Mr Infinity ⭕️
@R6RiderF • 1,537 subscribers
GME investor in deep value investing spots opportunities in undervalued stocks, focusing on long-term value growth through thorough analysis and patience 741
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eBay is the Kansas City Shuffle. The shorts are pushing the eBay price higher because they believe a potential acquisition won’t work without massive dilution. Their entire thesis is based on the assumption that Ryan Cohen would keep issuing more and more shares just to buy eBay at any price. They expect a deal structured around 50% cash and 50% stock, with GameStop continuously diluting shareholders to make it happen. But what if that’s exactly the trap? What if Ryan decides not to buy eBay at all? Instead, GameStop could use its position, cash reserves, and market conditions to aggressively buy back shares and lock up more of the float. That completely flips the narrative and puts enormous pressure on the short thesis. And then Kitty steps out of the box again and pushes the entire momentum even further. After that, if markets eventually collapse and valuations across the board get crushed, GameStop would still have the ability to issue shares later at the right moment and acquire companies far cheaper — not just eBay, but potentially multiple businesses and valuable assets during a downturn. That’s why I think many people still don’t understand the bigger picture. They are focused on short-term headlines while Ryan Cohen appears to be thinking several moves ahead. $GME 🏴☠️🚀
Mr Infinity ⭕️86,929 görüntüleme • 2 ay önce
I say Wall Street will push the price of eBay above $125, possibly toward $145, to make the takeover fail. 💩🩳 Because in my opinion, hedge funds are hoping that Ryan Cohen continues diluting GameStop stock. Every additional share offering would relieve pressure on short sellers by increasing the available float. If a takeover were actually completed and GameStop suddenly gained access to a massive e-commerce network, stronger cash flow, and new revenue streams, the entire short thesis could collapse. That is why I believe they would do everything possible to stop such a scenario from happening. From my perspective, the only real way out for many shorts would be to buy time and hope for a major market crash. If the markets collapse, liquidity dries up, and debt becomes more expensive, even strong companies can come under pressure. The shorts would likely hope that financial stress and market panic could weaken GameStop over time. This strongly reminds me of what happened between Porsche and Volkswagen during the 2008 financial crisis. Back then, Porsche wanted to take over Volkswagen and had already gained control of 74.1% of VW shares through direct ownership and options. Hedge funds were massively short Volkswagen and got trapped in one of the biggest short squeezes in history. For a short moment, Volkswagen became the most valuable company in the world. But then the global financial crisis began. Credit markets froze, financing became a huge problem, and in the end Porsche itself came under pressure. Eventually, Volkswagen ended up rescuing and absorbing Porsche instead. That is why I believe some players today may be hoping for history to repeat itself: buy time, force dilution, drain liquidity, crash the markets, and hope that a financial crisis becomes stronger than GameStop’s transformation. $GME 🏴☠️
Mr Infinity15,399 görüntüleme • 2 ay önce
For two years I have been living in a kind of parallel universe called GME.Every single day, every week, every month I have read everything. Every filing, every tweet, every SEC filing, every forum post, every leak. I stared at the charts until my eyes hurt. And over and over the same certainty kept rising: The shorts never closed. Never. They only found new tricks, new derivatives, new lies, new media campaigns but the position? It is still sitting there. Like an elephant in the room that everyone pretends is just a piece of furniture.I was never wrong.I was just damn early.For two years I watched people call me a Hopium Junkie, friends rolling their eyes, family asking if I didn’t want to give up eventually. Two years in which the price sometimes dropped so low that even I doubted for a moment not the thesis, but only whether I could still endure it all. But deep down I knew: I am not wrong. I am simply the guy who saw the first cracks in the wall years before the earthquake even started.And now?Now the GameStop business has turned 180 degrees.The company that was once mocked as a dying dinosaur has reinvented itself. Cash flow positive, debt gone, new strategy, new leadership, new vision. No more desperate “we are trying to survive somehow” but a clear “we are building something here that none of you saw coming.” The revenue numbers, the balance sheet, all the moves everything suddenly screams: They didn’t just survive. They have transformed.And as if that weren’t enough, Michael Burry is back in the game too. The man from The Big Short, who was already in GME early, is buying again. He is long and adding. Burry trusts Ryan Cohen to become the next Warren Buffett. He sees in him a young, driven CEO with the right mindset who can create something truly special.GameStop is sitting on almost 9 billion dollars in cash and marketable securities. And Ryan Cohen is planning something big, something that has never happened before in financial history. He talks about a transformational acquisition in the consumer or retail world, about brutally efficient execution, about a model similar to Berkshire Hathaway but much faster. A deal that could take the company from a 10 billion market cap to something worth a hundred billion or more.And I sit here, after two years, with this feeling in my chest that I can barely put into is not satisfaction. Not yet. It is this deep, quiet “I told you so” mixed with an incredible calm. Because I know the big moment is still coming. The shorts are still there. The bill is still open. And this time the company is no longer the old GameStop that they almost tore apart in 2021.This time it is a completely different beast.And me? I am still here. Not because I am stubborn.But because I was right from the very beginning.Only time has finally caught up.While others who have been in this for five years or more never gave up. They held through every dip, every FUD wave, every moment of doubt, and they are still standing right beside me. True diamond hands. Their patience and conviction have been unbreakable, and now we are all watching the same story unfold together. $GME 🏴☠️🐇🍦🐸🍻 741676935420
Mr Infinity15,382 görüntüleme • 3 ay önce
Daha fazla içerik yok.