KEN GRIFFIN’S ILLEGAL PLAN TO AVOID THE SQUEEZE! 🔥 - AMC Stock Short Squeeze Update

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결론: 영상은 AMC 숏 스퀴즈가 임박했다고 주장하지만, 켄 그리핀 음모론·숏 헤지펀드 손실 주장 등 근거가 빈약한 내용이 대부분이다. [켄 그리핀 음모론] 켄 그리핀이 디샌티스 지지 및 재무장관직을 노린다는 주장. 재무장관은 자본이득세를 회피할 수 있는 조항이 있다고 주장하나 2006년 헨리 폴슨 사례를 근거로 한 추측이다. 그리핀이 재무장관이 되면 숏 포지션 청산을 막는 규정을 만들 수 있다고 주장. 2024년 말 이후에나 가능하며 그 전에 AMC·게임스탑이 스퀴즈할 것이라고 봄. [빌 풀트·라이언 코언 관련] 빌 풀트가 기업 임원들의 명예훼손 캠페인 대상이 되었다고 주장하며, 그가 게임스탑 주식을 대량 매입하고 라이언 코언과 협력 중이라고 언급. 숏 포지션이 라이언 코언과 애덤 아론에게 적대적이며 숏 세력이 게임스탑에도 묶여 있다고 주장. [숏 헤지펀드 손실 주장] Ursa Fund Management는 2016년 설립, 2인 운영, 링크드인상 자산 12억 달러에서 13F 기준 약 2.7억 달러로 감소했다고 주장. AMC 포지션이 포트폴리오의 21%이며 스퀴즈 시 나머지 자금도 날아갈 것이라 봄. [대차 수수료] AMC 대차 수수료가 급등해 숏 세력이 손실을 키우고 있다고 주장. 주식 대여자들이 주식을 빌려주는 것이 오히려 숏을 더 나쁜 위치로 몰아넣는다고 봄. [스퀴즈 전망] AMC 스퀴즈 시 주당 수천~수만 달러까지 갈 수 있다고 주장. 합성 숏(synthetic shorts)이 많아 청산 시 재앙적일 것이라 주장. 게임스탑도 과거 500달러에서 더 오를 수 있었다고 언급. [안타라 지분 정정] 뉴스에 보도된 안타라의 AMC 15.4% 지분은 APE(AMC 전환 관련 주식) 지분으로, AMC와 무관하며 뉴스 매체의 데이터 혼동이라고 설명. 매도 패닉을 유도하는 것이라 주장.

다듬은 글

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01. today I want to talk about Ken Griffin's a legal plan to avoid paying the squeeze I also want to talk about how these shorts have been digging themselves a deeper hole over the last couple of years but how that's soon going to come to an end so stay tuned then completion so Bigham started by tweeting this article of Ken Griffin ready to support the santis for president in 2024 and cash Striker replied by saying of course he is because Ken Griffin has an agenda to run a Secretary of Treasury under DeSantis and that's because the Secretary of Treasury has a tax loophole where they don't have to pay capital gains tax not only that but as treasury secretary Ken Griffin would also be able to influence new policy decision making to avoid paying for the squeeze we learned earlier this year Ken Griffin's plans to run as treasury secretary but only if the country is in economic trouble and only if the santis gets in and that's because as this article from 2006 says Henry Paulson could receive a tax break of at least 48 million dollars if he's confirmed as treasury secretary the article says because of a little-known provision in the federal tax code Mr Paulson The departing Goldman Sachs chief executive could receive a tax break of at least 48 million dollars the tax rule allows individuals who are forced to sell stock to meet Federal conflict of interest rules to defer paying capital gains tax so long as the proceeds are reinvested in government bonds so Ken Griffin could effectively close out of all of his long positions in Citadel without paying a single penny of tax and obviously Ken Griffin will also be able to influence new orlemaking to try and allow the shorts not to be closed out of now while it's pretty much guaranteed that Ken Griffin wouldn't have to pay a penny of tax it would be very difficult to implement new rules allowing the shorts not to be closed but then again considering Ken Griffin already controls the SEC a number of people at the fed and a number of people at the financial services committee it wouldn't surprise me with what he could have passed I guess the fortunate thing is that Ken Griffin wouldn't be named as treasury secretary until at least sometime in late 2024 if not 2025 and I do believe that especially with what's been going on recently AMC and GameStop will likely squeeze before then because as this tweet shows it's not just me that's been receiving an increase in five comments it's also billionaires like Bill Pulte he tweeted saying as you've seen firsthand I've been targeted by Fortune 500 Executives in an extensive smear campaign to silence damage and hurt me now I've been threatened personally by a supporter of theirs more on this soon he said don't worry I will be safe but I just wanted you to know he also said that he will continue to speak out he said he's not sure why he's become such a target of theirs but he thinks that he may have an idea obviously Bill Pulte has purchased tons and tons of GameStop stock and is working very closely with right Cohen and somebody replies Sam unfortunately being friends with one of the most hated guys on Wall Street obviously Ryan Cohen is going to bring you even more enemies but keep fighting the good fight I imagine the reason why Bill Pulte is receiving such an extensive smear campaign is obviously because these shorts very much dislike Ryan Cohen and Adam Aaron as well because the shorts are stuck the shorts aren't just stuck in aims see they're also stuck in GameStop as well they're looking for the Escape but there is no escape and that's because these hedge funds have been doubling tripling and quadrupling down on their position over the last couple of years and digging themself an even deeper and deeper hole funny enough one hedge fund that has been digging himself a significantly deeper hole is actually Ursa fund management these are the same guys that are currently shorting AMC and have just written to the judge begging for the reverse split to be denied it says Ursa fund management was founded in 2016 and is run by just two people according to LinkedIn uh So currently only has 270 million dollars remaining down from 1.2 billion dollars on the outdated LinkedIn profile that they set up back in 2017 so in just five five and a half years so fund management has lost just under a billion dollars we can see here on their LinkedIn page it says Ursa fund Management LLC is an SEC registered investment advisor with regulatory assets under management of 1.2 billion dollars as of December 31st 2017 but we can see from their 13f filing it says their last reported 13f filing for quarter 1 2023 included just 269 million dollars of assets Ursa final management has lost tons and tons of cash over the last few years and it's also interesting to see that their AMC position is a whopping 21 of their portfolio when AMC squeezes it's likely going to end up wiping out the remainder of Ursa fund Management's cash clearly they've been on a significant losing streak that's only going to get worse now we know these shorts have also been digging themselves a deeper hole with this sky-high AMC cost to borrow fee before it used to make zero sense why these Banks and smaller hedge funds that were long on AMC were lending out their sheds before these funds were only receiving say one percent per year on the AMC shares they were letting it out but now as of late it actually makes a lot more sense for these hedge funds to lend out those shares because they're likely making even more money than they paid for those shares in the first place now even though it's annoying that these hedge funds are lending out their AMC shares in some senses it's actually good because it means they're buying up any available shares so those short hedge funds can't get their hands on them these hedge funds can only continue to borrow and short more and more shares making their short positions larger they can't actually buy AMC shares to close out of their short positions as all of the share are held by retail investors and other hedge funds that are long on Etsy so if anything these hedge funds that are long on AMC are just forcingly shorts into an even worse position Vaughn Tweed is saying it's profitable for banks to keep lending out AMC shares and charging outrageous cost to borrow fees which sure seem to be only too happy to keep paying at least for now the fact these shorts are paying the Sky High cost to growth fees is just continuing to dig them into a deeper and deeper hole and that's why when AMC does squeeze these short hedge funds are going to end up exactly like Ursa fund management losing the vast majority of their portfolio as Joshua tweeted he said the shorts have lost because retail investors are not selling their ape or AMC shares for cheap he said GameStop went to 500 per share on solely fomo buying and zero short covering before the buy button was removed without a buy button being removed GameStop would have gone significantly higher and that's still not factoring in the shorts needing to cover if these shorts did end up being liquidated GameStop would have easily ran into the thousands if not tens of thousands of dollars per share and that was back in 2021 before they continued to naked short for an additional two years yes I know AMC hasn't squeezed yet and I know these shorts obviously don't want there to be a squeeze because they don't want to have to pay billions and billions of dollars but what I'm saying is that when AMC squeezes it will squeeze dramatically the shorts obviously going to try and do everything they possibly can to avoid a squeeze in its entirety but if or when they can't avoid a squeeze any longer AMC will likely run into the thousands if not tens of thousands of dollars per share this is because AMC still has all those synthetic shorts there's been even more synthetic shorts over the last two years and if Shorts are forced to be liquidated it will be disastrous finally I also wanted to dispel some bud around antara's recent disclosed position from newswire or from Weeble news it says AMC entertainment shareholder and Tara captain on Tuesday disclosed a 15.4 stake in the movie theater chain it says Antares Holdings in AMC total almost 153 million shares now this isn't a new AMC long position this is just antara's existing aplong position that's being redisclosed again if 153 million shares is a 15.4 stake in the company that means there's just shy of a billion shares total now we know that ape has around 980 million shares in existence and AMC only has 516 million this is there for their 15.4 stake in ape and it's not related to AMC at all this is again just these news articles or news outlets confusing their data to try and convince us to panic and sell shares