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
$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.
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.
@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.
@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.
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.
@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.
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.
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.
@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.
@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.
@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.
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.
$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.
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.