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DDDD - How r/wallstreetbets Created a Financial Weapon of Mass Destruction

BULLISH by u/ASoftEngStudent | Jan 27, 2021 | 2738↑ 208 comments | 35 views | VIEW ON REDDIT
$GME$BB$BBRY
$GME GAMESTOP CORPORATION CONSUMER CYCLICAL EQUITY SIMULATION
$19.89
+1.00 (+5.29%)
LAST PRICE · 15 MIN DELAY
DAY CHG +5.29%
5D CHG +5.74%
30D CHG -7.92%
$BB BLACKBERRY LIMITED TECHNOLOGY EQUITY SIMULATION
$12.94
+0.29 (+2.29%)
LAST PRICE · 15 MIN DELAY
DAY CHG +2.29%
5D CHG +50.12%
30D CHG +108.04%
$BBRY EQUITY SIMULATION
LAST PRICE · 15 MIN DELAY
AI SUMMARY — This post explains how short squeezes work using GME/BB as examples, breaking down shorting mechanics and options strategies that retail investors can use as a 'weapon' against heavily shorted stocks and hedge funds like Melvin Capital. Key risks include massive losses from options leverage, forced liquidations, and the unpredictable nature of coordinated retail trading.
TICKERGME USERu/ASoftEngStudent
RATING BULLISH ENTRY $36.99
POSITION 90 sh SYN BOOK VAL $3329.55
CURRENT $19.89 P&L % -46.24%
CURR VAL $1790.10 P&L $ -1539.45
TICKERBB USERu/ASoftEngStudent
RATING BULLISH ENTRY $18.92
POSITION 176 sh SYN BOOK VAL $3329.92
CURRENT $12.94 P&L % -31.62%
CURR VAL $2277.09 P&L $ -1052.83
TICKERBBRY USERu/ASoftEngStudent
RATING BULLISH ENTRY N/A
POSITION N/A BOOK VAL N/A
CURRENT N/A P&L % N/A
CURR VAL N/A P&L $ N/A

Inspired by the recent events in r/wallstreetbets causing $GME, $BB, and $BBRY, among other historically highly shorted stocks to surge just to spite some rich people in wall street, I've decided to come out of retirement from r/wallstreetbets and publish a new edition of DDDD (Data-Driven DD) covering the exact mechanics that made this possible. I’ll also introduce those of you that are unfamiliar how r/wallstreetbet’s favorite gambling device, stock options, actually work and how they can be used by this subreddit as a weapon of mass destruction against hedge funds like Melvin - all dumbed down to a fifth grade reading level so that the average person in this subreddit will mostly understand what I’m talking about.

Disclaimer - This is not financial advice, and a lot of the content below is my personal opinion. In fact, the numbers, facts, or explanations presented below could be wrong and be made up. Don't buy random options because some person on the internet says so. Do your own research and come to your own conclusions on what you should do with your own money, and how levered you want to be based on your personal risk tolerance.

Shorting

How It Works

Most traditional (i.e. boomer) investors usually try to make money by going long - i.e. “buy low and sell high”; this is when you buy a stock thinking it will go up in the future (bullish). Shorting is the opposite of this, you “sell high and buy low”, thinking the stock will go down in the future (bearish). This is usually done through the broker, where the prospective short seller would “borrow” the shares from them, and they would need to pay back these shares in some future date by “covering their shorts” - or buying back the exact same quantity of shares they owe the broker.

For example, imagine that there were only 10 Surprised Pikachu Pokemon cards in the world. Because nobody wants to deal with taking physical possession of these cards and risk losing their Pokemon card in their laundry or something, everyone pays a Pokemon card dealer a small fee to store it for them. Through their dealer, you can buy and sell these Pokemon cards as well. A 🌈🐻 realizes that maybe Pokemon cards are dumb and borrows 2 Surprised Pikachu cards (who has a prearranged agreement with some institutional Pokemon card hoarder to loan them out for interest) and sell them for $420 each, thinking that they're actually work $100 at most, and plans to buy the Pokemon cards back at that price to repay his Pokemon card loan (i.e. covering their shorts) - this is a short sale. Since no one actually wants to physically hold these Pokemon cards, these cards physically stay with the dealer who could then lend out these exact same Pokemon card if the buyer also has an agreement to allow them to do so. This means that you can actually have people owing more than the total number of Surprised Pikachu Pokemon cards in existence (i.e. short interest > 100%).

Replace “Surprised Pikachu Pokemon card” with stocks and “Pokemon card dealer” with “broker” and you have a short sale of shares. Interestingly enough, this also applies 80% to how banks work as well.

Short Squeezes

So when does a short seller need to cover their shorts? Well, either when a) The short seller wants to, either to take profit or to stop a loss, b) Their broker forces them to through a margin call, or c) The broker forces them to as the broker has recalled their loan, usually for a hard to borrow stock - they get “bought in”. Today, we’ll focus on C) because this is how short squeezes happen.

So, what does a broker recalling their loan mean? Well, to go back to the Pokemon card example, imagine that the dealer only has 6 Surprised Pikachu Pokemon cards that he’s legally allowed to loan out. Some more 🌈🐻 short sells all the 6 remaining Pokemon cards until the dealer has no more available on hand. So what happens when someone wants to buy a Surprised Pikachu Pokemon Card and doesn’t want the dealer to lend out their