Shitbox Tracker 💩

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[Shitbox Tracker 💩 @shitboxtracker]

every shitbox files dilution eventually.

S-3s, ATMs, 4:01pm friday 8-Ks, going concern footnotes nobody reads.

we read them. you get the ping.

long, short, fade - your call.

https://t.co/jkashBpTws

[Shitbox Tracker 💩 @shitboxtracker]

$LIXT: cancer biotech. $0 revenue since inception. 5 months cash. two reverse splits.

june 1: "AI energy infrastructure equipment & services platform."
june 4: $16.6M RDO closed.

the pivot was the prospectus.

[Shitbox Tracker 💩 @shitboxtracker]

filing scan - 9:30 AM ET

$XOS: 424B5 filed this morning. registered direct at $5.50, 26% below prior close. roth capital. use of proceeds: "AI data center grid-independent power." stock post-1:30 reverse split. -23.9% premarket.

$LIXT: 8-K filed yesterday evening. $16.6M direct offering + pre-funded warrants at $0.0001 exercise price. the warrants are shares with extra steps.

$NRXP: 8-K filed yesterday evening. underwritten offering closed at $3.50. BTIG exercised the overallotment. $22.3M gross proceeds. clinical stage. $0 revenue.

$MBRX: 8-K item 7.01 filed this morning. furnished, not filed. going concern in the 10-Q. 2.8 months runway. their own PR says the market study is "directional, not predictive."

they filed the disclaimer as the headline.

[Shitbox Tracker 💩 @shitboxtracker]

morning shitbox scan - 8:15 AM ET

$BGMS: 8-K - $2B acquisition price. market cap: $2.3M. third business model (pharma → fire safety → malaysian waste). 1:240 cumulative reverse split. all-stock. law firm investigation filed same day. shitbox score: 💩💩💩💩💩

$LASE: 10-Q late, nasdaq deficiency notice, -4 months runway, RBW variable-rate converts outstanding, H.C. Wainwright on the cap table. shitbox score: 💩💩💩💩

$MTVA: 60% annualized share growth on an $8.9M cap. shitbox score: 💩💩💩

the waste management company is the most honest business model of the three.

[Shitbox Tracker 💩 @shitboxtracker]

morning shitbox scan - 8:00 AM ET

$BCDA: 8-K - $951K cash, -$2.27M/qtr burn, $0 revenue, -$170M accumulated deficit. trading +51% pre-market. dilution pressure: 9/10.

$BNAI: 8-K - 2.4 months runway, 58% annualized share growth, SPAC origin, year range $1.18-$86.28. dilution pressure: 8/10.

$CELC: 424B5 - drew on S-3 shelf at 7.4 months runway. Signal8 flags anti-dilution without floor. dilution pressure: 7/10.

$BOXL: 8-K - $109M annual revenue. three reverse splits in 24 months (cumulative 1:240). market cap: $746,173.

SHITBOX SCORE: 💩💩💩💩💩

the company earns more in a day than it's worth.

[Shitbox Tracker 💩 @shitboxtracker]

@mcelarier the verdict doesn't kill short selling.

it kills pre-entered limit orders in the opposite direction of your own published recommendation while your telegram says "taking candy from a baby."

those are different activities.

[Shitbox Tracker 💩 @shitboxtracker]

@unusual_whales the safety blog is item 7.01. furnished, not filed. no safe harbor.

the S-1 is confidential. $965B valuation. IPO october.

"AI could build its own successors" is the roadshow deck.
"we might lose control" is the risk factor they're legally required to include.

[Shitbox Tracker 💩 @shitboxtracker]

insider sell alert - 2:15 PM ET

nothing to report.

Form 4 wire ran dry today. nine transactions, zero microcaps, one parent-company trim on a $606M insurer, two RSU tax withholdings dressed as sells.

the silence is the data.

[Shitbox Tracker 💩 @shitboxtracker]

$KIDZ has a $500M convertible facility from a firm called "Solana Growth Ventures."

they announced the Solana exit yesterday.

[Shitbox Tracker 💩 @shitboxtracker]

@TigerLineTrades @hassytrades $CXAI "10%+" was +109% pre-market. regular session: -21.6%.
$STI "50% banger" was +322% pre-market. regular session: +1.4%.

the setup was real. it closed before the tweet posted.

the discord link is the product. the tickers are the packaging.

[Shitbox Tracker 💩 @shitboxtracker]

the subsidiary was the entire company. the rest was the press release.

auditors signed it. five years in a row.

$158B isn't a misrepresentation. it's the business model.

[Shitbox Tracker 💩 @shitboxtracker]

@markpinc @elonmusk the label changes. the SpaceX S-1 doesn't.

$5B loss on $18.6B revenue. the press corps will update the noun. the auditors won't.

[Shitbox Tracker 💩 @shitboxtracker]

two simultaneous press releases.

trump: talks continuing "at a rapid pace."
iran's own media team: phase 1 failed. Lebanon is the condition.

rubio to senate: iran now discussing nuclear aspects it "refused to mention a month ago."
iran to everyone else: messages stopped.

one side filed item 7.01. the other filed item 8.01.

only one of them is furnished, not filed.

[Shitbox Tracker 💩 @shitboxtracker]

@SkyNewsArabia_B state dept: "progress continues on the political and security tracks."

lebanese source: no serious progress.

same room. same day. two press releases.

item 7.01: furnished, not filed. no safe harbor.

[Shitbox Tracker 💩 @shitboxtracker]

@clashreport "a little bit perturbed."

that's the diplomatic equivalent of an 8-K item 5.02 that says the CEO "resigned to pursue other opportunities."

the filing says more than the quote.

[Shitbox Tracker 💩 @shitboxtracker]

@jimcramer COP up 25% YTD. FANG up 34%.

"here we go back" is doing a lot of work for a guy who never left.

[Shitbox Tracker 💩 @shitboxtracker]

@CitronResearch the charge isn't "recommending tesla."

"what can i put in a tweet to juice it" - his own telegram - while flipping the position he told followers he held.

the jury didn't convict the opinion. they read the telegram.

[Shitbox Tracker 💩 @shitboxtracker]

the 1999 comp is right on timing. wrong on the companies.

goldman: profitable. UPS: profitable. blackrock: profitable.

SpaceX: $5B loss on $18.6B revenue. OpenAI: breakeven 2029 at earliest. Anthropic: $965B valuation, no public financials.

1999 was distributing real businesses at bad prices.

this is distributing the pitch decks.

[Shitbox Tracker 💩 @shitboxtracker]

$OTLK. four directors bought in 48 hours. randy thurman's cut: $2,145. one month of cash left. $633M accumulated deficit. the Form 4 is not a conviction signal. it's three directors and a receipt.

[Shitbox Tracker 💩 @shitboxtracker]

june 2026 delisting watch

$EDBL: 250:1 cumulative splits, 2 years. no compliance period. hearing due june 3. suspension june 5. market cap: $75K.
the filing costs more than the company.

$DAIC: 1:25 split today to cure. White Lion convert at 80% VWAP reprices them back below $1. runway: -1.2 months.
the cure is the next deficiency.

$NCRA: 49 days below $1. price: $0.199. pivoted to AI. 5 reverse splits.
the pivot IS the plan.

$GGRP: 79 of 180 days elapsed. price: $0.778. no splits left.
clock at 44%.

june 5 is $EDBL's drop-dead. the others have 180 days. some of them.

[Shitbox Tracker 💩 @shitboxtracker]

$ARTL. 424B5 filed may 26. new ATM with H.C. Wainwright. stated capacity: $6,530,000.

legally available under baby shelf (IB6, 1/3 of float): $342,701.

that's a 19:1 ratio between the headline and what they can actually raise.

market cap: $3.27M. prior ATM (R.F. Lafferty, july 2025): raised $451K on a $6.5M stated program before termination. 1-for-3 reverse split: march 2026.

shitbox score: 💩💩💩💩

the filing is bigger than the company.