DirtΞvader

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DirtΞvader

DirtΞvader

@dirtevader

Some play Checkers, while others play Chess ♟️ 👑 This is why Ryan Cohen is the Best..!! Don’t give up. Don’t give in. Keep going and Never Stop. I am Dog.

Uranus Katılım Mart 2021
117 Takip Edilen5.9K Takipçiler
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DirtΞvader
DirtΞvader@dirtevader·
@ryancohen I'm proud of the GameStop Board of Directors and their Son of Superman CEO. They rock. 🏴‍☠️🔥
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DirtΞvader
DirtΞvader@dirtevader·
@DennisLyrintzis @marcuslemonis @AlderLaneEggs It’s a 3-bagger. But that only holds when his stock returns to $30 per share. It’s like a bald guy giving guidance on hair. Two hairless Marc’s don’t make it right.
Hedgeye@Hedgeye

Why We Believe Beyond Is a 3-Bagger | $BYON Special webcast at 12:30pm ET today @MarcusLemonis, chairman of Beyond and Camping World $CWH, joins Retail analyst Brian McGough to share the BYON story and discuss his strategy for the companies. "These are both long ideas. If I’m right on them, they're not going up by like 30-40%. These are multi-baggers, and when they move, they're going to move very swiftly and solidly." @HedgeyeRetail After an hourlong conversation with Lemonis, McGough will talk with Marc Cohodes @AlderLaneEggs, an outspoken hedge fund manager who played a key role in recent management changes at Beyond. **Please note this webcast is available exclusively to Hedgeye's institutional and Retail Pro subscribers. If you are an institutional investor interested in accessing this webcast, email sales@hedgeye.com. Non-institutional investors interested in subscribing to Retail Pro can click here to get access: accounts.hedgeye.com/products/retai…

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Dennis
Dennis@DennisLyrintzis·
@marcuslemonis @AlderLaneEggs Appreciate the response, excited to see those adjusted ebita numbers on Q2 and Q3 guidance. Keep on executing!!
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Dennis
Dennis@DennisLyrintzis·
@marcuslemonis @AlderLaneEggs We need to get some SaaS/tech analysts in the upcoming Q2 call. These current analysts can't value tZERO for much at all, I don't expect them to value the new tokens.com platform for anything either unfortunately.
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DirtΞvader
DirtΞvader@dirtevader·
@PhantomBlack699 Kimmel is the Money Magicians' muse. Whenever they are in Hollywood, he throws them a party at his production company, Wheelhouse. Milken Conference attendees like Magic Griffin and the boys, go to Jimmy's to talk shop and swill booze.
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DirtΞvader
DirtΞvader@dirtevader·
@PhantomBlack699 You'd think the money magicians would have had a better risk mitigation plan. What a shame.
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Salvatore Linteum
Salvatore Linteum@PhantomBlack699·
If GameStop wasn't shorted to oblivion in 2020 the mainstream media would call it the greatest turnaround success story of this generation We know this Ryan Cohen knows this
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DirtΞvader
DirtΞvader@dirtevader·
@DominosJack This is really good. One day, I have a feeling Ed Ludlow, will have that smug look wiped off his face.
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Challenged by Krill
Challenged by Krill@DominosJack·
The Revolution will not be televised
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DirtΞvader
DirtΞvader@dirtevader·
Hey -- wait just one minute.... I know those guys. Kirkland & Ellis and Vinson & Elkins making comments on the Newly Adopted SEC Rules that took affect on July 1, 2024 specifically for Special Purpose Acquisition Companies, Shell Companies, and Projections. Sweet. I agree with Kirkland or maybe it was Ellis, the definition of de-SPAC transaction should be referred to as an "initial business combination". It is too late to change, but the first thing I think of when I hear the word de-SPAC, is it sounds like someone carrying a can of de-SPAC to spray the remote and phone right after they enter their room at the Super 8. The final Rule is only 581 pages. Who knows what else it might hide...? ¯\_(ツ)_/¯ sec.gov/files/rules/fi…
DirtΞvader tweet media
DirtΞvader@dirtevader

On January 24, 2024, the Securities and Exchange Commission (the “Commission”) adopted new rules to enhance investor protection related to special purpose acquisition companies (“SPACs”), shell companies, and projections. I can't imagine a World where the SEC isn't out adding new rules to enhance investor protection. Some future 8-K's with Form 10 filings, imo, shouldn't be called Super 8-K's, I think Super Duper 8-K's might be more appropriate. #_ftnref3" target="_blank" rel="nofollow noopener">sec.gov/resources-smal…

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DirtΞvader
DirtΞvader@dirtevader·
On January 24, 2024, the Securities and Exchange Commission (the “Commission”) adopted new rules to enhance investor protection related to special purpose acquisition companies (“SPACs”), shell companies, and projections. I can't imagine a World where the SEC isn't out adding new rules to enhance investor protection. Some future 8-K's with Form 10 filings, imo, shouldn't be called Super 8-K's, I think Super Duper 8-K's might be more appropriate. #_ftnref3" target="_blank" rel="nofollow noopener">sec.gov/resources-smal…
DirtΞvader tweet mediaDirtΞvader tweet media
DirtΞvader@dirtevader

Super 8-K's live forever. 🙏

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Sandra Dee🥀
Sandra Dee🥀@sandradee1010·
Maybe that’s what Larry Cheng was thinking about when he said this: “And so, you know, when I think about what, where this is headed and where communities are going, from impacting the financial markets, it’s wherever you guys in this room want to go. Because you guys are on the forefront, and you’re leading it, and so kudos to you guys, because, I think that the power of individual investors in community will only grow over time. And, there are days in the future, where rooms like what you have, will be more important and more influential than Goldman Sachs.” He knows that anything Ryan Cohen looks at will be dissected exponentially by hundreds of eyes. 👀
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DirtΞvader
DirtΞvader@dirtevader·
I think you’re right. Hedge Funds have been doing it for years. They invite their Hedge Fund friends, and call it an “idea dinner” or a “best ideas” gathering. They sit around a table, eat, drink, and concoct a plan. Back in the day, right after the Financial Crisis, the DOJ was investigating the concept. Shortly after in 2010. The DOJ gave the all-clear. Set your targeted short company, and get back to drinking beer. newsmax.com/finance/market…
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DirtΞvader@dirtevader·
Just close your eyes and imagine this: After things happen, that I believe will... Do this: Think two years in advance. Every Corporate Boardroom in the United States will begin to dread one thing. That one thing... Receiving an Activist Letter from one man. That one man, Ryan Cohen, representing RC Ventures, or possibly Teddy, but there should be no question, that Ryan Cohen will be representing the shareholders. Use any reason you want, but Ryan will represent shareholders, no matter what. Because Ryan Cohen is a shareholder. And in his future activist endeavors, he will be a shareholder, too. Many Boardrooms in the future will receive that Activist Letter. Just when they thought no one was looking. Looking at their business. Examining their financial statements, comparing those numbers to their peers. Seeing out of wack ratios, or expenses that provide no benefit to the business or the real owners. Weighing the pros and cons and being ready to react no matter which direction the receiving Boardroom takes. Identifying years in advance, the opportunity, and strategy depending on every possible scenario. The opportunity that aligns with Shareholders who own the business. The strategy that can be drawn on a piece of paper as a flow diagram. Any direction that a Boardroom takes in response, the next step will be thought out well in advance. You've all heard of the these two words used together: "Wells Notice" In case you don't: Receiving a Wells Notice is the name used to describe that you or your business have been under investigation by the SEC, and they are preparing to bring charges against you for doing something wrong. If Ryan Cohen sends that Boardroom an activist letter... You are done. Cooked. Something in the way you run your public company, and reward yourself is amiss. Ryan Cohen is an activist and an operator. Not many can claim the same. And because of this, I highly doubt Ryan will become a greenmailer. (aka, being paid to go away) I predict, Ryan's future activist letters to these target company's Board of Directors, may carry their own name. A Cohen Notice. A Teddy Notice. An RC Notice. or maybe just an "I feel a pain in my ass" Notice. But, make no mistake, future Boardrooms who receive that Ryan Cohen Activist Letter, will begin to feel that pain. The pain will be a sharp, constant, and in no way a dull pain, emanating from their ass region. Either way, even if those future Ryan Cohen Activist Letter's don't receive a name, the pain should be 100% expected. So get used to it, as that pain won't be going away.
Challenged by Krill@DominosJack

The Teddy.com redirect was not a big story outside of this community. They’re watching our every move, they’re wondering if we’ve been right all along, they’re about to find out.

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Challenged by Krill
Challenged by Krill@DominosJack·
The Bear Trap (Revisited) Where Market Makers hold the high ground in a battlefield that stretches not across land but across time itself, front running the market to remain a step ahead of the institutions and miles ahead of retail, the catalyst must be a catapult of some kind.  A stock spit via dividend was misappropriated, that wouldn’t be enough.  DRS is an integral defense and it will prove most useful once we close the gap but for now the swaps, the FTD’s, dark pool manipulation etc…appear sufficient to counter all attacks.   Welcome to Bed Bath and Beyond, Ryan Cohen and The Bear Trap. Isolate an individual ticker in the swap basket, create a plan to reimagine the brand while laying the groundwork work for a complex acquisition/ spin off and then attract the eyes of an unprecedented, hyper vigilant investor base. The trap is prepared to be set. Make a series of seemingly counterproductive moves to validate the bankruptcy thesis.  Bring the company to the absolute brink, allow MSM to do the PR for you, keep the algos in overdrive and, at the last possible moment, eliminate bankruptcy with the announcement of a uniquely complex bond purchase agreement but keep the HF’s hooked with the promise of dilution. Hold, hold, hold then, at their moment of greatest vulnerability, it's shock and awe time. One iteration of this attack sees a Buy Buy Baby spin off to Ryan Cohen’s Teddy, the Chewy for Baby Products, a partnership of some kind between BBBY and Brett Cohen's Newell Brands to repurpose BBBY as a dual online marketplace / brick and mortar retail utilizing an OmniChannel supply chain orders of magnitude more efficient than its predecessors. A system that represents a metamorphisis in the way we facilitate commerce, designed in silence over the last two year to unlock the Covid accelerated, emerging market for consistent same day in store pick options on every product found on the marketplace (enrollment in omnichannel will be a prerequisite for vendors). Wrap it all up in a bow with Web3 applications bolstering the entire process in ways too innovative to predict but always guided by a commitment to . The Market is designed to facilitate a lot of criminial behavior, it is not designed to handle news of this magnitude. The Market Makers are already close to capacity just rearranging order flow to keep up with retails unrelenting commitment to the stock, especially considering the short percentage. Flood the market with positive news like this and they will simply be overwhelmed. This is the Bear Trap, and it is the counter offensive that can succeed where prior attacks failed. How does it succeed exactly? Bare with me on this one, I'm about to reframe this in a new light and it may initially appear grandiose and self congratulatory. It is not that at all, it's the same picture, just taken from above. Think time, think relativity. This is the key. Understand time not as the steady ticking of the second hand, fixed for all to perceive equally, but as entropy, as the stretching of space. Time, as we perceive it, is measured by one's rate of information processing and distribution. The saying goes that the universe only really needs time to prevent everything from happening at once. Market makers are essentially operating in a different realm, orbiting closer the black hole. On a scale where each millisecond is a huge advantage, the MM's are propped up by algos that process an extrordinary amount of information at lighting speed, keeping them perpetually ahead of the people and beyond the scope of the regulators. So in essence it isn't a catapult ahead in the form of a faster algo that is necessary to overcome this advantage, it's a bear trap of epic proportions that turns advantage to disadvantage. Only a plan of this magnitude, developed in the shadows and hidden by deception in the form of BK confirmation, would be sufficient to turn the machine against itself. Break the machine and we change to trajectory of the MM's orbit. Slow them down and they don't stand a chance, they can't win a fair fight. So it wasn't a catapult forward, we hit them with the old uno reverse card. Leveling the playing field reasserts the wisdom of the crowd. The sphere of human interaction may appear chaotic and disorganized from a certain perspective but given enough distance you'll see a complex interplay of adaptations extraordinarily effective at overcoming obstacles while simultaneously maintaining organic balance. We don't sense this wisdom individually but we can marvel at its collective application and we only need look to history to see it manifest time and time again but always relative to the challenges presented by each era of man. An Artifical Intelligence cannot be easily retrofitted to compliment the wisdom of eons, a wisdom passed down through a genetic information system developed to perfectly sync with its environment. This is why we are each of us here, and it is why man will always be galvanized to collectively assert our will against any imbalance created by complex systems created to benefit the few at the expense of the many. We are designed for this. It might look like a messy process as it unfolds, but once it's done, it'll all make sense. If this is in fact the play, perhaps in a slightly different form but with the same goal, then we will soon participate in, and be rewarded mightily by, a market manuever that will update the relationship between the information and the individual. This is mandatory update, the system will break if we don't accept its terms and conditions. One can argue that the entire market has simply rushed the application of A.I., creating an unsustainable power and resource imbalance in the process. The future is digital, machine learning, A.I etc... are inevitable but this event, should it play out in this form, is a monumental lesson and one that cannot afford be forgotten. Wherever the algos find loopholes to assert dominance over information distribution, we then collectively resist by using the power of the collective subconscious to reestablish equilibrium. I believe this dynamic will present in a myriad of ways as we transition to the digital era and while the variables are impossible to predict, the agenda remains the same. I understand that what I'm saying here has implications far beyond even the most fantastical of outcomes for the stock and for the market itself. We are contemplating the undeniable fact that we are entering into an unknown era, transitioning faster, and with far greater variables than anything before it. The seeds of Web3 are here, ChatGTP has arrived, the algorithms that control the market have been in place for over a decade now and they have proven obsolete. If the GME and BBBY sagas have revealed anything, it is the implications of machine learning run amok. A select few forward thinking entrepreneurs are building the digital infrastructure from the ground up and when you're building from scratch, you must first remove the weeds of yesterdays unchecked growth. The Citadel weeds. I'm not making any predictions here, this is a hypothesis but one thing is certain, I am at the edge of my seat watching this thing play out and it is a hell of a time to be alive. Keep up the good work, we wouldn't be here with a bucket of popcorn in our lap as the opening credits roll if it weren't for each and everyone of you. TL:DR: The Bear Trap of epic proportions might be the only way to overcome the gap between Market Maker and Household Investor. Their advantage is the rate at which they can process information. The Bear Trap damages the very machines that provide that advantage, slowing them down, restoring balance, and removing first generation A.I. to make room for the era of Web3. If this plays out as hoped, the implications reach far beyond the stock itself and into the fundamental building blocks of the human experiment.
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DirtΞvader
DirtΞvader@dirtevader·
15July2026: Exercised put/call pairs for 39,046,658 shares eBay Trading Volume: 15July2026 3,116,230 16July2026 4,822,125 17July2026 5,099,014 TSO per latest 10-Q: 444,000,000 shares And this 🫤 Anyone have a guess..? nasdaq.com/market-activit…
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DirtΞvader
DirtΞvader@dirtevader·
@PhantomBlack699 Ryan Cohen negotiating with Ryan Cohen, is the one and only negotiation Ryan Cohen will never win. All other negotiations between Ryan Cohen and anyone else... Ryan Cohen is a shoo-in. 🏇
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Salvatore Linteum
Salvatore Linteum@PhantomBlack699·
Yes GameStop $GME just used approx. $4bn cash to exercise those eBay derivatives However at the last $EBAY closing price, they have an unrealized gain of approx. $370 million on the position Ryan Cohen isn't going away, and he's going to negotiate with himself 🧸
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Challenged by Krill
Challenged by Krill@DominosJack·
The Teddy.com redirect was not a big story outside of this community. They’re watching our every move, they’re wondering if we’ve been right all along, they’re about to find out.
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