Breakout Point

We uncover Big Shorts & track Meme Stocks. Impressum: Posts are not investment advice.

[Breakout Point @BreakoutPoint]

Our H1 activist shorts report is out:

- Targets -12% on avg
- Congrats to:
@FugaziResearch @Pelicanwayre @WhiteResearch

https://t.co/1iUbi8ShI0

[Breakout Point @BreakoutPoint]

Post-Citron era, spotted in a new short report:

"The disclaimer below is the most important part of this post - read it."

[Breakout Point @BreakoutPoint]

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?

[Breakout Point @BreakoutPoint]

$ARLO down as much as 7% after the open

[Snowcap @SnowCapResearch]

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.

[Breakout Point @BreakoutPoint]

@AIMhonesty @viceroyresearch A report on a new name?

[Breakout Point @BreakoutPoint]

Retail investors (live estimates):

1 $SPCX ▲5
2 $NFLX ▲21
3 $CRWV ▼2
4 $IREN ▲5
5 $META ▲11
6 $GE 🆕
7 $NVDA ▼4
8 $INTC —
9 $TSLA ▼4
10 $MRNA ▲21
Retail leaderboard via https://t.co/8M7YSvAyTK

[Breakout Point @BreakoutPoint]

@John_Hempton From your experience, what separates a legitimate defense from an attempt to silence scrutiny?

[Breakout Point @BreakoutPoint]

Retail investors (live estimates):

1 $CRWV ▲1
2 $AMZN ▲48
3 $NVDA ▲11
4 $NBIS —
5 $TSLA ▲11
6 $SPCX ▲9
7 $MU ▼1
8 $INTC ▲13
9 $IREN ▼6
10 $AAPL ▲16
Retail leaderboard via https://t.co/8M7YSvAyTK

[Breakout Point @BreakoutPoint]

wsb-vibes:

Bears really quite now since black monday has been cancelled for the 43th time this year

[Breakout Point @BreakoutPoint]

@shitadel_poo @FugaziResearch That seems to be their preferred mkt cap segment

[Breakout Point @BreakoutPoint]

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 https://t.co/8M7YSvB6Ji database:
(Past performance is not indicative of future results)

[Breakout Point @BreakoutPoint]

Retail investors (at the open):

1 $TSLA ▲16
2 $SPCX ▲12
3 $CRWV ▼2
4 $IREN ▲1
5 $NFLX ▲24
6 $NVDA ▼3
7 $MU ▼3
8 $NBIS ▼2
9 $SKHY ▲2
10 $AAPL ▲8
Retail leaderboard via https://t.co/8M7YSvAyTK

[Breakout Point @BreakoutPoint]

Well done by White Diamond

From https://t.co/8M7YSvAyTK database:
(Past performance is not indicative of future results.)

[White Diamond @WhiteResearch]

Officially, today $BZAI and $MBOT have gone lower than our price targets of 25c and $1, respectively. Hard work pays off, kids!

[Dan Taylor @ProfAnalytics]

@Wharton is now the ONLY top MBA program to have a class on fraud hunting in its curriculum. In Spring, Forensic Analytics is now open to @Wharton MBAs. Guest speakers include individuals who hunt fraud for a living: DOJ/SEC, Short Activists, and Forensic Investigators.

[Kerrisdale Capital @KerrisdaleCap]

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

[Breakout Point @BreakoutPoint]

Retail investors (live estimates):

1 $CRWV ▲2
2 $TSM ▲42
3 $NVDA ▼1
4 $IREN ▲22
5 $NBIS ▲9
6 $SOFI ▲65
7 $MU —
8 $SKHY ▲1
9 $INTC ▲4
10 $ORCL ▲35
Retail leaderboard via https://t.co/8M7YSvB6Ji

[Breakout Point @BreakoutPoint]

Trevor says he finally figured it out

[Trevor Milton @nikolatrevor]

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!

[Breakout Point @BreakoutPoint]

Pelican since the start: 10/10

@Pelicanwayre has <1500 followers

From https://t.co/8M7YSvAyTK database:
(Past performance is not indicative of future results.)

[Barbarian Capital @BarbarianCap]

seriously, this is beyond absurd #freeshkreli

FTC, States Ask Court to Hold ‘Pharma Bro’ Shkreli in Contempt for Trading Drug Stocks https://t.co/LTnBalpr0w