저자: Apefather · 외국인
요약 보기
켄 그리핀(시타델)이 AMC 숏 포지션을 새 법인에 이전해 책임을 떠넘겼을 가능성이 있는지 가정·추측하는 영상이다. 결론: 법인 이전 가설은 입증되지 않은 추측이며, 주장 자체가 공매도 커버 압력은 줄지 않는다는 점을 강조한다. 가설 제기: 그리핀이 합성 포지션 등 숏 포지션을 신설 법인으로 옮겨 본인과 시타델을 보호하고, 법인이 책임을 지는 구조를 상상한다. 본인은 이것이 사실이라고 확인된 것이 아니라고 여러 차례 강조한다. 비유 설명: 200만 달러 세금을 빚진 사람이 500만 달러 복권 당첨금을 별도 법인에 넣어 세금을 피하는 예시를 든다. 채무가 있는 법인에 개인 부채를 옮기는 역방향 사례도 언급한다. 트럼프 사례 인용: 1990년대 초 트럼프가 파산 위기에서 부채를 상장된 트럼프 엔터테인먼트 리조트에 떠넘겨 주주가 손실을 떠안았다는 사례를 들어, 이런 방식이 흔하다는 취지로 말한다. 정치적 해석은 피하겠다고 밝힌다. 공매도 커버 전망: 이전 법인이 자산이 없어 AMC 숏을 갚을 수 없다 해도 숏은 어떻게든 커버되어야 하며, 결국 DTCC가 개입해 리테일 투자자에게 부담이 전가될 것이라는 주장이다. 공매도 커버 압력(숏 스퀴즈)은 영향을 받지 않는다고 본다. 출연자 면책 발언: 본인은 변호사·재무 전문가가 아닌 엔터테이너이며 모든 내용은 추측이고 사실이 아니라고 반복해서 밝힌다. 영상 설명은 재정 조언이 아니라고 명시한다. 가격 전망: 특정 종목 가격 방향에 대한 구체적 예측은 없으며, 후반부에 AMC 관련 강세 문구(AMC to Pluto)로 마무리한다.
다듬은 글
this video was not financial advice i'm not a financial planner i'm an entertainer the one and only eight father in the house baby wow you know i was doing some thinking and is it possible that ken griffin right incorp incorporated a new entity he sets something up where he's transferring all of his short positions whatever he did synthetics to this new entity and letting them take the fall you follow me where he's protected personally and citadel is protected is that possible is it legal yes listen let me give you an example what i mean and and again i'm just only using this as an analogy i am a 100 legal proud patriot of of our country and i do everything legally okay but i'm just trying to give you an example so they'll take this out of context let's just say like i owed whatever it was like two million dollars in taxes you understand okay and let's say i just like hit the lottery or some i won five million bucks i'll give you an example okay so i got 5 million liquid you understand okay but i owe 2 million in taxes i don't want to pay the 2 million now again this is all this is not true i just this is just an example an analogy to try to make you understand what i think citadel could have possibly did so i set up an entity i incorporate a new business i take five million dollars that i have right my lottery winnings i put it into the new business now technically that new business doesn't owe any money they don't owe two million dollars in taxes they don't know nothing okay so ultimately can they still come after me yeah but i'll just claim like i don't have the money i i got nothing they can't go after the corporation and it also works the same way the opposite you follow what i'm trying to say that if i had a tremendous amount of debt okay that was personal debt and i kind of threw all of that into that corporation i can make the corporation take the heat for it you see what i'm trying to say so i'm not listening i'm not saying to you that this listen once again this is all hypothetical conversation this is all just stuff that you know none of us could confirm none of us know we don't even know if it's true of course look what psychopathic hedge fund or corporation would take on citadel synthetics and all of their short interests they would have to be out of their mind it's like buying the titanic right okay but i'm just trying to rationalize because i'm just trying to say it could be possible he did something like that and if it is now let me just try to make you understand would that affect the short squeeze no it wouldn't because technically you follow what i mean he could be just using that new entity as a scapegoat they cover amc rockets up okay but then the dtcc has to step in that's it because obviously this company probably that he set up again this is all alleged and this isn't this is not confirmed this is just an example this company he set up is going to have no money no assets to pay us right so obviously he's setting them up for the fall and then the dtcc has to step in okay now is all of this legal or illegal it's a matter of opinion i don't know i'm not i'm listen i honestly i'm not a lawyer i'm not a financial advisor i'm not a financial planner i'm an entertainer but i'm just just trying to just speculate what could be going on here okay because look we've seen we've seen like like i'll give you an example okay and again i'm not trying to get political so please you know here's an example like donald trump okay in the early 90s donald trump was facing bankruptcy he owed like friggin nine billion dollars he was negative he told his daughter right he was walking in the street with his daughter ivanka he goes you see this uh homeless bum she goes yeah he's worth nine billion dollars more than me she's like what i don't understand what you're saying because let's assume the bum doesn't know anything like he has no debt and he's negative 9 billion so he's just at zero the bum the bum is in better shape he's he he's worth 9 billion more than trump so what trump did was very brilliant he went to the banks he fought back he said you're gonna have to give me more money you're gonna have to lend me more money so that my empire doesn't collapse then he took um you know his casinos which were like the taj mahal was it more debt than you could imagine i mean it was bleeding debt okay he took the company public okay trump entertainment resorts okay and it went public on the on you know in the stock market now what happened was everybody bought into this stock bought it to the stock shot up you know helped trump make a lot of that money back and then what he did was in a way and i'm not trying to listen to you listen if you're a trump supporter i'm a trump supporter i'm not even trying to get political okay i'm not so so don't don't take this i know everyone's gonna take this to a political level i'm just trying to use this as a point he transferred his debt you understand to the the stockholders so when trump entertainment resorts shot all the way down to basically zero it wasn't trump that was penalized it wasn't the trump organization that was penalized it was the stockholders okay so these things happen all the time okay and maybe ken griffin is doing something like this i don't know but i will tell you this it won't affect the short squeeze because either way the shorts have to be covered if it's not going to be covered by him it's got to be covered by this entity and then the dtcc is going to have to be the retail investor that's it but anyway let me get your thoughts on it i'm not trying to create any fud i am just it's called conversations you know sometimes we talk you know we think we we speculate that's all this is nothing i said is confirmed nothing i said is fact speculation amc to pluto
Comments 0