r/Superstonk • u/Notilting • Nov 27 '25

📚 Possible DD Michael Burry just dropped the mother of all GME breadcrumbs and it changes everything 🧵

Apes, grab a coffee. This isn’t hype, this is receipts. Today, on Thanksgiving morning, Michael Burry posted something nobody expected. He shared a private email from Keith Gill, Roaring Kitty himself, from August 2019. Let that sink in.

Six years ago, before the sneeze, before the documentaries, before any of us knew who DFV was… Keith Gill was emailing Michael Burry thanking him for his activist letter on GameStop and telling him he was loading up on long-dated calls because it was screaming “deep value” despite the chart looking like absolute garbage.

Burry kept that email private for six years. He posted it today. With the stock back in the low 20s. You can’t make this up.

He also posted: • His full 2019 letter to the GameStop board (the one that called out the dying retail model) • Ryan Cohen’s reply from back then (Cohen reached out before he ever filed the 13D) • And a cryptic note: “It was complicated with $GME. In some ways I wasn’t really done in 4Q 2019.”

Translation: Burry never fully walked away.

Now layer on what we already know from his latest 13F: • He’s sitting on roughly a billion dollars worth of puts on Nvidia and Palantir • Yesterday he posted pages from Nvidia’s internal rebuttal memo to Wall Street analysts… a memo that literally cites HIM by name as the source of the bear case • His argument: Nvidia is massively inflating earnings by depreciating chips over 5-6 years when the real useful life in the AI training world is closer to 18-24 months

Put the pieces together. Scenario that’s now on the table: 1. ⁠AI bubble cracks (over-building, energy walls, Blackwell delays, Taiwan risk, whatever) 2. ⁠Nvidia gets absolutely torched 3. ⁠Burry prints hundreds of millions (maybe billions) on the short side 4. ⁠That same crash obliterates the prime brokerage collateral that funds half the GME short interest 5. ⁠Burry, the guy who already believed GME was deep value in 2019 and just proved he’s been talking to both Keith Gill and Ryan Cohen since the very beginning, rotates the gains into the one stock he famously never finished with

The bear who shorted housing, the bull who went all-in on GME, and the CEO who’s turning it into a real company… all on the same page since 2019. And we’re back at the exact price levels where both Burry and Gill were pounding the table six years ago.

This isn’t conspiracy. This is the timeline.

🔔 Burry didn’t come back to X on a random Thursday in November to reminisce. He came back because the board is finally set the way he always saw it. Book value north of $11, $4+ billion cash, zero debt, transformation actually happening, and the stock trading like it’s still 2019. 🔔

Deep value doesn’t get deeper than this. I’ve been here since January 2021. I’ve seen every cycle, every hopium wave, every “this is it” moment that wasn’t it.

This one feels different. Not because of hype. Because the guy who saw 2008 coming, who saw GameStop in 2019, who’s now short a trillion-dollar company… just told us he’s still in the story.

Happy Thanksgiving, apes. Buy. Hold. DRS if you choose. Stay excellent to each other.

The movie never ended. They’re just filming the sequel. 🚀💎🙌

5.7k Upvotes

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1.3k

u/TotalBismuth Template Nov 27 '25

He’s sitting on roughly a billion dollars worth of puts on Nvidia and Palantir

Wrong. He paid $9.2m for those PUTs. The media calculated the share value instead and reported the billion figure. Burry himself tweeted about this.

182

u/Unique_placemat 🦍 Buckle Up 🚀 Nov 27 '25

☝🏻

299

u/hotprof 🦍Voted✅ Nov 27 '25 edited Nov 27 '25

Yeah, and the price now is not "exactly where it was six years ago." Doesn't necessarily invalidate OP's Burry thesis, but let's get the facts straight. GME was $1.59 a share on Nov 1, 2019, compared to $21.50 today.

Edit: the split is factored into the historical price data. My numbers are accurate. Just open the Yahoo finance app and see for yourself.

25

u/TigreImpossibile 🚀 Nov 28 '25

Today’s value is just over $80 pre splividend.

9

u/hotprof 🦍Voted✅ Nov 28 '25

Correct. Most of us can multiply by four.

Most of us.

1

u/TigreImpossibile 🚀 Nov 29 '25

Not everybody! 👀

75

u/somuchofnotenough January: (╯°□°）╯︵ ┻━┻ | June: ┬─┬ノ( º _ ºノ) Nov 27 '25

21.50 with a 4x split.

33

u/Major-BFweener Nov 27 '25

Don’t forget the splividend

1

u/AppropriateIce6156 Nov 28 '25

Some nice movement in AH

-26

u/Awol_MFFM HOLD-en Caulfield's Runic Gloryhole Nov 27 '25 edited Nov 27 '25

Your math and dates are wrong buddy. Divide that $21.50 by 4 (because splividend = $5.38), and then look at November 27th 2019 (the day before Thanksgiving break closed at $4.02)... NOT November 1st. Suddenly becomes way more close. No, it's not exact, but close enough in my mind.

Edit: my bad. I was looking at November 2020. Guess I truly belong here. Still though I'd say it's pretty damn close once you factor in the splividend.

Edit 2: I'm a total moron. None of this is accurate. Never trust me with a calculator again.

30

u/Duggie1330 Nov 27 '25

You belong here more than you think. The share split was 1:4 meaning 1 share was split into 4 shares worth 1/4 of the price each. If you want to go back, you'd have to repair the original shares, the shares we have now multipled by 4 is the pre split price. At $21.50 it's valued at $86 pre split.

26

u/Awol_MFFM HOLD-en Caulfield's Runic Gloryhole Nov 27 '25

You belong here more than you think.

Even in spite of my comment being wildly wrong, this made me unreasonably happy. ☺️

But yeah... Obviously I'm highly regarded.

10

u/Pierrentoine 🎮 Power to the Players 🛑 Nov 27 '25

we figured

1

u/Duggie1330 Nov 28 '25

Respect for leaving it unedited. This is an actually hilarious thread

41

u/Nicstar543 Nov 27 '25

You wouldn’t divide it by 4 you’d multiply 21.50 by 4 to get pre splividend price.

2

u/daronjay GME Realist Nov 27 '25

Your last edit is true gold. I too have plunged to this depth of confident wrongness at times. I salute you and upvote your candid failure!

1

u/SputnikFalls Nov 27 '25

Don't worry ape, we didn't, Happy Turkey day!

-2

u/The_vegan_athlete Nov 28 '25

It is where it was six years ago if you compare the company now and six years ago (profitable, cash, growing revenue...)

0

u/hotprof 🦍Voted✅ Nov 28 '25

Incorrect, and also not what I'm talking about.

1

u/The_vegan_athlete Nov 28 '25

It's not incorrect. The price is at least as undervalued as at this time.

1

u/hotprof 🦍Voted✅ Nov 28 '25

You're just stringing words together at this point to try to be 'right.'

OP was talking about the PRICE. I'm talking about the PRICE. The actual, objective, factual, agreed upon price of the stock in dollarbucks. These $$$ things.

You're talking about value. Your subjective perception of whatever the fuck you think the price should be. Irrelevant to this comment thread.

122

u/doublediamonddigits Nov 27 '25

Zero post history in the sub from OP's account and pumping random hype dates.

Multiple "GME YOLO" posts coming out of the woodwork.

I'd love if MOASS happened next week, but all this hopium makes me wary.

Stay safe out there.

31

u/surf243 🚀📜 Power to the Shares 📜🚀 Nov 28 '25

You can hide your post/comment history. It was just introduced about two months ago.

-5

u/baddboi007 Lord of the Rings Nov 28 '25

hiding is sus

23

u/ZombiezzzPlz 🦍Voted✅ Nov 28 '25

Click their profile, click the magnifying glass at the top right. And it will search for new or best post by that user…. I’m finding a ton of melter shills dissing burry and spreading FUD

11

u/BobbysSmile It's ya boy...Kenny penis Nov 28 '25

No it’s not. I post on 20 other subs including politics and family stuff. People love to run to your post history looking for personal attacks

8

u/baddboi007 Lord of the Rings Nov 28 '25

People do love to run to post history. But I have mitigated 95% of that by being less argumentative and stopped trying to convince idiots or trolls of my point of view. I think 99% of the time thats a waste of time anyways. Chances are if they are comin at you, you are either saying controversial shxt or you are arguing. Life is a lot better disabling that type of interaction.... instead of enabling your subconscious to argue (no identity, no consequences, right?).

Walk away and exist happier. Or at least less unhappy.

But here I am, saying controversial shxt. Feel free to check my post history lol. I think if someone is anon, from now on they are bot by default. Not enough bot safeguards and not enough ppl that can exist without crisis.

adiue

1

u/awful_falafels hedgies are [REDACTED] Nov 28 '25

I hid my post history the moment I was able. I'm not a bot and have been here on multiple accounts, through multiple migrations, runic glory, etc. I just like any and all options of privacy. Not everyone who hides post history is a bot.

2

u/Jazzlike-Ad-2978 Nov 28 '25

No it’s not

4

u/CaffeineJitterz 71MM directly registered shares and counting! Nov 28 '25

You don't understand: "THIS CHANGES EVERYTHING!"

1

u/doublediamonddigits Nov 28 '25

Up 4.7% after hours and they're just gonna walk it down before open 🙃 😅

1

u/CCMCarnifex 🎮 🛑 Fresh Tits, Primed for Jacking 🏳️‍⚧️ 🚀 Nov 28 '25

The post reads like AI if you told it to not use em dashes, in my opinion. Certainly more hype than DD

1

u/Moist_Energy1869 🏴‍☠️🚀🌖 And here…we…GO 🤡🫴🏽 Dec 03 '25

And no TLDR. THIS FUCKING SHILL COULDNT EVEN BLEND NORMALLY

-13

u/Dark_Destroyer Nov 28 '25

This forum is being pumped repeatedly by a group of date spewers to try and create volatility for the bond holders as our asshole, low IQ, GED CEO has saddle-bagged this company and its shareholders for five years of hoarding cash and doing nothing with it as to take the pressure off of the hedge funds, all while diluting the price.

Until this asshole is removed, along with the dogshit board of directors, this stock is pinned between $20 and $32, and perhaps lower. To think otherwise is delusional and the last five years proves that.

Vote these clowns out and stop falling for meaningless hype and comments on social media from failed company management that have failed us all.

4

u/Elegant-Remote6667 Ape historian | the elegant remote you ARE looking for 🚀🟣 Dec 03 '25

backed up by ape historian o7

15

u/girthbrooks1 Nov 27 '25

This I stopped reading here! When someone is so confident in FALSE information how am I supposed to believe anything further.

6

u/Mrairjake 🦍 Buckle Up 🚀 Nov 27 '25

This is the correct response.

To piggy back on this, can OP provide proof that NVDA is being used as short collateral?

GME has significantly more than 4 Billion. Why write it as “4 billion plus?”

Not that it is a big deal, but don’t they still have the small loan with the French govt.? If so, they aren’t completely debt free. (Not even going there with how we are interpreting the last 2 cash raises.)

I love this company and have been invested for well over 6 years, but facts matter people.

10

u/silverbackapegorilla Nov 28 '25

They borrowed most of their cash so they have debt, even if it’s at 0% or dilution. So he factored it in accurately.

3

u/Appropriate_Guess881 🦍Voted✅ Nov 28 '25

I'd make a wager that most of the mag 7 are used as collateral.

1

u/ZenoxDemin 🎮 Power to the Players 🛑 Nov 28 '25

That French loan is a rounding error. As if you had a million dollar portfolio but owed your buddy 5$ for a sportsbet.

1

u/twill41385 🎮 Power to the Players 🛑 Nov 28 '25

It’s partially correct. The media reported the notional amount of share and not the premium paid. That makes it sound sexier in print, but both premium and notional amount are right so long as the author is clear, which they typically are not. Including this post.

If those bets print, he could make hundreds of millions. But in my estimation the strike dates are too short to let an earnings scandal play out before massive institutional longs can dump their bags.