@CulperResearch

ecce vicit leo

CulperResearch.com
Joined December 2017
  • Tweets1K
  • Following0
  • Followers38.5K
NEW: We are short Cerebras Systems $CBRS. Cerebras claims to have solved wafer-scale chips. We believe otherwise: $CBRS wafers break down after just ~2 years in use - a lifespan that undermines the entire business. See full report and disclosures on our website, link in bio.
175
95
125
1,085
363,955
14) Before that, $CBRS CEO Feldman was at Riverstone, which received SEC charges, while Feldman plead guilty to one felony count of violating internal accounting controls. Riverstone would go bankrupt and return just $1.06 per share to shareholders, 92% lower than its spin-off.
3
2
22
11,478
15/15) We estimate $CBRS private investors paid ~$23/share - far lower than todays prices... Insiders have sold $400M+ since the IPO. 19.4M shares unlocked today, and over 50M more will unlock in early November. We are short and think shares are headed lower.
8
2
2
53
11,149
;)
Lake Cornelia Research Management
@CorneliaLakeJun 17
$TE Current bull / bear is debating whether $TE is either (bear) a keystone cops level fraud involving former Enron consultants or (bull) one of the best fab operators in the world. The bears have a "top secret" whistleblower that knows about a "secret warehouse" where the “mickey mouse” and extremely basic alleged fraud occurs. The bulls have one of the best accreditation firms doing a site visit and comping it to 500+ other facilities around the world. Let’s see how this plays out;)
2
34
13,144
In May 2026, $ADMA claimed an internal review (which hadn't been announced prior) cleared the Company of improper conduct. Today, July 2026 FOIA logs suggest that $ADMA may be subject to a new, undisclosed SEC investigation. Still short.
Culper
@CulperResearchMar 24
NEW: We are short ADMA Biologics $ADMA. We believe the ASCENIV growth story is in reality a story of channel stuffing and an undisclosed related party distributor. Real revenues declined 3% in 2025 vs. 20% reported growth. It's already over. Full report available on our website.
1
1
1
11
11,499
$NVDA CEO Jensen Huang met Tuesday with Commerce Secretary Howard Lutnick as the Trump administration investigates potential violations involving Nvidia chip exports to China, according to a source familiar. axios.com/2026/07/28/nvidia-…

Scoop: Nvidia's Jensen Huang meets Lutnick amid China scrutiny

Nvidia CEO Jensen Huang met Tuesday with Commerce Secretary Howard Lutnick as the Trump administration investigates potential violations involving Nvidia chip exports to China.

axios.com
1
1
5
7,773
$NVDA Staff Detained by Taiwan in China Chip Smuggling Case bloomberg.com/news/articles/…

Taiwan Detains Nvidia Employee in China Chip Smuggling Probe

Taiwanese prosecutors detained an Nvidia Corp. employee as part of a probe into the alleged smuggling of AI chips into China, thrusting the US company into a high-profile case concerning the black...

bloomberg.com
1
15
7,466
Load more