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Latest Reports
12 of 235 reportsCerebras Systems Inc. (CBRS): Hot Garbage – Culper Research
Culper Research says Cerebras keeps wafers running dummy ops to prevent cooling failures, masking short hardware life and accounting risk.
Maase Inc. (MAAS) – J Capital Research (The Equity Dispatch)
J Capital Research questions Maase Inc. valuation, citing 126 employees, $660M share-paid acquisitions, and a $124M fraud lawsuit.
Insperity Inc (NSP) – J Capital Research (The Equity Dispatch)
J Capital Research questions Insperity's 2026 profit guidance, HRScale accounting, dividend coverage, and borrowing-driven cash gains.
Hub Group Inc (HUBG) – J Capital Research (The Equity Dispatch)
J Capital Research says Hub Group faces delisting risk after missed filings, accounting misstatements, and weakening fundamentals.
Iron Mountain Inc (IRM) – J Capital Research (The Equity Dispatch)
J Capital Research says Iron Mountain's data center pivot is debt-heavy, with 81% of capex for 13% of revenue.
CSQR: A Future Filled with Equity Offerings? – DF Research
Keith Dalrymple says CSQR used IPO proceeds to repay $900M of debt, and warns of $355M in 2026 funding needs.
SHLS – Pelican Way Research
Pelican Way Research says SHLS's $600M MOU and TerraFlow deal rest on shaky counterparties amid weakening solar hardware fundamentals.
Degraders for Rare, Undruggable, Cancers – Two Natural Cap
Two Natural Capital examines DT2216 toxicity in fibrolamellar carcinoma and the case for degrader-based treatments.
Norway Moves To Reverse The Permits – Viceroy Research
Viceroy Research says Blue Moon Metals' Nussir permit may face Norway's Engebø-style legal defect and thin economics.
Aroundtown: Q2 Update – Viceroy Research
Viceroy Research says Aroundtown trades far below NTA as property sales, buybacks, and dividends return cash to shareholders.
Blue Moon Metals: Fully Permitted, Minus the Permits – Viceroy Research
Viceroy Research says Blue Moon Metals' Nussir mine still needs a landfill permit and faces permit and legal challenges in Norway.
Re-Built to Fail Again – Viceroy Research
Viceroy Research says Blue Moon Metals' Springer project needs $1,145/mtu tungsten to break even, far above peer assumptions.