Aperson

“Meet the goddess of good luck. If a man be lucky, there is no foretelling the possible extent of his good fortune. Pitch him into the Euphrates and like us not he will swim out with a pearl in his hand” -Babylonian proverb

@GoatBeardzDD @ryancohen is about to make this too good of an opportunity for eBay to say no. RIP dumbass stormtroopers and hollow men 🪦

$GME’s 55.5B $EBAY bid was designed to be rejected. The bid itself is what unlocked everything: - 13D (5% derivative position) - HSR filing (starts 30-day clock to convert derivatives into voting shares) - 425 rights (every public statement about the deal becomes a formal proxy communication to eBay shareholders). But the DEF 14A is where it gets surgical. Cohen filed the GME proxy asking shareholders to authorize 2.5 BILLION shares. Outstanding: ~448M. That's a 5x increase. The bid offers eBay 50% stock consideration. What board sees that and says yes? He handed them the objection. "Neither credible nor attractive." The rejection gave him exactly what the bid couldn't: a campaign narrative. - An entrenched board that rejected a 46% premium. - A CEO who's never invested a dollar of his own money. - Directors collecting $4M in fees. Now look at what he built before any of this: March 2: Filed TEDDY.COM trademark: "provision of an online marketplace for buyers and sellers of goods and services" Feb 4: Started accumulating eBay derivatives And what he's done since the rejection: - Escalated from 23M to 34.5M shares derivative exposure (7.78%) - HSR clears this week and those derivatives become convertible to voting shares. TL;DR: The bid gave him the legal infrastructure. The proxy gave eBay the reason to reject. The rejection gave him the campaign. And the share authorization vote happens after eBay's shareholders have watched their board reject a 46% premium while Cohen shows up to their AGM as a major voting shareholder. The proxy was the bait. The rejection was the trigger. The calendar does the rest.

Cohen’s team is simultaneously fighting the deposition, sealing exhibits, and filing extensions all in the same week the DEF 14A dropped and the record date was set??!?!? Bro is working hard.

Any other noticers see that @ryancohen has been absurdly active on X lately and also has been absurdly active in his DK-Butterfly case at the same time?

@TrandafirPvL @PhantomBlack699 Not true. Nobody knows how many institutions are truly long GME and believe in Ryan or not. Retail absolutely has a say and the DRS numbers are proof.

@PhantomBlack699 We like it or not, but the decision is in the hands of the institutions (HF) because they own more shares than we do. So there will be billions of shares in reserve to kill the imminent Squeeze 🤷‍♂️ Voting Yes or No is the same 🤔 it doesn't depend on us 🤷‍♂️

🚨 BREAKING $GME DEF14A JUST FILED

@RockSol1d_ For real tho, I’d expect most people who heavily invested in bbbyq and RC to be at a significant advantage compared to lottery winners. While the output is the same (a sudden influx of capital), the inputs have been drastically different. I’ve been ideating for over 5 years now..

I have a major competitive advantage!! 💪

This is crazy... "We aim to establish the main claim that we should promote the proliferation of AGS by promoting the ticks that transmit it. To be clear, we do not argue that, today, we are morally obligated to promote the spread of tickborne AGS, because presently it is not possible to do so. But it is feasible to genetically edit the disease‐carrying capacity of ticks. If we are right, then today we have the obligation to research and develop the capacity to proliferate tickborne AGS and, tomorrow, carry out that proliferation." If 'today' means 2024-2025 (when the paper was published)... when is 'tomorrow'? "Even if one refrains from eating meat, one still has a stake in whether others do so. Not only does eating meat impose significant risks to public health, but presumably everyone has some stake in the moral actions of others." How is this any different than someone pouring acid in everyone's water supply? What if the acid dumper thought that was the morally right thing to do? I think the majority of tax paying Americans would vote against propagating a tick that deliberately infects healthy people with a permanent, life-altering meat allergy just to force their vegan utopia, stripping access to the single most nutrient-dense food humans evolved to eat.

A peer-reviewed paper published last year in the journal Bioethics by two professors at Western Michigan University School of Medicine argues that it is "morally obligatory" to genetically engineer ticks to spread alpha-gal syndrome, a permanent condition that makes you violently allergic to red meat. The paper is called "Beneficial Bloodsucking." Their argument: if eating meat is morally wrong, then preventing the spread of a disease that forces people to stop eating meat is also morally wrong. Scientists should gene-edit lone star ticks to enhance their ability to carry alpha-gal syndrome and expand their range into urban environments to infect more people. They call this a "moral bioenhancer." They frame releasing genetically modified disease-carrying ticks as a "vaccination" that only "infringes" on your bodily autonomy rather than "violating" it. The distinction, apparently, is that a tick bit you instead of a government official holding you down. Alpha-gal syndrome is not mild. The CDC estimates up to 450,000 Americans are already affected. Cases have surged 100-fold in the last decade. Symptoms include anaphylaxis. There is no cure. Alpha-gal cases are exploding across the United States. The lone star tick's range is expanding far beyond its historical territory. And two academics at a medical school published a paper arguing this is a good thing that should be accelerated. At what point do we stop treating papers like this as fringe academic exercises and start asking whether anyone is already acting on them?

5pm coffee > 4pm on campus bar $GME $EBAY

@magsonthemoon @cptnredbeard147

A few potential options: - GME has a security on their balance sheet that they are required to report as worthless, we’ve seen this in many filings - Ryan and GME are allowed to invest in the same securities per the investment policy - Ryan is likely the Holder of Interest referenced in the restructure, especially since we see him being serviced in the docket when Interests are involved - My guess is that the shell will be used for the combined new GME and eBay entity to utilize the NOLs as the new company grows its profits This is only my opinion, though. 🙏🏼

hear me out… 1. eBay accepts 2. GME dumps hard because the street thinks they’ll spend all their money and dilute 3. Bobby cash payout where we buy the dip 4. GME reveals they have another source of funding and won’t dilute/use up their cash stockpile 5. Valhalla

@cptnredbeard147 @ValueAddedRS @san_rav88002

@ValueAddedRS @san_rav88002 $bbbyq

True story: years ago, I managed ~$2M/yr eBay account for ~$25M/yr biz. Had a call w/category manager once & gave him suggestions - he said " $EBAY's a big ship, it takes a while to turn it around." I said "that's what they said about Titanic & we know how that ended." $GME

@seymourbutts741 @Jake__Wujastyk

@Jake__Wujastyk So buy one share of eBay $105 Get $62.50 in cash Roll $42.50 into new co 🧸 New Co valued at $150-$200 & vote yes as an eBay shareholder on biz combo

I was fully planning on dumping it all today. Leaning towards letting him cook and trading options on the way up.

“If it’s not obvious already, I have such disdain for corporate America and [eBay] is a good example of that,” he told the FT. “We’ll see what happens in terms of how they respond and what they do, but it’s fun. It makes me feel alive.” -@ryancohen Q2-Q3 bouta be lit

@seymourbutts741 @ryancohen

@ryancohen 🏴‍☠️🏴‍☠️🏴‍☠️

Proposal to acquire eBay. investor.gamestop.com/ebay

@PhantomBlack699 Still needs his feet out

now what

There's a physicist at Stanford named Safi Bahcall who modeled this exact principle and the math is wild. He calls it "phase transitions in human networks." When you're stationary, your probability of a lucky event is limited to your existing surface area: the people you already know, the places you already go, the ideas you've already been exposed to. Your opportunity window is fixed. When you move, your collision rate with new nodes in a network increases nonlinearly. Double your movement (new conversations, new cities, new projects) and your probability of a serendipitous encounter doesn't double. It roughly quadruples. Because each new node connects you to their entire network, not just to them. Richard Wiseman ran a 10-year study at the University of Hertfordshire tracking self-described "lucky" and "unlucky" people. The single biggest differentiator wasn't IQ, education, or family money. Lucky people scored significantly higher on one trait: openness to experience. They talked to strangers more, varied their routines more, and said yes to invitations at nearly twice the rate. The "unlucky" group followed the same routes, ate at the same restaurants, and talked to the same 5 people. Their networks were closed loops. No new inputs, no new collisions. Luck isn't random. Luck is surface area. And surface area is a function of movement. The lobster emoji is doing more work than most people realize. Lobsters grow by shedding their shell when it gets too tight. The growth requires a period of total vulnerability. No protection, no armor, soft body exposed to the ocean. That's the cost of movement nobody posts about. You have to be uncomfortable first. The new shell only hardens after you've already moved.

Hey in brighter news the new Mozart / Debussy / Bach mixtape dropped today.

@ButtFarm69 Time to WORK for my future shares. Take your time Ryan.

$GME breathe, my friends

@magsonthemoon @san_rav88002 I wonder if the clarity act is necessary or ideal…

respectfully wtf are y’all waiting for 😂

@ButtFarm69 How many times has Larry Cheng said he’s not involved in bbbyq? At least 3 and yet RC is the activist in the dockets and the face of the operation yet he’s never publicly said a peep about it except “things changed, and ultimately I sold” and a 🌝 that got him sued lol

The anti-BBBYQ sentiment hinges on some major assumptions: 1. That RC is a quitter. 2. That RC abandoned the Bobbies who followed him into the play. If a person has taken the position that BBBY shareholders will get NOTHING, then they MUST also assume the above two positions. You cannot rectify these contradictions without asserting that RC: ✔ started the BBBY play ✔ made a big stink with the BBBY Board ❌ABANDONED his promise "to hold the Board and management accountable if necessary" ✔ and then EXITED the play with ONLY ~$68 mil profit on his options. It astounds me that anti-Bobbies cannot see the logical fallacies within these simple contexts. @ryancohen don't quit. And I REFUSE to believe he left Bobbies out to dry. My $BBBYQ thesis hinges on: 1. the cellarboxing fraud that was very clearly seen in the company before, during, and after bankruptcy. 2. the legal analysis of Bobbies, who are smarter than myself, connecting the various pieces of the puzzle. 3. a complex character profile that I created on RC after years of watching and analyzing his subtle public communications. If I am overestimating RC for the BBBY play then I will eat my words when we get to the final decree. So be it. Since 2021, I've made outrageous leaps of faith regarding my belief in RC. And slowly over the years, he HAS delivered. I've been RIGHT about him so far. I am VERY happy with him and the moves he's made on shareholders' behalf. That's my fucking CEO CHAIRMAN 🪑💜👊 And just like my belief in him for the $GME play, I believe in him regarding the $BBBYQ play as well. I don't have to see the whole picture to know the important pieces of this 🧩 puzzle: RC don't quit. He is a fighter. And he will make Bobbies 💯% whole ✊

Welcome to the Webb This site is a great concept, I hope it continues to grow and more data dumps or leaks or substantial evidence of crime can be added for ease of picking through. Well done. @IanCarrollShow

@squeezistChrist @PhantomBlack699 @AustinTobitt Found it lol “Cancelled” was clearly said and then two sentences in he brings up cancelled shares and waffles his way through an incoherent misunderstanding that Jake corrected in half a breath… Imagine if it was the crow 🐦‍⬛ 🤣

@PhantomBlack699 @AustinTobitt why is there a woman whispering in your ear about canceled shares? Did you really bring back up? I know I'm not the only one who heard it, riiiiiiiiiggghhhhtttt?!