Roaring Kitty Live Stream - June 7, 2024
Summary
TLDREl guion ofrece una visión íntima de un streamer que regresa tras un largo tiempo, reviviendo su conexión con la audiencia. La conversación fluye entre el humor, la nostalgia y la sorpresa, mientras el streamer intenta recordar los mecanismos de transmisión y se divierte con la idea de 'GameStop', compartiendo su perspectiva sobre la situación de la empresa y sus posibles reinvenciones. La interacción con el chat es constante, llena de anécdotas personales y comentarios sobre el mundo de las finanzas, mostrando un lado más humano y espontáneo del mundo del streaming.
Takeaways
- 🎙️ El presentador regresa a streaming después de un tiempo de inactividad, mostrando entusiasmo por estar de vuelta y conectar con su audiencia.
- 🍺 Se menciona que es viernes y el presentador se permite una cerveza a pesar de ser de tarde, enfatizando que es 5 de la tarde en algún lugar.
- 🏀 El presentador apoya al equipo de baloncesto Celtics y menciona su victoria reciente, sugiriendo que beber cerveza de color verde puede ser una buena suerte para el equipo.
- 🤔 Se discute la situación de GameStop, enfocándose en la transformación del modelo de negocio y la importancia de la gestión, especialmente Ryan Cohen, en la reinvención de la empresa.
- 📈 Se hace referencia a la volatilidad de las acciones de GameStop y se sugiere que la inversión en la empresa es un apuesto en el equipo de gestión, más que en el legado del negocio tradicional.
- 💡 El presentador comparte su 'sentimiento' sobre la situación de GameStop, sugiriendo que cree en el potencial de la reinvención de la empresa a largo plazo.
- 🚫 Se enfatiza que ninguna de las opiniones expresadas es consejo de inversión y que los inversores deben mantenerse informados y estar preparados para cambiar de opinión.
- 📊 Se toca el tema de la análisis técnico de las acciones, mostrando un gráfico que, según el presentador, podría ser considerado como un indicativo bullish.
- 🤷♂️ El presentador hace hincapié en la incertidumbre inherente a las inversiones, especialmente en casos de alta volatilidad como el de GameStop.
- 🎉 Se cierra el stream con agradecimientos a la audiencia por unirse, destacando la importancia de la comunidad y la interacción, tanto en persona como en línea.
Q & A
¿Qué expresión musical se utiliza en el script para generar ambiente?
-La música se utiliza para establecer el tono y generar un ambiente de entretenimiento y emoción a lo largo del script.
¿Qué tipo de evento se está celebrando en el script?
-El script parece ser una transmisión en vivo, posiblemente una sesión de streaming donde el presentador interactúa con los espectadores y comparte sus pensamientos y experiencias.
¿Por qué el presentador dice 'happy Friday'?
-El presentador menciona 'happy Friday' para celebrar el fin de la semana laboral y crear una atmósfera relajada y festiva, a pesar de que no sea viernes para todos los espectadores.
¿Qué equipo deportivo es mencionado en el script y en qué contexto?
-El equipo deportivo mencionado es los Celtics, que se refiere en el contexto de un juego deportivo reciente que resultó en una victoria para ellos, lo cual es una celebración para el presentador y los espectadores.
¿Qué tipo de bebida se está consumiendo en la transmisión y por qué?
-El presentador está consumiendo cerveza, que es una elección personal para disfrutar y celebrar el viernes por la tarde, a pesar de que no sea la hora de la cerveza en su ubicación.
¿Qué accesorio se usa el presentador en broma durante la transmisión?
-El presentador usa un yeso (o una representación de uno) en broma, indicando que está 'herido', lo cual es parte de la interacción humorística con los espectadores.
¿Cuál es la preocupación del presentador con respecto a su apariencia en la transmisión?
-El presentador muestra preocupación por su apariencia, específicamente si debe mantener el yeso en su cabeza durante toda la transmisión, y si debe tener un 'drip' (estilo de vestimenta) coherente con su imagen.
¿Qué sentimientos de nostalgia se mencionan en el script?
-El presentador expresa nostalgia por los viejos tiempos de streaming, reconociendo que ha pasado mucho tiempo desde la última vez que interactuó de esta manera con sus espectadores.
¿Qué sentimientos muestra el presentador hacia GameStop y su situación actual?
-El presentador muestra un sentimiento de apoyo y esperanza hacia GameStop, reconociendo la situación única de la empresa y su proceso de transformación, y expresando su confianza en el equipo de gestión, especialmente Ryan Cohen.
¿Cómo describe el presentador su enfoque hacia las inversiones y los riesgos asociados?
-El presentador describe su enfoque como agresivo y admite que puede estar equivocado en sus decisiones de inversión. También enfatiza la importancia de entender los riesgos involucrados y de no seguir a nadie ciegamente.
Outlines
🎵 Retorno al streaming con música y aplausos 🎵
El presentador regresa a streaming con una introducción llena de música y aplausos, expresando su estado emocional y la intensidad de la situación. Se menciona un posible error cercano y una dificultad para escuchar a la audiencia, sugiriendo una conexión inicialmente problemática.
🔍 Comprobando la conexión y el inicio del show 🔍
El presentador verifica si la audiencia puede escucharlo y procede a desempolvar su micrófono para continuar. Aprecia el regreso de la interacción con los espectadores y muestra su sorpresa al ver el apoyo en el chat, comparando la experiencia con la de una resurrección. Se menciona la dificultad para leer el chat y se hace una pausa para asegurarse de que todo funciona correctamente, incluyendo una referencia a la hora y la costumbre de beber en víspera de fin de semana.
🍻 Celebración de un viernes y discusión sobre la vestimenta 🍻
Se describe cómo el presentador está disfrutando de una bebida en víspera de fin de semana, a pesar de que no sea la hora en su ubicación. Se discute brevemente sobre la vestimenta y si debe mantenerse con su atuendo actual durante toda la transmisión, sugiriendo que seguirá usando su 'drip' actual.
🗣️ Comunicación directa con la audiencia y actualizaciones personales 🗣️
El presentador interactúa con la audiencia, asegurándose de que puedan escucharlo y compartiendo su sorpresa al ver la cantidad de espectadores. Se mencionan los desafíos de estar de vuelta después de un tiempo de inactividad, y se hace referencia a eventos pasados y a la situación actual, destacando la incertidumbre y la necesidad de adaptarse a los cambios.
🤔 Reflexiones personales y expectativas 🤔
El presentador comparte sus pensamientos personales y reflexiona sobre su situación actual, incluyendo la posibilidad de haberse equivocado en el pasado y la necesidad de adaptarse a las circunstancias cambiantes. Se menciona la importancia de no seguir ciegamente a nadie y de mantener la mente abierta a nuevas ideas y perspectivas.
📈 Análisis de la situación de GameStop y mención de Ryan Cohen 📈
Se discute en detalle la situación de GameStop, enfocándose en la transformación del modelo de negocio y la reinvención de la empresa. Se menciona a Ryan Cohen y su papel en el equipo de dirección, sugiriendo que la inversión en la empresa es en realidad un apuesto a su capacidad para llevar a cabo este cambio. Se destaca la importancia de la estrategia y la planificación detrás de la escena y se cuestiona la percepción de inacción por parte de la empresa.
💡 Discusión sobre la gestión y la estrategia de GameStop 💡
El presentador profundiza en la discusión sobre la gestión de GameStop, enfatizando la necesidad de un enfoque adecuado para manejar la situación única de la empresa. Se sugiere que la situación actual es similar a la de un negocio en etapa de inicio o una oportunidad de capital riesgo, donde la confianza en el equipo de gestión es crucial. Se cuestiona la urgencia de ver resultados inmediatos y se argumenta que la paciencia y la confianza en la estrategia a largo plazo pueden ser recompensadas.
📊 Consideraciones sobre el análisis técnico y la incertidumbre 📊
Se mencionan las fluctuaciones del mercado y cómo la falta de evidencia no es una prueba de ausencia, refiriéndose a la incertidumbre que rodea a GameStop y a la percepción de inacción. Se discute la naturaleza especulativa de las inversiones y cómo la situación actual puede ser similar a la de una empresa en etapa temprana o una oportunidad de capital riesgo, donde la confianza en el equipo de gestión es fundamental.
🎲 Jugar con la idea del 'aall' y la importancia de las preguntas 🎲
El presentador considera la posibilidad de utilizar un 'aall' (probablemente un juego de azar o una forma de tomar decisiones aleatorias) para abordar cuestiones desconocidas o inciertas, como la dirección de GameStop o sus propias acciones. Se discute la importancia de formular la pregunta correcta y se sugiere que la comunidad en chat contribuya con ideas para preguntas, generando un momento de reflexión y consideración colectiva.
🤹♂️ Humor y autoconciencia en el streaming 🤹♂️
El presentador muestra autoconciencia sobre su comportamiento y decisiones durante el streaming, reconociendo que puede parecer 'cuckoo' o un poco loco. Acepta la posibilidad de que otros compartan su perspectiva y encuentra comodidad en la idea de que no están solos en sus opiniones o acciones. Se menciona la importancia de la conexión y el compartir momentos de diversión y reflexión.
🍻 Finalización del streaming con agradecimientos y despedida 🍻
El presentador concluye el streaming con un agradecimiento general a los espectadores por su participación, destacando la gratitud por el apoyo y la interacción, independientemente del número de personas presentes. Se menciona la idea de 'cheers' o brindar como una forma de despedida y se expresa la esperanza de vernos pronto, dejando una impresión de camaradería y aprecio por la comunidad.
🎵 Cierre con música 🎵
El script termina con una sección de música, posiblemente una forma de crear un ambiente de cierre reflexivo o de celebración después de la interacción del streaming.
Mindmap
Keywords
💡Music
💡Pain
💡Applause
💡Stream
💡Chat
💡GameStop
💡Investment
💡Risk
💡Birthday
💡Celtics
Highlights
El hablador regresa tras un largo tiempo de inactividad, mencionando la sorpresa y el escepticismo de los espectadores.
Se destaca la dificultad de recordar cómo utilizar el equipo tras un largo período de tiempo.
La interacción con el chat para asegurarse de que el sonido y la comunicación sean adecuados.
Un comentario sobre la importancia de la persistencia y el trabajo para volver a la vida algo que ha estado inactivo.
Menciona la comparación con la película 'Oceans 12' y la necesidad de cambiar de táctica.
Un saludo y una reflexión sobre la sorpresa de los espectadores al verlo de regreso.
Discusión sobre la situación actual de GameStop y la importancia de la transformación del modelo de negocio.
Apuesta en la capacidad del equipo de dirección de GameStop, especialmente Ryan Cohen, para reinventar la empresa.
Comparación de la situación actual de GameStop con una oportunidad de capital de riesgo en el mercado financiero.
Advertencia sobre los riesgos inherentes a las inversiones especulativas y la importancia de no seguir a nadie ciegamente.
Reiteración de que la situación de GameStop es única y que requiere un enfoque de gestión adecuado.
Discusión sobre la teoría de dos partes sobre GameStop y el enfoque actual en la transformación del negocio.
Apreciación por el apoyo y los deseos de cumpleaños recibidos del público.
Comparación de la situación actual con la de hace algunos años y la evolución de las redes sociales.
Anuncio de que revelará sus posiciones de inversión, algo inusual en un stream.
Reflexión sobre la naturaleza de la inversión y cómo las decisiones se basan en un 'sentimiento' o en una serie de factores.
Conclusión del stream con un agradecimiento general y un brindis final a los espectadores.
Transcripts
e e
[Music]
[Music]
[Music]
oh I'm
wi you're left with nothing you're our
nose
bleeding at least as strong see that
horror we'll go another
[Applause]
round the pain will make you cry the
pain will make me smile the pain will
make you cry
[Applause]
[Music]
oh
[Music]
[Music]
[ __ ] oh [ __ ] oh [ __ ] oh am I okay
oh
[ __ ] oh that was a close call I don't to
get my [ __ ] set up there
oh help S Help S
Help can y'all can y'all hear me right
now I kind of forget how to do
this I kind of tested it can you hear
me I can't I can't keep up with this CH
you can hear me yeah yeah yeah okay okay
okay I mean I can't read this chat the
chat oh you can hear me oh excellent I
had to dust this [ __ ] off to get this
working you brought me back to life with
the chat it's like
[Music]
the oh [ __ ] I'm alive kinda
kind of kinda what's up
everybody I'm looking around I got to
make I think it feel like it's working
but I haven't done it in so long I I
think it's working I see you got you can
hear me it looks like it's going okay so
I think we can get it sorry I'm I'm
Legit looking at the chat here just to
see okay all right I think it's working
I think it's working I I can't believe
that [ __ ] I thought for sure I would
[ __ ] it up somehow welcome everybody
happy Friday oh [ __ ] I didn't even I
didn't even pour the beer yet but that's
okay I didn't I I got a beer you know I
know it's the middle of the afternoon
here but right it's Friday it's 5:00
somewhere it's not 5:00 here but it's
about to
[Music]
be oh [ __ ] wait do I do I get to wear
this [ __ ] the whole time I don't think
are there there's I kind there's no
YouTube rules like whatever your
whatever your drip is when you start you
got to keep rocking that I'm pretty sure
there's no way that's a rule I mean I'll
keep it up for now cuz
uh
uh cheers everybody let's go let's oh
[ __ ] look at this it's go it's going up
it's I could say that right can I can I
say that can I say it's going up is that
okay is that okay look at this I can't
keep that get over I think I can say
that Cheers Cheers crazy stuff going on
these days huh crazy stuff can can you
believe it's me can you believe it cuz
it it kind of looks like a lot a lot of
people don't so I just I figured I'd pop
in here say what's up everybody I hope
everyone's doing good it's know I know
it's not the usual time of the stream
but uh figured I'd see what's going on
check in how everyone's
doing no real game plan here just wanted
to hop in see what's
popping damn yo there's mad heads in
here
God damn all right okay yeah so I hope
everyone's doing well it's been a few
years now I hope y'all are good we've
been doing okay here hanging in there
this you may not I mean I'm I was just
messing around with this this isn't a
real this isn't a real bandage this
isn't a real what do you call this a
splint is that the word it's not real
I'm I'm I'm messing around right now I'm
messing around okay so other than this
other than this I'm we're doing okay
here right it's been a crazy well first
I mean it's been a crazy few years right
it's been a crazy couple of months
too oh
[ __ ] um yeah Bonkers I wanted to oh hey
let me just
close
um oh it's pretty good to be back you
know kind of forgot I I kind of you kind
of forget what it feels like after it's
been so long huh
um I
hope you know you know before I get
started here this be I I feel like uh
what is it Oceans 12 like how many
expresses you have five that's me right
now you know but now you got to make the
switch you know you do the little
pregaming you do the pregaming action
which in my case might be some coffee or
some espresso or something but I think I
think it's time to make a switch all
right so you know I mean what I don't
know what type of beer you think I'd be
going for today but I mean maybe this
isn't the right day to do I mean I hope
can I do this can I show this oh you
can't see it you can't see it oh can you
guess what beer that is can you get can
you guess that's a hint that you can't
see it oh I should have tested that
whoops whoops oh [ __ ] let's see if
you oh you see it oh they see it I mean
I'm not cut up with the chat but at
least I can see y'all scrolling through
there green it's
green it's green cuz all right so the I
mean it's green right but go go Celtics
all right go Celtics we we won last
night all right uh I'm pulling for them
it's mean I guess it's not a green day
here right but I mean this this is the
finals baby to start off the series with
that [ __ ] come on let's pour let's pour
this let's get let's start it off right
like I said 5 o'clock somewhere it's 5
o'cl oh csor is actually a good guess
that's actually a good guess that's a
green one too Rolling Rock go Celtics
let's go
see I can't keep up the chat but I can
look over sorry I'm new to the to the a
lot of people being here
right I just look but at least I can
catch some of your
things all right let's pour this in here
my buddy oh can you see this if I pour
it all the way in there I should have
showed you before I poured this sh my
buddy hooked me up with some oh you
can't see it oh you can't see it maybe
when the maybe when the head pops up
hold on
all let just pull that up here
huh man I kind of screwed up the poure
there that's okay okay it's I'm doing it
with one hand also I'm Sor I mean I was
late but you try you try starting a
stream rocking this you know I mean I'm
doing it trying to do it Opposite here
sorry about that all right oh now for
real though I think I got to I think I
got to take this
off it with my head I feel like I'm
actually injured or something how do I
do that all right let's do thato
let's pop that
off oh [ __ ] it stuck to my hair ah
[ __ ]
okay let me pop that over there getting
kind of it's getting kind of warm in
here too but I I don't I mean now you
know I was just messing around I don't
need this ice pack I got this ice pack
just in case I mean it is getting a
little bit warm but again I was just
messing around I don't actually need
this but if I get too hot let's hope the
let's hope the beer cools me
down um yeah so what's up everybody I
gotta be do do I have to be careful what
I say here I'm not really sure uh I
don't know but I did want to hop on the
stream here I mean you seen I mean some
of you have seen I've been back kind of
active for a few months but I I did want
to let me just move this over
here figured I'd check in this is me by
the way I see a lot of question marks on
oh is he back is is it someone else I
mean can you tell can you tell it's me
now I mean what weirdo spends their free
time working on memes you know like
could you did someone else it's someone
else doing that you know I own it I own
it I own it that's
okay uh but no hey this is me I'm not
I'm not AI either or am I AI
ooo I could be these days you know I se
it's it's changed a lot these past uh
these past few years but no this is this
is me I wanted to pop in here be like yo
what's up say what's up I guess remind
everybody this is me that uh I'm the one
active on my accounts of course um I uh
what else to say here I I I see I mean I
see a lot of the stuff out there I'm
just like what the hell I um what else
oh these are the the accounts I'm
showing and my positions are mine you
know it's like those are my positions
I'm not working with anybody else I uh I
mean I'm not I'm not with hedge like
that's kind it's like uh it's like the
same stuff as last time so it's kind of
interesting to see that stuff so I'm
like all right I got to hop on a stream
and just remind people you know and then
uh what else what else what else like I
I I'm not an Institutional Investor you
know um I'm not all this other stuff and
I am definitely not Paul Doo all right I
don't know if you thought you were going
to tune in today it was going to be like
Paul Doo on here but I'm not Paul do
okay and uh actually I I got to be
honest here I I still haven't seen that
movie I haven't
I haven't seen I've seen some clips I've
seen some clips but I still haven't seen
that movie but no I'm not Paul Doo I'm
not Paulo either so I'm sorry to
disappoint if that's what you were
tuning in to see oh no I'm causing it to
go down I'm causing it to go down
where's I need a button that like I
press the button and it ejects me from
this if if the price is going down or if
I if I say something oh boy just press
the button and get me out but it is what
it is what am I going to do um yeah so I
just wanted to check in with you folks
remind you all that stuff let you know
that it's me hey what's up I uh let me
see this chat
here and uh yeah oh so I mean let's can
I can I talk about GameStop can I what
can I say about GameStop I mean you the
funny thing is is that I have a lot of
the um um the same feelings about
everything you know it's um you kind of
I mean I've talked a lot about GameStop
and how I feel about the situation and
all that and um I I thought I wanted to
hop on and kind of reiterate a lot of my
viewpoints that I have previously and um
and uh yeah I think remember if you
remember my previous thoughts on the
company and the opportunity there was
kind of like a two-part thesis to it and
that second part of the thesis is a is a
is a reinvention of the business model
or a transformation whatever you want to
call it and I I just to remind people
who if you haven't seen my materials
that we're in that second part of it
here where it's less about I see a over
the past couple years I see an
overemphasis on like that Legacy
business and U it's just there over
matters it's not that it doesn't matter
of course but they're in the
transformation stage here and um what
could they transform into you know what
I mean there's a lot of question marks
about that understandably so but
essentially becomes at this stage of
that second part of the analysis this
transformation part it becomes u a bet
on the management you know in particular
of course Ryan [ __ ] Cohen you know
what I'm saying Ryan Cohen and his crew
and that is the that's what folks are
are are are uh
should be focused on you know what I
mean and that's probably going to be an
ongoing debate as to how people feel
about him whether he can successfully
transform that business and those are
great great discussions and there's uh
those are good discussions that need to
be had and so when I look at the
situation though and I've I'm kind of
going to be echoing some of the thoughts
that I had previously is that I think I
feel like I see enough where I um I I
believe this guy might he might be able
to do it right that's not a guarantee
this is the same thing as before I mean
I'm not promising anything but over the
over the long term here I think he he
seems like the type of guy seems like he
has those characteristics and the way he
approaches this seems like he might be
able to do this but again that's not a
guarantee this is kind of like it's kind
of based on feel you've heard me say
that right um and so I have that feeling
I have this feeling and I'm like all
right let me uh let me reiterate some of
these feelings that I have but it
remains to be seen you know and uh you
should keep your eye on stuff too
reserve the right to change your mind
about stuff just like I do don't follow
anyone blindly nothing on this stream is
advice hopefully you all know that right
this is the same thing but like when I
have a feeling about that I like all
right well let me share it I could be
wrong about stuff but I think all right
let's talk about it and uh I don't know
I think he has the character that he
could do this in particular I think we
can all agree GameStop finds itself in a
very unique situation just like it did
last time right not just in the gaming
space per se but you have a company
where you have you actually have so many
people rooting for it right they're
rooting for it to work out myself
included how often does that happen that
folks like really want it to work out
and it's a highly unusual position and
it's so unusual you got to the way you
manage that situation is um uh you got
to be you got to be you got to manage it
the right way and honestly the way he
seems to be doing it I think he's from
from a distance here right I I have no
idea but I put myself in his shoes and I
think he's kind of seems to be taking
the right approach given this very
unique situation that he finds himself
that the company finds itself in you
have a lot of investors kind of
following what's happening um kind of
wanting it to work out you know what I
say that's very unusual it's a very
unusual situation and I don't know if
there's there's not too much precedent
for it you see it with some other
companies uh especially when they're
when the CEOs or the managers are are
just so heavily investing themselves in
the business investing themselves in the
turnaround and there's there's some
there's some managers out there who who
um who who are who are somewhat similar
to I see I I see it in Cohen so that I
think that he has the type of um he
seems to be doing the right things and I
know the question marks will be well
what has he done what is he doing what's
the plan you know those are fair
questions but you know do you really
think he's been doing nothing or that
GameStop hasn't been strategizing
testing some things here and there and
how to uh how to move forward I think
that's pretty ridiculous I think that's
I think we've seen enough in particular
from him to be honest I think we've seen
enough from him to think he's got a good
head on his shoulder ERS and he's again
we haven't seen anything it's
speculation you can argue that but
honestly the way he seems to be handling
this and we don't know a plan and that's
fair but boy I uh you're you're right
sizing the ship you see uh even the
Legacy business cutting cost trying to
stabilize some cash flows you know just
try to stabilize that Legacy business
but now it's all about the
transformation and that cash pile is
growing it seems to be growing will they
raise more money we'll see I I don't
know I mean I see it but if he I I think
if
people uh if people if you just change
one factor and that's that you don't
think Ryan Cohen is a doofus all right
if you don't think he's a doofus and
he's not a fool if you don't think that
and all of a sudden suddenly they're
sitting on billions of dollars in cash
right and you don't and you actually
think not only is he not a doofus but
he's extremely talented in that he has
the capability to turn this around if
you just even if you don't agree with
that right even if you don't believe it
that's fine if you just pause from think
about that I think it really changes
your mindset and that so that becomes
the bet that becomes the BET and um I
don't know I this
is uh it's it's
it's it's it's going to be a debate But
as time passes you'll see more that's
the thing I think some people say oh a
lot of time has passed we ain't seen
[ __ ] and that's fair too but again I
think because of the uniqueness of the
situation I think I think I think
generally in this type of CAS be like
being quiet working on stuff behind the
scenes um and uh thinking about what
you're going to do um uh can be a good
could be a good approach that's not the
end all be all right we'll see where it
goes from there but it's a good starting
point and I don't I personally don't
think three years is is uh
too is too long in this in this case
five years 10 years all right all right
like if we all waai in five years 10
years you know and it's like all right
we're going to be going into the pet
rock business come on come on reserve
the right to change your mind just like
I do that's how you should approach this
but um um um the EV in this case right
the absence of evidence is not evidence
of absence and it seems like people are
quick to be like oh well they haven't
announced anything the Legacy business
uh is is struggling therefore it's it's
over you know what I mean I think that's
just kind of silly just because uh I
think it it could be it's just not proof
of anything now again they come they
start selling some pet rocks you know
all right okay let's let's revisit this
but right now there's some uncertainty
about it and it becomes
a better management and you'll see this
is a thing in in financial markets it's
unusual that it's a public company but
if you're dealing with like a venture
capital opportunity or a startup company
this is this is often how it works where
you may have an idea uh or you might
have a management team that you believe
on and that tends to be what you'll what
you'll focus on and do they seem like
they have the right skill set to pull it
off that's the focus I mean that's
that's what I mean this is not unusual
in fin financial markets generally what
might be unusual is that this is a
public company right in that you have
noninstitutional investors you you have
non-institutional investors who are like
making the case for it that's highly
unusual but it's not unusual in
financial markets it's just it's a
little bit different this this time
around and uh so it's it's just an
ongoing argument discussion and we you
won't really no one knows for sure I
mean especially me right you don't don't
follow anything I do you see all my
disclaimers and stuff same thing none of
this is advis
I have an aggressive style blah blah
blah you know that stuff uh but when
you're dealing with these types of
opportunities right I say it's unusual
but in financial when you deal in these
types of opportunities you could lose it
all you could lose everything they're
highly speculative in nature you should
know that these are these are very risky
opportunities and they are risky because
there could be tremendous upside if it
works out but that's the balance and
that's why in those types of
opportunities that I'm talking about
that's the tradeoff big potential
opportunities or you could lose it all
and you kind of factor that into your
analysis and so uh it's the same thing
here so it becomes kind of a bet on the
team and I from what I've seen so far I
think I I I I I reserve the right to
change my mind as you should too I'm a
Believer right now let's see though
three years um let's let's see what
happens from here but um I think with a
significant amount of
capital I don't know I think I um let's
see let's see where it goes from here
but that's kind of a reiteration of a
lot of stuff I said in my last stream
there was a two parts of the two parts
of the thesis then this part of the
thesis if you remember I ascribed at the
time I'm like well we can't even discuss
this it was like the bottom of that word
document that I had I was like well
let's discuss this when it comes well it
came that kind of first part worked out
and now it's a discussion about this
other stuff so I mean I'm probably you
know me I'm rambling now at this point
I'm probably oh let me put pour that
stuff but that's uh I'm just reminding
youall that you know like that's got to
It's let's let's see where it goes from
here but hold on did I pour all right
you can't pour it all can I get that
what's a what's a drink my my buddy
hooked me up my buddy hooked me up with
that what's your drinking strategy baby
what's your drinking strategy clearly
clearly I mean look at look at the
impact I'm here where's that button to
eject me eject me out of this cheers
everybody huh what's a drink of strategy
let's do
this all right all
right uh yeah what now though what now I
mean now what do we do I mean I kind of
got some of that stuff out of the way I
um oh I should like should
I I should I do what up let me get
some oh you see that stuff
there can I do I show oh is it oh is it
oh it's frozen again it's frozen again
can
I let me chat chat can I do a portfolio
reveal I've never done that on the
stream before can I do like can I do the
portfolio reveal I like is that is that
okay I I I think I can I don't think
there's any issue with that I can yes I
can do that I can do that okay those
YouTube rules you know what I'm saying
all right let me just check let me just
make sure this is legit hunky D oh it's
Frozen right now oh oh it's it's halted
I won't do it while it's halted we'll
wait we'll wait till it's till it's not
halted uh I think it's halted right is
my is my screen Frozen I think it's
let's see let's see if it starts moving
again it's kind of it's it's it's
helpful that it just moves
without uh without refreshing the page
oh that's kind of nice but uh yeah I'll
do that I'll show you these are my the
positions that is just like last time
the positions that I uh up hosted those
are my only
positions there's no other positions
there's no other folks I'm working with
you know what I mean it's uh it's like
it's it's like pretty similar to last
time so I saw people saying that I'm
like oh no those are my only positions I
meanless cash does cash kind of position
well you see you see that but um yeah
those are that's it those are my other
positions so um yeah again my aggressive
style investing is all is almost
certainly not suitable for y'all right
I'll always say that I'll always say
that risks are severe you can lose
everything what I do is not a recomend
you know that because I've said this all
this time you know this is not it's
important to reiterate though it is
that's why I would do it in my streams
previously too you got to know that
educational just not an investing
process but also the risks involve um so
uh I'll do that I'll do that I'll just
show you but yo you see some of those
headlines this week I I mean I see some
of the headlines y'all
see oh Dam some of the
headlines we probably all know about the
same amount about this situation you
know what I mean based on that like some
of the headlines we see I kind of see
that stuff out there I'm
like oh oh no oh no you know it reminds
me of the uh the Dark Night you you post
a couple of memes you post a couple of
screenshots and everyone loses their
mind you know it's like no man chill
chill chill chill it's okay it's
okay um but uh yeah so we're as far as
some of that stuff goes navigating that
doing my best to uh to navigate that
um yo chat's crazy oh happy birthday oh
thank you very much thank you thank you
very much for the happy birthday wishes
cheers y'all I appreciate that thank you
thank you thank you all right cheers
y'all ear uh is this is this an yo
GameStop was this an early birthday gift
from y'all you know the early birthday
gift of ear early earnings announcements
and an offering Che I guess cheers I
guess you wrap it up in a gift or some
[ __ ] oh thank you chat all right y I
feel I can't look oh that's very thank
you thank thank you all so much that's
very nice of you I kind of feel I feel
like I've been cosplaying as a streamer
because I'm not used to having so many
people on here and like I'm saying yo
chat what up chat I mean we used to I
mean cheers to all the folks we've had
we had we've had some good times over
the years right cheers to my YouTube
crew of course my fellow rers even on X
now what up X cheers to the the ex crew
too I mean so many people on social
media it's it's pretty cool as I mean
like many of you you know you grew up
still birthday thought cheers you grew
up on kind of the internet right you
grow up with the internet and I feel
like a lot of us are in the same boat on
that I I think that it's a little bit of
a connection that not me all of us right
we all kind of have it's a pretty unique
generational type thing but uh anyway
but I have on the stream in front I've
never had a ton of follower to oh you
see how many people oh damn I don't holy
[ __ ] 600k what up what oh look at oh is
that ha oh yeah oh I got I mean is it
time for a haircut too oh it's UNH
halted it's UNH halted okay okay okay
how do I do this all right let me just
let me just test
something no is it it's halted again is
it is it not
halted I think it's halted I think it's
halted
again it's halted everyone you're pre
you're beating me to it I'm going to
show it I'm going to show it don't I'm
going to show it halt don't don't make
me don't make me
halted well talk I mean this is at least
I'm up to I mean know I know at least
I'm up to date on the stream I I it's
like a what's I don't wonder how long
you're supposed to have in between
messages so that I I can kind of read it
I think I did like two minutes this time
but I really don't know what's
appropriate but uh record yeah we got to
see what happens from here we got to see
but uh
all right we'll see what it gets un
halted what else what else what else
what else what other stuff to touch on
here uh got that over
there chat I get that just get I took I
was like
a yo shout out Brockton I seen that see
I'm going to see like bits and pieces
I'm sorry this is probably how it
streams usually work this is right shout
out let's go let's go I shout out to so
many folks you know I've been talking
about social media and friends and
family shout out to shout out to so many
people I know for for some folks it's
been a while since we touched base and
so this is is an opportunity to say what
up to
everybody oh
damn I know but that all right what else
what else what
else still halted let me just check
again still
is still
is I'm I'm I'm trying to keep keep an
eye on the chat here
it's good beer it's good beer it helps I
mean I I don't want to take credit for
the Celtics Victory last night too I
mean if sorry if you're not a big
basketball fan here but um um I mean the
green helps the green drinking the green
during a game I I think does help I
think it does
help
um oh H are five minutes oh I didn't
even realize how long they were uh yeah
600k I'm I'm reading all this oh I'm not
reading all it just check it in give me
some prompts to roll with here oh
damn so still
still still going I know I wish I had uh
I don't well this isn't really a
traditional stream I suppose because a
traditional stream we just be shoot we
kind of just shooting the [ __ ] checking
in on stuff
the the hals are due to the
stream oh movies all right let's go yeah
movies yeah now we're talking I mean I
I'm sorry I don't know I'm not sure I
know probably a lot of people tuned in
for different
reasons we about to start talking about
movies just random things
yeah I know I got well you see you see I
hope y'all I I hope y'all enjoyed some
of those memes you know you can see I uh
worked a while on them which is
obviously extremely embarrassing right
you think I don't know that I know that
but I I think it's kind of fun to to
work on them I hope I hope you think
some of them are funny too I think it's
see that's the end that in me right some
of y'all know like that's as a as a
professional
lurker now I get to share some like all
right here's something that I worked on
too but uh you know it's been uh like a
lifetime of entertainment it's been
pretty cool to like all right all right
let me share let me share some of mine
not just the memes but kind a lot of the
stuff I do it's fun to it's just it can
be fun although I see some people right
I'll work on the memes and uh and they
were like oh yeah when they were like oh
not sure it's me and they're like oh
look at those low quality edits and I'm
just like oh I'm like oh no I mean I'm
not a professional video editor or
anything like that but oh
oh it hurts it hurts I'm doing my best
here I'm trying to learn I'm doing my
best so I I'm always laughing at those
it's fine I know they're I know they're
not but it like it's like a oh stab I'm
trying my best um is it un Haled let me
check oh all right it's UNH halted all
right don't I'm going to do it I'm going
to do it don't try to don't try to do it
all right let me bring it over here I
think it's I think it's fine if I bring
this over let me check Let me refresh oh
we got it all right I'm going to bring
it over don't hold it don't hold it
there you go all right there you go is
it on the chat there there you go all
right
Cheers Cheers I got it up there so those
yeah those are my only positions you
know as you know about me I'll take
uh uh it's a it's it's a true YOLO again
I suppose depend on I know I know
there's some cash there that's what I
mean it depends on your positions but uh
it's another YOLO again you know what
I'm saying it's how I roll so that's
that's that there but I seen those
headlines E Trade eade I see those
headlines I got to check I'm checking in
every day I'll log in I'm like are my
position still there are they still
there let me check they're still there
wait they're still there okay they're
still there I actually I wasn't even
like paying attention to the details
they're still there but I'm each morning
I'm like I don't know what's happening
so I go all right well don't make me
don't make me but E Trade I'll do this
with HTML I'll do that don't make me
don't make me remove it I know how to do
that I'm just kidding though I'm going
to put it back we're good we're good th
those positions are there those
positions are there but I'll do it I'll
remove it don't make
me don't don't make me do it don't make
me I'll I'll delete that from the HTML I
will all right Mr Robot hacker here you
know I learned a thing or two and I know
how to delete that I don't want to do it
I don't want to do it but I can I
can I'm just messing I'm just messing
people okay it's still I put it back I
put it back I put it back no but see I
see those headlines too y'all see them I
see them we're like what the hell I be
waking it up you know that Meme too
where the guy wakes up and it's it's
like all green he's like oh he's
squinting he's
squinting he's like oh he's waking up
looking I feel like that's me in the
morning some days I'm waking up and I'm
squinting I'm see the stuff I'm like
what I'm like what the hell did I do man
so that's where we're at right now oh
did it go down oh is it halted again oh
it's halted well that's where it was
right where that's where at the halt see
I I wait till the halt because if um if
it if it's halted it doesn't show the
stuff so it needs to be UNH halted I
don't know why it does that it just is
and so yeah there you go there you
go that's where it is for now that could
go down it's going down it's going down
in general educational advice here in
general not not specific to games but
remember with all Investments okay
especially ones I'm involved in because
they're inherently very risky they go up
they go down you can't explain that they
go up they go down you can't explain
that no but you should be aware of the
risks going into any position but again
especially ones I dealing because they
tend to be extremely volatile I like to
think that I have a good sense of uh of
of my thesis but I get stuff wrong I
have historically I will again in the
future could be I mean I it's just it's
It's always important for you to to
understand that and I I have to
understand that too and so um but I get
a feeling if I have this
feeling uh I act on it and that's I I
mean I make that joke in one of my
YouTube videos it's based on feel but
it's like a Confluence of factors and
the easiest way to just describe it is
it's this feel that I have and at the
foundation in this case of my feel my
feeling right at the foundation of it is
kind of that long-term Outlook
that um this type of company has the
prospects um that it could it could work
out well over the long term in the short
term we'll see we'll see but in the long
term like that's like the foundation of
it so it's like a collection of
things and uh but always always risks
always risks but honestly I mean you
think it's a joke it's I guess it's a
little bit of a joke because that based
on Fe well let's see where where's
my do we do that I mean do we have
questions to ask it I mean I'm not only
oh someone already someone beat me to
the eightball I just saw you chat you
beat me to it I honestly I just reached
for it I just grabbed it but y'all beat
me to it I don't know what to ask it
though I don't know what to ask can I
ask an
aall can I I feel like I can I don't
think this I don't think that's
problematic what what's the date today
the
7th oh can I do charge oh so wait oh
before I do the aall oh well uh can I
can I show a chart can I analyze a chart
I feel like it can analyze a chart you
know it's not a science we can can I
look at the chart a little bit here I'm
I'm going to move this over it's halted
anyway check out that chart though huh
Can I do charts real quick can I do
charts y'all might have seen this too
but wasn't that kind of funny wasn't
that kind of funny like it comes down to
like right there look at that look at
that look at that line right there it
came down well I don't feel like drawing
it right now I'm just going to use this
as the draw like you get that oh I'll
Draw It Whatever
do I have a lawyer in the
room uh no but maybe I should and I
should give them control of that button
get them out of there get them out of
there don't don't say that don't eject
them eject them where's where's that
button that I can press sorry I'm only
going to catch some of these I'm going
to catch the ones that are that are
going through there don't do
it does the a does the aall constitute
advice does it constitute advice you
know or I mean you
play look at that oh you see that one
you know what color that one is cuz you
can't see it sorry I'm jumping around to
you but you know how my you know how my
mind works but was this one played
today did someone play that and I didn't
see it it feels like someone might have
played that and I again I was like oh I
I missed that I missed that
but there's always that there's always
that
do I have any others oh there's a coup
those are the three I feel like those
are the three funniest ones you
know all right okay okay wait what was
it oh do a hold on let me just let me
just get to the Chart real quick wait
can I draw hold on let me see if I
remember how to do this oh I do I do
right there all right look at that look
at that right at 10 huh look at this
like jumping up and jumping jumping
down I was like right there this is all
a test this is all a test but you see
that and then you see I'm going to do
another one right there
I don't know it's not a science but you
see that that's like that's bull that
chart that chart was just bullish you
know I I feel like most technical LST
would would would agree with that that
doesn't mean something it's going to
automatically do something of course not
technical analysis is wrong all the time
but um it can be it can be an indication
of something so you see that I mean know
we used to do charts we used to do
charts back in the day I think it can be
fun but um anyway I saw PE I saw folks
mentioning that I didn't want I had it
open I just wanted to check that out but
uh that's that's always fun that's
always fun to do but you never know it's
just it's it's always a test educational
it works if it doesn't work whatever I
always think that's funny but uh all
right the eightball
eightball first all I need to sip
though oh well we need to figure out
what we're going to
ask I don't say I don't know can you can
you do can you do
oh let me see I toss out some questions
toss out some questions as to what we
might ask oh it's going down more oh no
see technical analysis see it's going
down more now see that's that's how
ineffective it it can be at times right
you even pull up a chart sometimes you
even pull it
up forget about it forget about it will
we end green all right that's
one excising that's
one will Celtics win that's a great one
lot of good ones here damn I don't know
what the appropriate one is is today the
day to do it is today the day to ask
this something it does seem like that
like there's a lot of moving parts right
here
huh I don't know maybe today's not the
day to do
it should it be another day I don't
know I don't know I don't know it's down
so much
today I don't know
I don't know about ending oh now it's
going fast
again I'll think about it I'll think
about it the question's got to be good
if all y'all remember like the question
is really that's the important part you
got to get it you got to get that
question right and I see a lot of good
ideas here but I'm not sure what what
might be
best we'll see I'm not going to do it
now I'm not going to do it now I'm going
to I'm going to table this literally
going to table it for perhaps another
time I don't know I don't know I need to
think I I I should have been thinking
about what we might ask and I see but
now I see so many different good options
as to what the appropriate question
could be I'm not
sure plus I don't know if they've can I
don't know I don't think apal
constitutes advice but let me double
check I want to double check on that
just in
[Laughter]
case oh [ __ ]
no do it
now
okay hope it hope it still works hope it
still
works let me just what was it
there where the thing there it is
okay let me think keep going keep them
coming keep them
coming oh I I want to ask
something I know we often focus on price
action which is understandable like is
there a plan could you ask like a
fundamental one is there a
plan it seems like that's a hot debate
it's a hot debate it's a hot debate is
maybe they've been doing nothing you
know I think that's so fun I think it's
uh I think it's uh
unlikely but that doesn't mean whatever
plan or whatever they're going to do is
going to work out of course right that
don't mean that but uh anyway so maybe
that would be a different uh thing it's
usually price
action
o so many good ones I don't
know there's a nice easy one what should
we have for
dinner
a we wait I'm going to wait I'm going to
wait we'll wait so we table it so we T
least we got we got the discussion going
we got the discussion going as to what
the question should be we got the
discussion going plant some seeds let's
think about it oh no that
oh I'm not saying I'm not saying any of
the right things I'm saying all the
wrong things right now I where's that
eject button it might be time it might
be
time am I okay oh that would be that
would be uh am I okay
uh I don't know I will say I'm probably
not I'm probably not I mean I'm I'm
clearly uh I'm I'm clearly cuckoo you
know clearly right I'm off that should
be apparent now I think everyone I think
even the eightball would agree with that
right but it's kind of fun I think uh
there's some other off people who feel
like me gives me a sense of comfort yeah
yall are off to yall are off to we're
off together we're off together you know
you the crazy sticks together crazy
sticks together in a way H isn't there a
sense of comfort in that there is I
think honestly I I joke but I think
there is
all right I think let's see well watch
this watch this I think for
now we're gonna end the
stream I think we're GNA end the stream
now let's end it
[Laughter]
oh
oh let's restart it all right let's rest
let's let's restart it let's restart
start it let's restart the
[Laughter]
stream oh
man what's what's he gonna do all right
all right all I just see
[Laughter]
it oh no he doesn't got [ __ ] oh no oh
he's he's legit crazy oh no oh we didn't
we thought he wasn't crazy that that's
that's your bad for thinking I'm I'm all
there you know what I'm
oh damn that's your bad I'm not I'm not
is it halted oh just saying that halted
the stock I'm sorry but that's funny
that's funny I don't
know I think it is I think I think it
is all right okay all right if that's
the case oh I think we're going to end
the stream now we're going to end it now
and let's let's see what happens I know
we'll we'll end it now I'm going to do
one let's do one final cheers thank you
everybody for coming I mean this is this
is
awesome boy this is a you're a real
streamer when you when you're like
talking to the chat like that oh I have
a lot of respect for I mean I I I mean I
I'm a I mean the real streamers day in
day out grinded and stuff like that
obviously I already had a lot of respect
but now seeing this and even doing all
this stuff
yourself holy I mean gez I have I know
people work with teams and stuff like
that and that's um I get it but uh just
so much
respect but I'll I'll uh cheers to y'all
I'll see yall around you know I'll see
you around thank you for thank you for
popping in I appreciate it it's just I
mean whether there's zero people or a
lot I you know it's always it's it's
nice to have folks hanging out hanging
out you can hang out in person you can
hang out online you can just a lot of
us I don't know share thoughts and have
a good time and I think uh I think
that's great I think that's great Che
cheers to y'all for now Cheers Cheers I
think I got a chug now like I said I
5:00 now 6 o' somewhere
now oh
[ __ ] what's your what's your drinking
strategy
baby I don't know what's that what's
that all right all right cheers to y'all
thank you for coming by we'll see what
happens from here I don't know I don't
know we'll see actually I forget how to
end this though for real I'm not even
joking I think I just think I'm going to
press something
there and then uh no I do that okay I'm
going to do all right cheers to y'all
I'll see y'all around happy Friday have
a nice night have a good weekend I'll
see yall around
adios oh
all right for real peace
[Music]
n
n
[Music]
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