Continued $TTWO dominance in Amazon Sales Rankings – Jan 5 2019

Take Two has six of the top 21 games on Amazon for XBox One
Six of the top 21 games on Amazon for XBox One
Take Two has 5 of top 21 games on Amazon for PS4.
5 of top 21 games on Amazon for PS4.

PS4 positions faltering a touch compared to the end of December, but the 2k NBA game is staying strong.

New $TTWO positions and RDR2-on-Amazon numbers

RDR2 continued its dominance on top of the Amazon sales charts through the end of December, which I’m using as a proxy for overall sales. I’ve covered the recent charts of TTWO here. I didn’t buy at the dip today, but I think that is a short term low absent a major market downdraft. Analysts even at the bullish end of the spectrum when at when TTWO was around $130 should be salivating soon.

  • Bought 600 TTWO at $103.6
  • 50 January 11, 110 calls at $0.95
  • 20 February 15, 110 calls at $4.84
  • (Update: 20 Feb 15, 135 calls at $0.5 – a real flyer.)

The middle trade is about as much as I’m willing to risk on the notion of a short term pre-announcement or failing that, analyst upgrade given the numbers I believe I’m seeing.

There are further promising signs (though again hard to measure against expectations) as I’ve seen 2K’s NBA2k19 also strongly on the charts in the last week. NBA season really gets started on Christmas, but I don’t know how this compares to expectations or previous years.

Right now, Amazon game sales leaders on PS4: 2, RDR2; 10 & 11, NBA2k19; 12 RDR2; 19 & 20 GTA5. on Xbox One: #1, RDR2, #3, RDR2, #5: NBA2k19, #9, NBA2k19, #11, GTA5, #14, RDR2, #28 GTA5, #37: RDR2 Ultimate ($89!), #47: WWE2k19.

Two captures of Dec 31:

Dec 31 Xbox One leaders on Amazon; RDR 1,3,12, GTA 7, NBA 2k 9, 10.
Dec 31 Xbox One leaders
Dec 31 PS4 games sales leaders on Amazon
Dec 31 PS4 leaders

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