Tuesday, September 15, 2026

Initiation Report

Zentek initiation report.

ZTEKF $65M

Atrium Research - Equity Research Sep 13 4 clicks

Sep 13 CVV $29M

CVD Equipment Corporation (NASDAQ:CVV)

Obscure Stocks 2 clicks

Sep 11 NPWR $144M

NET Power (NPWR):

Triple S Special Situations Investing 2 clicks

From X

@natstewart5 Sep 15

Nat Stewart on X

@cb_doge One of the potentially quickest to market data center projects I have seen is $CHCI's JV with Jericho Energy $JROOF. Could go very quickly if the existing LOI with electric power/energy infrastructure is finalized. https://t.co/wjNCoPtVTN

@eriksen_tim Sep 15

Tim Eriksen on X

@kingdomcapadv @RagweedCapital Look at $EMPD. Legal and proxy costs for activist of $9 million on a $21 million investment. Management has spent $20 million. https://t.co/eZkpzbUgtF

@majgeoinvesting Sep 15

Maj Soueidan on X

so cute.. get a room!!! $RFIL $OCC 😍 https://t.co/DyHamfKdMh

@Fierce__beast Sep 15

Fierce_beast on X

seriously does this not have lead gen website bulls concerned? $NRDS, $ever, $qnst https://t.co/aHZHZr6v8r

@stockgutter Sep 15

SG on X

@DeepSailCapital seeing far fewer good shorts now than usual. Considering $ROLR going into its launch of yet another prediction market.

@finphysnerd Sep 15

Myles on X

@DeepSailCapital $CURI. The licencing narrative is dead. They're playing accounting games with licencing revenue. Paying a dividend despite being very unprofitable. Streaming is declining. Still above a $100k market cap somehow.

@DeepSailCapital Sep 15

Deep Sail Capital on X

$CHPT on the recent move up seems like a good fade of a terrible EV business model that will continue to struggle. I think the move was partly a short covering so i think it fades over the next few months.

@DeepSailCapital Sep 15

Deep Sail Capital on X

$ARQQ was my top short going into last week, down 20% yesterday. I trimmed and will be adding on any moves up. It's years away from anyone caring about their product.

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.

SOFWF $406M

Substack von Philipp Sep 11 1 click

Zack Buckley on $PRTH's take private

Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…

PRTH $641M

Yet Another Value Podcast Sep 10 3 clicks

Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases

Imperial Petroleum's record Q2 cash generation, major share repurchases and a $32 million Suezmax sale gain set up another record quarter.

IMPP $226M

Henrik Alex Sep 10 3 clicks

ContextLogic Acquires gChem (LOGC): Update and Valuation

ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…

LOGC $675M

Hidden Gems Investing Sep 8 5 clicks

Kodiak AI: The Stock Collapsed Just As The Business Started Working

Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…

KDK $455M

High Alpha Professor Sep 8 1 click

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…

TII $284M

Sylence Capital Sep 6 4 clicks

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $852MBRBR $920M

The Value Road Sep 2 12 clicks

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $60M

Triple S Special Situations Investing Sep 2 6 clicks

Hydreight Technologies: A Strong Quarter With Some Yellow Flags (Rating Downgrade)

Hydreight Technologies' Q2 revenue rose 12% sequentially to $28 million, while gross margin fell to 19.4% and cash burn stayed elevated,…

HYDTF $120M

Fernanda Galvez Jalil Sep 2 1 click

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $195M

The Oak Bloke Sep 2 7 clicks

LWAY · long

Lifeway Foods INC

Lifeway Foods holds 95% market share in kefir, is growing 20% to 35%, and trades at 12 times projected 2027 earnings as its capex cycle…

LWAY $328M

Value Investors Club Jun 3

Hidden in Plane Sight

An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…

ASLE $260M

The Mikro Kap Jul 26 3 clicks

AirIQ Inc. ($IQ.V) FINS Review

AirIQ’s 2025 revenue rose 17% to $6.5 million, but tax reassessments cut net income 50% and lifted its P/E to 144x.

AILQF $9.3M

Wolf's Substack Jul 26 2 clicks

Gatekeeper Systems ($GSI.V) FINS Review

Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…

GKPRF $133M

Wolf's Substack Jul 23 1 click

Smart Shooter (TASE: SMSH) — The Company That Teaches an Ordinary Rifle to Hit a Drone

Smart Shooter sells AI-enabled rifle sights that track drones and release shots only when likely to hit, trading near 55 times likely 2025…

ESMR $1.9M

Substack von Philipp Jul 23

RI(N)sing higher

RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.

FF $223M

Treasure Hunting Jul 21 4 clicks

Getting Paid 10% for a Ringside Seat at the Braemar Circus with a potential 2x payout

Braemar’s BHR-PB preferred trades near $13 against a $25 liquidation preference, yielding 10% amid hotel sales, a $480 million Ashford…

BHR $114M

Triple S Special Situations Investing Jul 20 5 clicks

Clear the DEC?

Diversified Energy (DEC) has paid $21.84 per share in dividends since June 2017 and trades at $13.35 amid a bullish U.S.

DEC $959M

The Oak Bloke Jul 18 3 clicks

What Amazon Can't Buy

Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…

BWMX $661M

Phynvesting Jul 13 1 click

Matan on Stitch Fix

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

SFIX $327M

MBI Deep Dives Jul 11 2 clicks

Tuesday, September 15, 2026

Nat Stewart on X

Tim Eriksen on X

Maj Soueidan on X

Fierce_beast on X

SG on X

Myles on X

Deep Sail Capital on X

Deep Sail Capital on X

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