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The short report on EquipmentShare follows the short-and-distort playbook, making legal GAAP accounting sound like the next Enron, and its claims look scary only without understanding the mechanics. Such reports are padded to sound serious, use photos of offices or assets to substantiate claims, as in last year's Lasertec report on a stock since up 232%, and attack founders' reputations. AI makes them easier to produce, so they will likely become more common. x.comÂ
2CRSi's management is difficult to trust after a short report alleging fraud, even though the allegations are not confirmed. The report, as quoted by @TheBigBerbowski, claims 2CRSi built a fraudulent US structure to fabricate a growth story and that almost all its revenue likely comes from an undisclosed related-party scheme; @TheBigBerbowski finds it hard to believe for a family-run firm with heavy insider ownership. x.comÂ
POET Technologies is not a stock to touch because its response to @NMRtweet's short report looks like damage control rather than a rebuttal. After the report highlighted abandoned rooms at POET's headquarters, the company suddenly ramped up posts about offices, employees and manufacturing sites without directly addressing the claims. That is suspicious, though not enough to short. A reply notes the report's claim of a fake office picture and that only about three employees may work in Toronto. … Show more
SoFi is a short, because responding to a short seller report is basically an admission of guilt. SoFi's investor relations team issued a response calling the report inaccurate, and that response is laughable. x.comÂ
Super Micro's fundamentals are outrunning fear over its legal and accounting baggage. Its quarter beat with EPS of $0.84 versus $0.61 expected, gross margin rebounded to 10.1%, showing regained pricing power, and next-quarter revenue is guided up to $12.5 billion as AI customers queue for liquid-cooled servers. Management found no need to restate past results despite audit delays. Given the China export, DOJ and accounting issues, this is a bounce trade, not a long hold. x.com x.comÂ
