
Luc
1.8K posts

Luc
@LucTheNomad
Things are going great so far.
A pool of lava Katılım Aralık 2022
616 Takip Edilen117 Takipçiler

@mister_z999 @Thrillhouse747 @Comedyorwat Right now he could buy 10 warrants for the price of one share especially if he understands the warrants can be extended and he’s providing forward guidance.
He simply hasn’t left any options on the table, the share price has to go up eventually.
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@LucTheNomad @Thrillhouse747 @Comedyorwat Why would he be buying warrants with zero intrinsic if he could buy shares for $10 lower than the exercise price?
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I try to view it as if I were Ryan Cohen
1) the date of the warrants can be adjusted, though it hasn't been yet which is intriguing
2) that's a possible $1-2 BILLION dollars GameStop would be missing or essentially letting expire worthless
3) Ryan's timing is always fantastic
NoCellnoSell🏴☠️@Flowapish
@Comedyorwat whats your take then, would you see a scenario where ryan lets them expire worthless?
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@Thrillhouse747 @mister_z999 @Comedyorwat Better question, how many can he buy without having to report it? Having a warrant isn’t the same as having a share.
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@mister_z999 @Comedyorwat Could he sell those without reporting? I don't know the answer
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@iHittaz @crazyclipsonly He wasn’t running away. He was repositioning.
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@crazyclipsonly Why shoot him while hes leaving? You shot him , he runs away, and then you chase after him and continue shooting him?
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@ChuckH14491265 @ReesePolitics RC sells 1.5b shares at $21 a share is 30b profit. Add current roughly $9bil now on hand, that would theoretically 4x the share price to ~$84 per share, right? Where’s the dilution?
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@ReesePolitics It's not a good sign that they wanted to authorize 1.5b new shares when the warrants haven't been fully exercised, and who would when the strike is $32.
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@ReesePolitics It’s basically chess at this point. Any which way the stock moves, RC can make the value of the company go up.
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Such increase in $GME's Adjusted EBITDA for fiscal year 2026 with the stock trading at the same levels as it were last year, makes me think a share buyback is plausible at or around current levels.
Not to mention, it can mechanically help GameStop Corp. acquire eBay with lower dilution and further signal confidence to loyal shareholders.

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@magsonthemoon The compensation package feels more like a smoke test to see who would sue rather than a serious consideration for voting.
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The board started working on Ryan’s compensation package last fall, they detail the back and forth negotiations in a filing.
In January Ryan said he was doing something really big that’s never been done before in the history of capital markets.
Today Mark Robinson said they pulled Ryan’s compensation package vote so they could focus on eBay, which was not a thing yet when they proposed this package.
Logically, to me this means either:
1) eBay is not the really big big thing Ryan was referencing
2) GME is saving face over withdrawing the compensation vote which was actually withdrawn due the lawsuit, which allowed the share expansion to still be voted and passed
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@grok Why is that? Couldn't these all be used as mechanisms to suppress price if it were in someone's best interest to do so? Would this also create a scenario where short interest on the stock itself could remain relatively low?
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$GME
Whole lot of mechanisms to trade GME now with the newly included GMEC.
Is there any other stock out there with our market cap and this many ETFs tied to a single ticker @grok?

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@GoatBeardzDD @magsonthemoon Was the comp package a smoke test to see who wasn’t playing on GME side?
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@magsonthemoon That’s true, but they should have known it could be susceptible to that type of lawsuit delaying it.
The timing must be important here I guess they couldn’t have this share auth fail.
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@CursiveCrow @flowersslop To be fair, I know people who match this very definition.
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@flowersslop two things can be true. it can be statistically correlating words with no actual understanding, and also it can be extremely useful.
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@a1tech_local @sysadafterdark @mandolinsara Not enough memory allocated to the container. Needs at least 4Gb. I use Colima, created a new profile and boom
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I think this is what i want to see. Next up, OpenWebUI? Maybe I can get OIDC auth going and give @mandolinsara someone to talk to when she find me too boring? 🤣

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@dapples78 @KevinfromKY17 @GoatBeardzDD Teddy (GME+EBAY+BBBYQ) will be the combination of Sears and Amazon, with Marcus doing all the mergers for the home side.
Isn’t Freddie and Fannie supposed to go public?
Would Marcus merge with those too?
Will Teddy create the most complete home and digital marketplace ever?
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@KevinfromKY17 @GoatBeardzDD Sears was Amazon before Amazon. Sears really fumbled that shit
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WHAT IS TEDDY?
Everyone knows GameStop. Most people know Ryan Cohen, the CEO of GameStop who founded Chewy.
But did you know that since 2022, Ryan Cohen has quietly run an online bookstore called teddy.com?
It sold children's books, stories inspired by his late father Ted Cohen and the lessons he taught him about work ethic, delayed gratification, and doing things the right way.
Except it's been the single biggest unresolved question in this entire saga.
And this week, it started resolving.
————
Let me take you back.
In January 2022, Ryan Cohen began accumulating a position in Bed Bath & Beyond.
That same month, an entity called Teddy Holdings LLC filed trademarks with the USPTO for children's books, but also across a wider range of consumer categories.
By August 2022, Teddy Holdings had filed marks in line with BBBY and $GME ’s businesses respectively and one that stood out from the rest: "Provision of an online marketplace for buyers and sellers of goods and services."
The online marketplace classification had actually been filed even earlier, August 2021 with a first-use date of July 2021.
Before Cohen touched BBBY.
Before GameStop pivoted into collectibles.
Before $EBAY was ever mentioned.
The very first thing Teddy was, in the trademark record, was an online marketplace.
—————-
Teddy.com went live as a children's bookstore November 19th, 2022.
Cohen exited his BBBY equity position in August 2022.
Rumours swirled that he had secretly taken a position in the BBBY bankruptcy through Teddy Holdings and that Teddy was being set up to acquire the brand and revitalize it.
This speculation even aired on CNBC before being dismissed.
BBBY's IP was sold to Overstock but the company renamed itself DK-Butterfly-1, Inc. and entered liquidation carrying approximately $3.5 billion in net operating losses.
A significant amount of time and legal effort went into preserving those NOLs through the bankruptcy process.
And then nothing.
The bookstore stayed up.
—————-
Three years passed.
Under IRC §382, a corporation's net operating losses are tested against a three-year lookback window for changes in ownership.
That window matters because a change above certain thresholds severely limits how those NOLs can be used going forward. Three years of stability preserves the asset.
Then Teddy woke up.
On March 2, 2026, Teddy Holdings filed a fresh Class 35 online marketplace trademark.
Two months later, on May 4, GameStop proposed acquiring eBay for $55.5 billion.
'Half-cash, half-stock'
—————-
THE RECENT UPDATES:
On the All In podcast, Cohen laid out three strategic pillars for eBay and said the third one was something he had never publicly discussed before: a digital collectibles marketplace.
Teddy Holdings had filed a trademark for exactly that category in August 2022: "Provision of an online marketplace for buyers and sellers of downloadable digital art images, music, and videos authenticated by non-fungible tokens."
And then, in the last few weeks, teddy.com started moving.
June 1: password-gated on Shopify.
Last week: DNS migrated to Cloudflare.
Two days ago: teddy.com now redirects to GameStop.com.
The children's bookstore is GONE.
The domain that has been the biggest open question in this story for three years now points DIRECTLY to GameStop and five days before the July 7 annual meeting where shareholders vote on Proposal 5: increasing GameStop's authorized shares from ~448 million to 2.5 billion.
That authorization is the mechanical enabler of a stock-heavy bid against a target five times GameStop's size.
And it authorizes roughly ten times the shares one eBay deal would need.
—————-
WHERES THE INFO?
GameStop said it would release a detailed presentation and strategic rationale for the combined company. It's been eight days. Nothing on Investor Relations. Nothing new on EDGAR. Just the 425s.
Teddy Holdings LLC has held online marketplace IP since 2021.
It filed a digital collectibles marketplace mark in 2022 in the exact category Cohen would call his never-before-discussed third pillar four years later.
It refiled its marketplace mark two months before the eBay bid.
It owns TEDDY.COM as a standalone online-marketplace trademark.
And this week, five days before the vote, its domain is being staged onto infrastructure that preserves the option to serve something new at any moment.
—————-
There’s precedent for this as well.
During the 2024 proxy fight between Disney and Nelson Peltz’s Trian Partners, Disney launched a dedicated microsite at VoteDisney.com where it hosted branded content explaining the board’s case directly to retail shareholders and instructing them how to vote.
Animated videos, narrative-driven messaging, targeted specifically at the investors who would decide the outcome.
Teddy is THE most important piece of this puzzle.
And the next five days are about to make that obvious to everyone.
—————-
TL;DR: Teddy.com is being staged to reveal the full plan for the combined company and the next five days will prove it.
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@ftwbiz Wtf is this real? She says Teddy holding on air? The mf at the end also casually mentioning naked shorting?
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Mother of pearl.
Kingston is Musk
Princeton is Icahn
$GME $BBBYQ


.CitiZen.@CitiZenSleuthX
Papalia: There is a very significant person behind the DIP Trump is Teddy. Is Trump behind the DIP? Is DK-Butterfly the shell of the United States Sovereign Wealth Fund? Nothing says revenge like naked shorts and corrupt market makers funding the new fund, which will back the new treasury dollar. Mark it. $BBBYQ $GME $EBAY
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@reoindustries @FrancosGhost Oooh. I have one installed in my challenger. Puts the gun just below the steering wheel and a bit to the right. Easy to reach for just in case anything happens. Just make sure if it’s in there it can hold a full size pistol
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