저자: ThomasJames · 외국인
요약 보기
로어링 키티(Keith Gill) 복귀 조짐과 마이클 버리의 게임스탑 매수 주장을 소개. 버리는 게임스탑을 장부가치 수준에 매수 중이며 라이언 코헨의 자본 운용으로 기업가치 상승을 기대한다고 함. 영상은 Barking Puppy 트위터 계정 등 정황을 근거로 로어링 키티 복귀와 AMC/게임스탑 스퀴즈 재현 가능성을 암시. 중간에 AI 클라우드 기업 Also AI(GPUSF)의 유료 홍보 포함.
다듬은 글
In this video, I want to talk about how Roaring Kitty is officially back and how even Michael Burry is buying big. So, stay tuned and let's make some money. So, let's dive straight in with the key information and head straight to the facts. We can see Reese's Politics has tweeted saying breaking news.
Michael Burry announces that he owns GameStop and that he's buying recently in 2025-2026. From Michael Burry's Substack, which I'll touch on in a second, he posted saying that he owns GameStop and he's been buying recently. He said, "I expect I'm buying at what may soon be 1X tangible book value or 1X net asset value." And he believes he's getting a young Ryan Cohen investing and deploying the company's capital and cash flows, perhaps for the next 50 years.
Michael Burry is basically saying that he's buying GameStop pretty much at as close to cash value as possible. And of course, Ryan Cohen will continue expanding, acquiring, and branching his feelers out there, improving GameStop as a company, as a business, and as a stock. So, as I said, Michael Burry's Substack, this is Michael Burry's official Twitter account where he posted a new post on his Substack titled "Final Stop, GameStop, The Jig Is Up." This is his paid Substack.
Somebody has copied and pasted the entire Substack article. But obviously, I don't want to breach copyright laws and go through it line by line by line. Let's just give you Michael Burry's summary. So, in part one, which he posted a couple of months back, he outlined how he arrived on the GameStop scene back in 2019.
And now in this post, he analyzes GameStop the exact same way he'd analyzed stocks all the way back in 2006, working through his template one section at a time. Domo Capital Management added and summarized saying that in short, Michael Burry argues that if GameStop can rally into the $30 region, doubling the tangible book value to $20 a share, it would become the catalyst to unleash Ryan Cohen and give him the necessary resources to become the next Warren Buffett, resulting in GameStop hitting a hundred billion dollars in market cap and ten billion in annual EBITDA.
Basically, Michael Burry is just waiting for Ryan Cohen to go on his acquisitive spree, deploying that GameStop cash that it's holding into tons of new investments to not only grow EBITDA, not only grow sales, not only grow income, but to grow the market cap of the stock as well. Now, something very interesting that was in Michael Burry's Substack post on GameStop was this little excerpt right here, this one-sentence one-liner.
Michael Burry said that either one of me or Ryan Cohen could try and get Roaring Kitty to do something. JK, I would never. Of course, Michael Burry can't be seen to inciting a stock rally. He can't be seen to pumping and dumping stocks. He can't be seen to committing insider trading. But he knows that if Roaring Kitty comes back, GameStop is likely going sky-high.
And as I said, on that note, Roaring Kitty is officially back. But let me rewind the tapes. Let me go back a few weeks ago and talk about the steps that led up to the Roaring Kitty return. Now guys, before I tell you more about how Roaring Kitty has returned, I want to tell you something very important about Also AI.
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And their growth depends on high-performance, expensive AI infrastructure to power complex models and to scale their innovations. And [snorts] that's where Also comes in. Also is a public investment issuer that provides strategic capital and cloud compute power to innovate early-stage AI companies. And Lykken, their AI cloud solutions business, already has partnerships with major industry leaders like Dell, Nvidia, Nebius, and many others.
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And be sure to research Also AI under the ticker symbol GPUSF trading on the OTC market today. So, firstly, you may have seen that Kevin Gill, Keith Gill's brother, the brother of Roaring Kitty, has been posting tons and tons on Instagram reviewing some of his favorite films, his favorite movies, like this one reviewing The Money.
Now, of course, in the comments, Kevin Gill is pretty active replying to his followers, replying to those comments. Chris, a follower, commented on Kevin Gill's video saying, "Tell Roaring Kitty to please tweet soon." To which Kevin replied saying that actually, Barking Puppy is taking over from here.
Now, this was a post on the 31st of December. The reply to that comment was on the 31st of December as well. So of course, a few weeks back, many people were thinking, "What on earth is Barking Puppy?" Well, now it's all starting to make sense because just last week, just recently, a new Twitter account has been created called The Barking Puppy, linking back to Kevin Gill's Instagram page with just a few tweets so far.
The first of which is a photo I think of the Joker holding a dog mask, a puppy mask, which is likely in reference to Roaring Kitty's tweet about the dog from June of 2024. His second tweet is a photo of Kevin Gill and the puppy saying "Me, Kevin Legend," which is Kevin Gill's Instagram account name, and the Barking Puppy.
Now, I say, "Hang on, hang on. How is Roaring Kitty and Barking Puppy the same person? What's going on here? Why not just use the same original account?" Also, Anders Parker has commented saying that I'm pretty sure the Roaring Kitty is using the Barking Puppy account to post from this time round. Since it's technically Kevin's account, it protects the Roaring Kitty, it protects Keith Gill legally.
Saying, "I think Roaring Kitty, Keith Gill, is legitimately covering his ass because it really is time and the squeeze is here." He said, "If Roaring Kitty was to post from the Roaring Kitty account, he could potentially be quite bad for him." Let's remember, Keith Gill has already been investigated twice for securities fraud, once in 2021 and once in 2024 very shortly after his live stream.
I'm sure the last thing Keith Gill wants is to quite literally be arrested and thrown into prison, thrown in jail. So at least this way, he can maintain plausible deniability because of course, it's his brother's Twitter account. Whether it's Keith or Kevin posting from this account, I think it will be very, very interesting to see what posts we see over the next few weeks and how that impacts on the GameStop stock price, especially with Michael Burry back on board as well.
As I said, this is the first time since June of 2024 that Roaring Kitty has made his return. It's been over a year and I can't wait to see another squeeze or specifically, maybe better, another sneeze. I think we're going to have a lot of tweets that we get to decode over the next few weeks, which as I said, hopefully leads us into the next big run for both GameStop and for AMC.
So guys, be sure to let me know what you think down in the comments below. And as always guys, be sure to subscribe to the channel and hit that notification bell because that way you'll be alerted when I upload a new video. Cheers.
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