#ch11 which’s chapter 11

🚨 Michael Burry didn’t delay his $GME drop because he needed more time.

He delayed it because the conditions changed.

When you’re about to publish a thesis that reframes ⁦‪@gamestop‬⁩ not as a stock, but as a systemic stress point, timing matters more than truth.

Drop it too

12/14/25, 1:37 AM

#ch11 which’s chapter 11

Michael Burry didn’t delay his $GME drop because he needed more time.

He delayed it because the conditions changed.

When you’re about to publish a thesis that reframes @GameStop not as a stock, but as a systemic stress point, timing matters more than truth.

Drop it too early and it’s “speculation.”

Drop it too late and it’s “obvious.”

There’s a narrow window where the data is real, the hedges are set and the narrative is fully loaded against the trade.

That’s when the explanation lands like a verdict.

$GME isn’t mispriced.

It’s being contained.

If you’re going to explain containment synthetic exposure, delayed settlement, off-balance-sheet risk you don’t do it while counterparties are still adjusting.

You wait until they’re done moving.

The delay isn’t hesitation.

It’s confirmation.

Because once that series drops, it won’t read like a theory.

It’ll read like why the silence made sense.

http://www.youtube.com/watch?v=ejeIz4EhoJ0

On 09-09-39, “What They Will NEVER Teach You at Stanford Business School” debuts at 300 w 44th St at New York Fashion Week’s front row
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What A Super Model Can Teach a Harvard MBA About Credit www.slideshare.net/larrychiang/what-a-super-model-can-teach-a-harvard-mba-about-credit

American Express hosts me mentoring you about FICO scores at New York Fashion Week
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My video boils down 20,000 hours and moves you to the right on the entrepreneur bell curve
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***********

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Larry Chiang

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52 Cards. Two Jokers. What They DO Teach You at Stanford Engineering
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Emergency swings and cutting deals as an 9 year old
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Hunter Pence shared thoughts before winning WORLD SERIES’ Game #7
http://www.youtube.com/watch?v=usu0luYy9pw

#ch11 which’s chapter 11

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