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Graded daily on value C, growth B-, profitability A, momentum A-, revisions B+. Sector-relative, identical for every user.
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Key events, in time order
SEC filing shows Founders Financial Securities increased eBay holdings by 339.6% in Q3, an institutional accumulation signal
Call shows focus categories/C2C/Recommerce GMV +~20%, Depop US GMV/MAU/items sold doubled YoY, eBay Live annualized run-rate >$1B with triple-digit YoY growth
战略重点（焦点品类、C2C、Recommerce）GMV合计增长约20%，占总GMV（不含Depop）的72%。
Multiple sources confirm layoffs; CEO says strategy working, restructuring ahead of earnings
Multiple independent sources confirm new 52-week and all-time highs, extending prior analyst momentum
GameStop weighs dropping takeover for partnership/JV centered on eBay's collectibles
Aug 5-6 sales, 8% of direct holdings
CEO bans AI shopping agents while encouraging AI tools for sellers, a new strategic move.
Q2 GMV同比增长14%至超过$22 billion，营收同比增长14%至超过$3 billion，非GAAP每股收益同比增长17%至$1.60。
Depop acquisition may pressure FY2027 earnings as online resale competition intensifies
Multiple sources confirm eBay and former executives agreed to pay ~$56M to resolve stalking/harassment lawsuit.
Caxton opened 5,145 shares; Scotia cut 32.9%; Entropy bought 16,103 shares, per SEC filings.
GameStop exercised $3.97B in eBay calls, acquiring ~39M shares in cash per 13D filing
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice