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GMEJune 26, 2026
Thesis holds

A reason to own GameStop held.

Helm tested one of the reasons to own GameStop against a primary source and recorded what it found. The sentence below is quoted exactly as it was published.

The claim under test

The large cash and bitcoin treasury makes the company a capital-allocation story, not a retailer

What the source actually says
the Company currently expects to generate Adjusted EBITDA in excess of $600 million, compared to Adjusted EBITDA of $345.4 million in fiscal year 2025.
SEC filingJune 26, 2026Read the source
Why it matters

This forecast highlights the company's strong cash generation potential, supporting its capital-allocation narrative.

Helm runs this against house theses in public and against your own holdings inside the terminal. Scan a ticker.