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Every conversation I get into about this stuff with normal people, I conclude by asking: "have you seen a GameStop?"

The whole thesis here is just so transparently stupid. I know that's true of cryptocurrency stuff that has stayed in the money for a long time. But I mean, really. GameStop is going to zero.

It's not just that every downloads their games now; it's that the whole turnaround pitch ("we'll be the Apple Stores of gaming") ignores the bargain-basement commercial real estate GameStop occupies.



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