Capitaine Short

Seeking the truth and trying to navigate this (crazy) market. Not financial advice. Interested in short-selling.

[Capitaine Short @CapitaineShort]

@0x5uZ @Noobwork You clown, it's real. Why are you even bothering commenting this before checking for yourself?

[Capitaine Short @CapitaineShort]

@cain151714 @RealbotixCorp That's also what I thought, weird

[Grizzly Research @ResearchGrizzly]

We Are Short International Games System Co., Ltd.

Profits and Dividends Depend Heavily on Risky, Illegal Southeast Asian Online Gambling Operations

Read our New Report Here: https://t.co/4PIvmbJfp8

[Capitaine Short @CapitaineShort]

Many such cases (France😁)

[Iceberg Research @IcebergResear]

Your regular reminder that reporting fraud to Singapore is a magnificent waste of time. I did it twice (re: OW Bunker and Noble) and was attacked by officials both times. Whistleblowers are the problem: they make noise. If you think of Singapore as the squeaky clean country it wants to be seen as, just compile the impressive list of major frauds that took place there and how Singapore dealt with whistleblowers.

[GlassHouse Research @GlassH_Research]

OUR NEW SHORT: $ASTH

We are short Astrana Health, a value-based care company that has grown rapidly through acquisitions and increasingly complex risk-bearing arrangements.

Below is just a summary of some of our opinions about the company; for the full short thesis, including our source work, expert interviews, and important disclaimer regarding our financial interests, please see the GlassHouse Research website.

Our forensic analysis concludes that Astrana’s headline growth dramatically overstates the growth of the underlying combined business. In Q2 2026, reported revenue grew 49% year-over-year, yet revenue declined roughly 1% against the company’s own pro forma combined-company base.

We believe Astrana’s Prospect acquisition created a highly subjective spring-loading reserve setup. In Q2, Astrana recorded approximately $38 million of gross favorable prior-period claims development—more than quarterly pre-tax income. Management says related offsets made the net impact immaterial, but investors are not given the reconciliation needed to independently verify that claim or determine Prospect’s contribution.

Astrana’s earnings depend on a web of estimates and related-party arrangements that we believe deserve far more scrutiny. These include a $545 million insider-linked loan structure, sharply higher expenses with a director-linked hospital system, growing risk-pool receivables, and non-GAAP adjustments that can materially reshape reported profitability.

Management was paid heavily on the same metrics we believe deserve the most scrutiny. In 2025, the CEO received a $2.06 million cash incentive award, with revenue and adjusted EBITDA components paying at 200% of target, even as the company reported a material weakness in internal control over financial reporting related to acquisition accounting.

We leave many of the more interesting findings, charts, expert commentary, and related-party details for readers of the full report.

Read the full thesis on our website listed on our profile. As always, please read our full disclaimer carefully. GlassHouse Research is short $ASTH and/or related derivatives and stands to benefit if the price declines. The reader should assume GlassHouse covers some or all of its position at time of publication.

[Grizzly Research @ResearchGrizzly]

We are Short Raiffeisen Bank International AG. $RBI $RBI.VI
Our New Report is out Now: Raiffeisen Bank International-Linked Customs Records Show $1.19 Billion in Trade Matching Sanctions and Export-Control Restrictions While €12.6 Billion Remains Trapped in Russia

Read our Report Here: https://t.co/PbeDPBSx1t

[vittorio @IterIntellectus]

"OpenAI solved Navier-Stokes. Math is solved!"

"No it's not. do you even know what Navier-Stokes is?"

"No, Do you?"

"No"

[Arnaud Bertrand @RnaudBertrand]

This sounds completely unreal but I double checked and it's true: the Eiffel Tower was closed on Monday due to a Hindu sect that demanded that all women "make themselves invisible" so their 93-year-old guru wouldn't have to see them.

The sect in question is BAPS - "Bochasanwasi Akshar Purushottam Swaminarayan Sanstha," which roughly translates to "the organization of Swaminarayan followers who believe in Akshar Purushottam, based in Bochasan" (a village in Gujarat).

It's a very wealthy organization with deep ties to Modi's BJP (Modi is himself from Gujarat), known for building mega-temples around the world and whose doctrine demands absolute obedience to a living guru as the sole path to God.

It's not their first controversy: in 2021, the FBI raided their massive New Jersey temple after workers - mostly Dalits, India's lowest caste (the so-called "untouchables") - alleged they'd been lured to the US on fake religious visas, had their passports confiscated, and were forced to work 13-hour days for about $1 an hour, confined to a guarded compound (see https://t.co/kTNzdZWtoe).

Long story short, they just opened a new mega-temple in France (the website: https://t.co/4g6HW9bBPy) - specifically in Bussy-Saint-Georges (30km away from Paris) - presented as "the biggest Hindu temple built in continental Europe in a traditional style" (https://t.co/exbFjzLe2k).

Their guru was there for the inauguration and, as you do, wanted to visit the Eiffel Tower while in France. But, thing is, his doctrine dictates that women must not be in his presence.

And here is where it gets unreal: when his entourage requested a private visit, the Eiffel Tower's management actually agreed to the terms and ordered all female employees - including subcontractors - to hide (https://t.co/Sm7yb5LMFq).

This was on Saturday and, France being France (in a good way), on Monday the women who'd been told to make themselves invisible made themselves very, very visible: the staff went on strike and shut down the Eiffel Tower.

So there you have it, unreal but true: the Eiffel Tower, symbol of the French Republic, is closed because a 93-year-old Hindu guru refuses to be in the presence of women.

(picture below the picture of their guru on his visit, taken from https://t.co/4FRKezWJvq)

[Capitaine Short @CapitaineShort]

Good call!!

[Morpheus Research @MorpheusRes]

UPDATE: In May, we said that $INV was propped up by a fake 300MW data center deal with “DarkNX” — a clearly phony counterparty.

Despite calling our report “selective and misleading,” Innventure announced today that the mysterious data center site is suddenly “no longer available” and it has removed DarkNX from its bookings entirely while suspending revenue targets.

$INV shares are down -48% on the news.

[Capitaine Short @CapitaineShort]

Pas de deadline pour le redémarrage ou le data center non plus, encore des choses avancées qui se révèlent fausses

[Capitaine Short @CapitaineShort]

$2crsi Déjà un grand pas en arrière du côté de NYGC qui abandonne l'upgrade pyrolise vers les 41MW et se contentera de 18MW au mieux. On note aussi qu'Alain avait pourtant dit que Joe lui ferait plaisir en remettant en marche la centrale le jour de son anniversaire, il y a déjà un mois de ça, lol

[Wolfpack Research @WolfpackReports]

YESTERDAY $FTK put out an 8-K insinuating that our report was misleading because we said the PREPA deal was cancelled and they said "As of the date of this report, PREPA has not delivered a formal notice of termination of the PREPA Contract to the Company." Yet TODAY they put out an 8-K saying PREPA "delivered formal notice of termination." How embarassing.

[Capitaine Short @CapitaineShort]

@AyayMecatemps @crypto_matou @AdresanSoso Je te jure, j'ai pensé la même chose 😂

[Capitaine Short @CapitaineShort]

@WolfpackReports @ROLCapital Oof

[Capitaine Short @CapitaineShort]

That's it, short $MSTR

[Michael Saylor @saylor]

Our Q2 Earnings Call, remixed. 🎶

[Capitaine Short @CapitaineShort]

@vhnf68 @VivelaLibert9 @Vainvain07 @PsyGuy007 Exact, je me suis aussi prêté au jeu et ça m'a pris 2 minutes, des inconscients...

[Capitaine Short @CapitaineShort]

@Emmanuelle_UDE Merci, très intéressant!

[Capitaine Short @CapitaineShort]

@XRoulland @RaphaelVignes Et encore avec l'IA, ça ne va pas s'arranger... Quand tu vois le nombre de commentaires "analyse" étant un copier-coller ou un screen de ChatGPT ça fait peur 😅

[Capitaine Short @CapitaineShort]

@teobastus @Telegraph Ridiculous engagement bait and fear mongering

[Capitaine Short @CapitaineShort]

Goat, this story is insane.

[Martin Shkreli @MartinShkreli]

the $CAPR is a complete fraud