GME investor in deep value investing spots opportunities in undervalued stocks, focusing on long-term value growth through thorough analysis and patience 741
Joined July 2023
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Why GameStop will become the most valuable company in the world
The Master Plan
Anyone who writes off GameStop GME as just a meme stock is ignoring the fundamental reality and the hard numbers. Here is why GME is standing right before the biggest short squeeze in financial history and will become the next Berkshire Hathaway afterward.
The Catalyst The 88 Month Swap and the Ultimate Trap. GameStop has been systematically shorted over the years by the largest short sellers in the world. The problem for them Massive swaps expire after 88 months. When this pressure unleashes a theoretically infinite short squeeze is inevitable.
The Genius Playbook Perfect Timing Instead of Blind Dilution. GameStop has never blindly diluted. They have always deployed their At The Market offerings cleverly when the cycles were over and the stock had already run up temporarily. The balance sheet speaks for itself GameStop sits on a massive war chest of over 4,8 billion US dollars in cash and cash equivalents alone and that with zero long term debt. The core business was kept profitable. Furthermore they act with high flexibility through strategic investments where unlike rigid funds they can reallocate dynamically at any time when fundamental data changes.
The Squeeze End and the Trillion Dollar War Chest Moment. According to official corporate filings with the SEC GameStop holds the legal authorization to issue up to 2,5 billion Class A common shares in total. When the squeeze hits full force management will utilize this option exactly as they have proven in the past surgically timed and using only as much as absolutely necessary to collect astronomical sums on the peak up to over 1 trillion US dollars in cash while the broad overleveraged market crashes at the exact same moment.
The Berkshire Hathaway Playbook and Ryan Cohens Master Track Record. What do you do with a trillion dollars in cash during an absolute market crash? You do exactly what Warren Buffett did in times of crisis Apply the ultimate life raft playbook rescuing companies in distress collecting preferred stock and convertible bonds with fat interest rates and securing shares at bargain prices. This is precisely Ryan Cohens DNA his track record speaks volumes. The Goliath Killer He founded Chewy from scratch and successfully competed against Amazon in the ruthless e-commerce market with an exit value of over 3,3 billion dollars back then. The Timing King He bought Wells Fargo and Netflix at the absolute bottom of their respective crises. The Apple Coup He invested massively in Apple and was temporarily the largest private individual shareholder of the tech giant with a portfolio value of over 1,2 billion dollars. He saved GameStop from certain bankruptcy and made the company debt free.
The Final Igniter S&P 500 Inclusion and Global Forced Buying. When GameStop fully meets the formal hurdles and gets included in the S&P 500 there is no stopping it anymore. The Automatism Suddenly all passive funds ETFs and institutional investors worldwide have to add GameStop to their portfolios completely regardless of the price. The Infinite Suction When millions of savings plans and global trillion dollar funds are forced to buy shares that are already scarce due to the squeeze the stock knows only one direction Just up.
Something the World Has Never Seen Before. When Ryan Cohen says they are going to do something that the world has never seen before he means exactly that. He is not building a normal company. He is combining a radical unstoppable retail community a mathematically forced short squeeze a multi-trillion-dollar war chest out of nowhere and the ultimate index buying pressure to rise from the collapse of the old Wall Street as the next global investment empire.
$GME 🏴☠️
Mr Infinity retweeted
Met with a number of LPs who are eagerly awaiting the Anthropic IPO. Most appear to be sellers anywhere around $1T or above - too big of a position to risk on any sort of AI correction.
Mr Infinity retweeted
People should apologize to Burry. His Oracle and Palantir shorts were brilliant, by the way; I’m going to ride the wave with him. The book value for Nvidia is $9.
@michaeljburry 🤝 $NVDA
So the market has to crash again for GME to fall below "max pain" by Friday crazy.
Max pain 24$ $GME
Mr Infinity retweeted
GameStop stock is on pace for its best yearly performance since 2024. One Wall Street firm believes there’s real growth potential for the company. trib.al/6Hg0u8E
Mr Infinity retweeted
China is a sleeping giant. Let her sleep, for when she wakes she will move the world
Mr Infinity retweeted
Read this and learn what happens next with ai stocks and stock market $GME
🚨 Why the Expiration of PE Lock-up Periods in November and AI Credit Risks Could Shake the Stock Market: A Historical Look at 1998–2001 and 2006–2009 🚨
The intersection of Private Equity, illiquid Digital Infrastructure funds, and the massive capital requirements of the AI revolution is heading toward a critical tipping point. The expiration of contractual 180-day IPO lock-up periods in November—including major market players like Blackstone (specifically with the Blackstone Digital Infrastructure Trust, BXDC)—is hitting a market already vulnerable to high debt ratios and rising credit default risks.
1. The Status Quo: Lock-up Expirations in November
• Lock-up periods are ending: For specialized digital infrastructure vehicles like the Blackstone Digital Infrastructure Trust, the contractual 180-day lock-up periods following their IPOs are expiring around November 10 and 11.
• Supply pressure on the market: Once these periods end, insiders and early institutional investors are legally allowed to sell millions of previously restricted shares. This creates a sudden increase in market supply.
• Simultaneous redemptions gated: To prevent panic selling of unlisted assets, major asset managers like BlackRock and Blackstone have temporarily capped investor redemptions in Private Credit and Real Estate funds. Investors are caught in a liquidity squeeze: unable to access their private market capital, they are often forced to sell liquid public equities to raise cash.
2. Why This Could Impact AI Stocks Severely
The artificial intelligence surge relies not only on corporate earnings, but also on a vast web of debt and specialized infrastructure financing:
• Shadow banking and Neoclouds: AI leaders like Nvidia are deeply connected with Neocloud providers and data center operators. Building gigawatt-scale data centers is heavily funded by Private Credit and Private Equity firms, where players like Blackstone are among the largest global financiers.
• Rising Credit Default Swaps (CDS): As banks and institutional investors grow concerned about concentration risks and circular financing, the cost of Credit Default Swaps (CDS) on key AI players like Nvidia has experienced noticeable upward spikes.
• The contagion channel: If large institutional investors are forced to liquidate assets due to November lock-up expirations or ongoing private fund gating, that selling pressure directly targets highly liquid, highly valued AI and semiconductor stocks—the fastest venue to raise immediate cash.
3. Historical Precedents: Have We Seen This Before?
The combination of illiquid financial structures and expiring lock-ups accelerating a broader market downturn has played out in previous market cycles:
📉 1998 – 2001: The Dot-Com Bubble and LTCM Crisis
• The pattern: Sky-high tech expectations drove historic valuations. Capital flooded into both public internet equities and private venture capital funds.
• The parallel: As the bubble burst and post-IPO lock-up periods expired, venture capital and private equity firms rushed to lock in gains. The resulting flood of newly tradeable shares overwhelmed buy-side liquidity, accelerating the prolonged Nasdaq drawdown.
📉 2006 – 2009: The Global Financial Crisis and Private Equity Gating
• The pattern: Leading up to 2007, Private Equity experienced a massive boom in leveraged buyouts (LBOs).
• The parallel: When credit markets froze, private liquidity dried up completely. Funds instituted redemption gates to halt investor capital flight. Investors needing immediate liquidity were forced to sell their most liquid holdings (public tech stocks) near market bottoms, driving broader equity indexes lower.
$GME $SPY $NVDA $AAPL $MU
$GOOG $MSFT
The same Prasident scaming people with crypto? $NVDA 🫧💥
.@POTUS on Jensen Huang: "I hope everything is fine there. He's done such an incredible job... He's an honorable guy. I think he probably has an excuse for it; you have to hear it. No, you can't do that with people. He's done an amazing job for our country."
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