Mano Nousy

@michaeljburry @michaeljburry With the massive $GME community following your every post, can you consider making your $GME related posts open/free to the public?

From Substack: In many of the cases with the users you sent, they only had push notifications on (not email as well). I am tracking down the ones that have "email and push" but reportedly didn't get some emails

Regarding subscribers not getting emails. We confirmed that not all subscribers are getting all emails. Also we have confirmed that Substack has sent out all emails correctly. You should have received emails for every post as note attached pics. There’s a quick way for subscribers to test their email delivery. Go to the URL below, sign in, and send themselves a test. michaeljburry.substack.com/account/email-… If subscribers are having other issues or aren’t sure if they unsubscribed, these two support articles are very helpful: support.substack.com/hc/en-us/artic… support.substack.com/hc/en-us/artic…

In my opinion, this still stands as the deepest value opportunity in the market for a potential $GME acquisition. It’s profoundly undervalued, and despite extensive market research, I haven’t found another company that fits Ryan’s criteria more perfectly. It’s a sizable enterprise, so Ryan would likely need to raise some debt to acquire 30-51%, but it’s a true cash printing machine. The combined balance sheet could service or retire that debt very quickly. The combined balance sheet would also be the perfect foundation for the next five acquisitions, generating roughly $7 billion a year even without accounting for any of the very tangible growth potential. This is my instant Berkshire, and I’m hoping it’s OUR instant Berkshire. We will find out soon.

@PeteThamel @jeffborzello That @Giannis_An34 ?

Sources: Star Michigan guard Trey McKenney has signed to return to the Wolverines, per me and @jeffborzello. He earned All Big Ten Freshman honors this season after arriving as a Top 20 recruit and McDonald’s All-American. He averaged 9.9 ppg on Michigan’s national title team.

Material non public information is afoot, no further form 4s from Ryan and investment committee until said information is disclosed $GME

Yeah, we all get impatient at times and sometimes question the due diligence we’ve been doing for years now but never forget this: Since 2023, over 66,000 U.S. businesses have filed for bankruptcy. Only one has renamed its legal entity. Don’t ever get it twisted. It’s not a matter of if it will happen — it’s just a matter of when. $BBBYQ 🦋😉

@ClutchPoints @grok Sister of @jaquez_jr ?

Gabriela Jaquez ends her TV interview with a MIC DROP 😮‍💨🎤 “You told this team they needed to look in the mirror and decide who they want to be as a team. Who did this group decide to be this season?” Jaquez: “We decided to be National Champions.”

@AMandoSch Bring back dads who use proper grammar.

Lets bring back Dads that aren't life coach influencer scam jobs

Michael Burry's comments on the $GME warrants 👀

Ryan Cohen filed Teddy trademarks a day before selling his BBBY position in 2022. The majority of those trademarks were never used anywhere else, leading to them being declared Dead/Abandoned as there was no Statement of Use provided. Suddenly a month ago he files fresh trademarks associated with the former Teddy trademarks (Clean slate) Hypothetically, if he had nothing to do with BBBYQ, what would have prevented him from using them in e-commerce elsewhere between August 2022 and today? Absolutely nothing. These trademarks are globally registered and ready to use. It makes no sense for him to just started a website to sell children's books halfway through his $GME turnaround. He is going to take Amazon on. The synergy between his connection to the former estate is palpable. Here we are nearly four years later, and he's still seething about overpaid executives leaving shareholders holding the bag. The DK-Butterfly estate is a shell ready to bypass an IPO and restore shareholder value at the expense of Overpaid Executives, while an activist investor completes his endeavor. My conviction has never wavered in Cohen's ability to force financial accountability and reward former shareholders as of the record date at delisting. I, too, am a holder of Interests after all. What's good for the goose is good for the gander.

@cosmic_marvel Charlie Cox got a Kingpin sized five head

Charlie Cox and Kit Harington training together in NYC.

@smith348572 @TomBaxers x.com/kelly712717541… $NWBO

@TomBaxers Yes but they have up to 6pm today to file the (12b-25) form.

$NWBO Pure speculation about the pending 10k release: “I believe there is a possibility of a 15-day delay in the release or filing of the 10-K. In my view, such a delay would actually be a very positive signal. Typically, Linda takes about three to four weeks to finalize the 10-K. Given the recent developments — including political attention a few weeks ago, comments from Dr. Ahmed 2 weeks ago, and the Berlin report last week — it seems plausible that she is currently in the final stages of negotiating approval for DCVax. If that is the case, her time and focus may be fully dedicated to these critical discussions, leaving limited capacity to complete the 10-K on schedule, which could lead to a short extension request 15 days). Therefore, if a delay does occur, I would interpret it as an indication that approval could be imminent — potentially within the next 15 days, and at the latest by mid-April.”

Here are my thoughts on this, curious to hear your legal brain's immediate reaction / opinion on my reasoning (not asking you for legal advice). On March 24, 2026, GameStop released its earnings results for the fourth quarter and full fiscal year 2025, covering the period ending January 31, 2026. TWO pieces of evidence, taken together, build a compelling and quite frankly, an obvious case FOR ME that Ryan Cohen and the Investment Committee are currently in possession of MNPI and cannot execute insider purchases of GME stock until that information is publicly disclosed. Reason One: The Charles Payne Cancellation On February 2, Fox Business anchor Charles Payne very publicly cancelled a scheduled live interview with Ryan Cohen, posting the following statement to X: "GameStop Development - I'm not going to interview Ryan Cohen today. Ryan is working on something monumental, and he would not be able to say much. We both agreed that 'I cannot answer that on advice of counsel' is the last thing anyone wants to hear. I'm on pins and needles like everyone else. Hope to have news and the interview soon." The phrase "I cannot answer that on advice of counsel" in a securities context has one specific meaning: an attorney has concluded that discussing a particular topic on live television would constitute a material disclosure of non-public information, violating Regulation FD, Rule 10b-5, or both. This is not the instruction given for speculative future plans. This is the instruction given when a transaction is sufficiently advanced that publicly discussing its details would trigger disclosure obligations or securities law liability. Ryan Cohen and the Investment Committee were effectively placed on a public communications hold by counsel, or that's what it seemed like to me anyway. Reason Two: The "Subsequent Event" Note On page 71 of the 10-K, under Note 20 "Subsequent Event," GameStop disclosed: "Subsequent to year end, the Company posted approximately $0.7 billion of cash into an account of the Company that is pledged as collateral for certain existing and potential cash or physically settled derivative transactions." This is not just collateral for the Bitcoin covered call strategy, as @ButtFarm69 so eloquently pointed out when the report was first released. The BTC covered calls were already collateralized with Bitcoin itself, specifically 4,709 of GME's 4,710 coins pledged directly to Coinbase Credit. Those options also matured on March 27, 2026, days after the 10-K was filed, making a fresh $700 million cash pledge for an expiring position economically irrational or at least somewhat excessive. The BTC position at year-end was worth approximately $368 million, and the scale alone rules out any exclusive connection to the CCs for me. What the language actually describes is the potential for a Total Return Swap (TRS) or equity swap structure with a prime broker, as originally explained to me by @101mob and then repeated by Gordon Haskett's event-driven analyst Don Bilson, who reviewed this disclosure and immediately called it a swap position signaling "deal prep in motion". How it works is GME posts cash as margin; the prime broker enters a TRS paying GME the total return on a notional equity position; the prime broker hedges by buying the actual shares of a target company in the open market. GME gains synthetic long economic exposure to the target without directly holding shares. The word "potential" in the note confirms this covers transactions not yet entered into, meaning the collateral infrastructure is being staged for future derivative positions, not just existing ones. Taken together, these two data points tell the same story. By February 2nd, counsel had placed Ryan Cohen on a communications hold in regards to the acquisition, if what Charles Payne stated coming from Ryan Cohen is to be believed as factual. Additionally but perhaps not separately, sometime after January 31, $700 million in cash was posted as collateral for derivative positions in what seems to be a synthetic equity stake in an acquisition target, and if it's not that it's for another leg of that CoinBase strategy that has also not yet been disclosed but is in motion. Ryan Cohen and the members of the Investment Committee are legally prohibited from purchasing shares of GME common stock under Rule 10b-5 if they are in possession of material, non-public information about a pending transaction that would be material to GME shareholders. As such, it's my personal opinion that until a transaction or the underlying information is publicly disclosed through a Form 8-K, a press release, or a different SEC filing, Ryan Cohen and the Investment Committee sit in a blackout window of their own making.

The investment committee at $GME has Material Non Public Information and cannot make insider purchases at this time.

@WhatCanIMT @koebbel741 Imagine how much @TheRoaringKitty is accumulating. $GME

Dr. Burry ~2x his $GME position from 6% before to 13% now. As he acquired 6% late-Jan, it's quite possible Dr. Burry has doubled down on the dip.

If the @US_FDA is serious about this, they should look at approving #DCVax-L for the treatment of brain cancer. It's ridiculous that a personalized vaccine with no inherent side effects and statistically significant improvements in overall survival is being sidelined. Do what's right. $NWBO @UCLANsgy

The FDA is creating new guidance focused on a pathway for therapies targeting ultra-rare diseases. @ScottGottliebMD discusses the details: cnb.cx/4uZoLiE

@driver61d1 @grok For us smooth brains, what is the significance of @ryancohen and $GME pledging $700 million as collateral?

RYAN COHEN PLANS TO EARN YOUR VOTE BEFORE JUNE! #GME According to Dan Bilson of Gordon Haskett, a firm dedicated to analyzing potential M&As, spinoffs, restructurings, & activism, GameStop pledged $700 million cash as collateral for a swap after it's fiscal year ended & "put the wheels in motion." The timing aligns perfectly with his end of January interviews talking about a very very very big, transformational acquisition. "Whatever Cohen may have bought should stand out like a sore thumb when the counter-party files its 13F in mid-May or discloses a five percent position via a 13G filing.”

@PhantomBlack699 @TheRoaringKitty Also happens to be on a Monday...Merger Monday, perhaps?

Oh shit Ryan Cohen's pay package vote is on Keith Gill's birthday 👀 @TheRoaringKitty 👋

On January 7, 2026, $GME issued forward guidance targeting a 10x increase in market capitalization in under a decade, paired directly with a performance-based compensation framework for Ryan Cohen. The structure strongly implies that value creation will be driven by transformative, not incremental, actions. In the weeks that followed, from late January through mid-February, the company engaged in a coordinated PR push across mainstream financial media. They outlined the strategic vision at a high level while deliberately withholding specifics. Notably, Ryan Cohen canceled a scheduled live interview with Charles Payne, explicitly citing possession of material non-public information, which was an unusual and telling signal. With today’s earnings release, GameStop confirmed that shareholders will vote on Cohen’s compensation package on June 8, 2026. The sequencing here matters. It would be highly unconventional to ask shareholders to approve an aggressive, performance-tied plan without greater visibility into the underlying strategy. Taken together, the setup suggests that additional disclosures are likely ahead of the vote. I expect initial details on a potential acquisition target, or possibly a 13D filing signaling strategic positioning to surface before June 8. At this point, the only real question is how much is revealed, not if, and how quickly.

@BWLH_ @grok Is this true?

She’s married to a Panda Express manager in Pleasant Prairie, WI.

FROM TODAY'S $GME 10-K “We view our significant cash and liquidity position as a strategic asset to be deployed into acquisitions, and control transactions that offer long-term value.” and “While the Company has no binding agreements for a specific transaction at this time, we are actively evaluating opportunities that could require significant capital deployment. Shareholders should understand that our strategy is now explicitly focused on leveraging our cash, flexible capital structure, and stock to acquire assets that we believe will undergo a significant re-rating under our stewardship.”