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Latest Reports
12 of 213 reportsClaude Unshackled: AI Designs Experimental Antivenom – HUNTERBROOK
Hunterbrook says Anthropic's Claude designed 211 antivenom binders, but missed the goal of a multi-toxin molecule.
Blue Orca is Long Rohm (6963 JP), Chubu Electric (9502 JP) and TRE (9247 JP) – Blue Orca Capital
Blue Orca says Rohm, Chubu Electric and TRE undervalue Toshiba stakes tied to a Kioxia holding worth more than the buyout.
What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens – HUNTERBROOK
Hunterbrook reports Digital Realty's Fort Gillem data center found white phosphorus, buried ordnance, and contamination risks.
International Games System (TPEx: 3293) — Profits and Dividends Depend Heavily on Risky, Illegal Southeast Asian Online Gambling Operations – Grizzly Research LLC
Grizzly Research says IGS’s Southeast Asia revenue and JILI brand ties are undisclosed, raising regulatory and dividend risk.
MW is Short Edison International (US EIX) – Muddy Waters Research
Muddy Waters says EIX's wildfire model missed Eaton Fire wind risk, exposing Edison to $4.3B to over $20B in liability.
Bristlemoon September 2026 Quarterly Letter – Bristlemoon Capital
Bristlemoon Capital shorts Campbell's, arguing Walmart's rollout of 11,000 price cuts will squeeze food suppliers and margins.
SVRN: 100,000 to 1, the Ships Gone, the Audit Missing – Fugazi Research
Fugazi Research says SVRN is a massively diluted NEAR-treasury shell facing audit gaps, related-party deals, and Nasdaq delisting risk.
BREAKING: Muse Growth Slows as Downloads Fall – HUNTERBROOK
Hunterbrook Media says Meta's Muse download and DAU growth cooled sharply after its launch surge, amid privacy and billing concerns.
NEW: The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence – HUNTERBROOK
Hunterbrook Media says Millrose's pre-leased Lennar home pitch appears inconsistent with vacant homes, weak yields, and rising debt costs.
Fervo Energy: Big Tech’s Clean Energy Bet Is Unraveling — Hidden Setbacks, A Litany Of Existential Issues & A Commercial Build Out Destined For Failure – Morpheus Research
Morpheus Research says Fervo hid thermal decline, water loss, and seismicity risks ahead of its $2.2B IPO.
Scribe Therapeutics: The World of Epigenetic Editing $sctx – Two Natural Cap
Two Natural Capital questions Scribe Therapeutics' STX-1150, citing modest LDL-C lowering, reversibility doubts, and adoption hurdles.
SDEV: A Dilution Timebomb Wearing a Stablecoin Costume – Fugazi Research
Fugazi Research says SDEV is a SKY token treasury burdened by insider-friendly financing and heavy dilution risk.