Stay Predictable

I choose to symbolize with the “super S” or the “cool S” because it is a nostalgic part of my childhood. To this day, I can remember sitting in class and drawing all versions of a super S that I could to pass the time. It’s nostalgic and a reminder of simpler times. It keeps me grounded and humble, while also reminding me how far I have come.

$GME

@J_P_A72 @tbpn

@staypredictable @tbpn 39:45 Nat Turner touching on powerpacks yesterday. x.com/larryvc/status…

You just have to listen. @TBPN $GME

@checkem888 If that’s true then what’s the point of it. If people are allowed to buy it, then it’s just a honeypot. If people can’t buy it and it’s solely insiders, then why.

@staypredictable No one has bought this coin stop talking shit. You can't buy it.

Wonder when this thing will finally max out and stop doing this. Will probably break $1T this time. Do not buy this sh*tcoin, you won’t be able to sell, just observe. $GME

When evaluating $GME for Q4 and full year 2025 earnings, keep these thoughts from Warren Buffett in your mind when evaluating GAAP EPS and the actual cash flow. They hold 5% of their cash pile in $BTC, which will have an unrealized loss. It is not a reflection of the health of the operating company, it’s a long term wealth building allocation that is designed to sit for years. One day $BTC will be up and it will greatly distort the GAAP EPS to the upside and the media will be telling you the same exact thing. They won’t tell you that in this instance though.

AMC Entertainment CEO Adam Aron, who took $11.35M in compensation, blames 'terrible macro' for $AMC trading at $1.01.

@nwgolfpro I agree if it goes down further, there could be an opportunity to catch a dip that leads to shorts covering and a good gain, but I don’t feel that time is now. The CEO will dilute for a while before going bankrupt, so not worried about bankruptcy. So just have to time it right.

@staypredictable Sucks for me too. I’ve tucked away 500k into a Jepq which at the right time will all go into #amc and make me beyond rich.

$AMC is in a rough spot. Any trader/investor knows that the barrier of $1 share price can be quite volatile once broken. Especially with more dilution on the horizon due to money losing operations. I’m not making any predictions, but I have seen horrendous price action occur once the $1 threshold is crossed in many stocks before.

@CEOAdam In layman’s terms: “However, the share price is about to go down much more and I’m going to have to dilute you more as well.”

I know from my own losses and in reading your comments on X/Twitter how distraught many of you are with falling share prices. In looking at the likely 2026 industry-wide Box Office, we still expect it to grow materially over 2025 and if so that inexorably would significantly increase AMC’s EBITDA. However, the external macro backdrop around us is terrible. War in the Middle East, world oil prices soaring above $100 per barrel and other concerns have knocked the Dow Jones average to its lowest point in five months and the S&P 500 to its lowest point in four months. As for AMC, I am optimistic about our power to increase our earnings this year over last year. As for the state of the world, we will all read the news together. Naturally, we all can wish for the best on global developments.

@foxenflask @ryancohen @tbpn Yeah I think the circumstances would have to be extremely attractive for him to consider acquiring anything that has a lot of physical inventory

@staypredictable @ryancohen @tbpn Ah I see what you were referencing now

Given the increasing supply chain risk as global tensions escalate, I’d prefer to see $GME target a highly digital, transaction-driven business, one that avoids exposure to imported goods and the complexities of physical inventory altogether.

@foxenflask @ryancohen @tbpn And then around 10 minutes-13 minute area he talks about how he underestimated how difficult physical retail is compared to CHEWY

@foxenflask @ryancohen @tbpn Start listening about 4 minutes in

@npantano_ @Roaringalpaca4 I’ll vouch that the system has been accurate since I have been following his account since last June.

@Roaringalpaca4 @staypredictable POI, I don't know the narrative reason I just know where the sequence flips are, and location wise they are 99% accurate. Cost me $2.5 mil to build the system, not sure if you are new to my profile

🚨$AMC OFFICIALLY $1 🔥🔥🔥 I KNOW EVERY SINGLE FLIP POINT IN THE MARKET. I KNOW EVERY SINGLE TARGET/EXT. TIME FRAME WHEN WE SNUB A POI. I SAID IN NOVEMBER '25 $1 WAS COMING I SAID IN JAN '26 $1 WAS COMING I SAID IN FEB '26 $0.50 RANGE IS NEXT WHO ARE YOU FUCKING WITH ON HERE‼️

@RickRild @RaininCNotes That’s called hopes because none of that has happened yet and I’ve heard the same thing for 6 years. If it happens, then great, but that doesn’t protect shareholders in the near term for the dilution that lies ahead

@staypredictable @RaininCNotes Future hopes? This year will be the biggest box office since 2019. Next years box office will crush this years. Every quarter of 2026 will beat 2025 and every quarter of 2027 will beat 2026. It’s called a recovery.

@RickRild @RaininCNotes I posted because I feel strongly that if it crosses $1, it will not be pretty, and people should be careful. I presented math and fundamentals to you and you presented future hopes back to me.

@staypredictable @RaininCNotes We understand why you posted, we’re use to it. Multiple years left of losses? Zero percent chance they lose money in 2027. They’ll make plenty. The domestic box office is projected to do between 11.5 and 12.2 billion. AMC will be just fine, appreciate your concern though.

So a non-GAAP loss of $400m. So you’re still looking at multiple years left of yearly losses and that’s considering very hot box office numbers. This will require more debt or dilution at current prices in order to get to profitability since they don’t have enough to outlast those losses.

@RaininCNotes @staypredictable Exactly. 200 mil of last years losses were one time refinance fees.

@grok @RickRild @grok and to service the losses, they must either take in more debt or dilute at prevailing prices in order to stay afloat?

Yes, current analyst consensus (Yahoo Finance, ~7 analysts on revenue, 2-3 on EPS as of mid-March 2026) projects ~$5.31B revenue for FY2026 (up 9.5% YoY) with EPS around -0.50 to -0.55. At ~530M shares outstanding, that implies a net loss of ~$265-290M—even assuming the stronger 2026 film slate management highlighted. Weaker box office would push losses higher due to high fixed costs and debt. No full-year profit guidance from AMC itself.

@grok @RickRild @grok So stronger box office would still have them losing $200-$300m in 2026 and if box office disappoints, worse

Most likely another year of net losses in 2026, though significantly narrowed. Latest analyst consensus (Zacks/MarketBeat post-Feb 23 earnings): EPS ~-$0.42 to -$0.62 (vs. 2025's -$1.31 / $632M loss). Revenue ~$5.2-5.3B on stronger box office slate. AMC's own commentary is optimistic on films & attendance but flags ongoing debt costs—no profit guidance.

@RickRild @grok is AMC on track to make a profit for 2026 or will they most likely have another year of net losses?

@staypredictable They are going to turn a small profit this year. A company that is going to do 5 billion in revenue and turn a small profit has no business trading at 500 mil market cap. 2027 they make real money. Market is forward looking except with AMC/GME.

@RickRild Who cares what revenue they are making if they are losing $600m a year? I don’t give 2 shits about revenue if there is no net income that comes with it.

@staypredictable You’ve never in your life seen a stock break a dollar that is going to do over 5 billion in revenue that calendar year.