Dave

249 posts

Dave

Dave

@Defiant_vessel

Katılım Ağustos 2023
46 Takip Edilen15 Takipçiler
Dave retweetledi
RaiderPete
RaiderPete@PeterGalga57318·
$DJT $DJT – Quick update on today's news TMTG just named Kevin J. McGurn as interim CEO (effective immediately, replacing Devin Nunes). McGurn has been an advisor to TMTG since December 2024. Importantly, he is already the CEO of Texas Ventures Acquisition III (TVA) — the SPAC tied to the planned SpinCo structure. That means the same person will now be running TMTG while also leading the entity involved in the Truth Social spin-off discussions. He’ll essentially be negotiating the merger + SpinCo mechanics with himself. The release emphasizes his role in advancing strategic initiatives, including M&A. This lines up directly with the pending TAE merger (S-4 window), the SpinCo (Truth Social spin-off), and Token perks. It feels like the corporate mechanics are getting “baked in” with real execution focus right as we head into the May/June catalyst period. My approach stays the same (from the post above): I accept some short-dated calls will expire — that’s the cost of leverage and imperfect timing. NFA DYOR
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America First Now 🇺🇸
America First Now 🇺🇸@AmericaFirsst·
Democrats are in panic mode after DEVASTATING new poll finds Americans trust the Republican Party on the ECONOMY and INFLATION by +6 points, tariffs by +2 points, immigration by +11 points and border security by +28 points. Donald Trump is crushing it! 🇺🇸🇺🇸 Simple poll. Please be honest! As of today, how much do you still trust and support this man? A. 100% B. 50% C. 25% D. 0% MAKE THIS GO VIRAL ON 𝕏. LET’S GO 👏
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RaiderPete
RaiderPete@PeterGalga57318·
$DJT If you want to challenge any of the ideas in any of these posts, please do so in a cogent, well-thought-out, forward-looking manner using supporting data and facts. Please don’t ramble on incoherently like a stuttering prick, throwing insults and dodging the actual numbers while pretending the rehypo chains and on-loan pool don’t exist. Serious discussion is welcome. Denial and noise is not. What do you think happens when the recalls hit the 54M+ on-loan baseline and ripple through the rehypothecated layers and swaps? We know the shorts and manipulators think this will be business as usual and that tney can keep doing what they have doen for years... Myabe they are right and they do it again... if thats your strategy at least be big enough to admit it... of you have a counter argument based on the numbers and whats wrong with the plumbing TMTG set up lets jear about it...cogently and coherently $DJT – Let’s Keep It Strategic The mechanics are straightforward:~54M shares on loan vs ~11M reported short ~70% utilization with multiple rehypothecation chains (often 5x–10x multiplier) + swaps layered on top Corporate-action triggers (SpinCo/TVA distribution + token perks excluding lenders) that create real recall pressure once the S-4 is effective and record dates are set
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A Progressive Libertarian
A Progressive Libertarian@Tiggersdad2·
@PeterGalga57318 The only one in denial is you. Your entire premise is flawed because you're wrong about what daily short volume is and you're wrong about the mechanics of this transaction on multiple fronts.
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RaiderPete
RaiderPete@PeterGalga57318·
DJT vs GME Mechanics A More Complete Picture The recent analysis comparing DJT to GME’s short squeeze is a decent starting point, but it’s too mechanical and misses the live, high-volatility feedback system that can develop once the catalysts hit. What the other post got right: DJT’s pressure is more institutional-recall driven (SpinCo/TVA distribution + token perks) than pure retail-FOMO. The rehypothecation “powder keg” (synthetic supply from lending chains) is real and the primary structural factor. The move will likely be more “event-driven” around S-4 effectiveness, proxy vote, and SpinCo distribution rather than a continuous retail mania like GME 2021. What’s missing — the dynamic feedback loops: Once the April 2nd put wall expires this Thursday and any S-4 or token clarity lands, the sequence can unfold like this:Institutions begin recalling shares They need to be holders of record to vote on the merger and receive their pro-rata SpinCo/TVA shares (plus token eligibility). Recalls hit the ~54M on-loan baseline. Rehypothecation chains start to unwind The 54M on-loan is only the visible layer. Multiple re-lending chains (often 5x–10x or more) plus swaps create far larger synthetic long exposure. As recalls ripple through those layers, utilization spikes, borrow fees (CTB) rise sharply, and broker-dealers are forced to source real shares. Gamma pressure flips As the stock moves higher, long calls (especially the concentrated April/June strikes) become more valuable. Market makers who are short those calls must buy stock to stay delta-neutral. This buying adds fuel on top of short covering. Retail interest joins the move Once the stock clears $10–$11 with volume and visible momentum, retail FOMO can kick in. This creates the “pissing contest” phase — heavy back-and-forth volatility where gamma, rising CTB, and retail buying feed on each other. The feedback loop Higher price → higher CTB → more forced covering → stronger gamma buying → more retail interest → even higher price. This can accelerate very quickly once the April put suppression is gone and the S-4/SpinCo catalysts are visible. Bottom line: DJT has the structural rehypo powder keg that defined GME, but the fuse is corporate-action driven rather than pure retail gamma. However, once the stock breaks key levels ($10–$11), the combination of recalls, rising CTB, gamma, and retail flow can create a much more violent, self-reinforcing move than a purely “surgical” event-driven spike. The April 2nd put expiration this Thursday already removes one layer of near-term suppression. The June put layer is the next test — right around the proposed merger timeline.This is not financial advice. It’s simply how the mechanics can interact once the catalysts align.Serious discussion welcome.
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RaiderPete
RaiderPete@PeterGalga57318·
$DJT Dark Pools, Rehypothecation & DJT – Let’s Talk Actual Mechanics, Not Dismissal Post: There’s a lot of noise and outright denial around dark pools and rehypothecation in the DJT discussion. Let’s stick to the verifiable data and how the system actually works. 1. On-Loan Numbers Are Real and Significant We consistently see ~50–54 million shares on loan vs only ~11 million reported short, with utilization in the 65–77% range. This is not “fiction.” Those on-loan shares exist in the system and have to be reconciled eventually. 2. Rehypothecation Is Real and Creates Synthetic Supply Each market maker can legally generate up to 40%+ over the issued shares they hold as collateral, and that multiplies further when shares move from one broker to another on a sale. This is standard securities lending practice. It creates synthetic long positions and an elastic supply that suppresses price on the public tape until a recall event forces reconciliation. 3. Dark Pools – Why They Exist and What They Hide Dark pools were created specifically to let large institutions execute big blocks without immediately impacting the public lit tape. If there was truly “no difference” between dark and lit trading, dark pools would not exist. You usually cannot see the exact bundled price or exact timing in real time — that opacity is the feature, not the bug. Trades are reported later, often aggregated or delayed. Critics argue this bypasses transparent supply and demand and distorts true price discovery. That’s not conspiracy; it’s how the two-tiered market works. 4. What Happens When the Mechanics Kick In When the SpinCo deal is finalized and approved, institutions will recall shares to vote and receive their pro-rata SpinCo/TVA shares (plus token eligibility). That recall wave hits the rehypothecation chains hard. The lendable pool shrinks, utilization spikes, borrow fees rise, and broker-dealers are forced to source real shares to close out synthetic positions. The April put expiration will remove one layer of near-term suppression at market close April 2nd. The June put layer is the next test — right around the proposed merger timeline.I’m interested in serious discussion on the plumbing — the actual numbers, how rehypothecation works, and what happens when recalls hit the 54M+ on-loan pool.
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Dave retweetledi
RaiderPete
RaiderPete@PeterGalga57318·
NFA DYOR $DJT This is psychological warfare here They know they are not going to get you to sell pre S4, but they want you to sell on the first leg up afterward by making you miserable and hate holding the stock... they know what's coming and this is why they have been pissing on this ticker for years $10.18 right now ( with two hours to trade Friday, March 6) is a brutal continuation of the bleed, down ~5% from yesterday's $10.64 close and ~8% from Monday's $11.08. This is the cabal/MMs killing holders on purpose — a deliberate, slow-motion shakeout designed to make people miserable, burn theta, and force exits before the catalyst. Why They're Doing This Today Maximize misery: The longer they drag it lower on thin tape (volume still light early), the more frustration builds. Theta on your March 20 legs (~15 days left) accelerates, retail loses patience ("it's never moving"), and weak hands sell at a loss or fold calls. Trap first-leg sellers: They know the first bounce after S-4 (or any update) will be the "hope" leg. By making holders suffer now, they increase the odds people sell early on the first green day ("finally green, get out") — reducing call OI and gamma pressure for the real cascade. Buy time cheaply: No catalyst yet (no S-4, no token update), borrow rate still 0.53%, no borrow spike — it's costless for them to bleed it lower. They get to reset the pin, reload shorts cheaply, and wait for a bailout (Trump political hit, merger delay, etc.). But They're Not Winning — They're Bleeding Too No capitulation: Drop to $10.18 on low volume — no flush, no panic selling. Diamond hands are holding; cabal isn't getting the supply they want. Pin cracking: Multiple tests of $10.20–$10.40 this week — support holding. They can't break it decisively without volume or news. Lender pre-positioning: Yesterday's borrow jump (400K → 3.4M) shows lenders are ready for the fee spike — they expect the catalyst soon (AH today or March 13). Shorts are comfortable now, but recalls will flip it fast. This is the designed-to-piss-you-off phase — make it feel hopeless so people sell early. But the mechanics (TVA trap, synthetics purge, $34.11 trigger) don't care about daily bleed. The cabal's "victory" is temporary — they're just delaying the inevitable while handing out discounted calls/shares.
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Dave
Dave@Defiant_vessel·
@101_TBE This thread was shared in the DJT groups on truth social. DJT is a force
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Dave
Dave@Defiant_vessel·
@101_TBE Same user name?
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Dave
Dave@Defiant_vessel·
@101_TBE Are you on Truth social? I’d like to follow over there.
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Dave
Dave@Defiant_vessel·
@101_TBE Uncle Donnie says the shorts can get hurt very badly.
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Dave
Dave@Defiant_vessel·
@101_TBE This would make the TAE all stock deal much more lucrative for shareholders.
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Liberta Cherguia 🇪🇺
Liberta Cherguia 🇪🇺@MbarkCherguia·
Settle this marital debate once and for all: Forks in the dishwasher — tines UP or DOWN? 😤🍴 Which way is correct?
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Dave
Dave@Defiant_vessel·
@DailyCaller Looks like big mikes AIDS is gone full blown
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Daily Caller
Daily Caller@DailyCaller·
🚨WATCH: Michelle Obama LASHES OUT at White people during first interview for new book tour “Why do we need an act of law to tell White folks to get outta our hair?”
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Dave
Dave@Defiant_vessel·
@SenSanders Obama care was a bad vote
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KP
KP@pa49932·
@JOKAQARMY1 That’s the point: NO ONE IS COMING Not daddy Trump, not anyone. Savior era is over
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Dave
Dave@Defiant_vessel·
@RtothepowerofX Bull. Who wrote what you’re reading?
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Dave
Dave@Defiant_vessel·
@RtothepowerofX You are what’s wrong with America. We will save America from you!
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