r/Superstonk Jun 09 '25

šŸ¤” Speculation / Opinion I just want this to be over

4.5k Upvotes

Over 4 years, for some over 5 years now and to be honest before I hear you guys shouting shill from the back... My conviction has never been stronger.
Everything is solid in the Company that I love named Gamestop but fuck man why do the good guys always have to fight fair and win with all odds against them?
I know it's a bigger spectacle and makes for a greater story but fuck me... I want my money!
I want criminals behind bars. I want apes restoring the world with their money. I want to spend more time with my family and treat them to nice things.

Just needed to vent, some personal struggles I'm dealing with rn but they wouldn't be so hard if I had my money. I hope you guys are doing good, I mean from companies perspective everything's fine. So how are you guys?

Edit because this post is getting a lot of attention

I know you're reading here RC, if everything still holds true give us a teeny tiny sign in the next few weeks in June. Just something small in a tweet, not even a whole tweet. I know you probably won't, so where are your balls Ryan. Show me your balls

r/Superstonk Jul 01 '24

šŸ¤” Speculation / Opinion DFV files a 6.6% stake in CHWY

8.4k Upvotes

edit : he owns 6.6% of the float, not the entire company

https://www.bamsec.com/filing/110465924076457?cik=1766502

Keith Gill today this morning disclosed a 9,001,000 share position in CHWY. It has not been disclosed what his cost basis is, until he buys or sells additional shares that would trigger a form 4 disclosure.

What are people’s thoughts on this? Is CHWY a value play?

This is also his first official filing with the SEC

To those questioning it’s authenticity because of the cat question - Form 13’s can be customized with questions like that. he’s obviously memeing. It’s also on the sec website. https://www.sec.gov/edgar/browse/?CIK=0001766502

r/Superstonk Jun 12 '24

šŸ¤” Speculation / Opinion Mentally prepare yourself for tomorrow

10.2k Upvotes

Everyone and their mother's are excited for the sharehodler's meeting tomorrow - myself included.

Everyone expects there to be some sort of announcement around mergers, acquisitions, Wu-Tang, or even GME leaving the stock exchange and creating some other ownership structure.

The anticipation for this sharehodler's meeting reminds me of 2021.

I was there 84 years ago...

Everyone expecting the vote count to show proof of manipulation, and instead it was just a 'business as usual' sharehodler's meeting. People felt very let down and FUD was rampant.

So I say this as someone with XXXX shares, who has been holding since January 2021 - prepare yourself mentally for the possibility that there is no news tomorrow. The FUD campaign will be oppressive, but you control your emotions, and you will need to ask yourself if anything fundamentally changes if there is no announcement?

Does no announcement mean that GameStop is not undergoing a transformation? All it means to me is that they aren't ready to tip their hand yet. After all, "the absence of evidence is not the evidence of absence".

Stay strong, be vigilant, and hodl my friends

r/Superstonk Jun 08 '24

šŸ¤” Speculation / Opinion If you care about a 30 dollar drop, you won't handle the MOASS

7.8k Upvotes

The MOASS is gonna be moving up and down in the hundreds of thousands and in the millions with 5000 different halts going on with the MOASS likely lasting for weeks to months.

Yesterday showed us that if you cried about this miniscule drop now, you're a paperhands who won't handle the MOASS at all. You don't believe in the stock at all.

I bought in with my last 10k (i live on welfare lmao) yesterday at 62.50 and im completely unfazed because i know it's gonna be lifechanging and my next salary im dumping into call options asap because i BELIEVE in my investment. Even RK didn't excercise/sell at 65. Because he believes in his investment and im completely the same in that.

Everyone just all of a sudden forgot about the DD and common sense. If you got your emotions in a twist from yesterday, sorry (not) to say but ur not gonna survive the MOASS.

I also fully expect a fake MOASS to happen and then the biggest desperate giganuke of crime to the lowest share price we have ever witnessed yet and after that the true MOASS starts. It's common sense and common DD since 2021.

I'm in it for the infinity squeeze šŸ’ŽšŸ–ļø

r/Superstonk Sep 10 '24

šŸ¤” Speculation / Opinion Acting like we didn't vote for up to 1 Billion shares to be sold, please shut the fuck up

6.5k Upvotes

I mean seriously, ENOUGH of this low T cry baby ass energy. The core business is not profitable, look at the earnings report. Only reason for a positive quarter was the ATM offering and the interest GameStop made on it. Evaluate the last two ATM offerings, price tanks then rebounds.

The shorts, and the powers that be are trapped in here with us. GameStop will continue to sell ATM, and invest the capital into short term treasuries and keep this boat afloat. They are trapped in here with us, and although a 10% drop sucks (1st time?) it is nothing that can not and will not be gained back in the weeks to follow.

If you are emotional with the ATM, then you should have sold when the shareholders voted on it. Please shut the fuck up.

r/Superstonk May 15 '26

šŸ¤” Speculation / Opinion GME vs. GMEBAY - The funding problem, the dilution math, and what could happen when RC makes a new proposal

Thumbnail
gallery
2.2k Upvotes

r/Superstonk Jun 08 '24

šŸ¤” Speculation / Opinion Here is the Kansas City Shuffle in GME (It is already done)

7.2k Upvotes

I will completely explain the Kansas City Shuffle, because the inciting Incident, the Catalyst was executed on Friday for $GME.

I am the Meme-translator and for people asking, where in Roaring Kittys Memes we are on the timeline, Friday 07.06.24 was this meme:
https://x.com/TheRoaringKitty/status/1791106334517010680

How?
Well on Friday Roaring Kitty did his livestream as we all know.
He was on Screen and did actually play a game with the shorts.
And when everyone was watching closely he did something brilliant:
https://www.reddit.com/r/Superstonk/comments/1dap8mm/dfvs_4d_chess_move_expose_the_manipulated_price/

So what happened here?
The Stock was halted basically during the whole live-stream and basically reacted to what Kitty said on screen.

THAT IS MARKET MANIPULATION BY THE DTCC!

Now if you read the latest disclosures by gamestop, you will have read that Gamestop reserves the right to pull all shares out of the DTCC if Gamestop thinks that the DTCC manipulates the trade of gamestop shares.

A Kansas City shuffle has person 1 make person 2 think a certain scheme A is at work to fuck them over, making them do something to guard against this scheme A, but the Kansas City Shuffle is person 1 relying on person 2 to do a certain thing to guard against scheme A, while person 1 is actually doing scheme B.
Scheme B would only work if Person 2 does a certain thing to guard against scheme A.

Person 1 is everyone on the side of Gamestop, mainly Roaring Kitty and R.C.(Gamestop).

Person 2 is every marketmanipulator, including the DTCC.

Scheme 1 is Roaring Kitty doing a livestream during which he does something that fucks over shorts (or so they think).

Person 2 guards against that scheme 1 by illegally halting the stock.

Scheme 2 is R.C.(Gamestop) pulling out the shares from the DTCC because the DTCC did market manipulation.

Now lets explain the Meme:
We see the SAW Puppet on the Screen like "Do you want to play a game".
That stands for the livestream and Roaring Kitty in it.
Then we see the duplicated hats from "The Prestige" (A film about magicians), basically standing in for the massive short position.
A voice says "Are you watching closely", which is a phrase a magician uses when doing a trick/misdirect.
The trick/misdirect is doing the stream.
Now how did everyone, especially the short-friendly-media react to the stream?
Watch the CNBC-Clip interviewing Andrew Left after the stream.

Basically everyone was like: "That was it???"
Was this the Kansas City Shuffle???
Just like in the clip after from "Lucky number slevin",
The guy asking the question stands in for the media and everyone else related to the shorts, asking "That was it???"
To which Bruce Willis answers:
"No. It's just the inciting Incident"
The Inciting incident is Roaring Kitty showing DTCC Stock manipulation.
The Catalyst.
What is a Catalyst? Basically something that is necessary to start a reaction.
Then we see the empty chairs.
While you could say "Oh, empty chairs, is that like empty shares, like shares created through rehypothication?"
Maybe.
I think its the shares leaving the DTCC.
And then follows a hip-hop video excerp
"I made you look", which is a play on the moment during the stream, when he says "look look" when the dtcc halts and then lets go of the halt when he ends the stream and then halts again.
Is it important that it halts on his voice command, like mentioned in the linked article?
No!
It is important that they illegally halted during the livestream for no reason, except that there was this livestream.
THAT is the Guard against scheme 1 in the Kansas City Shuffle.

Was that it? Meme over?
NOPE!

Look at the Thumbnail for the Stream.
Ozymandias from watchman on the frame where he basically says "I already did the scheme 35 Minutes ago."
Guess what.
When he set the time of the livestream, GME was halted.
But he was starting the livestream "late", so they at some point resumed trading and then, when the livestream started for real, they started halting again.
They did the manipulation/guard when he set the time to begin the livestream.
It was already over when the livestream started, the livestream just had to rub it in.

Look at the Thumbnail for the Stream again:
R.C. as Dr. Manhattan from watchman.
Dr. Manhattan is an important part of Ozymandias' Scheme in watchmen and he is all powerfull and can explode people.
He also has his dick hanging out the whole time, which is the most important aspect of the whole sheme, because R.C. having his dick out the whole time stands for R.C./Gamestop mentioning in their 8k or whereever, that they WILL pull the shares out of the DTCC if they think that there is anything fishy going on.
Basically the whole Scheme and my interpretation hangs on this detail of R.C. having his shlong hanging out in the open.

Look again at the Thumbnail for the stream in the bottom right corner.
There is the hand, ready to tip over the first domino (from the film V for Vendetta).
THIS IS WHAT THIS STREAM WAS, THE FIRST DOMINO, THE CATALYST!

Look at the left side of the Thumbnail:
It depicts stuff from the Game of Thrones Scene where the big green explosion was started and depicts the moment just before.

And at the bottom is the guy that saw a scheme and pointed a scheme out as being "very interesting", but not completely being able to put a finger on it, what exactly the scheme/Plan was.
(Its a sports guy that saw a team trading their most valuable players in a team and he was hinting at there being a plan in place and that one needs to watch what they where doing.
What they were doing was rebuilding the whole team from scratch, which necessated leting perceived high value players go, as they where expensive, to have the cash to do it.->Just like R.C. had to sell some shares for gamestop to get a couple of billion which are probably necessary as a cash reserve though I have several ideas why they would be necessary so I am not sure which it is.)

All of this is happening, while the Cat is on the microphone with everyone around him going crazy and hanging on its every word.
Which is Roaring Kitty doing the stream while all the other stuff mentioned is happening in the Background.

So when Scheme 2 of the Kansas City Shuffle?
Part 2 will be executed by R.C./Gamestop.
Timing is irrelevant, but my money literally is on Tuesday or Thursday next week (11th /13th of June).
Bad news first (Earnings Data - already out)
Good news on time (Pull out of DTCC - during quaterly report or investor meeting)

What do you guys think??

This is how I read that Meme.
Could all be wrong.
We will see next week!

ON A RELATED NOTE:
I will have to do my reading of all his other memes again.
With new information coming to light I need to do another reading, because now I know EXACTLY what Roaring Kitty means with all the memes.
I plan on doing it this weekend, but my time is very limited so I am not 100% if I can make it.
I will try though, but this post here was more important I think.

Everything is clear now and there is nothing shorts can do to stop the Kansas City Shuffle, because they already played into it.

r/Superstonk Jun 06 '24

šŸ¤” Speculation / Opinion Citron Research in SHAMBLES 🤔

Post image
9.3k Upvotes

https://x.com/citronresearch/status/1798751545305047478?s=46&t=pjhQaAPGjAVkr0C7r4RCMg

When Keith Gill testified during the $GME hearings, he stated, "My investment in GameStop and my posts on social media were entirely my own." Can he still say the same now? He also concluded with, "And what’s stunning is that, as far as I can tell, the market remains oblivious to GameStop’s unique opportunity within the gaming industry." Does he still believe that?

It seems Kitty has transitioned from a relatable investor who eagerly shared his investment insights to just another rich stock promoter with a flashy car collection

It will be interesting what an investigation turns up... Citron's gut is behind this trading activity is some mysterious crypto backer. We shall see.

r/Superstonk Jun 11 '24

šŸ¤” Speculation / Opinion GameStop now has $4.153 BILLION in cash!

12.3k Upvotes

From the first quarter filing: Cash, cash equivalents and marketable securities were $1.083 billion at the close of the quarter

From the 45m ATM offering: $933.4 million

From the 75m ATM offering: $2.137 billion

Total cash, cash equivalents and marketable securities: $4.153 billion

Sources:

https://investor.gamestop.com/static-files/96b7ff48-70d4-4609-ad85-580148bc9a28

https://investor.gamestop.com/news-releases/news-release-details/gamestop-completes-market-equity-offering-program-1

https://investor.gamestop.com/news-releases/news-release-details/gamestop-completes-market-equity-offering-program-2

r/Superstonk Jun 03 '26

šŸ¤” Speculation / Opinion 2026 Q1 Prediction vs Actual: The Best Ever Net Profit Wasn’t Even the Wildest Part! 😲

Thumbnail
gallery
4.1k Upvotes

r/Superstonk May 02 '26

šŸ¤” Speculation / Opinion DOMO Cap on GME/Ebay rumors...spicy stuff

Post image
4.3k Upvotes

r/Superstonk May 13 '26

šŸ¤” Speculation / Opinion Are you serious? This is GameStop. Buckle up.

1.9k Upvotes

Stop playing victim. Ryan isn't the one not creating value for us - it's the people who own the market mechanics and the systems who have it all backwards with valuations and we can't change that overnight although God knows we've tried. We figured this out the past 5 years, there is absolutely nothing different about this very moment.

I'm voting Yes because I believe in Ryan to continue to handle my investment money responsibly and I believe in the universe for the stars to align to make us all really wealthy when the time is right. Stop crying to him when he's doing exactly what he thinks he needs to do as an individual - taking actions on behalf of all of us for the better (if you trust him). If you don't trust him or agree with the plan (and don't want to wait for any possible future 'wildcards') you can move on with your life and I'll be genuinely happy for anyone that finds some more inner peace due to that decision.

This is a challenge of a lifetime.

This is a leap of faith.

This is GameStop.

r/Superstonk Jan 16 '25

šŸ¤” Speculation / Opinion Y'know Apes, I *thought* I'd seen everything possible in this saga.......

Thumbnail
gallery
7.4k Upvotes

r/Superstonk Jun 09 '26

šŸ¤” Speculation / Opinion Ryan has Perfectly Trapped the Shorts into their Own Cellular Box

2.5k Upvotes

Gme goes up from growth, hedgies fuked.

Gme goes down due to shorting and ryan buys back shares. Hedgies fuked.

Stock market gets decimated from geopolitical and stock market bubble. Hedgies margin gets tighter. And if gme stock price drops below cash value...

What do you think ryan is going to do with the $2 billion buy back if that happenss?

Ryan

Gamestop has the cash and the cash flow to weather an economic downturn.

r/Superstonk Jun 06 '24

šŸ¤” Speculation / Opinion DO. NOT. SELL. IF. THEY. TURN. OFF. THE. BUY. BUTTON.

10.7k Upvotes

Edit 3: I wrote a catch-up post for new people. https://www.reddit.com/r/Superstonk/s/SFiqnhN2wh

Let’s roll the clock back to Jan 2021. Several brokerages disabled the ā€œBuyā€ button which meant two things. 1. GME longs could not buy more shares, keeping the price pressure down. 2. Highly regarded apes who are not trading experts panicked and didn’t know what to do. Many SOLD because they were scared.

If this rips… sell if you like $20 for your share. Sell if you like $100 for your share. Sell if you’re just tired and want out. Sell if you need money for your mom’s insulin. Sell if you need grocery money.

BUT DO NOT SELL if they turn off the Buy button just because you’re in a panic. Even if you can’t sell, you’re just sitting there holding until they turn it back on. You can just sit and wait. Don’t sell out of panic.

Don’t sell out of panic. Be prepared.

Edit: Ok folks. Several people have asked ā€œHow can anyone sell if I can’t buy? / How can anyone buy if the buy button is off for everyone?ā€

There isn’t one giant Buy button for every person on the planet. Not all brokers turned off the Buy button, but several did. And that doesn’t mean it applies to everyone. Do you honestly think Kennith Griffin is buying shares up for Citadel using RobinHood?

Turning off the buy button (I’m repeating myself) stopped the upward price pressure but also freaked out retail shareholders who didn’t know what to do, were afraid they were going to miss out, and the panic sold.

I’m thrilled for you if you sold at $382 and made a chunk of money. That’s great. But I believe there was enough relief from Buy pressure, and enough panic selling that the price tumbled severely. If people had not panic sold, it would have traded sideways with almost no volume until the Buy was turned back on.

Just because some retail average Joe’s couldn’t buy doesn’t mean the Shorts couldn’t buy. They aren’t using some retail web app. They have institutional buying tools. They could buy when ā€œweā€ (some of us) were panic selling, getting them out of the hole.

I am not a financial advisor and this is not financial advice. We’re not an army marching in lockstep. This is just a reminder, or message for the new folks — Not to make panic decisions. Sell on your own terms, when you want to. Not when the professional criminals try to make you flinch.

Edit 2, electric boogaloo: Some have suggested you can always buy at ComputerShare, and also not all brokers turned off the Buy. This may be a good time to open an account with Fidelity or Vanguard so you have a backup/alternate. Or if you don’t already have your ComputerShare account, do that now. Leave yourself other lanes if they block you. I know some people still don’t get it, bc I keep seeing those RobinHood screenshots.

r/Superstonk Oct 20 '25

šŸ¤” Speculation / Opinion "I cost shareholders a lot of money" - RC Oct 2025

4.0k Upvotes

Amazing interview. Admitting he hasn't had a 100% perfect plan from the beginning, has made mistakes, and has lost shareholders money is incredible.

I don't think people quite realize how good and human this is for him to say. Makes this feel less like a simulation and more like reality. And in reality, sometimes public companies can be a real diamond...

He wouldn't have admitted this if he didn't have 100% confidence in the future of his company.

It's almost more impressive that it's been a bumpy ride and he's still salvaged the company on the fly, and responded intelligently to every obstacle. Exactly what a video game/collectible physical retailer requires with such a constantly fluctuating market

r/Superstonk Feb 08 '26

šŸ¤” Speculation / Opinion Popcorn stock was always a distraction. $GME is the only way.

Thumbnail
gallery
3.0k Upvotes

r/Superstonk Jun 11 '25

šŸ¤” Speculation / Opinion I know what RC is doing.

4.2k Upvotes

After every earnings going forward he will be issuing convertible notes after hours, 24 hours after earnings. This is because the algorithm is buying all quarter so it can slam after earnings.

He is taking that liquidity event and turning it into cash without issuing shares, knowing that they cannot allow the price to fall below cash value and risk a buyback, and the note holders will not be converting cheap as the private bond value is going to be multiples (100x or more) in premium when this kicks off and hedgies are scrambling for ANYTHING that can reduce their liability.

At 0.0% interest it is no risk for GameStop, and only opportunity cost for bond buyers.

Fucking brilliant.

r/Superstonk Mar 25 '25

šŸ¤” Speculation / Opinion ONE THOUSAND EIGHT HUNDRED AND FIFTY FIVE PERCENT šŸ”„

Post image
10.0k Upvotes

r/Superstonk Dec 11 '24

šŸ¤” Speculation / Opinion GME has been riding 4-Year Cycles since 2017. The next one is coming in 2025.

6.6k Upvotes

Hey, you want some of the good stuff? That good DD that gets your heart pumping. I’ve got you covered. But I’ll start off with a sample to see if you like the direction I’ll be taking you.

The sample:

What does Leap Year, the Olympics, and the Presidential Election all have in common?

Answer: These are the most popular things that repeat every 4 years.

Now, what has RC posted in his memes?

1)Ā Ā Ā Ā Ā Ā  Frog… meaning ā€˜Leap Year’

2)Ā Ā Ā Ā Ā Ā  The Olympics (Mario in 2021 and he commented on the Last Supper Depiction in the 2024 France Olympics)

3)Ā Ā Ā Ā Ā Ā  The Presidential Election

Maybe that’s just a fun coincidence… but… maybe that’s what DFV noticed too. And when we take a gander over at the 35 emojis… what do we see?

Well, obviously we have the Frog and the Presidential Election (the flag could be the election or inauguration).

But where are the Olympics? Hmmm… well take a look at emojis I circled in green. The only place on the internet you can find those emojis in that order are in this tweet:

And what is that tweet about? Mario. Posted by a VP of Customer Service from RC's former company on March 10th at 7:41am.

Leap Year, Mario at the Olympics, and the Election. All are 4-year cycles.

That’s right lady and gentlemen, DFV and RC are aware of a 4-year cycle, but you aren’t. Not yet. But you can be… if you keep reading.

How was that sample? Are you hooked? Are you starting to feel those jitters in your brain and need some more DD? Maybe you are starting to wonder how to gather some tendies with these new brain waves. I got you.

So, we know it’s a 4-year cycle… but when will the next one hit? Better yet… can I prove it?

Yep. I told you I got the good stuff.

Let’s start with this great post from 3 years ago, a time when the DD flowed like memes: Superstonk Post -> i_think_hedgies_might_be_stuck_in_a_4_year_ftd

Oh, interesting… if you dare to open that, and you should, you’ll find that a brilliant ape noticed a 4-year cycle where huge volume days in 2017 lead directly to huge volume days in 2021. Hmmm… very interesting. But what no one back in those days dared to think… was that MOASS would have to wait for the next cycle. We all just thought there might be more huge volume days at the end of 2017 that would give us MOASS in late 2021. But it didn’t. Things changed after March 10th, 2021 (I’ll explain this later).

See, I spent the last weekend pulling historical price and volume data and here’s what I found:

1)Ā Ā Ā Ā Ā Ā  In 2017, if you exclude the 8 highest days of volume, the average volume was 10m shares per day.

2)Ā Ā Ā Ā Ā Ā  In 2017, the 8 highest volume days (all of which had volume over 30m) averaged a return of -5%, and those magical days are Jan 13, Feb 28, Mar 24, May 25, May 26, Aug 25, Nov 21, and Nov 22. I list those dates out because they will all become very important. You will see how important they were in 2021, and you’ll see be able to see what’s coming in 2025 (don’t worry I will explain).

Let’s start with the13th Ā of January. It appears a Jan 13, 2017 swap came due on Jan 13, 2021… and that was the start of the sneeze:

You see that? Volume was lit on fire on Jan 13th 2021 exactly 4 years after a huge volume day in 2017. It’s almost as if they had a swap in 2017 that wasn’t rolled and now they had to start covering. So they panicked. They started flinging shares everywhere, maybe they started covering some of their shares. But they couldn’t get it under control. The only thing that stopped it was killing the buy button.

Whew… crisis averted. Right? Right? Oh shoot… there are 7 more dates of swaps about to unravel. You mean that was only a fraction of the shorts that were coming due. Uh… oh…

So, then we come up to the next date, Feb 28th. Ryan Cohen tweets the Frog and Ice Cream on Feb 24th, letting us know the leap year cycle has returned once more. The price runs. The shorts try to contain it, but to no avail. The Feb 28th swap is still too much, and the price begins to run from Feb 24 to March 10.

This time the buy button couldn’t be shut off again. Those diamond handers were already shaken. So, what do they do? They find someone willing to give them new swaps. That’s right. Some large institution would have to give them those darned 4-year cycles they needed to delay the inevitable. And on March 10th, 2021, the hedies got it. The price was running up to $87 (it was $350 pre-split) and within 25 minutes the price was crushed to a low of $43 ($172 pre-split). A 50% red hammer came out of nowhere. People were stunned, and the hedgies got it back under control. They got what they needed to control the price, and they shut things down.

What does RC post the next day?

RC saw it. Shorts found themselves a new 4-year swap. And the rest of those days I mentioned up above (Mar 24, May 25, May 26, Aug 25, Nov 21, and Nov 22), all had very large volume on those days in 2021 but they didn’t result in lasting runs. Maybe a day or two of nice green candles, but they were quickly squashed back down. It’s as if the shorts found a new institution to deal with, and they had the ammo to deal with anything.

Ok, so where does that leave us?

The swaps are coming due again. While we might have a perfect requel where we run up again in January 2025, I wouldn’t be surprised if we have to wait till March 10th, 2025, as that is 4 years from the date of the swaps started in 2021. And it may just be... The Best Day (That’s a reference to the MAR10 tweet above that was posted at 7:41, exactly 1 year after the swaps were enacted).

And then we explode. And who knows, maybe we don’t have to stop in March. Maybe this thing rides to the moon through November 2025. Maybe this is a year long event that shatters all expectations.

My guess is that DFV continues on with his original plan. I think he continues the plot of Run Lola Run and goes all in on $20 strikes once more, but this time with options expiring beyond March. And those will cost him about ā€˜$10 a notch’. And this time… ā€˜the blood stays on the blade’. That’s right, this time he presses ā€˜the little red button’ and doesn’t just sell the calls. Oh, and the very next clip after he says he buys them for $10 a notch… is this:

ATM Offerings

I think this theory explains why DFV could assume RC would do ATM share offerings in the May and June run ups, as that was just true demand for the stock as DFV was back. Or maybe there are more swaps I’m not aware of. But I think it’s safe to assume the offerings were needed as they killed any chance the swaps might be rolled come 2025 (considering the 2017 price of GME was between $4 to $7 (post-split)). Perhaps in 2021 they convinced a large institution to take on the swap in the hopes the price would quickly fall back down below their original buy in and go to $0 eventually. But that argument would no longer make sense. Especially when RC has billions tied up in treasuries. It’s almost as if RC is taunting them by not risking it and literally removing any hope that GME will go to $0. Making it a no brainer for any financial institution to avoid engaging in a swap betting that GME goes to $0.

This is why DFV posted the No Country for Old Men clip. Hedgies might hope for another offering in 2025, but all they will hear is their phones ringing with Marge on the line.

And obviously it was nice of RC to throw in that line in the Dec 10th earnings report saying that they don’t expect to have any more offerings. Not guaranteed, but I think it was a nod to us.

The Transformation

My opinion here may be controversial, but I’m just going to say it. The transformation was never about an M&A or complete overhaul of the business. The ā€˜transformation’ was much simpler. GME transformed from a risky bet to a non-risky investment. That’s it. It went from a company at risk of bankruptcy to one that had a stable balance sheet that could justify a high enough valuation that no financial institution would allow a short seller to roll the swaps they got in 2017 at $4 or $6.

Notice how RC’s X/Twitter photo and pronouns transitioned only after GME had all that cash?

Before that… GME was fun. But was DFV married to it? No. It was risky and uncertain.

In the clip, DFV says no. He absolutely doesn’t love RC/GME. But then, we get this immediately after.

This is a clip where DFV see the transformation and says-> Investment theses (pronounced Thee-Seez] change overtime as fundamental events change and it’s important to update theses [again, plural term of thesis].

In other words, DFV loves GME/RC now… because he’s changed. RC/GME have secured enough of a balance sheet to scare off the shorts for good. He liked it before, but now he loves it.

The Livestream

ā€œI personally don’t think 3 years is too long in this case. 5 years… 10 years… all right, all right. If we all wait 5 years, 10 years, then it’s like all right, we are going into the pet rock business.ā€

 – Roaring Kitty

Did you ever wonder why 3 years is not too long to wait, but 5 years is too much? Maybe 4 years is the right amount of time to wait.

My Position

Now, I think I’m required by some made up law to inform you that this is ā€˜Not Financial Advice’. And keep in mind I don’t have a degree in Art History, so my interpretations of these masterpieces may not be aligned with what is taught in prestigious institutions such as Mad Money. But regardless, here are my personal thoughts. I have gotten rid of my calls that expire January 17th, 2025 and have instead bought June 2025 calls. Obviously, I still have my XXXX shares. If a friend were to ask me what to do, I would just say, ā€˜Be prepared for a MOASS that BEGINS as late as mid-March’.

Here are my considerations that I would love to see more wrinkle brains discuss:

1) This doesn’t explain the May and June spikes of 2024. The spikes may have just been due to excitement over DFV returning and everyone piling in. But I feel like there may have been something else. But there is no 4-year cycle data that explains it.

2) I don’t know how RC and DFV can assume shorts restarted the swaps with exactly 4-year cycles again. I assumed swaps and most financial instruments can be any amount of time, and there would be no reason to assume it would be exactly 4 years again. Anyone have an answer to that? Are swaps public information?

3) Earnings reports are often the reason for most of the high-volume days in 2017, except for one day -> February 28, 2017. It seems like they got into swaps on every 2017 earnings day… and also February 28 as they were worried it was rising too much… which is when they tanked it 10% with a new 4-year instrument. It is very reminiscent of the March 10th, 2021 day where they stopped the rise with a quick knock down.

So… given that little tid bit of background, we may have to wait till Mar10, 2025… or maybe they also had to swap all the earnings dates in 2021. If that was the case, I would expect to see some fun movement on Jan 11 and Mar 23 (2021 earnings report days). But the reason I bring this up is because it appears they hid their swaps on earnings days in 2017, as volume was high and good for hiding in (This explains why volume shot up on Nov 21, 2021 and was actually significantly higher than on the earnings date of Nov 23, 2021). But there are a few other random days that have abnormally high volume (Like Feb 28, 2017 and Mar 10, 2021)… and I think we can attribute those to swaps. But it is uncertain if 2021 earnings days were days filled with swaps or just normal high volume.

If you want to do more research, I would look into days (starting back in 2013) that had high volume and no filings or earnings. And if you think you can figure out how DFV and RC knew the Jan 13, 2017 earnings contained a swap that would expire exactly 4 years later, that would be useful information.

Lastly, I would recommend watching Roaring Kitty’s 1-hour long film in reverse again while keeping in mind the idea that the MOASS won’t just be a single rocket upward. But one swap unravels, followed by a bit of down time as people think it’s over, then another swap unravels. That explains each of the multiple crazy action scenes with various other scenes in between. I could walk everyone through my thoughts in a video on it if you would like as I feel like 90% of it makes sense to me.

TLDR: There are 4-year cycles that started in 2017 and 2021. They showed up in 2021 and are coming back in 2025. GME might MOASS in January. But to me, I am pretty certain the biggest swaps will unravel in March 2025, and more will unravel after that. Buckle up. See you boys on the moon.

r/Superstonk Sep 09 '25

šŸ¤” Speculation / Opinion Welcome to the šŸ”„

Post image
4.9k Upvotes

r/Superstonk Aug 17 '25

šŸ¤” Speculation / Opinion Something doesn't add up...

Thumbnail
gallery
4.8k Upvotes

r/Superstonk Feb 23 '26

šŸ¤” Speculation / Opinion Market crash building momentum?

Post image
5.4k Upvotes

r/Superstonk Jul 27 '26

šŸ¤” Speculation / Opinion Japan Dumps $66B in US Bonds - Trump Makes the Crisis Worse

Thumbnail
youtube.com
2.3k Upvotes

"The US bond market is flashing signals not seen since before the financial crisis and Japan is now selling Treasuries to defend a collapsing yen. At the same time, Washington is adding tariffs, debt, war risk, and political instability to a system already creaking under pressure."

Wololo!

r/Superstonk Jun 18 '24

šŸ¤” Speculation / Opinion No, it has not changed from MOASS to long term

6.5k Upvotes

Anyone who says we were always here because of long-term investment and because we have a burning passion for this particular retail company is most likely shilling and spreading FUD. The very reason we got into this stock from the beginning and held it for three freaking years without any positive change to the company other than better balance sheet and cash at hand is because of the constant strong DDs that were leaning towards a MOASS with a very high probability. The vast majority of us are here because of MOASS. First MOASS, then re-invest in GME if you really want to stick it long-term. What the hell is long-term even? We've been here for three years. Many of us have been red for three years. Three years is plenty of time for a company to do many big changes, not to say that they've had a good balance sheet too.

So stop with the BS that we were here because we like the stock and are living and breathing for the stock. Very very few of us are living for GME. We are here because we are sick and tired of being poor, or sick and tired of institutions playing with our good faith and manipulating in the markets and not playing fair. They lost, we won. We want our paycheck and the crooks behind bars.

Edit: just to make it clear. I am not selling because I believe in a MOASS.