Okay. I will out myself. I am holding $GME because of one reason. I still believe in MOASS. I don’t care if you don’t. I don’t care if you think there’s a 10 year plan and you are only betting on @ryancohen operationally. I truly believe that there is a short against GME the size of the federal reserve. They got their hands caught in the cookie jar. I will never comprehend why a billionaire who just sold his company would want to jump right into a dying retailer stock for no reason. He used to talk about short selling constantly. BCG / the storm troopers, etc. Multiple big banks were getting cascade margin called in 2021. They couldn’t deliver shares so they shut the stock off and created their own price. They haven’t stopped since. RC raised cash so that they couldn’t stop him anymore. @TheRoaringKitty posted memes, that when watched in reverse, lay out a very specific path to MOASS in movie format. And a lot of those things have come to fruition. I believe that his last posts were an algo test to see how the algos would respond to his posts. He wasn’t hacked. The battle scenes at the end of the movie is where we are at now. There’s about 6 battles. It ends with Thor ending half of all life. It’s quite the production, if you haven’t seen it. Worth the watch. My points are simple. There are only two things left. Either RC created all these counterparties that are destroying the price because he’s one of them. Or he’s one of us. We will find out soon. If warrants print, he’s the white knight. If not, he’s one of them. There’s literally no reason to do all of these things that would clearly destroy the price during the warrant period - which are hedge fund gifts. Unless it was a setup. It’s the only thing that makes sense. MOASS or bust. Tomorrow.

This is one of the biggest one week drops in $GME history. Just consider that while you are panicking. Zero news. Zero dilution. Nothing. Just an arbitrage play to rob retail in the options chain and liquidate the warrants. We are here because @ryancohen won’t do share buybacks and fight for us. The hedge funds absolutely abuse every ounce of gain as a way to dunk on you. 15% in just over a week. And the bottom continues to fall out. Disgusting.

Let’s recap the past year… $900m in profit / unrealized gains. 8% of the company’s market cap. Increased forward guidance to $700m EBITDA from $150m. Growth background tasks running without affecting the balance sheet or income statement. Insider purchases of $100m+. Stock is down 4%. If you’re telling me there isn’t synthetic suppression going on, I dunno what to say. @ryancohen needs to stand up for his shareholders. Fuck all this noise. I don’t buy it. I am all in. It’s time for MOASS.

You want to be fooled. I dunno. Fuck it. I’ll delete if the $GME warrants expire. I have more gas in the tank. It still doesn’t make sense. This is a brutal little time period, no doubt. “Why does everyone want GameStop to fail?” What do you think he means? Why do you think he asks this so much? “Let em short.” “Ultimately, that could be a good thing.” “Bet against us.” “Anything that can go wrong between now and judgment day.” @ryancohen isn’t a guy who is not paying attention to the stock price and short interest. Is he really dog whistling? Is he really wasting 100% of his time to ruin our lives and make hedge funds money? Or has the show just begun? And we didn’t notice. There’s 4 full days left. I don’t have the most faith in a corporate action right now. But look at the squeeze mechanics right now. Just imagine a news release right now. 5 years lined up with a perfect sniper. Waiting for even his most loyal supporters to question him. If his most loyal supporters are questioning him, how do you think his enemies are doing right now? Betting against him as hard as anyone ever has. I just can’t really wrap my head around a few things. The GME anti-warrant crowd thinks it’s so simple. He offered a free dividend, oh well. It’s not that simple. He offered a free dividend, smoked every stock run with corporate actions, avoided buybacks, and baked into the warrants that he can change the price at any time. There’s no dismissing that if all four of those things are true, and the warrants expire worthless, he is severely misaligned with the majority of his retail shareholders. And it feels he is heavily aligned with hedge funds. For a guy that has attacked eBay for not being aligned with its shareholders, I have my doubts that this is just completely over. Is MOASS tomorrow?

As I said, this will be my last post. I will come back if warrants somehow get ITM. Be cautious with @ryancohen and $GME Hedge funds have made far too much money on our beloved stock. It’s not coincidence that every run has been met with a corporate action that stifles it. Name one corporate action that’s ever benefited the stock. While 10+ have completely crushed it. This game can be perpetual. It doesn’t have to end. How many cryptic things has RC said in the last year that people in our community have tried to digest? $500m investment in $EBAY People who invest in me make a lot of money Presentation coming in a few days Bet against us Judgment day Those are just a few. He’s manipulating liquidity. These are dog whistles to keep you in the game while hedge funds dunk on you. It’s terrifying. As a long term holder, it’s less risky. But if he intends to keep GME a darling stock for hedge funds, this will never end. We have already seen massive hedge fund dilution from the VWAP, for no apparent reason (7m shares and $350m extra for literally zero reason, right before warrants expire). I am not saying to sell GME. I will keep a little myself. I am saying that there’s a really good chance that RC and @larryvc are not who you think that they are. They don’t care if you win. They don’t care about the stock price. They have zero loyalty to long term holders. They prefer keeping hedge funds happy so that they can continuously borrow to fund whatever ego driven goals they have. Or worse, something nefarious we don’t see. He already dunked on everyone with BBBY when he made a cryptic post and sold. That should have been my last day touching anything he does. I hope he loses his base. Trust should clearly erode, but you have to understand how hedge funds make money in order to understand the underlying game (note arbitrage, warrant arb, merger arb, VWAP exchange, options cycle, etc. - it’s been a hell of a year for hedge funds and GME). That’s why no buybacks happened. That’s why he stuffed the warrants with expiration language that he’s not using. And that’s why true price discovery is impossible. Ryan Cohen is not who you think he is. GameStop is being entirely controlled by hedge funds. He seems like a plant at this point. Once you see it, it’s hard to unsee. Signing off. MOASS will always be tomorrow.

Starting to agree on one point. @ryancohen appears like he might be a pawn of Black Rock.

This is the stock of a company that’s been completely turned around over 5 years. Show me where that’s evident. Negative $300m to positive $700m. Show me where in this chart that happened. Look at how many times $GME went for a run. Every run has been met with corporate actions. Dilution Botched BTC purchase eBay offer VWAP exchange Warrant expiration notice Every. Single. Run. Has been meet with corporate actions that crushed the stock. I can’t explain to you how much hedge funds, dealers, and MMs have made on the convertible notes (arb and exchange), options exchange, and warrant arbitrage. After this week, it’s sort of a mask off moment for me. Ryan Cohen is either a white knight and hero to this incredible story. It all makes sense and the wait is over. Or Ryan Cohen is the villain who has been pawning off our gains to hedge funds. And we don’t fully understand who he is or what he’s doing. Those are my thoughts.

Starting to understand.

In April and May $GME traded in the $25-26 range. After the $EBAY offer, we dropped to the $22 range. Then the VWAP had us in the $18 range. The insider buys had us pushed all the way to $28 range. It looked like there was a plan. @ryancohen step laddered is buys for some reason, instead of porting in @ $22. He bought between September 9th and October 13th. It really looked like a step ladder strategy to get a base on GME’s price to go after the warrants. Now we have to wonder why he did that. It doesn’t make logical sense. It’s pretty easy to know that if October 13th was going to be the last buy, OPEX to follow and the warrant announcement would come the following week, $GME would get smoked. Was it all a part of the plan? Or did RC set up the easiest GME and warrant arb opportunity in history, at the expense of retailer traders? MOASS is always tomorrow.

Sigh. This is just “talent acquisition” at GameStop. And he’s placating to DJT using the new “super intelligence” abbreviation. It’s a job posting. That’s all. He’s posted [email protected] like 4 other times.

I don’t think there is any chance $24.70 doesn’t arrive today. The house wins. This is why I was outraged last Friday. No stand was taken. $1.6b in market cap could have been defended. Warrants could have been defended. 87% of publicly traded companies do share buybacks. We found the one that loves watching hedge funds win more than its own investors.

Ever see anyone get owned this hard on their own fact check? Kudos to him for not deleting.

2m shares just traded and $GME went up $.03. I am regarded but how is that possible?

Tomorrow is a weird day. Today, $GME free fell 6% on zero news. You have to wonder, who would be shorting or selling GME right now? It makes zero sense. AI is cratering and the market ran into safety stocks with solid revenue and good financials, outside the AI bubble. The majority of stocks went up today. Doesn’t it feel strange that a company with $11b in net assets, almost no debt, and $1b+ cashflow per year wouldn’t be the obvious safety zone? We have seen it for years, nothing will let GME run again. Nothing. We are 10-15% above the pre-VWAP prices right now. And in that time, we are up $1b on $EBAY So basically, the great earnings and all the insider buying has netted almost nothing. We are 6 trading days out from warrants expiring - in what some, including myself, theorize that if they go heavily ITM, will expose a major problem in institutional short interest against GME. That’s why everyone wants to see what would happen if they got ITM. It felt like the reason the warrants were created. But the shot clock has run out. We are 50% OTM, truthfully. We really need high $30s to actually expose anything. And we have a major institutional sell wall from the notes from here to $50, for them to remain delta hedged. They will short into any rise. The most loyal holders and believers of @ryancohen are holding. I cannot imagine that means zero to him. We have been through hell with this stock. It’s been a grueling few years watching the market explode, friends and family portfolios sky rocket. And we are all in on one stock. One guy. I don’t care if the warrants were free. I’m tired of waiting. I am not sure I will be holding anything come tomorrow afternoon, let alone Monday morning. We need an ASR or strike change basically now. The shorts never closed. Push the red button. MOASS is tomorrow.

Unleash the dragon @ryancohen $GME ASR after hours. $2b down their throats.

$GME is up $1b in the past 2 months on $EBAY That’s close to 10% of its market cap. And we are barely up 10% since before the VWAP started. If you don’t think @ryancohen is going to pull the trigger on buying back some shares, I dunno what to tell ya. There’s never been a more ripe opportunity in market history for a share buyback. Literally ever. MOASS coming in hot.

“Anything that can interrupt my plans between now and Judgment Day.” @ryancohen RC was asked the question by @APompliano - “What do you think about all day?” That was his answer. That’s what he thinks about all day? Judgment day and anything that can go wrong. What could that even mean? That’s a wild statement to make. It’s a clear reference to short sellers. There is no way to interpret it any other way. He already goaded people into betting against $GME as a way to help. And you don’t think something is imminent? That little $2b auth is sitting there. Waiting. And he is baiting people to bring the price down. The price is down. Within one week of this podcast, the stock has fallen out of the sky. If RC doesn’t do an ASR by Monday morning, I am deleting my account, selling my warrants, and moving on from most of my beliefs in him. I’ll keep my shares for 84 years. But he has the short sellers completely hung right now. If GME does an ASR, this saga will be over. We would finally know what he meant when he said “could ultimately transform capital markets.” Because the fucker arounders will absolutely be finding out. MOASS is quite literally tomorrow.

The people that sold their warrants for their little dividend are rooting against us because they will get diluted if the warrants go ITM. Don’t act like you’re some savvy investor. You doubted @ryancohen could get there and sold, because you didn’t believe he could do it. You took the safe route. Because you are a pussy. Stop pretending like we are the same. We are diamond handers who believe in something. Fuck your charts. Fuck your logic. Fuck your safety. And fuck your slave mentality. RC is not our master. Go buy Vanguard index funds and leave us alone. If these warrants don’t go in the money and $GME leaves buybacks and strike changes on the table, Ryan Cohen absolutely dunked on the majority of holders who are still diamond handing. While handing an absolute gift to hedge funds who have already been printing on our gains for years. He also rewarded his least loyal, paper handed bitch holders. I can’t believe we are in the same investment. We are not the same. MOASS is tomorrow, bitches.

This is a shit take. You are leaving out a lot of info here @zebular0 No. He is not aligned with shareholders if warrants expire worthless. Have you not seen the polls? >50% of $GME holders consider the warrants a line in the sand and no longer believe in @ryancohen if they expire worthless. Why? Because, so far, he has left $2b in cash that he generated from our own squeeze juice on the table. Cash that he would 100% get back if he deploys it via ASR. 90% of holders think he should do a GME share buyback. How is that aligned? There is a line in the sand for the majority of holders and he’s sitting on two jokers, choosing to fold? Nah. I don’t buy it. That’s a complete gift to hedge funds. And he should be judged as such. That might be one of the most significant misalignments a publicly traded company’s CEO and retail holders have in the entire market. No one asked him to put up $100m. It was helpful for the reason of getting into the warrants so we can finally have some shareholder rewards. That’s all. This stock isn’t up enough to discuss alignment and what he’s done for all of us. This isn’t a cult. We still believe in RC. An ASR is ahead. Otherwise, this stock will crumble because your boy is a hedge fund plant. There is no way you can leave a buyback off the table in this spot and consider him aligned with anyone but the hedge funds that have absolutely printed on your gains for the last year. MOASS is tomorrow.

I would love to end this evening with two questions for you all. What did @ryancohen mean by judgment day? And why didn’t @APompliano have liberty to discuss it? It better be a $2b ASR Friday morning. @TheRoaringKitty returns Sunday @ 8pm. MOASS is tomorrow. I mean Monday.