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Ticker: LEN Company: Lennar Corporation

Hunterbrook Says Lennar's Land-Light Strategy May Be Hiding $2B+ in Annual Option Fees and Inflating Earnings

Hunterbrook alleges a $2.2B gap in Lennar's deposit line suggests option fees are being capitalized rather than expensed, masking the true cost of a land-light strategy that has missed earnings expectations for 10 straight quarters

Mar 31, 2026 8 min read
Ticker: UMAC Company: Unusual Machines

"Infinite Demand" and a $30 Price Target: Why White Diamond Is Bullish on Unusual Machines After a 25% Post-Offering Selloff

White Diamond interviewed CEO Dr. Allan Evans after UMAC fell 25% post-offering and came away bullish — Evans says the company is supply-constrained, 80-90% military-exposed, and experiencing demand he calls "infinite for the next 18 months"

Mar 31, 2026 6 min read
Ticker: SOFI Company: SoFi Technologies, Inc.

Muddy Waters Says SoFi Booked a $312M JPMorgan Loan as a Sale — and a ~$1B EBITDA Restatement May Follow

A Utah UCC filing names JPMorgan as "senior lender" and SoFi Bank as "Debtor" on the same transaction SoFi's CFO publicly called a loan sale — Muddy Waters argues the gap between those two descriptions points to improper accounting that could unwind nearly $1 billion in previously reported EBITDA

Mar 30, 2026 6 min read
Ticker: BG Company: Bunge Global SA

Spruce Point Targets Bunge (BG), Alleging Debt-Fueled Growth, Weak Cash Flow and Accounting Risks, With 55%–80% Downside Seen

Spruce Point calls for an independent accounting investigation into Bunge Global SA, alleging the S&P 500 agribusiness giant has posted a -$1.6B cumulative cash flow deficit since 1999 while funding $8.6B in shareholder returns through debt — with 55–80% downside risk flagged

Mar 25, 2026 5 min read
Ticker: WATT Company: Energous Corporation

$WATT: A Decade of Promises, A Business Funded by Dilution

Fugazi Research says Energous (WATT) is funded by dilution, with serial equity raises, heavy losses, and looming dilution overhang

Mar 24, 2026 6 min read
Author: Fugazi Research Ticker: RIME

$RIME: Where Slumdog Trucking Becomes AI Hype and Runs Over Investors

RIME Algorhythm Holdings short report: karaoke rebrand to AI logistics, death spiral financing by Streeterville Capital, unverified Indian trucking SemiCab subsidiary, 100% shareholder dilution, catastrophic $13.1M losses, toxic convertible debt structure, going concern risk

Feb 23, 2026 5 min read
Ticker: IVL.BK Author: Hunterbrook

Toxic Smoke and Mirrors: How a Petrochemical Giant Broke Its Promise

Indorama Ventures' Gulf Coast facilities released 19,000+ lbs of ethylene oxide across eight incidents, exposing thousands to dangerous concentrations, while reporting irregularities and minimal penalties raise serious oversight concerns

Feb 23, 2026 6 min read
Ticker: BBAI Author: Hunterbrook

Did The Pentagon-OpenAI Deal Kill BigBear?

BigBear.ai BBAI stock analysis: Pentagon GenAI.mil platform threatens $250M Ask Sage acquisition. Defense AI market competition, DoD contracts, military AI deployment strategy, and bearish equity research on defense technology stocks.

Feb 16, 2026 5 min read
Author: Fugazi Research Ticker: OPTX

$OPTX: Zooming in on a Capone Style De-SPAC Where the Boss Cashes in and Takes All

OPTX stock analysis reveals CEO Al Kapoor's alleged de-SPAC scheme concentrating 80% control with 21M dilutive earnout shares, negative cash flow, $600K cash, fraud allegations, and Nasdaq non-compliance. Syntec Optics Holdings bearish research report.

Feb 11, 2026 6 min read
Ticker: EOS Author: Grizzly Research

EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract

EOS allegedly misrepresented an $80M Korean defense contract, concealing that the counterparty was a 3-person agricultural drone company operating from a restaurant complex, while shares surged 50% before collapsing after earnings failed to support the claims

Feb 9, 2026 6 min read
Ticker: RXO Author: DF Research

RXO: 4Q Large Miss, Liquidity Crisis and Accounting issues

RXO faces a potential liquidity crisis with ~$25M cash, projected negative free cash flow of ~$25M in Q4 2025, collapsing margins, and accounting concerns compounded by the abrupt retirement of its 49-year-old Chief Accounting Officer

Feb 5, 2026 6 min read
Author: Herb Greenberg, Red Flag Alerts GLW

But Aren't Stocks Supposed To Go Straight Up?

Herb Greenberg warns that headline-driven rallies in stocks like Corning and Adtalem mask weakening fundamentals, legacy debt, and bubble-era parallels, while SPAC resurgence and FOMO-driven momentum signal frothy conditions reminiscent of the dot-com era

Feb 4, 2026 5 min read

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