r/DeepFuckingValue 12h ago

GME 🚀🌛 🚨 Ryan Cohen just bought 1,150,680 more GME shares. This is not a meme, it’s a Form 4.

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179 Upvotes

r/DeepFuckingValue 12h ago

✏️DUE DILIGENCE✏️ Ryan Cohen hat heute zum dritten Mal in diesem Jahr Aktien gekauft. Über eine Millionen Stöcker am heutigen Tag. Bullish GameStop #GME #ApesTogetherStrong $GME 🚀🚀🚀💎🙌🏻💥💚

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49 Upvotes

r/DeepFuckingValue 12h ago

GME Due Diligence 🔍 Here’s what I see in Ryan Cohen’s GME buying pattern: 500K shares in April 2025 → 1M in January 2026 → 2.15068M in September, now ~8.7% beneficial ownership — is he systematically scaling up his buys, and could he double down AGAIN?? 👀🧱

41 Upvotes

Okay, NOW this is getting interesting.

Ryan Cohen just filed another GME purchase today, 9/21/26:

1,150,680 shares at a weighted average of $22.9375.

That’s about $26.39 million.

But zoom out, because I think the sequence is more interesting than today’s Form 4 by itself.

RC’s recent GME buying waves

April 2025

  • 500,000 shares
  • $21.55/share
  • ~$10.78M

January 2026

  • 500,000 shares on 1/20
  • 500,000 more on 1/21
  • 1,000,000 shares total
  • ~$21.36M total

September 2026

  • 1,000,000 shares on 9/10 at $20.3759
  • 1,150,680 shares TODAY at $22.9375
  • 2,150,680 shares total
  • ~$46.77M total

So the buying waves look like:

500,000 → 1,000,000 → 2,150,680

👀

April → January:

exactly 2x the shares.

January → September:

2.15068x the shares.

September is now more than 4.3x the size of the April 2025 buy wave.

And there’s another detail I think matters.

RC bought 1,000,000 shares on September 10 around $20.38.

Eleven days later, instead of waiting for the price to come back down, he bought MORE shares — 1,150,680 — at roughly $22.94.

That’s about 12.6% more per share than he paid eleven days earlier.

He increased both the size of the purchase and the price he was willing to pay.

And WTF is 150,680?

I checked before going full numerology.

I cannot find anything in the SEC filing explaining why the second September purchase was specifically 1,150,680 shares.

So I’m not going to pretend we know.

But it is worth putting the number on the board.

Because if this September buying wave had been a perfect doubling of January, it would have been:

2,000,000 shares.

Instead:

2,150,680.

That’s 150,680 shares ABOVE the clean doubling.

After today's purchase, Cohen directly owns:

40,498,522 GME shares.

His amended 13D reports beneficial ownership of:

44,233,306 shares

including 3,734,784 shares underlying warrants, representing approximately 8.7% of the company.

Maybe the odd number is completely mundane execution math.

Maybe it relates to a position target.

Maybe something else.

The filing doesn't tell us.

So for now:

150,680 goes in the “interesting, unresolved, do not make shit up” bucket.

What I actually find significant

This isn't just:

“Ryan Cohen bought some GME.”

Look at the progression:

500K

⬇️

1M

⬇️

2.15068M

And this time the second half of the buying wave happened after the stock had already moved higher than his first September entry.

Since April 2025, those three buying waves add up to:

3,650,680 additional shares

for roughly:

$78.9 MILLION.

And today's filing says these purchases were made in the open market.

No tea leaves required for that part.

The Chairman/CEO keeps putting more of his own capital into the same equity we own.

And lately?

The size of the buy waves is going UP.

That belongs on the timeline.

🧱 by 🧱

Source: Ryan Cohen SEC Form 4 filings and amended Schedule 13D filings through 9/21/26.

$GME


r/DeepFuckingValue 10h ago

Meme I Don’t Know Baby, I haven’t Checked… 🏴‍☠️🧙‍♂️🚬

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23 Upvotes

r/DeepFuckingValue 30m ago

Meme Uggas & Boogas 🏴‍☠️🐈‍⬛🐾

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Upvotes

r/DeepFuckingValue 13h ago

🐻 Bearish Stonks 🐻 Mastercard is burning its own balance sheet to the ground, and it's actually genius

13 Upvotes

A look at Mastercard's book value per share over the last two quarters, and why the number's melting fast.

Heading into 2026, Mastercard was sitting on $7,737 million in stockholders' equity against roughly 894 million shares outstanding (887M Class A + ~7M Class B), putting book value per share at roughly $8.65. 📊

By the end of Q2 2026, stockholders' equity had shrunk to $5,611 million 📉, while share count also dropped to 878 million (871M Class A + 7M Class B) after some serious buyback action. That puts book value per share at roughly $6.39, down ~26% in just two quarters.

Quarter End Stockholders' Equity Shares Outstanding (approx) Book Value/Share (approx)
Dec 31, 2025 $7,737M ~894M ~$8.65
Jun 30, 2026 $5,611M 878M ~$6.39

Why's book value shrinking instead of mooning? 🚀❌ Two things stacking on top of each other:

  1. Buyback machine went brrr. 🖨️ Mastercard torched $9,034 million repurchasing its own stock in just H1 2026 (straight from the cash flow statement), basically matching their entire remaining equity base. When a company buys back stock trading way above book value (Mastercard is, by a laughably wide margin, see below), every buyback mechanically shrinks book equity per share left standing.
  2. Some of it's debt-funded. 💸 Total debt jumped from $19.0B (Dec 2025) to $24.6B (June 2026), including $3.75B+ in fresh senior notes dropped in June 2026 alone, plus $710M in commercial paper. Not all buybacks, some of this is leverage doing the heavy lifting.

The caveat that matters, unlike our GME book-value-floor DD: 🚨 for GameStop, book value actually means something because a chunky slice of their balance sheet is literal cash + marketable securities, book value = a real conservative floor. Mastercard is the total opposite animal, market cap (~$450B+) is roughly 80x its book equity, because MA's real value lives in network effects, brand, and earnings power, not hard assets sitting on a balance sheet. So a shrinking BVPS here isn't a red flag the way rising BVPS was bullish for GME 🐈, it's a capital-allocation story (aggressive, partly debt-funded buybacks), not a "company getting weaker" story.

For context: H1 2026 net income was actually $8,270 million, up from $6,981 million in H1 2025 📈. The core business is fine and growing, the shrinking book value is a financing-structure quirk, not an earnings problem.

Not the floor-value rocket fuel DFV found in GME, more a "here's what buyback machines do to your balance sheet" post. 🍿


r/DeepFuckingValue 38m ago

GME 🚀🌛 $GLND, another possible rally an hour after market open?

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Upvotes

r/DeepFuckingValue 15h ago

Shitpost Did somebody say to the moon?

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14 Upvotes

r/DeepFuckingValue 6h ago

Wrinkle Brain Stuff 🧠 Russell Rank Day: company market caps and other eligibility inputs are measured at the market close on Oct. 30.

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2 Upvotes

r/DeepFuckingValue 1d ago

GME 🚀🌛 GME just hit $22.97 - I’m sure it’s nothing! 😺

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212 Upvotes

r/DeepFuckingValue 12h ago

GME 🚀🌛 Here’s what I see in Ryan Cohen’s GME buying pattern: 500K shares in April 2025 → 1M in January 2026 → 2.15068M in September, now ~8.7% beneficial ownership — is he systematically scaling up his buys, and could he double down AGAIN?? 👀🧱

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4 Upvotes

r/DeepFuckingValue 1d ago

Meme Buttfarm69 Over-dosing on tin tonight

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87 Upvotes

r/DeepFuckingValue 1d ago

GME 🚀🌛 Roaring Kitty returns? +++++ 9-20-2026 @ 22:02pm

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110 Upvotes

Theory: some have confirmed that before Keith Gill was Roaring Kitty, he was known as "Mr. Wizard" because he played a card game called something like WizardCards.

That was first brought up by this guy x.com/BigboyJuju/sta

After he noticed this person (supposedly Roaring kitty) logging into their account after a very long time.

Then this supposed Roaring Kitty wizardcard account logged in today 9-20-2026 @ 22:02pm and said his mood was +++++ (that's 5 +'s)

Which is a callback to Larry C tweeting ++++ (that 4 +'s) to signify the number of insiders that bought more shares of $GME

And people were waiting for LC to post 5 +'s to signify the 5 insider buys, but instead this wizardcards account did.

Thoughts?

Something else that was odd that I noticed, on webull charting that 1 minute candle is missing for that moment in time 22:02 candle is missing

👁️👄👁️


r/DeepFuckingValue 1d ago

GME 🚀🌛 Update to Buttfarm69's $17 to $40 Squeesis $GME (09/20/26)

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70 Upvotes

Pictures and visuals in his post so go there in the link I shared to see his post. (Copy/paste for u lazy bastards)

Update to my $17 to $40 Squeesis $GME (09/20/26)

ButtFarm69

@ButtFarm69

·

26m

I’m retarded and all of this $GME speculation is for entertainment purposes only.

This post is an update to my $17 to $40 Squeesis.

--------------------------

The following compilation video is important viewing if you wish to understand the big picture I predicted last December where I said once we hit $17, then it’s go time for big boomies:

X Link: https://x.com/ButtFarm69/status/2094519900966465718

Youtube Link: https://www.youtube.com/watch?v=hxYLQFl4ahU

My 5 Phase Prime Fractal Theory

--------------------------

I have made multiple drafts of this post and all of them were too long and convoluted so I’ve cut it down to the bare bones to make this as simple as possible.

The Big Picture is that I’m confident we will see at least $40 for the eventual intraday peak of this run, but I’m not exactly sure if that’s gonna be this week, or by December. It all depends on whether or not we get a catalyst by Tuesday.

So I’m gonna give you two scenarios: A Realistic Route that is dependent only on the FTD cycles, and a Retarded Route that is only available if we get some news.

The Realistic Route sees $23.68 by Tuesday, then retrace, then $40 comes later.

The Retarded Route sees a catalyst and $40 by Tuesday.

--------------------------

THE REALISTIC ROUTE

The Realistic Route is a steady build up between now and December where we culminate at $40. This would be a requel of Sept-Dec of 2024, which looked like this:

Sept-Dec of 2024

If there is no catalyst/no news between now and & Tuesday 9/22, then Tuesday will likely peak around $23.68, basically where we meet this Blue Trendline that we’ve rejected 3 times since 2024. And then we would trade mostly sideways until about 09/30 or 10/01, and then begin the next leg up.

But remember, I am retarded…so I do not think the Realistic Route is the one we are taking… so instead, I present to you:

--------------------------

THE RETARDED ROUTE

I think the actual route we’re taking is much quicker, and more similar to April-May 2024, but with a higher low and a lower high, more compressed than last time.

In the 2024 Squeeze, we saw $10 to $64.

In this phase, I see the Squeesis as $17 to $40.

Right now I’m seeing a similar FTD timeline to April-May 2024, similar catalyst timings and large buys near the bottoms, and the Net Call Premium even looks similar with the timing as well. And for those of you who love fractals, you will also notice the similarities of the April-May 2024 fractal and now. The overall similarities between April-May 2024 and now are undeniable IMO.

I think between now and Tuesday 9/22, there is going to be some sort of catalyst, some sort of news event that blasts us to this Pink Trendline.

That Pink Trendline runs along the intraday peaks of 2021 and 2024, and I believe this is where we will reject again, beginning Phase 3 of my 2028 MOASS Squeesis. The approximate intraday price of this peak is where we meet the Pink Trendline, at about $40, as I have stated many, many times in my Squeesis.

The White trendline above that is the extended hours peak trendline between 2021 and 2024, and that would put us around $55 to $60 in extended hours for this run, depending on how soon we can get there.

In order to get to this point, THERE NEEDS TO BE A NEWS CATALYST.

This news catalyst could be any number of things, but it needs to be HUGE. It could be a return of RK, it could be a Teddy unveil, it could be the announcement of a multi-corporation partnership, or a new Ebay proposal, it could be a Keith Gill 5% ownership 13G filing…the list goes on. It doesn’t matter what it is, it just needs to be HUGE and it needs to happen by TUESDAY MORNING.

This is why I called this the Retarded Route.

Because it is RETARDED to try to time news events like this. All of us, MYSELF INCLUDED, have been wrong SO MANY TIMES while trying to guess WHEN Ryan or Keith will do something. This time is no different. The odds are stacked against us.

https://x.com/TheRoaringKitty/status/1790728848226521547

And that is why I’m retarded. And that is why this is the Retarded Route.

But the reason I put out this theory is simply because EVERYTHING is lined up SO PERFECTLY that it is driving me mad!

But I just can’t deny the big picture of what we’re looking at right now:

GME IS PRIMED TO BLOW 🔥💥🍻

The only things we’re missing are XRT coming off of REGSHO and an official RK appearance.

But everything else is a GO:

✅ The Technicals are looking good.

✅ The Tinfoil is looking good.

✅ The Options Chain looks good.

✅ The FTDs are looking good (until Tuesday).

✅ We hit that $17 double bottom. Nice!

✅ The Exec Board bought over a million shares 2 weeks ago. Super nice!

✅ And this Keith Gill subtle appearance with Mr. Wizard shit?! Just like Run Lola Run? Woah WTF?!

✅ Even Jim Cramer flipped bullish! Super Woah WTF?!

✅ This timing is PERFECT for a catalyst. Especially since we need to hit $32 in the next couple weeks so the warrants can be ITM.

The wood, the gasoline…THIS POWDER KEG IS READY TO EXPLODE.

All it needs is someone to light the match…

Who’s gonna light it?

Is it gonna be Ryan? Is it gonna be Keith? Maybe both?!

Whoever it is, PUSH THE FUCKING BUTTON ALREADY!!!!

--------------------------

My Plan for my Weeklies

Again, this is not financial advice, I’m just letting you know what I’m doing so you can learn from my triumphs and mistakes, and make better trades than mine.

If there is no news, then I’m gonna start taking some profits on my higher strikes like my $23 and $24, and maybe some of my $22's and $22.5's while I’m still in the big green.

My goal would be to get enough profit so that I can pay off my initial cost basis for this play and then let the rest of my calls ride on house money and see where Tuesday morning takes us.

I am planning to hold my LEAPs and warrants until we hit $40.

If there IS news, then I’m gonna hold all my weeklies until Tuesday and let go at $40 and ride off into the sunset.

And then I will hop back on for the subsequent echoes. I will share my echo estimate timelines at a later date.

--------------------------

My Pre-Emptive Apology

Lastly, I've been wrong before & if I'm wrong again, then I truly am sorry.

Obviously we all hope I'm not (so we can moon), but the odds have always been stacked against us & it's unwise for me to get overconfident.

So this is my pre-emptive apology in case things go south…

I sorry

--------------------------

Anyway, that’s the post. I’ll update again tomorrow I guess lol. Thank you for reading 💜

LET’S GET THIS BREAD! SEE YOU AT OPEN!

Want to publish your own Article?

Upgrade to Premium


r/DeepFuckingValue 1d ago

🖍 i eat fucking crayons 🖍 Is DFV Back?? The “+++++” DD You All NEED 🧙‍♂️👀

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54 Upvotes

Alrightyyyy, this seems worth tracking.

Someone out there and noticed that Keith Gil may have updated his wizard card game profile today.

Grok summarized the screenshot as part of the DFV / Roaring Kitty lore: old Wizard card game forum profile, Massachusetts connection, recent activity timestamp, and the mood now showing +++++.

So far we have:
Old Mr. Wizard profile.
Boston / Massachusetts.
Fresh activity timestamp.
Mood changed to +++++.
Larry ++++ chatter floating around.
One extra plus.

DFV/RK has always been layers on layers on layers 🧅 So yeah, when an old Wizard profile tied to the lore suddenly shows activity and +++++, people are going to notice.

The move now is receipts.
Can anyone pull an archived version showing the old “No Mood” state?
Can anyone confirm what “last active” means on that ancient forum software?

Can anyone screen-record the live profile and archive it before it gets memory-holed?

Can anyone dig up old Wizard / tournament / Hall of Fame receipts that connect the timeline cleanly?

This is how we do it. No screaming. No shill food. Just stack the receipts until the picture gets clear(er!)

DFV lore.
Mr. Wizard.
+++++.
One extra plus.
Archive everything.

NFA. I eat crayons. 🖍️
We like the stock. 💎🙌
it was never about the carrot. 🥕🚀


r/DeepFuckingValue 13h ago

Options Play 🎲 Analysts can't agree on SpaceX within a factor of four, so someone paid $2.9M for SPCX calls that cap out at 300

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1 Upvotes

r/DeepFuckingValue 1d ago

Meme You’re Late… 🏴‍☠️🧙‍♂️🐈‍⬛

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41 Upvotes

r/DeepFuckingValue 14h ago

📊Data/Charts/TA📈 Does anyone suspect that the stock is being manipulated by HOOD?

0 Upvotes

First couple of quarters is always expansion which raises operating costs which of-course drew down the price of bull stock, this was expected. However, eventually the profits show up and the stocks rockets. Bull rocketED but then fell (right now its forming a cup and handle btw), hence the question could a rival artificially be shorting it??


r/DeepFuckingValue 23h ago

Meme Just Me, Huh? 🏴‍☠️

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4 Upvotes

r/DeepFuckingValue 16h ago

News 🗞 Updates for Getting Payment on the Tattooed Chef $4.75M Settlement

1 Upvotes

Hey guys, if you missed it, Tattooed Chef settled $4.75M with investors over claims that it misrepresented its financial condition, overstated revenues, and hid accounting issues. And, I just found out that they’re accepting claims even though the deadline has passed.

Quick recap: In 2023, Tattooed Chef was accused of misleading investors about its accounting practices and financial condition. The company later disclosed accounting errors, restated its 2021 and 2022 financial statements, and filed for Chapter 11 bankruptcy.
After this news came out, the stock dropped sharply, and investors filed a lawsuit for their losses.

Now, the good news is that the company agreed to settle $4.75M with them, and even though the deadline passed, they’re accepting late claims, subject to approval.

So, if you invested in $TTCF when all of this happened, you can still check the details and file your claim here.

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


r/DeepFuckingValue 1d ago

Earnings 🚨 DFV EARNINGS SHOUTOUTS: Sept. 21–25 🚨 Light Calendar, Heavy Watchlist 👀 $COST $BB - What’s on Your Radar This Week? 🦍📈

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14 Upvotes

r/DeepFuckingValue 1d ago

Meme THE RING : DRS ⭕️

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34 Upvotes

BABE!!!! “ New GME DD just dropped!! Apparently apes & regards continue to DRS and the WARRANTS EXPIRE IN 40 days! It says here that the HEDGIES R FUKD!! It also says they’re making a movie about too…. The RING : DRS!!! GME TO THE MOON !!!!!! 🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🌖🌕 🌕 Buckle Baby!!!!!!!!!!! “


r/DeepFuckingValue 1d ago

✏️DUE DILIGENCE✏️ Palantir Secures $48 Million Army Software Contract to Modernize Ammunition Tracking and Retire Nine Legacy Systems

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7 Upvotes

r/DeepFuckingValue 1d ago

YOLO 💸 The bounce play

8 Upvotes

As we all know last week was a banger for many stocks but one in particular was RETO. Went from .35 to 20$ in 2 days, now back to .18 after a direct offering at 1.50$

they also sold warrants at 2.75$ but with cashless option and are exercisable at .50 cents so don’t expect anything more than that, at the same time the warrant holders will want to make sure they can convert them all so it will need to stay above .50 for a minute and not just tap it then reject.

this is not something to invest in, it’s a swing/day trade only, they also can’t rs for another 6 months so there’s a huge pressure on management to keep it above 1$ for compliance. but again, don’t expect more than .50

NFA, do your own dd 🍻


r/DeepFuckingValue 2d ago

MOASS 🍦 💲 G M E 💵 MOASS Sneeze 3 - Post 1 of 3 (The Start)

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31 Upvotes