I'll probably sell at the money puts in TTWO pre-earnings, around $25. Markest response to ATVI and EA has been ebullient. GTAV is still charting strongly, which is free profit. It was #2 in April NPD behind MKX, ahead of BFH. Evolve bombed but that's not a huge deal. They also cut some costs with the closure of 2K Australia a month ago. We have to assume there will be something for this holiday season. I wouldn't be surprised to see an RDR re-master, then an RDR sequel in 2016. I think it's getting a bit late to start talking about RDR sequel for holiday season, or more specifically a bit late to announce it and actually deliver it on time. Historically, Zelnick doesn't announce Rockstar games at earnings, but he can hint at something via guidance and the Q&A.

Alas, no weekly TTWO options, but the monthly expires June 19, and E3 is June 16-18 (Wed-Fri), so that's likely to provide support then.