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HOPE-3 Under the Microscope: Data, Framing, and Regulatory Reality
Why "Statistically Positive Data", Procedural FDA Alignment, and Approval Risk Remain Fundamentally Misaligned
Dec 22, 2025
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Capricor Therapeutics (CAPR): HOPE-3 Isn’t the Turnaround the Market Priced It To Be
Why today’s “positive” data doesn’t change the regulatory math, and why my previous short selling thesis will hold
Dec 3, 2025
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The Quantum Hangover: Shorting a Bubble That Was Never a Market
What’s Left After Hype, After the Crash, After the Fantasy?
Nov 24, 2025
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U.S. Quantum Initiative (QBI): Who Actually Made the Cut?
IonQ’s in, Rigetti’s out, and the rest are chasing contracts around the edges.
Nov 11, 2025
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[Subscriber Special] Capricor Therapeutics (CAPR): The Illusion of a Pipeline
A clinical-stage biotech with no cash flow, no credible pipeline, and rising dilution risk
Oct 30, 2025
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Plastic Faith: The Rise and Unraveling of POP MART (HKEX: 9992)’s Cult Economy
Behind the glossy figurines and billion-dollar branding lies a slow-motion unwind — from narrative compounding to behavioral decay.
Oct 24, 2025
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Rigetti’s Transparency: The Short Case Writes Itself (Subsequent Follow-up)
Unlike its quantum peers, RGTI’s plain disclosures make the bear thesis obvious — no sales, heavy dilution, and an overvalued stock.
Sep 23, 2025
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Follow-up Mega Report: D-Wave is Collapsing in the Quantum Race
DARPA’s QBI snub, broken promises, and a roadmap buried in the past — why QBTS is fast becoming irrelevant in the modern quantum era.
Sep 22, 2025
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AT Investment Research
Subsequent Followup: IonQ’s Bubble Gets Bigger With Every Headline!
A $23B bubble: IonQ’s soaring valuation rests on hype, dilution, and M&A spin—not real quantum progress.
Sep 20, 2025
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AT Investment Research
Archer Aviation (ACHR): Our Short Case
Noise at the pad, certification risk, and unit economics that don’t add up.
Sep 2, 2025
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Rigetti’s Q2 2025: Quantum "Breakthroughs", Financial Setbacks
Hype over chiplet milestones masks shrinking revenues, deepening losses, and accelerating shareholder dilution
Aug 13, 2025
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Quantum Computing’s False Prophet: The $6B Short Case on D-Wave (QBTS)
A deep dive into flawed tech, broken financials, and why the numbers point to a 97% Collapse
Jul 25, 2025
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