GTA VI will be out in less than 3 months. Sink or swing for Take-Two Interactive $TTWO? BofA says there's 58% upside. They reiterate Buy with a $368 target against $233, off the back of the GTA 6 gameplay reveal that Netflix aired last week. The funny part is in the risk section. Since August 18, an anonymous account called CyberLeek has been posting GTA 6 clips, and the details look consistent with someone having a real playable build. Rockstar acknowledged it on the 26th. But the same account is also promoting its own meme coin, so BofA's reasoning for why this probably isn't catastrophic is that the motive looks financial, and monetizing through a token is a less direct path than just distributing pirated copies. The bull case includes "the leaker seems more interested in his shitcoin." You can't make this up. On valuation, TTWO trades at 93x FY2026 EPS and 53x FY2027. I get that GTA Online is a machine, but I wonder whether it justifies that kind of built-in premium. Not my type of setup, but interesting nonetheless.

GTA 6 Online could still be one or even two years away. According to Forbes, Rockstar could wait until 2027 or even 2028 before launching the online mode. That would give the studio time to focus on the main game first, while GTA Online continues making money in the meantime. So don’t expect GTA 6 Online anytime soon after launch.

GTA Online Mansion owners who hit the Fine Art Collector program Elitist status can claim their rewards through August 5. This includes the opportunity to steal a special high-value Primary Target Painting on their 1st attempt at The Kortz Center Heist each of the next 3 weeks.

My predictions for GTA 6’s Extended Look on August 27th: - ~15 minutes long, commentated by the same lady who did RDR2 and GTA 5’s gameplay previews - The game will look and feel like Red Dead 2 on steroids, NOT GTA 5. I think GTA 6 will have a giant focus on immersion and feeling grounded far more than GTA 5 - Will show a significant amount of gameplay, I’m thinking RDR2’s gameplay trailers part 1 + 2 combined into one video - Gameplay & Mission design criticisms will be directly addressed, showing off GTA 6 will have far more open mission structure similar to recent GTAO content - Gunplay will be massively improved and no longer rely on auto-aim, I am thinking much closer to Max Payne 3 than RDR2 - There will definitely be an open world section, showing off how the game has a high amount of enterable buildings, showing off some of the north sections of the map that we’ve not seen too. - Basketball as a playable sport will definitely be shown off alongside others since we’ve seen Jason play it in a screenshot - The first few minutes will be dedicated to story details, explaining the general set-up (likely showing off clips from the prologue) and how Jason and Lucia meet similar to how RDR2’s gameplay explained the story first - Gym and weight system from GTA San Andreas will hopefully return and be shown off - Greet/Antagonize which we saw in the leaks will definitely get a major focus, and how they improved it over Red Dead 2 - I think the reason its on Netflix is because it will be structured like a GTA 6 documentary, each section will explore a different aspect of the game and be presented in a cinematic format. I don’t think there will be developer interviews - It will blow everyone away with just how much content there is, it’ll make GTA 5 look like a small game especially in its open world activities. Bigger and denser than RDR2, while being an even more fun and polished game - GTA Online won’t be mentioned but I do think they will have some significant surprises to show about the game in some way With just a little over 2 weeks to go, I am definitely excited to look back on this and see how much I got wrong/correct. What are your predictions?

That dude who swatted GTA V voice actor Ned Luke just got sentenced to four years in prison. It started with a fake police report during Luke’s Thanksgiving 2023 GTA Online stream. The U.S. Department of Justice sent Luke an official victim notification letter confirming everything after the guy pleaded guilty. He’s also looking at three years of supervised release and a $200 special assessment. "Don't drop the soap in the shower douchebag… Won’t be swatting anyone anytime soon…" “they’re coming for the ones he ratted out as well.”

Earn Triple Rewards in Random Transform Races this week in GTA Online. Plus, get a special 6X Weekend Bonus on select Races and add Drift Tuning Upgrades to three more vehicles:

THIS GUY IS ON DAY 37 OF BUILDING GTA 6 WITH CLAUDE WHERE PLAYERS PROMPT EVERYTHING INTO EXISTENCE its a voxel style gta online clone that runs entirely in your browser, and the whole world is built by the players typing what they want > prompt your own car into existence, prompt your own building, prompt your own weapon > every npc walking around is its own ai agent, so the world keeps living and never sleeps > its a shared online world, so youre dropped in with other real players roaming the same map > drive around a full open map, get chased by police, and cause chaos gta style > run businesses to make money, like the real gta online > it uses fable and opus behind the scenes to generate the assets on the fly from your prompts > no api key needed, you just play, and you can make an account to save your progress new this week he made the map way bigger, upgraded the police, and added the new quests and money making activities the cops are still janky and drive straight into walls, which is the funniest part everyone loves and nobody wants that fixed hes been posting every single day for 37 days straight, taking the community feedback and building it in