Bezurk

@DavidGuy44246 @compound248 @andrewrsorkin Learnt that one on reddit huh guy

@Bezurk1 @compound248 @andrewrsorkin You can if you know what you are doing

The $GME proposed acquisition of $EBAY is even dumber than it sounds, which is why he refused to answer @andrewrsorkin's basic questions this am. To start, the ACTUAL proposal is not GME acquiring EBAY: GME is the seller, not the buyer. Ryan Cohen is asking eBay to acquire GME, fire eBay's CEO, and let Ryan run the business. Onto the dumbness of the proposal details: The idea is 50% cash / 50% stock for roughly $56 billion of consideration to eBay. Pundits note GME's ~$11.1B market cap and ~$9B of existing cash. BUT THAT DOUBLE-COUNTS. Of GME's ~$11.1B market cap, ~$9B IS THE CASH. Or 81% of the market cap. If I have a company worth $110 with $90 of net cash, it's not worth $180: the cash is worth $90, and the company ex-cash is worth $20 = $110. As shown below, if GME pays eBay the ~$9B in existing cash, the remaining market cap (from eBay's perspective) is ~$2.1B. GME shares are worth ~$5/share ex cash. To issue $28 billion of GME shares, it has to issue ~5.6B of new shares to eBay (vs 590B FD GME shares today), giving eBay 90%+ of the post-deal shares (+ $28 billion of cash to eBay owners). To be clear, GME is proposing that eBay acquire GME, with GME owning 10% of the CombinedCo. In 2026, eBay is expected to generate $2.8B of free cash flow vs $500 mm by GameStop (15% of combinedco). eBay revenue is expected to GROW 9% in 2026 while GME's is expected to shrink 1% (and has shrunk >40% in 5 years). So eBay brings 85% of the cash flow and is growing, and gets 90% of a newco that is dragged down by GameStop's declining revenue. To compensate for owning a lower quality CombinedCo, it levers up and pays legacy eBay $62/share in cash. However, that cash is financed by the quality of eBay's business, not GameStop. eBay doesn't need GameStop to recap its existing business - it could do so and continue to own 100% of the better business. Ultimately, this is GME attempting to swap into a better business by selling itself to eBay, not vice versa. Everyone knows this deal won't happen, Ryan Cohen included.

@ThomasNormann2 @OHare888 @compound248 @andrewrsorkin Sick reddit degree kid

@OHare888 @compound248 @andrewrsorkin Have you heard about PFOF? Retail investors don’t move the price, it’s market makers like Citadel calling the shots.

@DavidGuy44246 @compound248 @andrewrsorkin Cant naked short a balance sheet retard

@compound248 @andrewrsorkin Unless the GME share price was marked incorrectly and naked shorting of the company was rampant

@MemeStockMillyz Painfully stupid

Why is no one putting together that $EBAY has 95+% institutional ownership. RC stating they have 5% makes ownership of $EBAY at 100+%… 2% non-existent shares are short…

@foxenflask You're a bot

If $GME is going to acquire $EBAY, this is how I expect it to go: Unlike traditional activist campaigns that unfold over 18-24 months, this timeline could compress into roughly 12 months from first trade to full control, leveraging GME's enormous cash position to build a stake so large so fast that the board has no viable defense. Phase 1 (Weeks 1-8): Dual stealth accumulation to ~9.8% combined ($4.3B) via dark pools before any public filing (dual as in, GameStop and Ryan Cohen separately and together). Perhaps other partners and affiliates accumulate during this phase as well (Nat?). I believe this phase is over. Phase 2 (Weeks 8-10): Dual 13D filings plus a public white paper; expected EBAY pop of 15-30% and GME pop of 10-20% Phase 3 (Weeks 11-20): Proxy fight for 3-5 board seats at EBAYs next annual meeting while building to 15-20% combined stake Phase 4 (Months 5-12): Board control, install Ryan Cohen as Chair, execute cost cuts, redirect FCF to buybacks, etc The stealth phase is compressed to 8 weeks because GME's cash allows aggressive accumulation at 15-20% of daily volume across multiple prime brokers and dark pools. Both GME and Ryan Cohen accumulate independently to 4.9% each, staying below the 5% 13D trigger. HSR filings happen on Day 1 but are confidential. By Week 8, the combined position is ~9.8% ($4.3B deployed) and nobody knows. The dual 13D filings at Week 8-10 hit the market like a bomb: the largest shareholder bloc in eBay, backed by $9B+ in additional firepower, with a public white paper detailing the value creation plan. From there, continued accumulation during the proxy fight period pushes the combined stake to 15-20%, making the proxy contest a mathematical certainty. Board control follows, and the transformation begins.

@BigboyJuju_ @BarkingPuppy8 Kevin's legacy is being a salty drunk living in his brother's shadow.

$AMC SHORT SQUEEZE BELONGS TO @BarkingPuppy8 KITTY HAD HIS WITH $GME NOW ITS TIME FOR HIS BROTHER TO GET HIS $AMC IS KEVINS LEGACY

@ProofOfWar @TickerTrapper @ApeCrayonsYummy How's the % of the float short a meaningful metric if the float means nothing? Why are low float small cap stocks the targeted most for pump and dumps?

@TickerTrapper @Bezurk1 @ApeCrayonsYummy Spot on ^ its scary how lost thus guy is, with such confidence. You think you are buying shares in any company ever from real people? 🤣 All NYSE/NASDAQ liquidity are from MM's. The float means nothing for a short squeeze. Just SI% and Option Gamma ramping.

So Avis, a shitty rental car company with even more debt than #AMC can squeeze like it did today but everyone keeps saying #AMC just has too much debt to survive? K got it.

@TickerTrapper @ProofOfWar @ApeCrayonsYummy Reddit university's #1 student

@Bezurk1 @ProofOfWar @ApeCrayonsYummy Perry is right you are fucking braindead. You are so lost if you think people actually custody shares now a days. Retail just buys IOUs from market makers. Market makers hold all the liquidity. You are never buying shares from "people" unless you are using OTC dark pools.

@ProofOfWar @ApeCrayonsYummy "Float means nothing" besides being half the equation? You know nothing of short squeezes, pump or dumps, or the market if you can't understand it is easier for someone to purchase 30mil shares from a small handful of people than 500mil+ spread between a large number of people.

@Bezurk1 @ApeCrayonsYummy PRICE X SHARES OUTSTANDING. $1 X 1Billion $1Billion X 1 BOTH EQUAL $1 BILLION. Float means nothing. Market cap and the capital deployed to induce a short squeeze imposed the same marginal effects. You are seriously a fucking retard. Get checked out.

@ProofOfWar @ApeCrayonsYummy Hey dingus, what is the equation for market cap?

@Bezurk1 @ApeCrayonsYummy You a retard. Float is irrelevant. Market cap is the only metric that matters. Hence a company could have 1 share avaliable for $1billion per share. Or 1billion shares outanding at $1 per share, and investors would pay the same price to acquire all the shares.

@darkgreencap That's not a valuation metric? How are you pricing the stock?

@Bezurk1 box office this year is stronger than ever, movie slate about to break the cinemas. plus cinemas and ai is the future

$AMC WILL BE THE MOST VALUABLE STOCK IN THE HISTORY OF THE STOCK MARKET. #AMC

@darkgreencap Undervalued by what metric?

@Bezurk1 i just want to ragebait the shorts and scream the fact that amc is undervalued

@Johnnyslesh Kid it's not even at $2. You have to understand why so many people laugh at you right?

$AMC Part of me thinks they will run it up hard to get your shares. They know that we know what’s going on. If they run it to $100 in an instant and then run their media pieces I could see how it could give them a better chance of people being tricked into it being a short squeeze. Just be prepared for anything. A slow run up would give a lot of people time to see how undervalued their shares still are. We don’t know how much control they really have but we also know they don’t have full control

@primetateHQ This dude sucks sooo much peen

Andrew Tate goes off on men who accept a boring average life: “I have f*cked women you will never f*ck, I drive cars you’ll never drive, I go places you’ll never go earning sums you’re never gonna f*cking make. The difference between you and I is that I would rather die than live any other way”

@DeanTTraining @JCourageFIT My guy you're on a high pony with all the dumbass shit you post

@JCourageFIT I’ve posted more exercise tutorials than maybe anyone on this app Get off your high horse lmfao

You should be forced to wear a clown nose for the rest of your workout if you go in the gym and do this before you Bench Press One of the goofiest stunts you can pull at the gym Might even be THE goofiest

@BadgeSin @Evilisrising @matt_kohrs @CEOAdam @AMCbiggums Yea send the pizza boy 😂😂😂😂

@Evilisrising @matt_kohrs @CEOAdam did this guy just come back? @AMCbiggums come get yo man

$AMC They can never stop talking about our beloved #AMC. I would choose AMC and this community than to be like @matt_kohrs any day! Something about being anti AMC and @CEOAdam that ages you. I see it with the other “influencers” as well. Deceit ages you!

@Evilisrising @matt_kohrs @CEOAdam It's been 5 years. Time didn't stop when you made the worst financial fail of all time by letting life changing gains slip away due to your own greed.

@texatlanta23 @solmatthy @CrazyyHub You're talking about carrying at an LA fitness. Pulling a little dilinger out your ass or what 😂

@Bezurk1 @solmatthy @CrazyyHub I’d split your shit open beta boy

Bro really posted this thinking people would agree with him