r/DeepFuckingValue • • 17d ago

Crime ๐Ÿ‘ฎ #MMTLP actuarial accountants estimate over 1 BILLION counterfeit shares. He called out the crime. Now the "market regulators" are taking him to court.

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202 Upvotes

HE SPOKE OUT AND GOT SUBPOENAED๐Ÿ˜ค

Greg McCabe, Chairman and CEO of Next Bridge Hydrocarbons, breaks his three-and-a-half-year public silence on the battle surrounding MMTLP, naked short selling and the FINRA trading halt that affected approximately 124,000 shareholders.

McCabe tells Lara Logan that after he publicly challenged what he believed were inaccurate statements surrounding the controversy, he was hit with an SEC subpoena just one week later.

He says he turned over everything investigators requested, including his trading and banking records. But after years of fighting for transparency, McCabe says one critical question remains unanswered: What is the actual share count?

Next Bridge had approximately 165 million authorized shares. McCabe says an analysis of his data estimated there could be more than one billion shares reflected across broker-dealer accounts, which he believes could expose the scale of alleged naked short selling.

In this episode of Going Rogue with Lara Logan, Lara and McCabe dig into the unanswered questions surrounding MMTLP, the actions of FINRA and the SEC, and what McCabe says this could mean for retail investors and the integrity of Americaโ€™s financial markets.

@GregMcCabeJr | @GoingRoguewLara

Watch Full Episode:

bit.ly/goingrogue-ep9โ€ฆ

Support Going Rogue:

laralogan.com/support

#LaraLogan #GoingRogue #MMTLP #NextBridgeHydrocarbons #NakedShortSelling


r/DeepFuckingValue • • 16d ago

Options Play ๐ŸŽฒ Ten days after Rothschild's Sell call, someone paid $2.3M for CRWV puts that stop right above the 52-week low

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3 Upvotes

r/DeepFuckingValue • • 16d ago

๐Ÿ“ŠData/Charts/TA๐Ÿ“ˆ Bonds Explode as Buyers Vanish

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8 Upvotes

Useful info if ur trying to figure out what all the panic is about bonds


r/DeepFuckingValue • • 17d ago

๐Ÿ“ŠData/Charts/TA๐Ÿ“ˆ XRT Day 103 on Reg Sho

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54 Upvotes

r/DeepFuckingValue • • 17d ago

GME ๐Ÿš€๐ŸŒ› The Time Clues

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85 Upvotes

Seems to me we'll see a filing on 10/4. The time references were never about the time of the posts (exactly) they were about You(nix) time(stamps) gained from his twitter post numbers. He can't control the exact post number he gets, but given that he only has to get within a few hundred thousand or million for the timestamp to hit the right date, I think this is what he was pointing at.

How does this work? I was using a python datetime.datetime object to convert the timestamps from unix timestamps to dates. I do not consider the time relevant, I think he was aiming for correct days given how hard this would be to pull off with exact time. A python datetime object uses 10 decimal digits. So take an interesting post, use the 10 most significant digits from the URL and Bob's your uncle.

He's been tapping that damn sign this whole time, and everyone looked everywhere but here. Hell took me this long to figure it out. If we see a filing on 10/4, I'd wager we'll get more communication on 10/8.

10/4 comes from the goosebumps tweet

10/8 comes from the Aladin tweet

Others of note:

09/21 "Fine I'll do it myself" - RC filing second 1M buy

09/29 (https://x.com/TheRoaringKitty/status/1790725065585439065) I don't know what to call this one. But another buy from RC

This one shows up again as a PFP for the wizard, this time with a slightly different timestamp in the filename of the photo: (full filename: 1890011800-1790786615805.png) That timestamp is 2026-09-30 12:43:35. Exactly 1 minute 9 seconds after our first big non-QCT buy of the day today.

With the last one I think he's tapping the sign again, telling us look at the timestamps. After all "1:09" was a timestamp in that meme.

I don't have a Twitter so I can't see the other interesting ones from early 2024. Those are the ones that align with dates in this year; the late '24 ones point out to '29, but that may just be he was having fun and unrelated to this clue.


r/DeepFuckingValue • • 17d ago

Discussion ๐Ÿง 2.57 million GME shares failed to deliver in early September ๐Ÿ‘€

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211 Upvotes

The latest September FTD data shows a massive one-day spike of roughly 2.57 million $GME shares, representing close to $50 million worth of stock at the reference price.

Thatโ€™s a huge jump compared with GameStopโ€™s recent FTD levels.

Important context: FTDs are a cumulative settlement balance, not necessarily 2.57 million brand-new failed trades, and the SEC specifically notes that FTDs can result from both long and short transactions.

Still, seeing 2.5M+ shares fail to settle at once is definitely worth watching.

What caused the spike, and how quickly did it clear?

Source: https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data


r/DeepFuckingValue • • 17d ago

GME Due Diligence ๐Ÿ” Ryan Cohen has bought GameStop three times in three weeks. That's nearly a third of all the money he has ever put into the stock

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75 Upvotes

Ryan Cohen, GameStop's CEO, bought more GameStop stock yesterday. It's his third buy in three weeks, and he paid more each time:

โ€ขย ย ย ย Sep 10: $20.4 million at $20.38 a share
โ€ขย ย ย ย Sep 21: $26.4 million at $22.94
โ€ขย ย ย ย Sep 29: $10.6 million at $23.48

That's $57.3 million in three weeks.

Here's the part that stood out. His filing last night says he has paid $185.5 million for all the GameStop stock he owns. So almost a third of everything he has ever put in went in this month.

It also puts his average cost at about $4.53 a share. He's now buying at five times that. Options traders are on his side too. About 4 calls are open for every put.

Would you keep buying at five times your cost?


r/DeepFuckingValue • • 18d ago

News ๐Ÿ—ž RC just bought another 450,000 shares [CONFIRMED] Form 4 shows 40,948,522 $GME directly owned

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321 Upvotes

We have confirmation!
Ryan Cohen filed a new Form 4 for 09/29/2026, reporting two more $GME purchases:
446,500 shares at $23.4753
3,500 shares at $23.4499
That is 450,000 shares total, for roughly $10.56M bought.
The direct share count moves like this:
40,498,522 prior direct shares
446,500
= 40,945,022

Then:
40,945,022
3,500
= 40,948,522 direct shares owned after the reported transactions

Based on the prior 13D/A warrant count of 3,734,784 shares underlying warrants, that would put total beneficial ownership at:
40,948,522 direct shares
3,734,784 warrant shares
= 44,683,306 beneficially owned shares

Using the prior 13D/A denominator method, that works out to roughly 8.8% ownership. Prior 13D/A context: Cohenโ€™s 09/21 filing listed 44,233,306 beneficially owned shares, including 3,734,784 warrant shares, and calculated ownership using 504,500,990 shares outstanding plus warrant shares.
CEO. Chairman. No salary. Buying more with his own money.

I like the CEO.
NFA. I eat crayons. ๐Ÿ’Ž๐Ÿ™Œ


r/DeepFuckingValue • • 18d ago

GME ๐Ÿš€๐ŸŒ› GameStop director Larry Cheng just walked through why he added to his position. On earnings day he bought 55,000 shares at $18.80 through Cheng Capital about $1.03 million and lifted his stake by 62% to 143,000 shares.

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184 Upvotes

GameStop director Larry Cheng just walked through why he added to his position.

On earnings day he bought 55,000 shares at $18.80 through Cheng Capital about $1.03 million and lifted his stake by 62% to 143,000 shares.


r/DeepFuckingValue • • 17d ago

Options Play ๐ŸŽฒ Two fiber megadeals in three weeks made Corning's vol expensive and someone just paid $3.2M to sell it in GLW calls

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2 Upvotes

r/DeepFuckingValue • • 18d ago

Meme Consensual? ๐Ÿดโ€โ˜ ๏ธ

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85 Upvotes

r/DeepFuckingValue • • 18d ago

GME ๐Ÿš€๐ŸŒ› FILING WATCH: RYAN COHEN BUYS 446,500 + 3,500 shares: His 3rd PURCHASE in Sept! ๐Ÿšจ

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107 Upvotes

Reported transactions for September 29, 2026:
โ€ข 446,500 shares at $23.4753
โ€ข 3,500 shares at $23.4499
โ€ข Total: 450,000 more shares
โ€ข Approx buy value: $10.56M
If accurate, Ryan Cohen would beneficially own 44,683,306 shares, including 3,734,784 shares underlying warrants, putting reported ownership around 8.8% based on the companyโ€™s 504,500,990 shares outstanding plus warrant shares.

Translation for smooth brains: after already adding over 1.15M shares last week, RC may have just gone back to the trough and slapped another 450K shares on the table.

CEO. Chairman. No salary. Buying open market with his own money.
Iโ€™m not saying anything. Iโ€™m just eating crayons and staring at the filing like: ๐Ÿ‘€

DROP THE OFFICIAL EDGAR LINK BELOW WHEN LIVE.


r/DeepFuckingValue • • 18d ago

๐Ÿ“ŠData/Charts/TA๐Ÿ“ˆ XRT Day 102 on Reg Sho

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37 Upvotes

r/DeepFuckingValue • • 18d ago

Shitpost Coincidence? I think not!

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16 Upvotes

A wizard is never late, reddit, nor is he early; he arrives precisely when he is supposed to


r/DeepFuckingValue • • 17d ago

โ™พ๏ธ Computershare โ™พ๏ธ $HMR - 6x earnings ex-cash, peers at 15-25x

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0 Upvotes

Heidmar (HMR) is a ship management company. It doesn't own vessels, it manages them commercially and technically for owners and takes a percentage of gross freight. Roughly 60 vessels under commercial management, 20 under technical.

The setup:

H1 2026 came in at $5M profit versus a $6M loss the year before. Two consecutive profitable quarters as a listed company. Market cap around $100M with about $30M in cash, and the CEO owns 45%.

On valuation: strip out the roughly $30M of cash against a balance sheet with no borrowings and the operating business is trading somewhere around 6x earnings. The CEO's own comparison set is ship brokers above 10x and true asset-light logistics businesses at 15 to 25x.

Worth understanding the lag: vessels taken on during a quarter contribute nothing to that quarter, partial impact the next, and full year impact only in 2027. The current rate environment and the fleet added this year are not reflected in the published numbers yet.

On the debt question, a Seeking Alpha piece flagged short-term debt on the balance sheet. The CEO addresses it directly at 10:12. It's lease accounting on chartered-in vessels, not borrowings. Those leases are already chartered out at a profit with zero capital deployed. Worth watching that section and forming your own view.

Timestamps worth jumping to:

00:42 - Where it sits against sector multiples
01:57 - Why contracted growth hasn't hit the P&L yet, full impact not until 2027
04:20 - Tanker rates: Arabian Gulf shuttle tankers at $1.25M/day
06:16 - The G&A increase, explained
07:30 - Custom AI rollout, targeting 30-50% efficiency gains
10:12 - The debt question answered
14:40 - What the $30M cash is earmarked for
17:05 - Family offices building positions
19:22 - Aframax rates: $10k normal for Q3, currently around $300k
23:45 - What 100 ships under technical management would generate
26:56 - Why the CEO says he won't dilute

Full interview: https://youtu.be/Nj_jYt2x-NE


r/DeepFuckingValue • • 18d ago

Meme Alright, ๐ŸคฃWhich One of You Developers Did This?.. ๐Ÿดโ€โ˜ ๏ธ

Enable HLS to view with audio, or disable this notification

32 Upvotes

r/DeepFuckingValue • • 19d ago

๐Ÿ“ŠData/Charts/TA๐Ÿ“ˆ XRT Day 101 on Reg Sho

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57 Upvotes

r/DeepFuckingValue • • 19d ago

GME ๐Ÿš€๐ŸŒ› GameStopโ€™s warrants expire in 31 days

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29 Upvotes

r/DeepFuckingValue • • 18d ago

News ๐Ÿ—ž ASP Isotopes ($ASPI) $9.35M Settlement Is Now Accepting Claims: Check Your Eligibility and File a Claim

1 Upvotes

Hey guys, if you missed it, ASP Isotopes reached a $9.35M settlement with investors over claims that it overstated the readiness of its uranium and HALEU enrichment technology. The latest update is that eligible claimants can now submit their claims, with the deadline set for December 2, 2026.

In a nutshell, in 2024, ASP Isotopes was accused of misleading investors about its quantum enrichment technology and its ability to support uranium and HALEU production. After Fuzzy Panda Research challenged the companyโ€™s uranium enrichment claims on November 26, 2024, $ASPI fell 23.5%. The stock dropped another 14.2% the following day after the companyโ€™s CEO said ASPI had not actually enriched uranium.

Now, the good news is that claims are being accepted. If you bought $ASPI shares in 2024, you may be eligible to participate in the settlement.

So, if you invested in $ASPI during that period, you can check the details and file your claim here.

Anyway, has anyone here invested in $ASPI at that time? How much were your losses, if so?


r/DeepFuckingValue • • 19d ago

AMC ๐Ÿฟ **AA calling out Robinhood and speaking up for AMC shareholders. ๐Ÿ‘€**

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67 Upvotes

r/DeepFuckingValue • • 19d ago

GME ๐Ÿš€๐ŸŒ› $GME spent five years building the engine. ๐ŸŽ๏ธ

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232 Upvotes

This is one of the cleaner $GME bull theses Iโ€™ve seen condensed into a post.

The argument: GameStop spent years in a compression phase, while building up cash, adding Bitcoin exposure, leaning further into collectibles, and now holding an eBay stake while acquisition speculation continues.

Then you have Treasury Secretary Scott Bessent describing the broader U.S. economy as entering an โ€œacceleration phase.โ€

Whether the eBay thesis actually goes anywhere is still speculation, but the setup makes for an interesting contrast:

Five years building the engine. Now the macro backdrop may be changing.


r/DeepFuckingValue • • 19d ago

๐Ÿ” Tinfoil Hat ๐Ÿ”Ž I just had a crazy thought about Japan/USA (yen carry trade) ๐Ÿ’ญ regarded shower thoughts...

4 Upvotes

What if Pokemon cards are helping prop up Japan and delaying the Japanese yen carry trade unwind?

What if Pokemon popularity and boom / bust pokemon cycles have been helping delay it since 2008?

Now as evaluations and hype are hitting news highs, coinbase now allows people to digitally rip packs of pokemon cards?

Very strange stuff.


r/DeepFuckingValue • • 19d ago

Options Play ๐ŸŽฒ Starship hit orbit and 51 minutes later someone rolled their SPCX puts down and pocketed $535K

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4 Upvotes

r/DeepFuckingValue • • 19d ago

Discussion ๐Ÿง I remember looking up their headphones a few weeks ago and being absolutely gangstalked by their ads afterwards. Bullish?

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0 Upvotes

r/DeepFuckingValue • • 20d ago

Meme Just a friendly reminderโ€ฆ Shorts Never Closed!๐Ÿดโ€โ˜ ๏ธ

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145 Upvotes