bad robot ventures
@foxenflask
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i like to understand how the world works and how it doesn’t / distressed m&a / private equity / science / philosophy / art / sports
Joined July 2021
@andrewsilvagni What’s the source for them saying GameStop is using Ai for inventory management and supply chain optimization? I’m sure it’s true as most modern retailers are doing this, but I’m curious what the writers’ source is. It’s a pretty vague write up albeit a positive one
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@CDN_Dailycrypto @Bertyberttt No they won’t. More likely they will likely allocated 2-5% of their of their $4.6bn COH to Bitcoin exposure
The very obvious alternative no one is talking about: Did $GME participate in $MSTRs $42bn round that was split between ATMs and convertible debt announced October 30th of 2024? This is something I’ve been thinking about since @ryancohen and @saylor photo saga. There have been dozens of articles(literally) all spamming different flavors of the same nonsense. Saying buzz words like bitcoin bank and completely misquoting GameStop’s balance sheet and the obvious direction of the company in some instances. Some of these “Analysts” should be able to look forward one fucking quarter ffs. If Ryan does end up acquiring $BTC, imho given his conservative style of investing, it probably wouldn’t be beyond 2-5% of GameStops cash on hand(opinion). Anyway - I think that instead of a direct BTC purchase he may have made a small capital deployment into MSTR. The PR release from below(see comments) is from 10/30/24, few days after the official beginning of GameStop’s Q4. And a few days after Ryan’s infamous YOLO tweet. As such, I wouldn’t be surprised if Ryan participated in the ATMs/convertible debt round(s) vis a vis GameStop, that Saylor has been executing on since then. As in, GME might own x%(<5%, reporting threshold) of Strategy. What do you think? Personally, I like it. Adding some BTC exposure to the balance sheet whether it’s through an additional layer like Strategy is quite prudent. I hope he is also thinking about exposure to gold.
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Really? They have no other way to save the company? Maybe stop reading tabloids and start checking out earnings reports like an actual professional. Company is past its troubles 2023 was its first full profitable year in 7 years and 2024 is going to leave their balance sheet stronger than 490 of the S&P500. Do your own research
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@kshaughnessy2 They should issue international arrest warrants and ask us to expedite extradition of any naked short sellers from the US. I’d like to see those leeches in a south Korean prison cell
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@Z_derZeitgeist @wenm00n7 @ryancohen @saylor @peruvian_bull I don’t care about any of that. I am tracking Ryan building a holding company that makes investments
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@Z_derZeitgeist @wenm00n7 @ryancohen @saylor @peruvian_bull Read my post to the end 😂 I said <5% Cash on Hand
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@DonLew87 Look at the whole 30 minute Q&A session and stop passing your perception as fact, specially when you’re basing it on a 62 second clip
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@Enron So you should be winning a Nobel prize this year for solving nuclear fusion and bringing it in modular portable size to homes right? Or you’re a liar, like it states on your website. Talk is cheap bud
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@realannapaulina That’s great news. I think that’s all people are fussing about really, instant and full public access once the docs are declassified and available
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Honest question. Is there a different aerospace company that can service those NASA contracts for cheaper than what Space X can do it for? They are pioneers in cutting the costs of the space exploration industry and thus the best bang for taxpayer buck - unless you’re saying cancel space exploration contracts period, cause that’s a different story
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