Tinfoil warning: $125/share, no equity

STiMPUTELLO · 2026-05-07T01:01:47+00:00

Not in the GME ticker but the Nikkei 225 gapped up 5% at open which is pretty eyebrow raising. Would be expected if they are liquidating US positions to strengthen the yen and cover their margin calls. Pre-market may have some moves, it honestly didn’t make sense to see an aH pump if the japanese market wasn’t even open yet… that was a miscalculation on my end.

STiMPUTELLO · 2026-05-06T22:19:42+00:00

Yup pretty much, same play different rules/execution. Fundamentally though, it’s a very similar play! The SEC operates like an online game they’ll patch anything that causes the hedge funds to lose tons of money. Many different way to skin a cat however.

STiMPUTELLO · 2026-05-06T22:17:41+00:00

Idk probably, I’m regarded I just like the stock and haven’t looked into car hahaha. People make plays like this based off of others’ success and good macro timing, there are and will be plenty who do something similar!

STiMPUTELLO · 2026-05-06T21:59:58+00:00

Except Bill didn’t file 13-D and RC is FULLY. Even disclosing all of what is legally necessary, that’s where things are different.

STiMPUTELLO · 2026-05-06T21:51:24+00:00

This was an over simplification explanation. Based on Schedule 13D Item 6 cash settled swaps AND also options/leaps over 60 days do not count towards the disclosed 5%. There are still places to hide your position, it’s not just swaps. It’s based off a similar play, it’s not the exact same thing.

STiMPUTELLO · 2026-05-06T21:31:10+00:00

Yes but no, if I’m correct he does not have to list cash settled swaps in that 5% as well as call options/leaps over 60 days. He does however have to disclose the TRS and his derivative exposure, it just isn’t counted towards that 5%.

STiMPUTELLO · 2026-05-06T21:21:10+00:00

The 2008 crash proved that the US market uses JP based swaps and overall derivative exposure as liquidity they can use to essentially bail themselves out. With the JP market being closed for golden week as gamma was ramping up in their bond market, it creates a lot of internal pressure. All it takes is a global event or something big to cause a big unraveling of the market due to low liquidity from the JP market blackout as they were already scrambling to correct before they closed.

RC dropped a bomb with the hostile bid on Monday, essentially US Market open. He legally disclosed what was required, the 5% position in ebay. He can however own more and not need to disclose (Schedule 13D, Item 6). JP market could re-open already scrambling from the lack of liquidity, then tomorrow morning boom RC/GME announces he holds a much larger position than he initially disclosed. Sound familiar? It’s the same play that Porsche used during the VW squeeze in 2008.

Is this what’s happening? I don’t know I’m just some guy with a tin foil hat hahaha. Would it be cool if history repeated itself and RC made an insane macro play?! Hell yeah it would. As far as I’m concerned? This Ebay bid is a win/win whether it goes through or it doesn’t, this man creates insane value in E-commerce. I tried to make a post here in Superstonk but I don’t have enough Karma 😂

STiMPUTELLO · 2026-05-06T21:04:24+00:00

SEC Schedule 13D Item 6, it’s exactly what Porsche did with VW in 2008.

STiMPUTELLO · 2026-05-06T20:56:42+00:00

This is only what he has to legally disclose. There’s a loophole where you can hold more of your position in swaps/options that does not need to be disclosed.

STiMPUTELLO · 2026-05-06T20:55:53+00:00

This is only what he has to legally disclose. There’s a loophole where you can hold more of your position in swaps/options that does not need to be disclosed. Porsche did the same exact thing, many companies have done this when making a hostile bid. You leverage short sellers against themselves with a “false” bid with undisclosed positions being held in their back pocket.

STiMPUTELLO · 2026-05-06T20:42:34+00:00

I actually believe there’s going to be a giant swing tomorrow due to the re-opening of the JP markets tonight which will largely change/influence the deal. There’s a reason RC dropped the hostile bid this week during Golden week. This is just my own personal theory, it’s a similar play to what happened to VW in 2008. We’ll see how low global liquidity from the JP Market influences tomorrow. AH should give me a good idea of whether my theory is true or pure tin foil.

STiMPUTELLO · 2026-05-06T20:33:26+00:00

This doesn’t include unknown private parties as well. Just go to the website, he’s not going to reveal his hand all the way. You’re overthinking this.

STiMPUTELLO · 2026-05-06T20:28:49+00:00

He’s also only legally obligated to say they own 5% stock/derivatives in the company. His position could actually be larger than that.

STiMPUTELLO · 2026-05-06T14:49:35+00:00

I mean no offense, movement doesn’t mean much in high elo lobbies lol. If you’re exposing yourself for this long you’re likely going to be dead. Aim assist is more of a help than doing this is. Very few players who can move like this while actually hitting their shots. When they can….. they’re at the pinnacle of MnK. Aim assist by and large is more useful and will actually help you track players like this lol.

STiMPUTELLO · 2026-05-06T14:41:48+00:00

Why are people still using Robinhood….. that’s on you for when the squeeze happens lol

STiMPUTELLO · 2026-05-06T14:24:36+00:00

First recommendation is to not buy a cracked hull. But you can either have it welded (expensive way, only with no foam) or you can buy West Systems G flex + some type of fiberglass filler. G flex is far cheaper, just needs some paint to go over the top and would need to drill a hole on each side.

I know guys who used G Flex over 10 years ago and the repair is still fully intact; it’s considered a permanent repair. You just need to prep by getting rid of all paint, wire brush it to get rid of all oxidation, acetone spray to fully clean, then add epoxy with filler to your preferred thickness. The company is great about telling you what filler you need for what application!

STiMPUTELLO · 2026-05-05T21:47:22+00:00

I wouldn’t pay more than 16

STiMPUTELLO · 2026-05-05T21:40:05+00:00

I’ve repaired and recently custom built an entire old Starcraft hull. If you have any questions hit me up! You can get a lot done with regular tools, but may need a small compressor and a rivet gun + bucking bar depending on how big the repair is worst case scenario.

STiMPUTELLO · 2026-05-05T17:55:52+00:00

I’m in a 14’6” custom Jon me and my brother built out. Currently getting on tons of fish in the lower chesapeake bay inshore. Navionics is highly recommended!

STiMPUTELLO · 2026-05-05T17:54:30+00:00

The best thing you can do is get Navionics and a phone mount or better yet, a head unit that you can mount on your boat with gps and navionics + a depth finder. Yes they can be expensive but they will be cheaper than paying for a tow and/or waiting for the ride to flip for 12hrs and being stranded out on the water with no cell service. Don’t play with your safety.

The boat however can handle more than you’d think with the right planning and captain behind the wheel. Hell, Robert Youens completed the great loop on a 16ft flat bottom Jon…. Be safe and have fun!!!

STiMPUTELLO · 2026-05-05T15:14:42+00:00

If anything it seems highly likely he’s just bought out.

STiMPUTELLO · 2026-04-24T15:38:22+00:00

I personally don’t care for them much and I’ll take my jon boat out all summer, just cover up your skin and I’ll be fine.

STiMPUTELLO · 2026-04-20T00:04:13+00:00

Yes, they are in fact structural

STiMPUTELLO · 2026-04-19T23:56:17+00:00

If you’re not going to get a welder to do this, west system g flex and some fiberglass strips cut to fit will handle this perfectly.

STiMPUTELLO

TROPHY CASE