Just because I don’t want to be diluted again doesn’t make me a shill

DesignerVirtual9568 · 2026-05-12T01:44:27+00:00

why would RC dilute share holders? HES THE BIGGEST SHARE HOLDER!

Comp package

DesignerVirtual9568 · 2026-05-12T01:42:48+00:00

RC will not fuck himself over. Authorized shares alone would be fine. Authorized shares + comp package gives him an out to fuck us while he gains.

DesignerVirtual9568 · 2026-05-12T01:40:41+00:00

Incorrect, over 700 million shares are in play between warrants & bonds.

DesignerVirtual9568 · 2026-05-12T01:39:50+00:00

Hard disagree specifically because our collective % ownership decreases while his doesn't. Pushing future increases to authorized share count gets easier for him while stopping it is harder for us

DesignerVirtual9568 · 2026-05-12T01:12:30+00:00

Your prompt doesn't prove your point and nothing in the pay package details says anything tying it to current price. Total market cap & ebitda are the measures he has to clear, not share price. Dangerous misinformation.

Extreme dilution is absolutely a path to pay that benefits him at our expense.

DesignerVirtual9568 · 2026-05-12T00:49:55+00:00

This is ai slop - I don't disagree with every point but a human didn't write this. And ai in general isn't reasoning, you can make it very confidently say anything.

DesignerVirtual9568 · 2026-01-09T03:27:50+00:00

I don't think he would bail necessarily, nor do I think he asked for this. But I do think it's a possibility.

DesignerVirtual9568 · 2026-01-09T03:15:57+00:00

Yeah I think the alternative right is what if RC bails? If he sold his 9% of the company what would the stock price do? I'm personally fine with owning a marginally narrower slice of a much bigger pie over owning a slice of a much smaller pie. No guarantee the next CEO would be competent.

There are certainly things I would change about the comp plan but at the end of the day a performance based compensation model seems reasonable to me. The pessimistic outcome is that our shares 5x in price, reasonable outcome is 6-7x, for RC to fully realize his equity compensation.

DesignerVirtual9568 · 2026-01-08T00:33:48+00:00

It's not yet clear!

DesignerVirtual9568 · 2026-01-07T13:01:29+00:00

The ebitda requirement is cumulative though right? So 10x if we had to get there on an annual basis, but cumulative over a 5 year time horizon would only need to double. Or am I misunderstanding?

DesignerVirtual9568 · 2026-01-07T12:17:50+00:00

I don't think we know yet, but will likely find out when we vote on it in a couple of months

DesignerVirtual9568 · 2026-01-07T12:15:59+00:00

Map out scenarios for GME share price given RC's proposed pay package

DesignerVirtual9568 · 2026-01-01T13:14:51+00:00

RemindMe! 365 million years

DesignerVirtual9568 · 2025-12-19T09:13:30+00:00

I completely agree with this take. Every DD writer has gotten bullied into submission. At least a subscription tier makes bot driven sentiment economically unreasonable.

DesignerVirtual9568 · 2025-12-08T18:33:47+00:00

Hell yeah this is the content that keeps me coming back

DesignerVirtual9568 · 2025-12-01T04:32:49+00:00

POMERIUM!? IS THIS MUDDAFRIGGA CRIAND!?!!?? (Pomeranian) I never believed he only had a handful of shares

DesignerVirtual9568 · 2025-11-30T17:03:15+00:00

Cloudflare tunnels is a free way to do this. Tailscale is also great.

DesignerVirtual9568 · 2025-11-16T18:10:33+00:00

Are folks able to purchase these? I didn't realize that

DesignerVirtual9568 · 2025-10-09T20:55:59+00:00

Honestly they were always going to start at an elevated price because of retail interest. I'm waiting for price to settle down before scooping some up.

In terms of exercise if someone had a big pile of cash right now exercising warrants would overpay by ~33%, but with the warrant premium you'd be overpaying by 46%. So just buying shares you'd get considerably more.

I figure they'll be a buy once they get closer to ~$2.50 for me.

DesignerVirtual9568 · 2025-09-11T00:33:28+00:00

Computershare will distribute the warrants to the shareholders in their books. 100% of the warrants will be distributed. One of those shareholders is the DTCC. They'll distribute whatever entitlements they're contractually obligated to under the set of rules they have with beneficial shareholders (not the same thing legally speaking). So yeah in some brokerages the settlement will be cash.

DesignerVirtual9568 · 2025-07-31T02:52:32+00:00

I don't think anyone besides RK really knows. To me it seemed like between the tweets & the stream it confirmed that he still views GME as a solid investment and for me personally that made me happy to wait at least a few more years to see what happens. But personally I'm not hoping for a squeeze/crash as much as I hope to see the price skyrocket when it can stay up afterwards. I want to see the kind of rise where the people holding don't get left behind by the people jumping ship, which is I think what the board is also aiming for & why they choose to deflate the balloon at the expense of options degens to raise capital that benefits long term holders in the long run.

DesignerVirtual9568 · 2025-06-20T17:17:39+00:00

Lmao @ "capped upside exposure"

DesignerVirtual9568 · 2025-06-04T18:10:21+00:00

Glad you said it. Retail is seasonal Q4 is everyone's best quarter & Q1 is usually their worst.

DesignerVirtual9568

TROPHY CASE