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Report Archive, Page 4
12 of 145 reports"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...
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 impro...
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 sharehold...
$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
$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 lo...
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 seriou...
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 t...
$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 Optic...
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 a...
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 A...
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 con...
Ubiquiti Wi-Fi (And Surveillance Camera!) on Epstein’s Island
FBI raid photos and DOJ records confirm Ubiquiti enterprise networking and surveillance equipment formed the communications infrastructure on Epstein's island, capable of supporting 800–1,000 devices, with procurement...