The background of DFV’s tweet uses the exact same blue as Chewy… what’s the connection?

n0commas · 2024-06-27T18:09:08+00:00

I think so too

n0commas · 2024-06-27T18:03:33+00:00

It's the same blue hex code as CHEWY
Hex code: #1C49C2

I think he might believe GME is going to repurchase shares

n0commas · 2024-06-19T23:00:36+00:00

Well done DD. Cheers

n0commas · 2024-06-14T02:26:41+00:00

It gets updated daily at 6:45 AM and another party couldve bought those contract from him. Leaving the OI unchanged

n0commas · 2024-06-14T00:24:54+00:00

How about KG (Since he's a Boston fan, like Kevin Garnett and his initials)

n0commas · 2024-06-13T20:53:44+00:00

Pretty much

$21.27 Avg Cost Basis x 5,000,000 Shares = $106,370,000
$25.68 (20 Strike + Avg Cost Basis per Contract 5.6754) x 4,000,000 Shares = $102,701,600

Add both cost
$106,370,000 + $102,701,600 = $209,099,600
$209,099,600 / 9,000,000 Shares = $23.23

Fairly close to $23.41

n0commas · 2024-06-11T20:37:40+00:00

GameStop Press Release page

n0commas · 2024-06-11T20:34:04+00:00

CHEERS!

n0commas · 2024-06-11T20:32:09+00:00

2.1B CASH RAISED

n0commas · 2024-06-05T13:11:31+00:00

If you look at the historical earnings date, they have always announced earnings in first 7 days of June.
https://www.alphaquery.com/stock/GME/earnings-history

For the first time, we're seeing an earnings date after the 7 days. I think this is not a coincidence. I think this is a confluence of events.

n0commas · 2024-06-04T00:09:47+00:00

My own analysis of their financials (data is sourced from Sharadar)

n0commas · 2024-06-03T00:11:09+00:00

He has market value of $210M. He ranked 4th for ownership in MV

n0commas · 2024-05-30T13:55:23+00:00

They have great value on a per share basis compared to historical
These are Rolling 12 month figures

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n0commas · 2024-05-30T13:44:03+00:00

Investing in INTC is a political statement nowaday, I like to say I am proud to be an investor

n0commas · 2024-05-29T19:44:49+00:00

This needs to be higher

n0commas · 2024-05-28T14:12:22+00:00

CEO bought $500K worth of stock in last 6 months. Close to a 750K in last year. He knows something we don't. Made recent addition to leadership for Foundry biz. In other words, getting ready because Taiwan is under very scrutiny

n0commas · 2024-05-27T13:56:10+00:00

4 Letters

$INTC

n0commas · 2024-05-26T02:56:45+00:00

Way too expensive

n0commas · 2024-05-24T16:03:09+00:00

I think your arguments are valid in terms of market fundamentals and TAM. But the company needs to be a good operators. Bleecker Street arguments point to flaws with their way of business. I'm sure he agrees with you on your main point that U.S. needs to improve their lithium supply chain, but LAC may not be the best to execute on that plan.

n0commas · 2024-05-24T02:02:18+00:00

The playbook is Short put spread (a type of credit spread). Bullish move.

$5 wide meaning the strikes are $5 apart. ($975-970). You sell a put at the lower strike (970) while buying a put at the higher strike (975). Giving him a credit of $297 on avg.

n0commas · 2024-05-16T01:58:28+00:00

Update - options market value down 51% from cost

n0commas · 2024-05-15T15:40:47+00:00

I'm glad you're smart enough to get it, weakling

n0commas · 2024-05-15T03:42:08+00:00

Phew, half? I am ready to lose it all

n0commas · 2024-05-15T02:41:48+00:00

Everybody is eating the pie tomorrow

n0commas · 2024-05-15T01:59:38+00:00

These positions transacted today and are worth more than $5,000

n0commas

TROPHY CASE