"As Jester must know, TTWO had a terrific quarter, gave terrific guidance, is having a stock price explosion, and pulling ATVI +4% and ERTS +2% along with it. I must be missing something besides Dead Red Redemption 2 in their lineup. "

I haven't traded TTWO in forever, but you can't deny the strength of GTAV being in the monthly top 10 sales for 42/50 months in the US, still holding over $30 typically, whereas I've seen games released about 6 months ago such as MEA as cheap as $12. The appeal for RDR2 isn't just the sales, it's the online model which I'm certain will be similar to GTAV's. That means huge high margin MTX money for years.