Strong Buy TTWO by Jan 18, 2027.

I think the market is missing the dumbest possible AI angle on TTWO, which is that GTA6 is basically a giant rat maze for future models, except the rats are real players with microphones, stolen cars, and untreated gambling problems. Everyone keeps talking about Take-Two like it’s just “will GTA6 sell 100 million copies” or “how much can they milk online.” Fine, yes, but there's real utility for the frontier AI labs in the gameplay data. Rockstar is building one …