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u/DeepFuckingValue and the GameStop Reddit mania

486 pointsby gangwolfover 4 years ago

21 comments

findjashuaover 4 years ago
web archive: <a href="http:&#x2F;&#x2F;archive.today&#x2F;iP9IX" rel="nofollow">http:&#x2F;&#x2F;archive.today&#x2F;iP9IX</a>
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raziel2701over 4 years ago
On wsb u&#x2F;deepfuckingvalue showed he still holds 50,000 shares and 500 deep ITM call options. He has secured a profit of $13.8 million dollars, and his remaining open position is valued at $45 million.<p>I would caution people to not quickly fall into the &quot;if he&#x27;s still in, I&#x27;m still in&quot; meme. He has secured a $14 million bag, regardless if the stock goes to zero he&#x27;s already secured a life changing amount of money, he can afford to weather the storm. If you&#x27;re holding because he&#x27;s still in and you haven&#x27;t taken any profits you are nowhere near in the same position as him.<p>A hodling mania has overtaken the subreddit that would make btc blush. Know that we don&#x27;t know what kind of deals are happening behind closed doors in these two last days of manipulated activity. A sustained short interest does not necessarily mean that the shorts are holding their initial position, they could have closed and reopened at these elevated levels.<p>The narrative has changed so quickly from this being a value play, to a short squeeze, to now militant activism via buying stock as a means to sticking it to the man. The rhetoric is as volatile as the price. The overall market is stressed, things are getting weird and I would not be surprised if this is the beginning of another stock market crash.
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ignoramousover 4 years ago
Looking back at (u&#x2F;deepfuckingvalue) Keith Gill&#x27;s comments on r&#x2F;wsb, it looks like they had a solid theory to cash out by Jan 2021 for $8+ a share (most of their calls starting June 2019 were 80 cents a share or less [0]). This was by no means a strategy to make money by squeezing the short, though one user, conspicuously named u&#x2F;burrym, speculated that it ought to be [1].<p>[0] <a href="https:&#x2F;&#x2F;archive.is&#x2F;Y953e" rel="nofollow">https:&#x2F;&#x2F;archive.is&#x2F;Y953e</a>, <a href="https:&#x2F;&#x2F;archive.is&#x2F;w98tn" rel="nofollow">https:&#x2F;&#x2F;archive.is&#x2F;w98tn</a><p>[1] <a href="https:&#x2F;&#x2F;archive.is&#x2F;Pnuxg" rel="nofollow">https:&#x2F;&#x2F;archive.is&#x2F;Pnuxg</a>
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t-writescodeover 4 years ago
Compared to the general air I&#x27;ve been seeing about articles hating on a bunch of Redditors, this one is decidedly more neutral and seems to speak more about what is actually happening than &quot;redditors bad, mess with stock, they evil&quot;.<p>I appreciate that. Not enough to give WSJ $20 (!!!) a month, but I do appreciate it.
eternalny1over 4 years ago
He posted his daily update today, he has not sold his shares through all of this chaos.<p>Talk about &quot;diamond hands&quot;.<p><a href="https:&#x2F;&#x2F;www.reddit.com&#x2F;r&#x2F;wallstreetbets&#x2F;comments&#x2F;l846a1&#x2F;gme_yolo_monthend_update_jan_2021&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.reddit.com&#x2F;r&#x2F;wallstreetbets&#x2F;comments&#x2F;l846a1&#x2F;gme_...</a>
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misiti3780over 4 years ago
I&#x27;m honestly confused by the press around this event.<p>I get it, &#x2F;DFV started a short squeeze and got rich, that is great for him. I don&#x27;t support naked shorting, it should probably be illegal (if it is not already) and it looks that was part of the reason this happened. Everyone has been suspecting for a while (especially here) that a lot of volatility in stocks like TSLA etc was due to Robinhood.<p>As of 5:33 EST, I&#x27;m on CNN right now and the main headline &quot;Inside the Reddit army that&#x27;s crushing Wall Street&quot; (And the reddit army isnt crushing Wall Street, it&#x27;s crushing a few hedge funds that happened to hold short positions in a few stocks. ) , so now a lot portion of America (and the world) is paying attention.<p>Hedge funds blow up all the time. Enron blew up, basically all of the Investment Banks blew up in 2008, LTCM blew up. Why is this such a big deal?
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radihuqover 4 years ago
Anyone here work in Wall Street? I&#x27;d be curious to hear what the discourse is currently like in the Wall Street community
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blackrockover 4 years ago
What can GME do with the situation?<p>Can they cash out at $500 or $1000?<p>Can they offer additional shares in the market, after clearing it with the SEC?<p>Then, can they take that windfall money, and actually reinvest it into R&amp;D, and build their own GameStation 1 video game system? In order to justify their new lofty valuation.
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foobover 4 years ago
Does anyone know if it&#x27;s illegal to lie about your holdings as an individual retail investor? I&#x27;ve seen a handful of screenshots on &#x2F;r&#x2F;wallstreetbets showing large holdings, but it would be trivial to modify the page source before taking a screenshot.
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u678uover 4 years ago
I like Matt Levine&#x27;s comment &quot; The guy behind one of the greatest trades of our time was giving out financial advice for MassMutual, and somehow they let him go.&quot;<p>edit I missed the best part of the quote &quot;I hope he showed up at client meetings in a headband and sunglasses with a glass of champagne in one hand and a chicken tender in the other. I hope he was like “never mind life insurance, man, you gotta buy GameStop calls! Get those tendies!” And then I hope the clients were like “what” and MassMutual fired him and he just went and did the thing. &quot;<p><a href="https:&#x2F;&#x2F;www.bloomberg.com&#x2F;opinion&#x2F;articles&#x2F;2021-01-29&#x2F;reddit-traders-on-robinhood-are-on-both-sides-of-gamestop" rel="nofollow">https:&#x2F;&#x2F;www.bloomberg.com&#x2F;opinion&#x2F;articles&#x2F;2021-01-29&#x2F;reddit...</a>
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babyover 4 years ago
I really hate it when medias censor words like “fuck”.
wtf_is_upover 4 years ago
Worth noting that Michael Burry has had a long position in GME for quite a while. Will be interesting to see Scion&#x27;s next 13F.
whatever1over 4 years ago
If GameStop issues some million shares on Monday morning to raise capital isn&#x27;t it game over for every retail player? Shorts will close their positions, RH users will suffer great losses from dilution. Am I missing something?
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sriram_sunover 4 years ago
Some big boys are invested too <a href="https:&#x2F;&#x2F;www.investors.com&#x2F;etfs-and-funds&#x2F;sectors&#x2F;gme-stock-gamestop-investors-instantly-make-16-billion-gamestop-stock-squeeze&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.investors.com&#x2F;etfs-and-funds&#x2F;sectors&#x2F;gme-stock-g...</a>. They will deal with the Hedge Funds. The people will suffer.
jdmoreiraover 4 years ago
I&#x27;m not sure the HN crowd appreciates his style on this picture. I love me a bandana and am known to use some ironic wolf tee once in a while. I felt so inspired when I saw the photo and am not even joking.
Lorinover 4 years ago
Just out of curiosity, is GameStop legally allowed to issue a special dividend, which would further squeeze the remaining shorts?
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PaulDavisThe1stover 4 years ago
not really an interview. It wasn&#x27;t clear they even talked to him at all?<p>[EDIT: ok, they did talk to him, but this still isn&#x27;t what most publications would call &quot;an interview&quot; ]
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IntFee588over 4 years ago
I know this forum is capitalist to the core, but there is a lack of appreciation for this moment and an undue air of cynicism.<p>This whole situation breaks a ton of fundamental assumptions about how markets work and will change hedging strategies for a lot of investors moving forward. Yes, we know there are hedge funds on both sides of this equation (Blackrock owns 12% of Gamestop, Burry made a ton and smartly got out earlier in the week), it doesn&#x27;t change anything. The internet is already searching for more securities to manipulate. This will accelerate adoption of the DeFi space. Scaramucci called it &quot;the French Revolution of Finance.&quot;<p>Instead of being negative, look to see how you can learn and profit from this.
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doublerabbitover 4 years ago
Add a . to the end of wsj.com to get past the paywall.
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f430over 4 years ago
What makes WSB legal vs emails about imminent pump on an unspectacular stock?<p>What stops somebody from purchasing aged reddit accounts and then pumping up, upvoting their own threads?
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kgogover 4 years ago
So when he posted back in June, his GME holding was $121k. According to his YouTube video from then, that represented ~2% of his portfolio. That puts his portfolio at ~$6M.<p>So much for &quot;poor people fighting back&quot; LOL.
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