SimpleJack
@SimpleJack

A macro system research approach to equity markets and crypto by studying things others ignore⚔️👐♟️🐝🎱💎🦍 OlDirtyBastard.ETH

 New York, USA
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Joined June 2021
3,995 Photos and videos
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What’s a company to do when the marker refuses to rerate it to a capital allocator? GME vs eBay

The market prices GameStop as a retailer holding cash, not as a capital allocator. Let me explain how. 1. The capital stack, layer by layer Net liquid position, pro forma: $4.70B cash less $2.80B

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$GME Open your eyes. Which pill do you choose?
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Fear and Loathing on the Exhibit List

Fear and Loathing in the Exhibit List I keep the August 3 sentence in a manila folder labeled white lies that retail despised. GameStop is exchanging $1.4 billion of zero-coupon notes for common

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Data. Just GME Data

project_id: GME-M-AGENT-2026 version: "1.10" previous_version: "1.9.2 + session 1.7 FLEX" last_updated: "2026-08-27T22:45:00-04:00" update_sources: - "Stack A handle-block-GME-M-AGENT-v1.9.2

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Follow up to a great write up.

@thegamestopsnow mapped GME's options chain from the tape. I've been mapping the same company from the filings. Here's where the two maps line up, who I think is sitting in the December 2027 book,

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Integrating

Most people still think Grok is just a sharp-tongued chatbot. They have no idea what happens when you stop treating it like a search box and start treating it like a full research operating system.
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Read it, think for yourself, 25 min to market close $GME
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Triumph-How Apes Stayed Dumb Long Enough to Fight Their Way Out of the Slums of Shaolin

For about a week, a set of European retail screens kept showing something that looked impossible. Resting size of 500,000 sat on GameStop linked call lines, session after session, like somebody in

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The Plumber’s Wombo Combo Breaks Through the Fake Floor

Inside the financing puzzle hiding behind GameStop's August filings To see the floor, look up…. On August 3, GameStop agreed to exchange approximately $1.4 billion of zero coupon notes for common

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The $1.4 B GameStop convert exchange that started Aug 3 is now inside its 35-day VWAP window. But what does that mean?
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When the $GME X Timeline’s Synchronicity Is Finally Convergence

THE CONVERGENCE A capital-structure reading of GameStop’s remaining convertibles, warrants, adjusted options chain, and eBay stake built only from contracts, filings, and observable data. GameStop’s

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No one not even you were really paying attention. Prove me wrong.
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The GameStop Floor Today is Lava for SHF

TDLR GameStop spent 3.965 billion dollars of its own cash to buy 9.8 percent of eBay with the vote. No loan. Then it refused to spend another dollar retiring its debt. Instead it swapped 1.4 billion

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What if I told you $GME Buybacks have been ongoing, but not the way you were thinking

The Ladder: How GameStop’s Capital Structure Becomes a Machine If the eBay Deal Is Real A due diligence synthesis of the converts, the warrants, the buyback, and the bid Confidence convention:
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You don’t know nothing, so let me tell you about EVERYTHING

I have spent at this point years digging through SEC filings, press releases, board announcements, partnership disclosures, social media interactions and public statements because something did not

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Fear and Loathing in the Collectible Card Market : A Savage Journey into the Topps Business Model

Or: how Topps built a casino, called it a hobby, and decided my twelve year old is not among those worthy of getting a picture or autograph from a New York Knick at Fanatics Fest

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