저자: AMCStock채널진행자 · 외국인
요약 보기
영상의 핵심 결론은 켄 그리핀(Citadel)의 로빈후드 담합 부인 주장은 신뢰하기 어렵고, AMC 관련 내러티브가 바뀌어 주가 전망은 여전히 강세라는 것이다. 켄 그리핀의 MarketWatch 인터뷰와 2021년 2월 의회 청문회 발언을 검토하며 담합 의혹을 제기한다. 플로리다 소송 관련 법원 문서에 따르면 로빈후드 임원들이 공매도 제한 발표 전에 Citadel 측 카운터파트와 소통한 정황이 있다고 주장한다. 그리핀이 청문회에서 사전 소통이 없었다고 단언한 점을 첫 번째 모순으로 든다. payment for order flow(주문 흐름 대가)가 소액투자자에게 이롭다면 왜 미국에서만 합법이고 호주·캐나다·유럽에서는 허용되지 않는지 의문을 제기한다. 그리핀이 Reddit과 Twitter를 보지 않는다고 밝힌 점을 세 번째 붉은 신호로 해석하며, 거래 플랫폼이 주문 정보를 활용해 가격을 조작할 수 있다고 주장한다. 그리핀이 정말 담합이 없었다면 왜 AMC 주식에서 빠지지 않았는지 반문하고, 내러티브가 바뀌었으니 기존 전략을 버려야 한다고 말한다. 더 많은 사람들이 여전히 AMC를 사고 있으므로 진행자 본인은 매우 강세(bullish)로 본다고 밝힌다. 이 영상은 2021년 11월 기준이며 주가 방향 예측은 AMC 강세 의견 하나다.
다듬은 글
This whole thing with our boy Kenny Griffin and Citadel and Robin Hood collusion just keeps and better day after day because in a new article that just popped today. Um there is an interview where Ken Griffin is actually telling Market Watch that whole thing about Citadel colluding with Robin Hood and was the origin of the bottom being removed in January.
It's a whole freaking bad comedy joke. So when you actually get into the details of this interview and what Mr. Griffin is actually putting forward as the reason why he believes this is a joke and this this whole conspiracy theory um has nothing to do with the reality of things. I mean, it's a bad comedy joke to kind of use the same words he did because he's mentioning that there were never ever any collusion.
But why? Based on court documents, all right, court documents on the lawsuit filed in Florida in September 21st on behalf of retail investors, we actually have documents showing in evidence that Robin Hood executives were talking to their customers. uh I mean counterparts at Citadel prior to the restrictions being announced, hence killing the whole short quiz back then.
So when you tie these to the whole hearing in front of Congress in February, why in the heck Mr. Griffin did not mention this communication taking place when asked by a fellow congressman if there were any communication taking place prior to the event of the bottom being removed and he said let me be perfectly clear absolutely not.
So, first flaw there. Boom. First flat. Second, when you get into what he's mentioning about um payment for autoflow, um okay, if payment for autoflow was really this good for retail investors, why in the heck it's not um only is it only available and legal in the US market? Why Australia isn't also taking care of their retail investors?
Why Canada? Why Europe are not taking care of their retail investors which I believe people are also have the ability to buy stocks invest in the market through apps. All right. So just to say boom another red flag that's two. Now getting to the third one Mr. Ken Griffin is actually saying that he's not following um Reddit.
He doesn't have a Twitter account. He doesn't have a Reddit account. So, he's not following the moves and the communication going around within the retail space. Well, eh, that's another red flag. Why? Because we all know that your algorithm it's built around emotions of some type of investors. All right?
So if you can target and use that algorithm of yours to make sure you still manipulate the price based on your market maker position which can give you the ability to see ahead of time what we are sending because our orders are being routed through your platform. Right? So you have this privilege position to see what we are buying, what we're selling.
So you can use that in your own advantage and parkour orders like is the case now with the darpole volume or the off exchange as they now call it. All right. So three red flags that to me saying well no no I'm sorry Mr. Griffin but I don't believe this is a committed bad comedy joke. No, it's actually kind of true.
All right. Um close to the truth anyway because um I mean it's it's obvious. All right. It's obvious. Why don't you get out of play? If any of this wasn't true, all right? If any of this was just a bad comedy joke, why aren't you out? The whole narrative around AMC has changed. So, your strategy and your trades should be on the trash now, especially with more people still buying this stock. So, um to me, if you ask me again, damn bullish.
댓글 0