Core Thesis - AntFin presents a bullish thesis on GameStop Corp. (GME), highlighting renewed speculation around Michael Burry's involvement with the company and its potential as a deep value opportunity [1][3][5] Company Overview - GameStop Corp. is a specialty retailer providing games and entertainment products through physical stores and e-commerce platforms across the United States, Canada, Australia, and Europe [2] Michael Burry's Involvement - Michael Burry's recent disclosure of private emails with Keith Gill from August 2019 has reignited interest in his long-term involvement with GameStop, suggesting that his engagement may not have fully ended after 2019 [3] - Burry's past correspondence with Ryan Cohen further supports the notion of his continued interest in GameStop [3] Market Conditions and Speculation - Burry has taken a bearish stance on AI-related stocks, shorting companies like Nvidia and Palantir, which could create a scenario where a downturn in the AI sector may benefit GameStop's stock [4] - The speculative scenario suggests that if an AI bubble were to unwind, it could weaken the collateral supporting GameStop's short interest, potentially leading to a renewed interest in the stock [4] Financial Fundamentals - GameStop's fundamentals are seen as supportive of the bullish thesis, with a book value near $11 per share, over $8 billion in cash, and an ongoing business transformation not reflected in its current valuation [5] - AntFin argues that the opportunity is not driven by hype but by Burry's historical ability to identify market dislocations early, indicating that GameStop may represent a deep value opportunity [5]