AsymQuantum

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AsymQuantum

AsymQuantum

@hectacorns

Quantum scaled

Quantico Base, VA Katılım Kasım 2023
632 Takip Edilen206 Takipçiler
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AsymQuantum
AsymQuantum@hectacorns·
How good is this buyback for shareholders? Extremely good — one of the most shareholder-friendly moves GME could make right now. • Direct reversal of dilution: It mechanically undoes the majority of the 2021–2024 ATM share issuances that funded the balance-sheet fortress ($9.7B liquidity today). • Immediate accretion: ~27% EPS boost (basic) with no change to operations or cash-generating power. Book value per share and ownership percentages rise proportionally. • Efficient use of capital: The company still sits on a massive cash pile after the $2B spend. No debt needed; this is pure equity return from excess liquidity. • Caveats (still hypothetical): • Timing matters for the exact EPS weighted-average in the quarter it occurs. • Future equity grants or CEO @ryancohen performance award could add back some shares. • If executed at prices well above intrinsic value it would be less optimal, but at current levels it looks highly accretive. Bottom line: the net effect since 2021 shifts from “dilution without offset” to “dilution largely reversed + meaningful per-share value creation.” Remaining shareholders end up with a meaningfully larger slice of a now-even-more-profitable company. This is exactly how buybacks are supposed to work as the counter to prior equity raises — GameStop just pressed the “undo” button hard and effectively.
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ThePPShow
ThePPShow@ThePPseedsShow·
I’m ready for July 4 with the family
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Serafim
Serafim@Serafim_zx·
Todo mundo sabe o que são essas marcas no Mbappe né?
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RamezJ741
RamezJ741@RJ74120113·
@RuoKdaM guys this guy is very legit Every info he or she provided is last few months is spot on accurate highly recommend to follow him
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IT Unprofessional
IT Unprofessional@it_unprofession·
I had a $400 Wagyu ribeye for lunch today. I didn't pay for it. An enterprise account executive from a tier 1 cybersecurity firm paid for it. He's been trying to sell me a cloud-native endpoint detection platform for 8 months. We don't need a cloud-native endpoint detection platform. We don't even have endpoints. Half of our workforce is using refurbished laptops from 2014 that are physically incapable of running his software. But I told him we're "evaluating" That phrase means absolutely nothing. But in B2B sales, it's the equivalent of ringing a dinner bell. He's bought me 8 lunches this year. He asks about our migration timeline. I stare out the window, sigh deeply, and whisper about decentralized integration bottlenecks. He furiously takes notes and orders another bottle of sparkling water. My total compensation package is $200K. But my caloric ROI is incalculable. Next week I have a pitch meeting with an AI analytics startup. I checked their Series B funding round before agreeing to the meeting. They have $40M in venture capital burning a hole in their pocket. I'm going to let them buy me omakase. Then I'm going to tell them our legacy infrastructure is experiencing packet loss and we can't deploy until 2029. Corporate America is just a vast ecosystem of free meals if you know how to string along desperate account managers.
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bobdole🏴‍☠️🦋🧸
bobdole🏴‍☠️🦋🧸@bobdole08923509·
@ChuckFBass The key to a happy marriage is having a weekly night out filled with good drinks, good company, and good conversation. I go on Tuesdays and my wife goes on Fridays
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ThePPShow
ThePPShow@ThePPseedsShow·
Shills after they find out Bobbies are getting paid finally.
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ThePPShow
ThePPShow@ThePPseedsShow·
@LuckyLuciano500 @Skoot @alpha5tate @edwinbarnesc Pulte mentioned Q RC mentioned Q Trump mentioned Q Roaring Kitty mentioned Q Backstage RC mentioned Q Elon musk mentioned Q Ryan Peterson flex port mentioned Q Open your mind and eyes that’s all I ask of you.
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ThePPShow
ThePPShow@ThePPseedsShow·
So let me get this straight. President Trump reposted @alpha5tate and now Elon Musk responding to @edwinbarnesc? Q guys were right again, but who’s keeping count anyway right? :) 😉
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ThePPShow
ThePPShow@ThePPseedsShow·
Pp coin is up 16,000% from launch The basket ladies and gentlemen
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The All-In Podcast
The All-In Podcast@theallinpod·
Ryan Cohen: “Why Does Everyone Want GameStop to Fail?” $GME CEO @ryancohen: “The media is an example. Why is it that you've got a ($EBAY) management team with no skin in the game, they're not builders, they haven't built anything themselves before, they've basically just been employees at major companies, they’ve been overpaid, I don't think they've ever broken out a sweat in their entire lives, why does everyone want them to succeed? But when you have someone that, and by the way, I'm putting $500M of my own money into this transaction, I haven't pulled a penny out of GameStop, and it seems like everyone in the media basically wants us to fail, and wants them to succeed. And you've got a board that's making hundreds of thousands of dollars a year. They don't buy stock with their own money. They end up showing up to a handful of board meetings, and they're making a fortune. You've got a management team that is grossly overpaid, taking zero risk. There's nothing more American than basically risking your own capital. So why does everyone want us to fail? @friedberg: “I do think that the media, in order to give you credibility, they're gonna have to acknowledge that all of their takes on GameStop just being a meme stock were wrong, and that there is actually a business here, and that there is value being created here, and that they missed that, and they got the story completely wrong.” -------------------------------------- Thanks to our partners! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at applovin.com/ALLIN Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. nasdaq.com
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AsymQuantum
AsymQuantum@hectacorns·
@theallinpod @ryancohen All great points Ryan. It’s almost like the media is in cahoots to destroy good American companies and the people that build them, invest in them, and work for them. What is actually going on?
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Pulte
Pulte@pulte·
Tomorrow, President Trump will sign into law another great Housing Accomplishment of President Trump. After Biden destroyed the housing market, it is President Trump who is working to restore the American Dream of Home Ownership. People deserve homes, not corporations!
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AsymQuantum
AsymQuantum@hectacorns·
@HumanProbably2 @LuxAlgo The company doesn’t get this money. Early investors cashing out do. You are their exit liquidity.
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HumanProbably
HumanProbably@HumanProbably2·
@LuxAlgo well, some of us bought our shares in order to help Elon go to the Moon and Mars. so we don't really care if we are under water.
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LuxAlgo
LuxAlgo@LuxAlgo·
If you bought $SPCX on the open market anytime after 5 minutes from IPO, you're now underwater. Thanks for playing.
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ThePPShow
ThePPShow@ThePPseedsShow·
And people still won’t believe it. I guess we will show them
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Cowdaddy
Cowdaddy@zenbiz1·
Opposite, clean up the balance sheet. Reduce M1. The offset is going to be the increase in GDP from autonomous robotics. We will see massive deflation, mass layoffs, booming GDP - which is goods and services. The working theory is Trump will strong-arm the Ai bigs to cough up maybe 10-15% equity to the sovereign wealth fund, then also a scrape on revenue which will be paid directly to the taxpayer. That is @elonmusk version of UBI-UHI. Probable moving to a BTC-Gold backed token economy. Going to be a bit bumpy, but we will be going over the speed bumps at 200mph. Hang on tight.
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Cowdaddy
Cowdaddy@zenbiz1·
@doqholliday Yes, run off the data. The old paradigm of when the economy heats up, we raise rates to keep inflation down. Not always true - this is green light for growth policy
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