Thomas Normann

881 posts

Thomas Normann

Thomas Normann

@ThomasNormann2

Buy and hodl

Katılım Mayıs 2021
108 Takip Edilen82 Takipçiler
Heisenberg
Heisenberg@Mr_Derivatives·
$GME Michael Burry needs to go on CNBC to do some damage control from Ryan Cohen’s infamous interview heard around the world asap
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K A L E O
K A L E O@CryptoKaleo·
lmfao nuke GME to zero It's no longer a narrative of the little guy squeezing out the big hedge funds and fighting the man It's the man trying to push the old narrative while simultaneously squeezing the little guy for tens of billions of dollars to enrich themselves
SS@sshxbt

top 5 CNBC clips of all time

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Compound248 💰
Compound248 💰@compound248·
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.
Compound248 💰 tweet media
Compound248 💰@compound248

Ryan Cohen responding to absolutely normal questions from @andrewrsorkin this morning.

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SultanAlmaadeed.com
SultanAlmaadeed.com@Almaadeed·
GAMESHIRE BATHAWAY $GME
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Dovid
Dovid@Dovidcc·
@TallbarFIN Don’t expose yourself to that ignorance Europe. Expell all our military bases before it’s too late. You are clearly superior to us and can fix your economies and defeat Putin without us.
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Tomi 🇺🇦🇫🇮🇪🇺
American delusion ja misunderstanding toward Europe is incredible. And Im not only talking about MAGA unfortunately. I have friends in USA and every time I talk with them, an incomprehensible ignorance appears.
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Cassandra Unchained
Cassandra Unchained@michaeljburry·
$GME and $EBAY. Makes perfect sense.
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Thomas Normann
Thomas Normann@ThomasNormann2·
@KHerriage What happened to “America First” and no more wars? It feels like it’s becoming “Israel First” now.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Wealth inequality in the US has never been wider: The real wealth of the top 0.001% of US households has grown +3,500% since 1976. At the same time, inflation-adjusted wealth of the top 0.01% and 0.1% has surged +2,200% and +1,200%, respectively. By comparison, the average household has seen just a +200% increase. As a result, there are now ~430,000 households worth $30 million or more, with ~74,000 worth over $100 million. Meanwhile, ~72% of wealth for the top 0.1% is concentrated in corporate equities, mutual funds, and private businesses. To put this into perspective, the bottom 50% of US households had more debt than assets for nearly 2 decades, with their average wealth turning positive after the 2020 pandemic, following stimulus checks and growing home values. Asset owners are the only winners.
The Kobeissi Letter tweet media
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Mr. Spock 🖖 (Commentary)
Mr. Spock 🖖 (Commentary)@SpockResists·
Can we just get one thing clear. The reason America lost its allies. Was because Trump actively destroyed every single relationship the US built since WW2 They didn’t suddenly turn their backs on US. They said fuck off to an abusive partner.
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Republicans against Trump
Republicans against Trump@RpsAgainstTrump·
Trump: “Why are we spending hundreds of billions of dollars a year on NATO if they're not going to be with us?" Fact check: It’s not even $1 billion a year.
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InfoGram
InfoGram@_InfoGram_·
This was SAVAGE of epic proportions. 😂🔥 🇺🇸TRUMP: "When crazy people have nukes, bad things happen." 🇮🇷IRAN: "Trump is right. America is the only country on the planet Earth that has actually used them on civilians twice. CRAZY"😂🔥
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GameStop
GameStop@gamestop·
GameStop launches Power Packs on April 15, 2026.
GameStop tweet media
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Thomas Normann
Thomas Normann@ThomasNormann2·
@Scimmia67Tony @ThePPseedsShow He got it from a FOX News segment — they claimed someone familiar with the matter said Icahn is working on something they won’t soon forget. Pretty sure this aired over a year ago.
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Tony Lopanto
Tony Lopanto@Scimmia67Tony·
@ThePPseedsShow //PP, how do U know Carl I.....has something BIG going, I own IEP & U make these comments with what knowledge....I'm hoping, believe me....IEP. GME, GME Warrants & BBBYQ......CrossingFingers but give me a little insight/// Thanks
Tony Lopanto tweet media
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Declaration of Memes
Declaration of Memes@LibertyCappy·
So the MAGA position right now is we used to love Tucker Carlson, Megyn Kelly, Joe Rogan, Alex Jones, Candace Owens, Theo Von, Shawn Ryan, Thomas Massie, and Marjorie Taylor Greene but they all turned crazy at the exact same time? Did I get that right?
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Thomas Normann
Thomas Normann@ThomasNormann2·
@BossBlunts1 Why don’t you align with NATO before going to war? You only come asking for help once you realize what you’ve started. The USD is finished the moment the world has had enough of the US and replaces the dollar, anything is possible over time.
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The Butcher of Wall Street | Marcel Kalinovic
No, we don't care about it hurting tourism. We care about stopping Iran from killing millions of people, including Europeans. To add, the USD is backed by the world's strongest military and technological advancements. When we transfer back to the gold standard, it will remain the world reserve currency. The reset is upon us
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The Butcher of Wall Street | Marcel Kalinovic
Negotiations have broken down between the US and Iran entirely, but they were never meant to succeed. This ceasefire was only ever meant to calm financial markets, bring European oil tankers to the US, get NATO to fall in line, and show the world Iran is out of line asking for reparations and control of the Strait of Hormuz while refining uranium. Trump knew how they would react and that the crazy Islamic extremists would ask for ridiculous concessions. At this point, Iran's navy and air force are nearly non-existent thanks to the overwhelming strikes by the US military 🪖
The Butcher of Wall Street | Marcel Kalinovic tweet media
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Thomas Normann
Thomas Normann@ThomasNormann2·
@BossBlunts1 You might not care, but this is going to hurt your tourism. And in the long run, I don’t think the dollar will remain the world’s reserve currency — and your massive national debt won’t handle that well. That’s when your time at the top comes to an end.
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