaryEntity": {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "TTWO",
      "name": "TTWO",
      "exchange": null,
      "confidence": 0.78
    },
    "evidence": {
      "evidenceUrl": "https://www.twitch.tv/videos/2758570970?t=2146s",
      "sourceUrl": "https://twitch.tv/videos/2758570970",
      "timecode": "35:46",
      "startMs": 2146000,
      "endMs": null,
      "excerpt": "Roblox makes less money than Rockstar Games that hasn't put out a good game in 8 years. How is that possible?"
    },
    "performance": {
      "entryPrice": 213.8600006104,
      "currentPrice": null,
      "returnPct": null,
      "relativePct": null,
      "method": "PASTE_AUTHOR_PRICE"
    },
    "resolutionStatus": "OPEN",
    "ambiguityNotes": null,
    "horizon": "event-driven",
    "isExplicitTrade": false,
    "notFinancialAdvice": true,
    "disclaimer": "AISO tracks public statements, not verified portfolio positions. This is not financial advice."
  },
  "expert": {
    "slug": "notthreadguy",
    "displayName": "Notthreadguy",
    "kind": "PERSON",
    "status": "UNCLAIMED",
    "avatarUrl": "/api/avatars/73b599a1-a",
    "url": "/trace/experts/notthreadguy",
    "claimed": false
  },
  "source": {
    "platform": "OTHER",
    "title": "Nvidia ATH! Stocks are SOARING.. USA vs Iran Stalemate",
    "sourceUrl": "https://twitch.tv/videos/2758570970",
    "publishedAt": "2026-04-27T20:42:11.000Z"
  },
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    "excerpt": "Roblox makes less money than Rockstar Games that hasn't put out a good game in 8 years. How is that possible?",
    "quote": "Roblox makes less money than Rockstar Games that hasn't put out a good game in 8 years. How is that possible?",
    "speaker": "ThreadGuy"
  },
  "entities": [
    {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "TTWO",
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      "confidence": 0.78
    }
  ],
  "marketData": {
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      "observedAt": "2026-04-27T20:42:11.000Z",
      "method": "PASTE_AUTHOR_PRICE"
    },
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  "snapshots": [
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      "assetClass": "EQUITY",
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      "probability": null,
      "currency": "USD",
      "provider": "paste.trade",
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      "method": "PASTE_AUTHOR_PRICE",
      "returnPct": null,
      "relativePct": null
    }
  ]
}

AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.