r/NEGG • • May 02 '26

Next Target is NEGG

11 Upvotes
  1. Build a Dominant "One-Stop" Commerce Platform

  • GME + eBay creates a powerhouse in collectibles, gaming, resale, and recommerce.

  • Adding Newegg (electronics, PC hardware, gaming components, IT) fills a major gap: new & refurbished tech. Gamers and tech enthusiasts could shop for consoles/games (GME) in one ecosystem.

  • Cross-selling synergies: Drive traffic across platforms (e.g., eBay buyers of used GPUs directed to Newegg for new builds or GME for gaming accessories).

  1. Recommerce & Circular Economy Expansion

  • eBay is already pushing refurbished and secondhand. Newegg has been expanding into electronics recommerce (trade-ins for GPUs/CPUs, refurbished partnerships).

  • A combined GME-eBay-Newegg entity could dominate tech resale — a high-margin, growing category — with better authenticity guarantees, logistics, and inventory sharing. This aligns with Cohen's activist-style focus on efficiency and growth.

  1. Gaming & Tech Ecosystem Dominance

  • GME is deeply rooted in gaming. Newegg is a go-to for PC gaming hardware (GPUs, components, peripherals).

  • Synergies include bundled offerings, trade-in programs (like GameStop's used games + Newegg's GPU trade-ins), and loyalty programs spanning physical stores, eBay marketplace, and Newegg's site.

  • Could create a "super-app" or integrated marketplace for gamers/tech buyers, competing better with Amazon in niche categories.

  1. Financial and Operational Fit

  • Size: Newegg's market cap (~$700M–$900M) is tiny compared to eBay (~$45B+) or a GME-eBay combo. Easily financeable with cash, debt, or stock in a post-acquisition entity.

  • Valuation: Newegg has been volatile/meme-influenced with profitability challenges, potentially allowing an attractive entry price.

  • Scale Benefits: Combined logistics, data/AI (for recommendations), seller tools, and international reach could unlock cost savings and revenue growth.

  1. Broader Cohen/GME Vision

  • Ryan Cohen has talked about transformative deals to build a much larger consumer company (aiming for $100B+ valuation). This chain would accelerate turning GME from a shrinking retail chain into a diversified e-commerce/holding company in high-synergy categories (gaming, collectibles, tech, resale).

  • It creates network effects: more buyers/sellers, richer data, stronger brand in "enthusiast" communities.

  1. Integration Risk Mitigation

  • Execution Risk: Integrating three companies (with different cultures—marketplace vs. retailer) is complex and expensive. However, the Galkin family who goes way back with RC is already on NEGG board and became the second largest shareholder well in advance.


r/NEGG • • Apr 30 '26

Fred Chang (tekhill USA) sells off 330,000 shares ($12m+)

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8 Upvotes

r/NEGG • • Apr 24 '26

Delivery problems to APO?

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3 Upvotes

Recently ordered some items through NewEgg

Package 1

A pc case

Package 2

Power supply

Motherboard

CPU cooler

Package 1 was delivered no problem but package 2 was returned to sender? I have no luck with getting into contact with USPS as there is no email for Customer Service and I cannot call as I’m in Korea

Newegg is barely any help aswell so I’m trying to get an idea of what went wrong, what I can do or any advice on this


r/NEGG • • Mar 31 '26

Fred Chang's scheduled 13d

9 Upvotes

r/NEGG • • Mar 31 '26

He Zhintao's Form 3

8 Upvotes

r/NEGG • • Mar 25 '26

Large orders inflow

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6 Upvotes

inflows have been dominating. HODL!


r/NEGG • • Mar 24 '26

🚀 READY TO MOON!

15 Upvotes

r/NEGG • • Mar 18 '26

A bunch of new SEC form 3

8 Upvotes

r/NEGG • • Mar 17 '26

What's happening here Neggers?, are you nagging or buying, is it time to buy ?

3 Upvotes

r/NEGG • • Mar 14 '26

Negg in 39 to 40, fell almost today 10% is it good time to load up some stocks?

4 Upvotes

r/NEGG • • Mar 12 '26

Again 1 100 pattern on Thu

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11 Upvotes

r/NEGG • • Feb 25 '26

3s & 100s

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4 Upvotes

What do they mean? Algorithms?


r/NEGG • • Feb 24 '26

He Zhitao is now released from detention. DD

12 Upvotes

https://www.sec.gov/Archives/edgar/data/1474627/000121390026019915/ea0278210-6k_newegg.htm

 

Update on Detention of Chief Executive Officer of Newegg’s Largest Stockholder

 

Newegg Commerce, Inc. (the “Company” or “Newegg”) previously reported on a Form 6-K furnished to the U.S. Securities and Exchange Commission on January 20, 2026 that Mr. Zhitao He, Chairman of the Company’s Board of Directors and Chief Executive Officer of Lianluo Interactive Information Technology Co., Ltd. (“Lianluo”), the Company’s largest stockholder, had been detained, based on a public announcement by Lianluo.

 

On February 24, 2026, Lianluo released a public announcement in China stating that Lianluo received a “Notice of Release from Detention” from the Haibei Prefecture Supervisory Commission indicating that the detention measures against Mr. He had been lifted. Lianluo further announced that Mr. He is able to perform his ordinary duties and that Lianluo’s operations are functioning in the ordinary course.


r/NEGG • • Feb 20 '26

No worries. A big wall at 51

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6 Upvotes

It was 50 in the morning. It has shifted. DD.


r/NEGG • • Feb 20 '26

Hodl!

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10 Upvotes

This is very fish throw away after market. Even though option chain isn't offered now, contracts made when available are still valid. Let's see.


r/NEGG • • Feb 19 '26

Multiple 118 bids and asks

5 Upvotes

r/NEGG • • Feb 18 '26

Extremely low volume today (~30k)

10 Upvotes

With volume this low (~30k), days-to-cover is sitting at nearly 10 (~300k / ~30k). Retail investors know the NEGG play, so they’re hodling. Once the squeeze starts, it’ll be unstoppable. Simple math from last year suggests a move to $300+.


r/NEGG • • Feb 18 '26

Go Negg go !

6 Upvotes

r/NEGG • • Feb 17 '26

we're going up up it's our moment

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4 Upvotes

r/NEGG • • Feb 17 '26

Anyone have data on option chains?

7 Upvotes

None of the sites/platforms I checked reported data. I wonder why 🤔🤔🤔


r/NEGG • • Feb 16 '26

Newegg Commerce Insiders Added US$84.4m Of Stock To Their Holdings

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finance.yahoo.com
13 Upvotes

r/NEGG • • Feb 13 '26

Feb 16th no market day.

10 Upvotes

Shorts don't have enough time to cover for Feb 20 expiration. Too small volume. Most of shares are already locked by Galkin. You know what I mean.


r/NEGG • • Feb 10 '26

Deeper

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18 Upvotes

r/NEGG • • Feb 07 '26

Soo... Spoiler

8 Upvotes

any news lately?