Varamathras

@alinorcatus ❤️

♾️

@fakehighgolow @TheUltimator5 That type of crude comes (primarily) from 3 regions: Canada, Venezuela and the Middle East. US may be a net importer of heavy crude, but they have several options to obtain it Alberta wants to sell even more of it to their neighbor too.

@TheUltimator5 They are a net exporter of gasoline, but a net importer of the type of crude oil the refineries in the US can process. Without importing the heavy crude, the US is fucked and you're gonna be forced to pay three times the current gas price.

Random thoughts about the Strait of Hormuz tonight: What we see on the news or what is being reported isn’t the current play. What we see being reported is the shiny objects to hold our attention and keep us looking the wrong way. The US doesn’t need the oil. China needs the oil a lot. Europe needs the oil decently. Oil globally is generally priced by Brent crude oil as the benchmark. When China or Europe gets restricted supply from Iran, they buy it elsewhere. The US exports oil and is probably making the oil companies a ton of money from this. Europe is also possibly starting to become dependent upon the US for oil (and they are furious about it I am sure) What about Venezuela? The oil uncertainty is likely causing oil companies to run to Venezuela to get the market share. The timing on Venezuela and Iran and both being oil centric is pretty interesting. Who does the oil supply constraint hurt the most?? China?? I can’t see it Europe being the most hurt since the transport insurers are out of there and are the ones increasing the war premiums to unaffordable levels. Is it political for them to put a bad spotlight on the US/Trump? Are they simply caught in the middle? Does the US want the strait to remain closed in order to squeeze China? I remember that China recently stopped precious metal exports and it caused a pricing rift and much volatility. Are there gold/silver negotiations underway? The negotiations to reopen the strait are most likely NOT with Iran since they are crippled at this point, but with countries most needing the strait opened back up.

@White_Rabbit_OG All good things, I'm sure. Because you're cool like that. Right?

ᝰ🖍️ ₍ᐢ..ᐢ₎

@BarkingPuppy8 @RobinhoodApp So this is why we unite? GOOD ANSWER!

Double down 🧩 @RobinhoodApp ©️ Saw II | Lionsgate | Fair Use. ©️ Ocean’s 11 | Warner Bros. | Fair Use.

@rl_bebisher @GameStopEcho @ryancohen It's misleading. Ryan's shares were all under RC Ventures LLC until 2023, then were moved to under his own name. He only has the 42 million.

@GameStopEcho @ryancohen Wait. What? How?

@FlyEaglesFly529 Netanyahu, but he's dead now. US is just there now because the remnants of the Iranian leadership will destroy their own desalination plants, potentially killing millions of Iranians and their neighbors.

Can anyone answer why , after all these yrs of the Strait of Hormuz being so vitally significant to the world, why a canal, pipelines etc haven't been built to lessen Iran's control of such a vital few miles? Is it logistical, geography, geo-politics etc?

@alinorcatus @mikey82978 @ryancohen 🤨

If $GME bought out $AMC it wouldn’t even put a dent in their balance sheet. @ryancohen would have a lot of real estate to work with. Imagine the possibilities. Endless 🙌🏼 #GME #AMC.

@EaNotSport1 "It takes money to buy whiskey" Seeing Ryan plastered would be pretty funny.

“WE WILL DEPLOY THAT $9 BILLION CASH RESPONSIBLE AS I WOULD MY OWN” :- RYAN COHEN $GME

@BarkingPuppy8 @Roaringalpaca4 @USAFDoc35 @Atoolforyou Unite when we are all doing different things? Unite against what?

@Roaringalpaca4 @USAFDoc35 @Atoolforyou I’ll bite once you all UNITE.

Your instincts are valid.

@gmeorbust0 @BarkingPuppy8 He's a bad dog.

$GME $GMEWS you’ll adress everything else but Gamestop @BarkingPuppy8 , why?

@cantonmeow Those who trust their gut have been eyeing high risk assets with a smile.

It's been a painful 6-7 months down. Either this is the last leg on a 4 year bear market and we rebound in a big and hard way, or we go down a lot more, I guess. If these past 6-7 months make you want to be a trader or develop hedge strategy to minimize your gains, go for it.

@CrazyLadyTrader We are in a movie. They should have hired a better extra than me.

Cinema is an experience. AMC GME Mr Robot Elliot Keith Gill Woof Meow

When your expectations clash with reality, you either adjust your expectations or you keep fighting reality. One is pragmatic and the other borders on insanity. Your move anon $GME

@WhiteHouse Clearly Photoshop

@ODB123 Warrants are pretty close to calls. I'll stick with those.

@Venturinglist I haven't seen any potential companies with elevated open options that could indicate a takeover through options. None but $GME itself, at least.

$GME Very similar. Porsche had deep ITM calls in VW, which it exercised gave them the company. They used a synthetic stake as well as outright equity.

@foxenflask It's mind boggling that there are people who say that Ryan would just achieve the tranches for dilution. Why would Ryan want to throw away his compensation like that?

This person claims that Ryan Cohen's $GME compensation goes against the principles he has expressed about executive compensation. That is patently false, so let's take a quick look. In his Hollow Men post, he said that directors are paid large retainers for very little real work, essentially existing just to collect fees. He described the typical board member as a kind of professional tourist, paid around $350,000 a year, which is nearly five times U.S. GDP per capita - earning more for attending four quarterly lunches than most Americans make in five years of hard labor. He argued that executives enjoy an upside-only pay structure: if the stock goes up, they collect massive performance bonuses, but if it crashes due to their own incompetence, they still walk away with golden parachutes worth tens of millions, effectively gambling with shareholder money while never leaving the table poorer than when they sat down. Finally, he said boards simply fly in, rubber-stamp compensation packages they have not really read, and fly out, providing no meaningful oversight of how insiders are paid. Now, let's take a look at the board's proposed compensation package for Ryan Cohen. For starters, it is worth noting that Ryan Cohen has taken absolutely zero pay since joining the GameStop board, and has received zero stock awards or compensation for his work for 5+ years. His compensation package states that if he can grow the company ~10x from its current market cap and ~33x from its current EBITDA, he gets the opportunity to BUY shares with his OWN MONEY in nine separate tranches. He continues to receive zero salary, and he is unable to sell the shares he is allowed to buy for a very long time. To focus on the first tranche specifically: if he can get the company to ~2x its current market cap and ~7x its current EBITDA, he will be given the opportunity to BUY 17.2 million shares at $20.63 per share - he has to pay the company $351 million directly for these shares, which acts dually as a capital raise for GameStop. Repeat over the next TEN YEARS accordingly if he is able to hit each of the other 8 tranches and their respective stipulations. If someone cannot see or read the difference between what Ryan is preaching and this compensation package, I really don't know what to say, except perhaps: this isn't the right investment for you. Have a good day.

@lucky_425056 @gmeorbust0 @ryancohen Yes they are. Different brokerages use different appenders to represent the warrants. Either way, that's more for me.

@gmeorbust0 @ryancohen bro those aren't even the warrants

They are attacking the warrants @ryancohen $GME $GMEWS

@alpha5tate I hate basing an entire investment thesis on either getting acquired or a short squeeze.

I am retarded and probably wrong, but this caught my attention. Basically, in the 10-k filing disclosed that $GME posted approximately $700 million in cash as collateral. This is what Grok said: "This is for existing and potential over-the-counter (OTC) derivative transactions (like options or other contracts) that are physically settled (meaning they could involve actual delivery of the underlying asset, such as shares or Bitcoin)." Then I asked: "Can this $700 million potentially be used to acquire a company?" Grok's response: "Yes, the $700 million in cash collateral could potentially support or be part of an acquisition strategy, but with important caveats. GameStop has disclosed ~$700M in cash posted as collateral for existing and potential physically settled OTC derivative transactions (e.g., options or forwards that could involve actual asset delivery). This cash is restricted while posted—it serves as security for the counterparty (typically a bank or broker) to cover potential losses or margin requirements. However, it remains GameStop's asset. If the derivatives are closed, expire, or are restructured, the collateral (or excess portion) can be returned and become freely available for other uses, including M&A." Me; "How much is AMC currently valued at?" Grok: "As of late March 2026, AMC Entertainment's market capitalization is approximately $600 million" Remember, $GME collateral is $700 million… Then I thought about BarkingPuppy's posts re: $AMC No one knows exactly how this will unfold, but if $AMC is ever acquired, it could trigger a squeeze across the entire basket—including $GME. This might push GameStop’s market cap to $100 billion, which would allow RC to unlock his compensation plan (vote in June). Also, who said anything about $GME acquiring only one company? What about Roaring Kitty LLC?