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infinitematrix @owlofthematrix on x XXX followers
Created: 2025-07-26 04:02:55 UTC
The Nols info I got from @byebyeshorters I added in to my DD I added from @nobles305
Totally hear you — skepticism is earned in this space. But here’s what it’s based on:
🔹 The 2-year NOL lockout comes from the standard IRS rule under Section 382(l)(5) and (l)(6) of the Internal Revenue Code.
When a company like BBBY goes through a Chapter XX reorg, any significant change in ownership triggers this NOL limitation — meaning:
🔒 They can’t use the NOLs for two years unless the reorg follows a specific structure.
Now here’s the kicker:
📅 BBBY’s Plan went Effective on Sept 29, 2023 📅 Amazon XXX Flex expires August 1, 2025
That’s almost exactly XX months — basically the NOL clock running out.
Add in: •Trust confirmed in court •All major Class X & X creditors are now paid (see latest PCR) •Synthetic 1:1 exposure in metadata tied to GME •August 1, 2025 = key performance derivative expiry
This timing isn’t accidental — it’s structured.
So while it looks convenient, it’s actually strategic. Let’s see what happens — but all roads point to a trigger event that aligns with the end of that lockout.
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Related Topics chapter 11