We uncover Big Shorts & track Meme Stocks. Impressum: https://xitter.cf/t.co/dfZeLDCtvL Posts are not investment advice.
Joined March 2018
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Our H1 activist shorts report is out:
- Targets -12% on avg
- Congrats to:
@FugaziResearch @Pelicanwayre @WhiteResearch
breakoutpoint.com/blog/2026/…
Post-Citron era, spotted in a new short report:
"The disclaimer below is the most important part of this post - read it."
Disclosed short interest at ATHs highs in two French names:
Aéroports de Paris, and Gecina, a REIT that owns central Paris
If you want out of Paris, those are the two ways out?
$ARLO down as much as 7% after the open
We are short $ARLO. We believe its 20% SaaS growth is illusory, built on bundle accounting games, a bogus churn rate and a $50m acquisition it barely disclosed. Its CFO ran an almost identical playbook at his previous company which later collapsed. Insiders are selling at pace.
A great year for Fugazi, with six of its short calls ranking among the ten best-performing shorts of 2026.
@FugaziResearch has only ~1500 followers
From breakoutpoint.com database:
(Past performance is not indicative of future results)
Well done by White Diamond
From breakoutpoint.com database:
(Past performance is not indicative of future results.)
Breakout Point retweeted
A year ago, we argued $CRWV failed finance’s most basic test: returns below its cost of capital. With shares halved and bonds yielding ~15%, the market is realizing the math doesn’t math
We're short $CRWV. Report at kerr.co/crwv. $CRWV has shot to a $75B valuation on technicals and hype, but strip away the noise and it’s just a levered GPU rental shop with lousy economics. 1/10
Trevor says he finally figured it out
Breaking news. You don't want to miss this. An @FBI was committing security fraud, tampering with evidence and abstructing justice. My entire indictment was so an FBI agent could get rich shorting Nikola stock while targeting witnesses. Watch now!
Pelican since the start: 10/10
@Pelicanwayre has <1500 followers
From breakoutpoint.com database:
(Past performance is not indicative of future results.)
Breakout Point retweeted
seriously, this is beyond absurd #freeshkreli
FTC, States Ask Court to Hold ‘Pharma Bro’ Shkreli in Contempt for Trading Drug Stocks wsj.com/health/pharma/ftc-st…
