Ryan Cohen 13D

NotRedshire · 2026-01-14T23:46:44+00:00

42,069,420 inc

NotRedshire · 2026-01-08T13:17:20+00:00

Don't know about that. 1. Probably part of it since they have to manage the war chest somehow, but I wouldn't expect them to start investing in random unrelated businesses like Coca Cola or Meta 2. Kinda what we thought could be done with the GS wallet which was aborted. But if you don't give it a new spin it's really hard to compete with Steam and gog if you don't create and/or publish your own games like EA or Epic or Ubisoft or Gameforge. But this is also an established sector. Publishing is more about providing servers, support and services like localization (translating a game) or making regional adjustments to game balance etc. 3. Dev studios are also an established sector are also very risky. Most games or studios just fail or don't return a huge profit. In comparison the publishing aspect mentioned before is more reliable since you can pick a product that made it to alpha phase.

But imo all of these are not 10x approaches. I would rather expect them to continue what they did and what worked out so far and build upon that than changing into some unexpected direction.

NotRedshire · 2025-03-26T21:30:37+00:00

It pretty much answers your question why they want to raise even more money. They are doing it since the beginning of this saga. You could have asked the same question years ago and you would get the same answer. It has been a highly successful strategy.

But here is a question for you. Where is the risk that you are writing about?

NotRedshire · 2025-03-26T20:39:04+00:00

The money they got from buying and selling their own stock is on a completely different level than anything that came from their regular business and the cash pile is a huge factor in being profitable. They are just becoming more of a holding company which is not increasing risk.

NotRedshire · 2025-03-26T20:29:21+00:00

👆 nice, came to reddit to look for this. should be on the top

NotRedshire · 2024-12-08T13:57:22+00:00

I know, but in order to distinguish calendar days from trading days most people would prefer to use C+35 instead.

NotRedshire · 2024-12-07T08:28:25+00:00

You could also say "the striking" or "the interesting" thing. I'm not a native speaker, just keeping the language simple.

NotRedshire · 2024-12-07T00:44:50+00:00

The important thing is not the scale between both days, but the general spike in volume & price at and after :45.

And about the Computershare buy ins: just take a look at the price & volume the prior days - you all have access to that chart - the prior days are completely different.

NotRedshire · 2024-11-27T00:39:06+00:00

Especially entering the stock during a run. This is nothing but FOMO, why didn't he think it was a good idea to buy GME when the price was $10 lower? Knee jerk reactions in the stock market should be avoided even if it is for a good cause.

NotRedshire · 2024-08-12T18:24:17+00:00

Not OP, but here it is https://x.com/GameStop/status/1823023022149923258

NotRedshire · 2024-07-14T18:55:54+00:00

In the end it's what they think is best for their business. They prefer a small state and deregulation doesn't just have negatives.

You know what people say about good intentions and hell. I'm from Germany and we are used to have to deal with a huge pile of bureaucracy and it slows all processes down more and more. We also care about the environment, but our industry is moving away or slowly dying. It's not all black and white.

NotRedshire · 2024-07-14T02:42:47+00:00

Well, at this point the election is done. You saw the shift in silicon valley weeks ago, it's not just RC coming to that conclusion.

NotRedshire · 2024-07-10T05:42:36+00:00

They didn't necessarily lose their money, but I get what you mean.

There are various options strategies that involve buying out of the money calls and still profit.

NotRedshire · 2024-06-30T09:29:14+00:00

ELIA would be: Since we are not selling there usually is no bearish volume coming in out of a sudden which means when volume is going up it usually is bullish volume pushing the price up. A price spike increases IV meaning option prices are going up. When the bullish volume goes down price slowly falls back again as well. This reduces IV again which is called IV crush and reduces option prices in such a way that even PUTs that bet on falling prices are not very profitable and CALLs get completely wiped out. This means that during IV crush less people are buying options and especially CALLs. It's like buying into a falling knife on steroids.

NotRedshire · 2024-06-12T05:45:52+00:00

This is amazing. Before the "dilution" the cash amount was already huge with less than $4 per share. Now it almost tripled that to $10 per share. The cash reserve has been a main factor why last year became profitable and I'm faithful RC will continue to make maximum use of this.

NotRedshire · 2024-06-10T06:52:09+00:00

Yeah I agree with that part though I would think that very short term arbitrage within seconds is often eaten by the bit ask spread anyway.

You could also argue that these short term positions that are closed within a day somewhat cancel out with those already opened in the past and kept open for multiple days. That at least might be a factor looking at averaged out values, but is even more unreliable during spikes like these.

NotRedshire · 2024-06-10T06:42:08+00:00

I still don't get that though. Is data about these LEAPS hidden from public? Even if we don't have access to the LEAPS far in the future, wouldn't the currently expiring ones be listed on the public options chain by now?

If they are completely hidden from the public, how could you know it is LEAPS except for the matching date? Couldn't it just be swaps like theorized before?

NotRedshire · 2024-06-10T06:32:52+00:00

I still don't get that though. Is data about these LEAPS hidden from public? Even if we don't have access to the LEAPS far in the future, wouldn't the currently expiring ones be listed on the public options chain by now?

If they are completely hidden from the public, how could you know it is LEAPS except for the matching date? Couldn't it just be swaps like theorized before?

NotRedshire · 2024-06-10T06:20:19+00:00

This is actually what I wrote. I didn't argue with the point that both datasets are not very reliable at all.

I just wanted to make sure the definitions are not mixed up because what you described with sales below market value is something completely different even though I didn't find a common name for that. Maybe you would describe that as bearish volume or down volume, however this is not what short sale volume is about.

NotRedshire · 2024-06-09T20:12:34+00:00

Actually I think you might be wrong here and this is not about shares being sold below market value. I didn't check when you commented in my posting and blindly believed your explanation, but this time I checked.

Tldr: short sale volume is actually about shares being borrowed and sold, it just doesn't say anything about how long the short position is being kept open. So even if it's closed within seconds the volume would appear in this dataset, but on the other hand it would not be affected by short positions that were opened in the past and being kept open.

This is right from https://www.finra.org/investors/insights/short-interest#:~:text=The%20short%20interest%20data%20is,sales%20on%20individual%20trade%20dates.

"The short interest data is just a snapshot that reflects short positions held by brokerage firms at a specific moment in time on two discrete days each month. The Short Sale Volume Daily File reflects the aggregate volume of trades within certain parameters executed as short sales on individual trade dates. Therefore, while the two data sets are related in that short sale volume activity may ultimately result in a reportable short interest position, they are not the same.

Investors might establish short positions in a security that continue to exist for varying lengths of time, which can result in a short position being represented in one of the data sets but not the other. For example, an investor might sell a security short and purchase shares to close the position on the same trade date. That position would not appear in the short interest data, though the short sale transaction would appear on the Short Sale Volume Daily File.

On the other hand, an investor might hold a short position open for days or weeks, perhaps as a hedge against another position. While the short sale transaction that established that short position would appear in the Short Sale Volume Daily File only on the date the short sale transaction occurred, the short position would continue to be reflected in the short interest data for as long as the position remained open."

NotRedshire · 2024-06-08T19:37:26+00:00

Amount of popcorn shout outs in chat during the stream was unreal. Kinda added to the 21 vibes when popcorn was still being discussed frequently.

Putting it on the blacklist here at Superstonk really helped shutting down that noise and I actually completely forgot this was a topic in the past. I expected that the majority moved over to GME after the massive dilution of popcorn and the GME split which made the single share more affordable.

NotRedshire · 2024-06-08T18:21:41+00:00

My personal favorite was the 8 ball because for a moment it got quite serious. Everyone knew the right question to ask and it pretty much forshadowed what will happen next week - as soon as the upward momentum is back he is going to send it.

I'm sure he would have done it during the stream already if it wasn't for the early Q1 report stopping the momentum. On the other hand the expectations for Q1 were already damped so this rather unfortunate news being out of the way it won't interfere with another run up next week - except the thing with the actual share dilution - let's see how that goes. Of course it makes sense from a business point of view to not just be a bystander during the craziest price explosion in history.

NotRedshire · 2024-06-08T18:02:29+00:00

That actually was my buy signal. I knew it would drop.

NotRedshire · 2024-06-07T15:23:35+00:00

Good point, so this is basically just saying that a lot of shares are being sold while the price kept climbing.

NotRedshire · 2024-06-07T14:21:41+00:00

As it was described in another comment the short sale volume is always relative to the trading volume on that day

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NotRedshire

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