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**CONSPIRACY THEORY:** **What I can prove:** 1. **Fund 1 dumped 4,167,813 FLWS shares on October 22 @ $5.94** \- Form 4 filed, public record 2. **Zero Form 4 filings on FLWS since then** \- 56 days of silence, verifiable on OpenInsider 3. **Fund 1 uses Total Return Swaps on other stocks:** * CURV (Torrid): 3.78M shares via TRS - Form 3, July 1, 2025 * TTSH (Tile Shop): 482,703 shares TRS exercised - Form 4, December 12, 2025 (last week) * GCO (Genesco): 10,000 shares TRS - Form 4, March 2025 4. **TRS doesn't require Form 4 disclosure** \- SEC Staff letter from 2008, Harvard Law has the memo. Same loophole Archegos used. 5. **Fund 1 still holds 5.36M shares (15%)** \- never exited, 13D still active **What I'm inferring:** They dumped shares to provide short supply, went dark on filings, and are using TRS to rebuild hidden exposure before January catalysts (earnings Jan 29, Valentine's Day Feb 14). **Why I might have fucked this up:** I posted the playbook publicly and messaged the fund manager directly. If they need silence to accumulate, I just turned on the lights. 
**CONSPIRACY THEORY:** **What I can prove:** 1. **Fund 1 dumped 4,167,813 FLWS shares on October 22 @ $5.94** \- Form 4 filed, public record 2. **Zero Form 4 filings on FLWS since then** \- 56 days of silence, verifiable on OpenInsider 3. **Fund 1 uses Total Return Swaps on other stocks:** * CURV (Torrid): 3.78M shares via TRS - Form 3, July 1, 2025 * TTSH (Tile Shop): 482,703 shares TRS exercised - Form 4, December 12, 2025 (last week) * GCO (Genesco): 10,000 shares TRS - Form 4, March 2025 4. **TRS doesn't require Form 4 disclosure** \- SEC Staff letter from 2008, Harvard Law has the memo. Same loophole Archegos used. 5. **Fund 1 still holds 5.36M shares (15%)** \- never exited, 13D still active **What I'm inferring:** They dumped shares to provide short supply, went dark on filings, and are using TRS to rebuild hidden exposure before January catalysts (earnings Jan 29, Valentine's Day Feb 14). **Why I might have fucked this up:** I posted the playbook publicly and messaged the fund manager directly. If they need silence to accumulate, I just turned on the lights. 
GCO new brands are driving comps at Journeys. Improving cashflow. Cheap.
GCO puts pulled through! Throwing everything into Ferg & Avgo calls
Listen I know I’m ashamed of these as well… some of them like GCO I thought it could possibly fall back down since it increased so quickly it never went down just kept increasing. And yes I know I’m gambling atp GOOGL $215 Call 6/14.1 Buy GCO $20 Put 6/21.6 Buys BBAR $14 Call 6/21 2 Buys NRDY $2.5 Call 6/211 Buy CALT $25 Put 6/21.9 Buys GRTS $1 Call 6/21 16 Buys
https://imgur.com/a/GCO47Nn
This is very similar to GCO, which I’ve been eyeballing for about 2 months now, but way more affordable. I have a feeling GCO is gonna pop off soon, but this is one I can throw down on. I’m probably doing 50/50 this and DTC on Monday. Still trying to find Cost2Borrow for this and the others I mentioned though, because that would be a much needed tell before diving in.
Is it GCO or BTAI or some shit
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Bobby Shmurda coming out of prison tomr so GCO is up nearly 5% today. Calls on Lids.