Light Up The Darkness
#AMC#HYMC#GAMESTOP
Numbers Don't Lie.
Facts can no longer be hidden.
Momentum could never be stopped.
Not a Financial Advisor
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Latest video for those who won't go to YT (love you too).
Deeper updates on cash flows and EBITDA - are we really positioned to beat 2019??
We will win... Let's go
$amc
Ending the second quarter on a bang not a wimper, the Domestic Box Office will be up by around 20% versus the same weekend last year.
The quarter should end at $3 billion industrywide, perhaps a hare under or over, clearly the highest q2 industry numbers since 2019.
Cumulatively, January 1 to June 30, the Domestic Box Office will be up about $600 million year over year.
With a strong July ahead of us, that number will grow even more soon.
Hello Minions, Moana, Odyssey and Spider-man.
Halllelujah.
@userofintellect@CEOAdam Damn when did this guy flip smh...kinda dim to say all that under a post about the brilliance of his HYMC move. AA saved the company with his innovation u traitor. AMC distribution? Popcorn brand? Candy? Everything that those like u have mocked him for, yet saved the company.
$AMC
Fun fact. The last time #AMCSTOCK had 7 red weeks in a row was 4th qt 2020
āļømovie theaters were shut down
āļøhighest debt in company history
āļøno income at all
āļøno institutional or retail support
So. Either $AMC is now in a equally bad position, or something is awry.
KEN GRIFFIN #Citadel, The Market Cartel:
"We have the power. We set the price of securities. We study your trading data to trade better against you. We have $65B in 'sold not yet purchased' liabilities, butā¦the destruction of the US Capital Markets is RETAIL INVESTORSā FAULT!!!" #GTFOH
$MMTLP $MMAT $TRCH #MMTLPFiasco #WhatIsTheShareCount #CounterfeitShares #PutItOnTheRecord #Hearing #SetTheDate
"There is an understanding that many dynamics of how humans behave can be, in a sense, taken advantage of by technology. If we know how humans behave, and we can predict that, we can use that to better position our portfolios.ā
TRANSLATION: We are stealing your trading behavioral data to build algos to steal even more from youā¦
āMarkets are efficient because of active managers setting the prices of securities. Firms like Citadel, Fidelity, and Viking Global Capital Research run large teams engaged in fundamental research to drive the value of companies. Passive investing benefits from the market efficiency created by active managers.ā
TRANSLATION: We have the power to set the price of securities, not the free-marketā¦
āAnd they [retail traders] took a run at the stock marketā¦a lot of it came from a place that I donāt think was very healthy. Letās try to take a firm like Melvin and put them into bankruptcy. Great, so you basically tried to wipe out the pension plans of teachers?...You feel good about that???ā
TRANSLATION: IT IS RETAIL INVESTORSā FAULT!!!...
Wow- so far this quarter, hycroft has added around $15m to amcās holdings when counting both shares and warrants.
Looking forward to seeing where it lands and what it adds by end of quarter! (It closed at $6.20 on 9/30 to end last quarter.)
$amc $hymc
Why do they own a dead stock ? $AMC
1. Vanguard 50.1M=9.8%
2. BlackRock 32.1M=6.3%
3. Marshall Wace 12.0M=2.3%
4. Geode 10.3M =2.0%
5. State Street 9.2M=1.8%
6. BofA 7.9M=1.6%
7. Goldman 6.7M=1.3%
8. Renaissance 5.7M=1.1%
9. Schwab 4.4M=0.9%
10. Morgan Stan 4.0M=0.8%
šØ Why I Think Michael Burry Is Shutting Down Scion š¤
And Why the Timing Matters š„
Consider his liquidation letter, his depreciation thread on the hyperscalers, and his āme then, me nowā Big Short meme....
They all point to the same story.
š«§ Burry thinks weāre sitting in an earnings-inflated, AI-driven bubble = the kind a value investor simply canāt coexist with, without eventually getting steamrolled.
In the letter, he basically says it outright: āMy estimation of value in securities is not now, and has not been for some time, in sync with the markets.ā
Thatās not a āIām tired of managing moneyā line. Thatās someone saying the numbers and the prices no longer reconcile.
And when a guy like Burry reaches that point, the rational move isnāt to ride it out and hope. Itās to step away from a structure that forces you to play in a market you think is detached from reality.
Then thereās his depreciation post. Heās arguing that the biggest winners of the AI boom š„ META, GOOG, ORCL, MSFT, AMZN š„ have been quietly boosting earnings by stretching the assumed lifespan of servers and GPU rigs that really only last 2ā3 years. Extend the āuseful life,ā and depreciation drops. Drop depreciation, and EPS magically jumps 20ā30%. The market is paying huge multiples on earnings he believes are structurally overstated.
Layer that with his āit worked out then, itāll work out nowā meme, and heās essentially positioning himself as the same guy who stared at subprime prospectuses in 2005.
Back then it was AAA paper derivatives built on garbage collateral. Synthetics of a synthetic: synthetic swaps squared...
Today he sees trillion-dollar market caps built on AI capex and accounting assumptions that snap back in 2026ā2028. Along with unaffordable and overpriced housing market, combined with a stagnating economy
So why shut Scion now?
Hereās my read:
He expects a major repricing in the very stocks dominating the indices; and he doesnāt want to spend the last, craziest phase of the bubble managing other peopleās money, particularly when they can't understand what's happening
If heās right about the understated depreciation, earnings growth for the hyperscalers slows hard (or goes negative) just as the AI narrative cools.
Multiples compress.
Passive flows reverse.
And because the āMagnificent 7ā are the market, everything else gets dragged down into the shitter along with it
From his vantage point, thatās not a garden-variety correction. Itās the equity version of the housing crash: years of false comfort, then a sudden break when the math canāt hide the truth
Closing Scion solves several problems at once.
He avoids benchmark-chasing and redemption pressure from people scared to hodl.
He can short or sit in cash on his own terms.
And he sends a message; if valuations have drifted this far from true earnings power, the most responsible thing he can do is hand the money back!
I don't think this is Michael Burry walking away from markets. Itās Burry stepping aside because he thinks the show has entered a familiar late-cycle mania built on flattering models and aggressive accounting that ends in a long, grinding reset at the top of the index.
Nova Sky Stories founder/CEO is the amazing Kimbal Musk. A key member of the Board of Directors of Tesla (with its $1.4 trillion market cap), he is Elonās brother. Using AI to light up the skies, he created Nova after buying Intelās aerial drone division. https://t.co/C5gqME7zep
Understand - in mere days and weeks we have all of...
Now You See Me Now You Don't
The Running Man
Wicked For Good
Zootopia
Five Nights At Freddies 2
Avatar
Sponge Bob
David
Anaconda
Marty Supreme
And many other titles
2026 will easily be the biggest box office in seven years
Hycroft is pumping
Nova Sky Stories & NCMI are also owned on the books
Popcorn just expanded to the military and was already profitable (per past updates)
We just added more candy variety
We are about to swap out more debt (pending vote)
The WH is signaling memes
Elon's brother is a partner now
The quarter we are in will likely be our largest contribution to cash from operations in six years
What exactly would you be nervous about with $amc ?
We Will Win