J Capital

Activist short- and long-research shop publishing investigative reports on publicly traded companies. @jcapresearch.bsky.social

[J Capital @JCap_Research]

We are short $SUPX. Chinese property developers are trying to persuade you that this tiny design company is in AI. It’s not. Report at https://t.co/N5NVpYskv9

[The Equity Dispatch @DispatchEq8210]

We just published on $IRM, a document-storage company that is pouring money into data centers. But the data centers hardly make money: we calculate that the real return is lower than the cost of the debt Iron Mountain issues to build the data centers. https://t.co/6zSXV9VJox

[J Capital @JCap_Research]

Great report: https://t.co/BowfhDnsiS

[The Equity Dispatch @DispatchEq8210]

We just published on $MAAS, once an insurance agent (FANH for those who remember) and now has pivoted to "AI." https://t.co/6zSXV9VJox

[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

[GMT Research @GMTResearch]

New report from @VultureCaptRes on JF SmartInvest (https://t.co/Og09kP6FdE) alleging that its rapid growth and profitability depend on misleading marketing, aggressive online customer acquisition and investment recommendations made by inadequately qualified staff. Target price of zero: https://t.co/HPXpLfXj3K

[Vulture Capital Research @VultureCaptRes]

JF Smart Investment（https://t.co/BR3pnMy1PN）——Outpacing Northern Myanmar Syndicates: The Shanghai-Listed Enterprise Generating ¥3.9 Billion a Year Through Telecom and Online Fraud!
Link:https://t.co/xslOKsqhdb

[The Equity Dispatch @DispatchEq8210]

We just published on $NSP, an outsourced HR company whose new product, HRScale, has excited investors. We think it's a pretty weak bet. https://t.co/6zSXV9VJox

[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

[The Equity Dispatch @DispatchEq8210]

We just published on $HUBG. This logistics company did not re-file its 2025 10K by Monday, meaning Nasdaq says it must delist. HUBG says that won't happen right away. We doubt the problem ends here, bad as that is. https://t.co/6zSXV9VJox

[The Equity Dispatch @DispatchEq8210]

$KRMN Big revenue growth, profit, but no cash generation. They're buying companies at big premiums, acquiring very little backlog, and getting a revenue boost from acquisitions. How does that work? https://t.co/6zSXV9VbyZ

[The Equity Dispatch @DispatchEq8210]

Weibo extends around $1 billion per year in loans to SINA while borrowing money itself. Why?

[The Equity Dispatch @DispatchEq8210]

We just published on $RXT, a weak cloud provider whose shares rose over 200% in May based on a deal with AMD. We show that the actual margins will be much lower than projected, and the capex per MW twice as high as the rosy revenue projection. https://t.co/6zSXV9VbyZ

[The Equity Dispatch @DispatchEq8210]

We just published a report on Opendoor Technologies ($OPEN), whose "Opendoor 2.0" plan is basically window dressing on a model that has never worked. https://t.co/6zSXV9VJox

[The Equity Dispatch @DispatchEq8210]

$MCHP claims high growth from data centers, but they account for 7% of revenue, and we think the company is not going to make a lot of cutting-edge products with its aging equipment.

[The Equity Dispatch @DispatchEq8210]

We just published on $MCHP, a company that's riding high on data center and AI hype but actually looks weak. https://t.co/6zSXV9VJox

[The Equity Dispatch @DispatchEq8210]

HKex IPO application of a subsidiary shows that the majority of engines are bought and re-sold.

[J Capital @JCap_Research]

$CYD https://t.co/dzS713wfia

[The Equity Dispatch @DispatchEq8210]

Three company high-ranking execs detained in China. At the same time, company growth far outstrips industry and competitors, and cost base does not match sales growth.

[J Capital @JCap_Research]

@AccountingToday Shocking they handled whistleblower complaints in the first place. https://t.co/KBE590SdW2

[J Capital @JCap_Research]

Great interview between @hjesanderson and the king of aluminum, @pauladkins. Find it on Henry's Substack, Voltrush: https://t.co/YhpNJVrrwx

[Grizzly Research @ResearchGrizzly]

We are Short Pirelli & C. S.P.A. $PIRC

We Believe Pirelli’s Secret Dependence and Close Relationships with Russia Pose a Threat to Western National Security

Read our New Report here: https://t.co/HL9szRXwzr