All opinions are my own - No One Pays Me. Understand a company's 10-Q Financials & company disclosed Risk Factors *before* investing. I do not short stocks.

Social media loves noise. It gets loud. It is repetitive. It is amplified for clicks and views. It is still noise. Noise destroys edge. Traders pay attention to the signal - the data that matters to optimize trading outcomes. Are you listening to the noise, or the signal?
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Tony Denaro retweeted
‘THE ODYSSEY’ is returning to IMAX theaters again on October 9.
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BBBYW warrants are not being extended. No surprise. Nasdaq has filed Form 25 today to remove $BBBYW warrants from listing. Warrant expiration is Oct 7, 2026. Always careful who you listen to. Many of the same people pushing these warrants rode BBBYQ into the ground as well. Understanding normal derivative mechanics disclosed in a company filing when warrants were issued is more important to good decisions than tinfoil. $NXH
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Tony Denaro retweeted
You don't need to catch the exact bottom. You need to recognize when the risk/reward starts becoming attractive.
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Tony Denaro retweeted
The next generation of AI is becoming more agentic & deeply integrated into the platforms we use every day. 🤖 Railtown AI has launched Railtracks ADK for Swift and a new Railengine Swift SDK, bringing native agent development to Apple. linkedin.com/feed/update/urn… #aip #ai #ml
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RT @rogerhamilton: Latest News - $GNS buys $BTC Purchases are the next step in the Company’s $1.2 billion dual treasury capital plan targ…
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Dividends from $AMC under new debt deal. Thanks for those who asked me to look deeper. I cross checked all three #AMC lien and loan documents and yes there does appear to be a carve out in all three that allows up to $50M (lifetime) cash dividends allowed, as long as there is no event of default. *Lifetime means for the life of these loans/lien.

ALT Cash Money GIF

The $AMC debt refinancing is complete. I read through this mornings 8-K for extra tidbits to estimate the OID amortization for my qtrly interest expense calculator. Three final takeaways: 1) I expect the Income Statement Corporate Borrowings expense line item to drop from my Q3 estimate of ~$108M down to ~$100.5M in Q4 with the new debt deal. 2) Debt maturity wall now pushed to 2031+ is the big win 3) Debt covenants restricting dividends and share buybacks are still in place, as expected. * Notes: These are rough Q4 numbers because the debt restructuring begins 5 days into Q4, and I am ignoring the remaining couple million dollars on 7.5% notes which weren't tendered and will be paid out at par by #AMC in February 2027.
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GME rejected again exactly off the top Supply Zone. No big surprise. 3rd rejection since Feb 2026. Of course I'd prefer to see some more good news and bulls regain control, but let's see what happens rest of week. $GME #GME
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The $AMC debt refinancing is complete. I read through this mornings 8-K for extra tidbits to estimate the OID amortization for my qtrly interest expense calculator. Three final takeaways: 1) I expect the Income Statement Corporate Borrowings expense line item to drop from my Q3 estimate of ~$108M down to ~$100.5M in Q4 with the new debt deal. 2) Debt maturity wall now pushed to 2031+ is the big win 3) Debt covenants restricting dividends and share buybacks are still in place, as expected. * Notes: These are rough Q4 numbers because the debt restructuring begins 5 days into Q4, and I am ignoring the remaining couple million dollars on 7.5% notes which weren't tendered and will be paid out at par by #AMC in February 2027.
AMC refinancing update Oct 5. 2026: AMC Entertainment Holdings, Inc. Announces Results of Tender Offer, the Closing of First Lien Notes Offering and New Term Loan Facilities Totaling a $3.97 Billion Refinancing of Existing Debt Tender Offer Results: $355,515,000 aggregate principal amount of the AMC Secured Notes, representing approximately 98.8% of the $359,964,500 aggregate principal amount of AMC Secured Notes outstanding, were validly tendered and accepted for purchase by $AMC. #AMC
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AMC refinancing update Oct 5. 2026: AMC Entertainment Holdings, Inc. Announces Results of Tender Offer, the Closing of First Lien Notes Offering and New Term Loan Facilities Totaling a $3.97 Billion Refinancing of Existing Debt Tender Offer Results: $355,515,000 aggregate principal amount of the AMC Secured Notes, representing approximately 98.8% of the $359,964,500 aggregate principal amount of AMC Secured Notes outstanding, were validly tendered and accepted for purchase by $AMC. #AMC
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Digger is a satirical black comedy. It’s a movie for movie nerds, which is not an insult, but can help put into perspective why it is struggling. Tom Cruise plays a Texas oil tycoon whose drilling triggers a climate disaster. John Goodman shines as the president he steamrolls. I don’t want to spoil the plot twists and multiple reveals throughout the film, but as the movie watching audience is clued in many of the things that seem odd in the beginning of the movie begin to fall into perspective. The performances by Cruise, Goodman, Riz Ahmed and the rest of the cast, the framing choices, and the sets are all top notch, delivering exactly what the director, Alejandro G. Iñárritu was going for. It’s still going to be tough for some to understand why the movie was built this way because Digger doesn’t hand you easy answers. The film will be appreciated as it ages, even if it fails to land with the general audience in 2026. #Digger #AMC $AMC
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Review on Monday. Late show. #Digger at #AMC
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AMC Q3 2026 Earnings Forecast - Record Breaking Revenue Expected youtu.be/DehGspkB9U8?si=7lzD… #AMC $AMC
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GME - Cohen Buys AGAIN, but no Secret October Deal Coming -10-03-2026 Update! youtu.be/5NvYfcrIl5c?si=QbnL… $GME #GME #Gamestop
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Tony Denaro retweeted
VERITY is having outstanding walkups and Friday’s sales, as it’s now on track for a $25M-$32M domestic debut, easily #1! Starring Dakota Johnson and Anne Hathaway, it’s another testament of how powerful Colleen Hoover adaptations are.
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Tony Denaro retweeted
🚨BREAKING! New SEC filing: GameStop director Nat Turner just bought 10,462 shares on the open market at $24.33 each. 🛒 @GameStop @natsturner 🧵
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Tony Denaro retweeted
$GME Insider Nat Turner purchased 10,462 GameStop shares @ $24.33 in the open market today Total holdings 10,462 shares sec.gov/Archives/edgar/data/…
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Wednesday numbers finally posted. Looks like Q3 domestic box office came in roughly around $3.04B 🍿🥂 $AMC $CNK $IMAX $MCS
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Nike $NKE 1st Qtr results: • First quarter revenues were $11.2 billion, down 4 percent on a reported basis and down 5 percent on a currency-neutral basis* • Gross margin expanded 60 basis points to 42.8 percent • Selling and administrative expense decreased 3 percent to $3.9 billion • Diluted earnings per share was $0.48 Outlook • Revenues are expected to decline high-single digits in fiscal 2027 (ie revenue decline ~8-9%). 🔻Stock down 8.5% AH ~$32.15
I’m in. Waited a long time. $NKE
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Hard to believe it’s already been 6 months today! ❤️👶
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If only someone could have told us on Monday $AMC was getting over-extended and then two days ago to expect ~$2.70. Oh.... Mostly only post my TA in #Discord because of whiners on X. If you think TA can't be done on short time frames because of 'manipulation' then you are listening to the wrong people. Yes I re-bought on today's low. $2.74 to be precise. #AMC
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