Short-biased activist targeting fraud, abuse & deception in European financial markets.
For personal/ political views follow @gpv100xxxhithawk.com DelawareJoined June 2025
S&P 500 near record highs, yet more than half its stocks sit below their 200-day average (per Barchart). Sentiment isn't buying the rally either: the Fear & Greed Index reads 29 today, Fear, even near all-time highs.
Fresh capital's telling the same story. SpaceX and Cerebras alone account for roughly 89% of the ~$90B raised by US tech IPOs this year: new money piling into the same trade, not spreading out.
Sound familiar? Index at highs, gains concentrated in a handful of names, everyone chasing one technology story. We've seen this movie before: 1999. Go figure.
And I haven't even touched government debt yet...
Is Raiffeisen ($RBI) sitting on €12.6B of cash it can't touch, while disclosing only €735M as restricted?
We fact checked @ResearchGrizzly's 64 page short report ourselves, claim by claim. Verdict: mostly holds up, with real caveats.
Full breakdown is available on our platform.
@michaeljburry "3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery"
So this is the fear story again, right? Fear enables you to control people - or regulate in this case...
Calendar Week 37:
Beneath the main macro headlines, the financial week saw notable market friction as Shortfinder’s campaign against DeFi Development ended in a sharp, squeeze-driven stop out. Simultaneously, Ragnarok Research launched a rare long activist campaign on TransAct Technologies, which underperformed immediately as persistent selling pressure forced the equity down 4.4% within its first 48 hours... read more on styx.capital/nl
I had a much more straightforward hack. Using Claude code it accessed env files with the api keys. They instantly have been passed to some 3rd party. From that point credits have need used up in minutes. Recharged and again millions of tokens used. Killing Claud code and any spare file and changing the key helped. But be aware that using Claude code is like publishing all passwords online.
@CodfishJohnny 🤣🤣🤣
It must be so comforting for your short-seller clients to know that their legal architect possesses such a deeply refined, sophisticated moral compass.
To be frank, in this saga around Callisto, Muddy Waters, $SRAD, 1xBet and Activ8Insights, in my eyes nothing – absolutely nothing – adds up.
Two short sellers independently targeting the same small company on the same day by “coincidence” already raises eyebrows. One making
The data highlights a brutal reality:
Public capital chasing the Muddy Waters headline at publication was forced to sit on a grueling ~30% paper loss during the summer squeeze, only to scratch out a net-zero return today.
But this isn’t just a story of bad timing. It exposes a
What happens if you blindly trade short activist reports?
We back-tested a naïve strategy from Jan 2026 to today (Aug 18). Peak returns hit +23%, currently sitting around +17.5%.
Below are the rules and assumptions we used.
War risk insurance for tankers going through the Strait of Hormuz is now running 3%- 10% of hull value. Before the conflict it was around 0.25%. Daily transits are currently down about 95% from pre-war levels.
As insurance and freight markets tend to move first, one should recognize that oil prices only adjust next, while CPI trails far behind. The calm inflation print today is really just a reflection of where things stood a few weeks ago, not where the economy stands atm.
If you want an early read on a company's actual cost exposure, the freight and insurance markets usually get there long before guidance or CPI data do.
Fresh from Styx:
Gotham City Research just shorted Sumitomo Pharma ($4506) and its parent Sumitomo Chemical ($4005), alleging 50–100% downside.
Two-part campaign. Solid research, but not without analytical blind spots. (1/3)
MAJOR HEDGE FUNDS TARGETED IN WAVE OF ATTEMPTED CYBERATTACKS
Major hedge funds including Citadel, Point72 and Two Sigma were targeted in a wave of sophisticated cyberattacks using AI-powered voice phishing (vishing) to trick employees into granting system access.
Two Sigma said it successfully blocked the attack and found no evidence of a breach.
Cybersecurity experts warn AI is making large-scale attacks cheaper and easier, raising risks across the financial industry.
Well, it certainly depends on the volume of initial investment, the size of your cohones and your character of being a short crusader when it comes to shorting. Such are very few out there.
Though, in case of $DFNS one glance on the chart had revealed, that the stock has already doubled from previous close at time of publication. You can call it risk management, I’d call it common sense.
179 Followers 401 FollowingI argue the other side of the debate to understand the strength of my position, and then proceed to dismantle the other side.
2K Followers 332 FollowingRed pilled long ago. a million miles from woke, Awake AF. The mainstream narrative of His-story is a fabricated lie. Question everything. Open your eyes.
124 Followers 949 FollowingFormer buy-side analyst, currently managing family capital. Georgetown | UCLA Law | Bear Stearns survivor. No financial or legal advice given or intended.
3K Followers 377 FollowingIndependent investment research focused on public company interactions with the SEC, since 2000. Was @probesreporter. Publisher: @JohnPGavin, CFA, NACD.DC
2K Followers 150 FollowingThe Boatman Capital Research conducts thorough investigations in order to guide investors through the troubled waters of international markets.
4K Followers 64 FollowingCrossroads Capital is a value-oriented long/short equity fund manager focused on mispriced emerging compounders and special situations. Founder/PM @AboveAvgOdds
2K Followers 998 Followingsweet potato. providing liquidity. ½ of posts in Hebrew
אין לי רישיון לייעוץ השקעות ואני לא ממליץ כלום
אֵיזֶהוּ עָשִׁיר – הַשָּׂמֵחַ בְּחֶלְקוֹ
297 Followers 8K FollowingActivist short selling focused on frauds and promotes. Presume all tweets reflect short positions and biased opinion. Verify independently. Not inv advice.
14 Followers 75 FollowingWrite about companies I find sus at https://t.co/eLtONmnWu1. DMs open. Please dont share outside short community. Follow now, may go private
3K Followers 1K FollowingRabbit of Caerbannog. Opinions well reasoned and indisputably correct. The joke is sometimes on me. Lawyer supporting short activists and whistleblowers.
99 Followers 107 FollowingShort Selling is the heart of efficient markets.
It's more than a strategy: It's a way of life.
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813 Followers 132 FollowingProprietary momentum engine scoring 1,700 US stocks + 500 ETFs daily. We flag rotations, breakouts & turns before they're obvious. Follow us for daily updates!
32 Followers 111 FollowingEquity supply intelligence for professional investors. Maker of @SH0RTFINDER, the leading analytics platform for short sellers.
24K Followers 731 FollowingPAA Research is an independent research firm that provides investment ideas backed by extensive fundamental analysis and primary research.
21K Followers 649 FollowingPrescience Point Capital Management is a research-focused, catalyst-driven investment firm founded by Eiad Asbahi in 2009. Read disclaimer on our website.
24K Followers 708 FollowingValue investing, shareholder activism, deep due diligence. Not investment advice. ALL of our statements here are OPINIONS. AI used to optimize our text.
9K Followers 2K FollowingAward-winning journalist now on Substack: https://michellecelarier.substack Also published in @iimag, @NYmag, @nytimes, @theinformation, @FortuneMagazine etc.
10.5M Followers 107 FollowingThe first word in business news | Watch Live: https://t.co/nHEpHOAfg3 | Newsletters: https://t.co/nWaCxHTiks | Podcasts: https://t.co/096e9xMJF7
835 Followers 9 FollowingUnapologetically Blunt. Not Financial Advice. Always assume we hold a short position. Got a tip? Email us @ [email protected] $19.5M AUM.
1K Followers 143 FollowingActivist investment firm. Nothing is financial advice, all views are our own, see our disclaimer on our website. Get in touch: [email protected]
7K Followers 0 FollowingActivist short seller. voicing opinions. not investment advice. do your own work. full disclosure and reports available at https://t.co/DBr7j5VUZl
13K Followers 640 FollowingI'm really glad you corrected me, Lisa. People are always really glad when they're corrected. - Homer Simpson
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