# ![@Bleecker__St Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1656845317.png) @Bleecker__St Bleecker Street Research

Bleecker Street Research posts on X about link, $via, in the, we are the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1656845317/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1656845317/c:line/m:interactions.svg)

- [--] Week [---] +13%
- [--] Month [-----] -83%
- [--] Months [------] -90%
- [--] Year [-------] -98%

### Mentions: [--] [#](/creator/twitter::1656845317/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1656845317/c:line/m:posts_active.svg)

- [--] Week [--] +27%
- [--] Month [--] +24%
- [--] Months [--] +30%
- [--] Year [--] +41%

### Followers: [-----] [#](/creator/twitter::1656845317/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1656845317/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +0.03%
- [--] Months [-----] +1.60%
- [--] Year [-----] +13%

### CreatorRank: [---------] [#](/creator/twitter::1656845317/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1656845317/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  37.74% [stocks](/list/stocks)  33.02% [cryptocurrencies](/list/cryptocurrencies)  13.21% [technology brands](/list/technology-brands)  4.72% [exchanges](/list/exchanges)  2.83% [automotive brands](/list/automotive-brands)  1.89%

**Social topic influence**
[link](/topic/link) 10.38%, [$via](/topic/$via) #6, [in the](/topic/in-the) 8.49%, [we are](/topic/we-are) 7.55%, [$pct](/topic/$pct) 7.55%, [business](/topic/business) 6.6%, [$lqda](/topic/$lqda) 5.66%, [$uthr](/topic/$uthr) 5.66%, [$prdo](/topic/$prdo) #1, [$luxh](/topic/$luxh) 5.66%

**Top accounts mentioned or mentioned by**
[@bleeckerst](/creator/undefined) [@stockjabber](/creator/undefined) [@mindssummit](/creator/undefined) [@muddywatersre](/creator/undefined) [@jehoshaphatrsch](/creator/undefined) [@kerrisdalecap](/creator/undefined) [@starlink](/creator/undefined) [@alderlaneeggs](/creator/undefined)

**Top assets mentioned**
[Viacoin (VIA)](/topic/$via) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Phoenix Education Partners, Inc. (PXED)](/topic/$pxed) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Credit Acceptance Corp (CACC)](/topic/$cacc) [Fitell Corporation (FTEL)](/topic/$ftel) [Auroracoin (AUR)](/topic/$aur) [Grand Canyon Education, Inc (LOPE)](/topic/$lope) [Strategic Education, Inc. Common Stock (STRA)](/topic/$stra) [Via Transportation, Inc. (VIA)](/topic/via-transportation) [Tesla, Inc. (TSLA)](/topic/tesla) [ArcBest Corporation (ARCB)](/topic/$arcb) [LightLink (LL)](/topic/$ll)
### Top Social Posts
Top posts by engagements in the last [--] hours

"No smash and grab here. $HOFV was down 10% yesterday as investors were speculating that an Ohio sports gambling bill would make it through by June 30th that deadline was missed and investors were disappointed. https://www.news5cleveland.com/money/angies-list/local/ohio-sports-gambling-bill-pushed-back-to-fall https://www.news5cleveland.com/money/angies-list/local/ohio-sports-gambling-bill-pushed-back-to-fall"  
[X Link](https://x.com/anyuser/status/1410302435910955012)  2021-06-30T18:21Z [----] followers, [--] engagements


"We thought we were done with Hall of Fame Village $HOFV but then we looked into recent financings and decided to re-short the stock. We think HOFV will eventually be bankrupt. Read here. https://www.bleeckerstreetresearch.com/archive/hall-of-fame-resort-and-entertainment-hofv-update-something-stinks-in-stark-county https://www.bleeckerstreetresearch.com/archive/hall-of-fame-resort-and-entertainment-hofv-update-something-stinks-in-stark-county"  
[X Link](https://x.com/anyuser/status/1558094313875177476)  2022-08-12T14:13Z [----] followers, [--] engagements


"And the walk back begins. Previously $JOBY claimed it would begin commercial operations for its air taxi service in [----]. On its earnings call right now it just pushed that date back to 2025"  
[X Link](https://x.com/Bleecker__St/status/1587916435434749953)  2022-11-02T21:15Z [----] followers, [--] engagements


"Tomorrow morning: Crystal clear evidence of failure to break into a market and industry executives openly speculating about how the company is still in business. Sign up to get the email http://BleeckerStreetResearch.com http://BleeckerStreetResearch.com"  
[X Link](https://x.com/Bleecker__St/status/1422667201522319360)  2021-08-03T21:14Z [----] followers, [--] engagements


"Back in [----] one of the first stocks I shorted publicly was $LIVE. It was advertised as Groupon for restaurants I called the restaurants on the platform and almost none of them had heard of Live. Today SEC brought fraud charges against the company. https://www.sec.gov/litigation/litreleases/2021/lr25155.htm https://www.sec.gov/litigation/litreleases/2021/lr25155.htm"  
[X Link](https://x.com/Bleecker__St/status/1422905876256632834)  2021-08-04T13:02Z [----] followers, [--] engagements


"Asensus Surgical $ASXC: A new name can't change failure in their DNA. This somehow still had a $550 million market cap despite clear evidence of failure. See full report here: https://bleeckerstreetresearch.com/2021/08/04/asensus-surgical-asxc-a-new-name-cant-change-a-history-of-failure-evidence-of-a-failed-commercialization-and-enormous-losses/ https://bleeckerstreetresearch.com/2021/08/04/asensus-surgical-asxc-a-new-name-cant-change-a-history-of-failure-evidence-of-a-failed-commercialization-and-enormous-losses/"  
[X Link](https://x.com/Bleecker__St/status/1422922763593998338)  2021-08-04T14:09Z [----] followers, [--] engagements


"Companies dont have to be frauds to be good shorts they can be doing things like building an NFL-themed indoor water park in Canton Ohio Do stocks really only go up From 1983-2006 the bottom 75% of stocks produced a collective return of 0%. @Bleecker__St explains how he is targeting this massive opportunity set of losers: https://t.co/knbz4zi1xz https://t.co/TwjzsX3h4P Do stocks really only go up From 1983-2006 the bottom 75% of stocks produced a collective return of 0%. @Bleecker__St explains how he is targeting this massive opportunity set of losers: https://t.co/knbz4zi1xz"  
[X Link](https://x.com/Bleecker__St/status/1432428967047401477)  2021-08-30T19:44Z [----] followers, [--] engagements


"13 months later Alfi $ALF has thrown in the towel. On Friday it announced it was ceasing operations and filed for Chapter [--] bankruptcy. Shares are down 96% since our report. If you need a new tablet might want to keep an eye on the liquidation. Miami's first tech IPO is quintessential Florida. Read how Alfi $ALF became a $140 million market cap ad-tech company with [----] $100 Lenovo tablets that can facially fingerprint users in the back of rideshares. We are short shares. https://t.co/9Vw1hb7FBd Miami's first tech IPO is quintessential Florida. Read how Alfi $ALF became a $140 million market"  
[X Link](https://x.com/Bleecker__St/status/1581634142415921152)  2022-10-16T13:12Z [----] followers, [--] engagements


"Bleecker Street is short United Therapeutics and long Liquidia. $UTHR and $LQDA: Trading Places Link: https://www.bleeckerstreetresearch.com/research/uthr-lqda https://www.bleeckerstreetresearch.com/research/uthr-lqda"  
[X Link](https://x.com/Bleecker__St/status/1950194628717666479)  2025-07-29T14:00Z [----] followers, 27K engagements


"We estimate that ghost student losses coupled with potential graduate program discounting and a historical normalized multiple yields a $PRDO price target of $14-$16 or 48% to 55% downside"  
[X Link](https://x.com/anyuser/status/1990420404452704667)  2025-11-17T14:02Z [----] followers, [----] engagements


"We believe others in the broader for-profit education sector are also at risk and in addition to $PRDO we are short $APEI $LOPE and $STRA"  
[X Link](https://x.com/anyuser/status/1990420412568657949)  2025-11-17T14:03Z [----] followers, [----] engagements


"$PRDO: Going Ghost II Electric Boogaloo $PXED earnings yesterday confirm thesis full follow-up on our website and link below"  
[X Link](https://x.com/anyuser/status/1991869430339711281)  2025-11-21T14:00Z [----] followers, [----] engagements


"$PXED made it clear that ghost student-led growth is done: "We met with the Department in September. theyre going to put good processes in place with their new FAFSA in the near future here. That really should tamp down this issue for the entire higher education sector". $PRDO"  
[X Link](https://x.com/anyuser/status/1991869440330449163)  2025-11-21T14:00Z [----] followers, [----] engagements


"We have published highlights of the $PXED earnings call confirming our $PRDO and industry thesis here. Link: https://www.bleeckerstreetresearch.com/s/PRDO-Follow-Up-Final.pdf https://www.bleeckerstreetresearch.com/s/PRDO-Follow-Up-Final.pdf"  
[X Link](https://x.com/anyuser/status/1991869442150838289)  2025-11-21T14:00Z [----] followers, [----] engagements


"Bleecker Street is short Via Transportation (VIA) Link: https://www.bleeckerstreetresearch.com/research/via https://www.bleeckerstreetresearch.com/research/via"  
[X Link](https://x.com/Bleecker__St/status/2000974752186556678)  2025-12-16T17:02Z [----] followers, [----] engagements


"$VIA is a $2.4B recent IPO that is a low-margin services contractor in a brutal industry masquerading as a SaaS company"  
[X Link](https://x.com/Bleecker__St/status/2000974807912079510)  2025-12-16T17:02Z [----] followers, [---] engagements


"$VIA markets itself as a high-growth transit software platform. Our review of [---] public contracts shows that in reality VIA operates like a low-margin transportation services vendor not a software business. We have made the source documents available at this link: https://drive.google.com/drive/folders/1jFI7x1sodivnF2uCUtpNrRC65ojkl4VAusp=drive_link https://drive.google.com/drive/folders/1jFI7x1sodivnF2uCUtpNrRC65ojkl4VAusp=drive_link"  
[X Link](https://x.com/Bleecker__St/status/2000974809803710798)  2025-12-16T17:02Z [----] followers, [---] engagements


"Across nearly every contract almost all $VIA revenue is tied to service hours driver hours and vehicle utilization - not software licenses. The overhwelming majority of "upsell" revenue happens when cities deploy more drivers not more SaaS"  
[X Link](https://x.com/Bleecker__St/status/2000974811497972126)  2025-12-16T17:02Z [----] followers, [---] engagements


"Major $VIA customers including LA Metro and Arlington TX have cut spend renegotiated pricing or removed VIA's software entirely in favor of competitors like Spare Labs"  
[X Link](https://x.com/Bleecker__St/status/2000974813511246142)  2025-12-16T17:02Z [----] followers, [---] engagements


"The vast majority of new $VIA deployments rely on temporary federal grants mostly CMAQ or CRP. When subsidies expire cities routinely shrink or terminate programs. Churn across VIA's portfolio mirrors these grant roll-offs"  
[X Link](https://x.com/Bleecker__St/status/2000974815281193087)  2025-12-16T17:02Z [----] followers, [---] engagements


"$VIA "growth cohorts" are protected from churn only because they're locked into 1-3 year grant-funded minimum revenue commitments. Reported GRR/NRR aren't evidence of a stellar business model but rather an artifact of government budgeting & favorable churn definitions"  
[X Link](https://x.com/Bleecker__St/status/2000974817508606095)  2025-12-16T17:02Z [----] followers, [---] engagements


"$VIA flatters its financials by booking large upfront implementation fees and up to [--] months of software charges early in the life of the contract apparently inflating ARR and early-life gross margins while masking deterioration as contracts mature"  
[X Link](https://x.com/Bleecker__St/status/2000974819203133650)  2025-12-16T17:02Z [----] followers, [---] engagements


"$VIA excludes insurance from cost of revenue shifting it instead to G&A. This accounting treatment inflates reported gross margins and diverges from peers like Uber and Lyft"  
[X Link](https://x.com/Bleecker__St/status/2000974821736505802)  2025-12-16T17:02Z [----] followers, [---] engagements


"COVID-era relief funds are due to expire next year. Multiple agencies are already warning that they can not sustain microtransit programs like that of $VIA without subsidies. 40% of microtransit projects fail within [--] years"  
[X Link](https://x.com/anyuser/status/2000980262294053206)  2025-12-16T17:24Z [----] followers, [----] engagements


"VIA's reality is that it has the economics of a subscale labor-intensive transit contractor dependent on temporary subsidies aggressive accounting and a mischaracterized revenue mix. Valued at Lyft's [----] gross profit multiple $VIA has 60% downside"  
[X Link](https://x.com/Bleecker__St/status/2000980363083124885)  2025-12-16T17:24Z [----] followers, [----] engagements


"$TRXC down 65% after hours after the FDA rejected their SurgiBot application. Squeeze all you want but promotions lose in the end"  
[X Link](https://x.com/Bleecker__St/status/722900090793234432)  2016-04-20T21:29Z [----] followers, [--] engagements


"Joby Aviation $JOBY: Tesla Meets Uber in the sky is set to crash and burn. Claiming it will become the largest aircraft manufacturer in the world by [----] we believe we have evidence Joby has massively overstated its manufacturing plans. READ HERE: https://www.bleeckerstreetresearch.com/research/joby https://www.bleeckerstreetresearch.com/research/joby"  
[X Link](https://x.com/Bleecker__St/status/1575599884131921920)  2022-09-29T21:34Z [----] followers, [--] engagements


"Energy Vault $NRGV: Explosive New Evidence Leads Us To Downgrade This To A Middle School Science Fair Experiment Read the whole story here: https://www.bleeckerstreetresearch.com/research/nrgv https://www.bleeckerstreetresearch.com/research/nrgv"  
[X Link](https://x.com/Bleecker__St/status/1598678704401645573)  2022-12-02T14:01Z [----] followers, [--] engagements


"JinkoSolar $JKS wins Harvards ESG innovator of the year award. Meanwhile JKS allegedly has a Uyghur prison on its corporate campus. Nice job Harvard"  
[X Link](https://x.com/Bleecker__St/status/1605983951285129218)  2022-12-22T17:49Z [----] followers, [----] engagements


"Joby Aviation $JOBY claims its air taxis will take off every six minutes - claims so grandiose not even Santa could achieve them. Merry Christmas and happy holidays from Bleecker Street"  
[X Link](https://x.com/Bleecker__St/status/1606804191418138624)  2022-12-25T00:09Z [----] followers, [----] engagements


"New from Bleecker Street: Credit Acceptance $CACC has long been considered a compounder but this is not the season to be a subprime auto lender. We see a company with deteriorating fundamentals that is not nearly as profitable as management portrays. https://www.bleeckerstreetresearch.com/research/cacc https://www.bleeckerstreetresearch.com/research/cacc"  
[X Link](https://x.com/Bleecker__St/status/1613892216941957120)  2023-01-13T13:34Z [----] followers, 24.6K engagements


"Squeeze these stocks at your own peril for the most part these businesses (if you can call them that) are awful and generate massive losses. It's a lot more fun watching these permabears blowing up and go into hiding if we're on the long side of their short positions. Here's a list of stocks that can help us continue to do just that. https://t.co/sMmnsp6Oiy It's a lot more fun watching these permabears blowing up and go into hiding if we're on the long side of their short positions. Here's a list of stocks that can help us continue to do just that. https://t.co/sMmnsp6Oiy"  
[X Link](https://x.com/Bleecker__St/status/1622979620986388481)  2023-02-07T15:24Z [----] followers, [----] engagements


"Many thought that the record of [--] months from IPO to bankruptcy would never be broken. Yet the junk from the '20/21 SPAC boom are filing for bankruptcies at a record-breaking pace. http://Pets.com http://Pets.com"  
[X Link](https://x.com/anyuser/status/1630610696604991507)  2023-02-28T16:47Z [----] followers, [----] engagements


"New from Bleecker Street: We are short shares of Atlas Lithium $ATLX as we believe this is the second round of a pump and dump. We believe it is the most overvalued lithium mining company in the world. Read our full post here: https://www.bleeckerstreetresearch.com/research/atlas-lithium-atlx-first-comes-the-pump https://www.bleeckerstreetresearch.com/research/atlas-lithium-atlx-first-comes-the-pump"  
[X Link](https://x.com/Bleecker__St/status/1654118395476955136)  2023-05-04T13:38Z [----] followers, 12.7K engagements


"Tomorrow morning: A deal that ain't gonna happen massive potential liabilities and a company that is about to break down"  
[X Link](https://x.com/Bleecker__St/status/1658943579165806592)  2023-05-17T21:12Z [----] followers, [----] engagements


"New from Bleecker Street: We are short shares of ArcBest $ARCB: It is the story of a deal that isn't going to happen a bailout you have never heard of and a fight over $5b in profits. Read our full story here: https://www.bleeckerstreetresearch.com/research/arcb https://www.bleeckerstreetresearch.com/research/arcb"  
[X Link](https://x.com/Bleecker__St/status/1659186984546435072)  2023-05-18T13:19Z [----] followers, [----] engagements


"@StockJabber There is but one truly publicly traded "black box" and that is Blackbox Stocks $BLBX"  
[X Link](https://x.com/Bleecker__St/status/1664729629360287745)  2023-06-02T20:24Z [----] followers, [----] engagements


"Tomorrow were exposing a literal shitco. Stay tuned"  
[X Link](https://x.com/anyuser/status/1674146193209786368)  2023-06-28T20:02Z [----] followers, [----] engagements


"Bleecker Street Research is short shares of [---] Water ( $SCWO) a $300 million clean tech company with lots of big claims an even bigger valuation and not much to show for it. http://www.bleeckerstreetresearch.com/research/scwo http://www.bleeckerstreetresearch.com/research/scwo"  
[X Link](https://x.com/Bleecker__St/status/1674395376097304581)  2023-06-29T12:32Z [----] followers, 37K engagements


"Bleecker Street Research is still short shares of Atlas Lithium $ATLX which continues to be one of the most overvalued lithium miners in the world. But theres more dirt and the looming potential dilution from a recent shelf offering. Read here: https://www.bleeckerstreetresearch.com/research/atlx-update https://www.bleeckerstreetresearch.com/research/atlx-update"  
[X Link](https://x.com/Bleecker__St/status/1697248935503642792)  2023-08-31T14:04Z [----] followers, [----] engagements


"Unsafe products leading to tragedies and a permanently broken growth engine. Well have a report out tomorrow morning on a real bad company and will be talking about it on the @StockJabber Spaces at 2pm tomorrow"  
[X Link](https://x.com/Bleecker__St/status/1699930251562803295)  2023-09-07T23:38Z [----] followers, 10.2K engagements


"We are short SmartRent $SMRT. This could be a lock to go to zero: 📉Unsafe products covered-up security vulnerabilities real-world consequences. 📉 New orders down 66% after its largest source of revenue dumped its stake. READ HERE: https://www.bleeckerstreetresearch.com/research/smrt https://www.bleeckerstreetresearch.com/research/smrt"  
[X Link](https://x.com/Bleecker__St/status/1700155052751569214)  2023-09-08T14:32Z [----] followers, 56.7K engagements


"Tomorrow. we'll be sharing an idea we think is running on the treadmill to financial hell. Sign up for email alerts: https://www.bleeckerstreetresearch.com/research https://www.bleeckerstreetresearch.com/research"  
[X Link](https://x.com/Bleecker__St/status/1707124981463724493)  2023-09-27T20:08Z [----] followers, [----] engagements


"Bleecker Street is short Upstart $UPST We think this AI no documentation loan marketplace is in big trouble. We think its largest source of revenue - Cross River Bank - could soon be shut down. We think this could be a zero. Read here: https://www.bleeckerstreetresearch.com/research/upst https://www.bleeckerstreetresearch.com/research/upst"  
[X Link](https://x.com/Bleecker__St/status/1707395821837128085)  2023-09-28T14:04Z [----] followers, 67.9K engagements


"At the @MindsSummit two weeks ago we discussed our process and shared our (small) short position in Pedro's List (OTC: $PDRO). Last Friday shares of Pedro's List fell 79%. Why Because that's how stock promotions end"  
[X Link](https://x.com/Bleecker__St/status/1709975874865332416)  2023-10-05T16:56Z [----] followers, [----] engagements


"I have literally never seen an NPS score as low as $SMRT's. And the inbounds from former employees has only validated our short thesis in our opinion. Set aside that SmartRent $SMRT is a cash-burning enterprise with plummeting new orders & crime/safety issues for which it or its customers may have liability. It has a negative NPS score & awful user ratings: insecure unreliable & inconvenient. Why are bulls excited https://t.co/ihsz5H6Dkp Set aside that SmartRent $SMRT is a cash-burning enterprise with plummeting new orders & crime/safety issues for which it or its customers may have"  
[X Link](https://x.com/Bleecker__St/status/1711562394781241512)  2023-10-10T02:00Z [----] followers, [----] engagements


"Wholeheartedly agree with the conclusions here and we remain short $JOBY We're short $JOBY. Report avail at https://t.co/igsH9HvYnO. The Joby pipe dream is a combination of an aerospace science project & air taxi delusion. In its path to almost certain failure it's going to incinerate billions of investor capital or just go bust. Probably both 1/9 We're short $JOBY. Report avail at https://t.co/igsH9HvYnO. The Joby pipe dream is a combination of an aerospace science project & air taxi delusion. In its path to almost certain failure it's going to incinerate billions of investor capital or just"  
[X Link](https://x.com/Bleecker__St/status/1711737538338025630)  2023-10-10T13:36Z [----] followers, [----] engagements


"Bleecker Street is short LL Flooring Holdings $LL. LL shares rallied 40% last week after a $200m cash acquisition offer from Live Ventures $LIVE. The SEC is seeking to permanently bar LIVE's CEO for financial wrongdoings. Read our full report here: http://www.bleeckerstreetresearch.com/research/ll http://www.bleeckerstreetresearch.com/research/ll"  
[X Link](https://x.com/anyuser/status/1714313279600828876)  2023-10-17T16:11Z [----] followers, 18.6K engagements


"Atlas Lithium ($ATLX) shares are finally tanking down 25% after the company revealed a bombshell in its Friday night 10-Q. We think the market and the longs in this stock finally seeing the company for what it is. We remain short shares of $ATLX"  
[X Link](https://x.com/Bleecker__St/status/1716536162922168831)  2023-10-23T19:24Z [----] followers, [----] engagements


"Perhaps $ATLX should have spent more money this year looking for lithium than they did paying executives"  
[X Link](https://x.com/Bleecker__St/status/1716536676707709311)  2023-10-23T19:26Z [----] followers, [---] engagements


"Things are not going well at $CACC. Q3 EPS of $5.43 missed consensus of $6.24 down from $6.49 last year. * CACC admitted lower profitability on loans in made in [----] through [----]. Auto loan delinquencies have spiked to pre-Covid levels. We remain short $CACC"  
[X Link](https://x.com/anyuser/status/1719103336169816141)  2023-10-30T21:25Z [----] followers, 19.2K engagements


"Bleecker Street is short PureCycle $PCT. PCT has invested $500 million to build a 'molecular washing machine' to clean and recycle plastic. Former employees have called it a "shitshow" with "pipes to nowhere." We break down the PCT story here: https://www.bleeckerstreetresearch.com/research/pct https://www.bleeckerstreetresearch.com/research/pct"  
[X Link](https://x.com/Bleecker__St/status/1720445333774213305)  2023-11-03T14:18Z [----] followers, 81.7K engagements


"A thermal scan of a processing unit (where the butane and molten plastic combine to be heated up to 200*C showed thermal signatures of only 50* C during the day"  
[X Link](https://x.com/Bleecker__St/status/1720452124994158968)  2023-11-03T14:45Z [----] followers, 15.2K engagements


"$PCT presumably in non-response to our short report announced today that it: "today sent out its first truckload of Ultra-Pure Recycled ("UPR") resin. " [--] months after starting commercial production PureCycle has filled up one truck. PureCycle touts are celebrating but"  
[X Link](https://x.com/Bleecker__St/status/1720523726637174951)  2023-11-03T19:29Z [----] followers, 16.2K engagements


"putting aside management's ongoing obfuscation of the reality on the ground the company has until December to fill up [--] or more trucks every day for a month straight to remain out of default with bond covenants. We're betting they cant"  
[X Link](https://x.com/Bleecker__St/status/1720523897148187118)  2023-11-03T19:30Z [----] followers, [----] engagements


"This quarter $UPST used default rates from this summer in its Q3 investor presentation. Perhaps they don't want to show ballooning default rates"  
[X Link](https://x.com/anyuser/status/1722299868419358745)  2023-11-08T17:07Z [----] followers, 120.6K engagements


"Earlier this month we published $PCT revealing that it was operating at much lower levels than believed by the market. Management came clean on the call. Now we explore the dent that hangs like a noose around the common equity. Read Here: https://www.bleeckerstreetresearch.com/research/pct-update https://www.bleeckerstreetresearch.com/research/pct-update"  
[X Link](https://x.com/Bleecker__St/status/1724802835026718944)  2023-11-15T14:53Z [----] followers, 32.6K engagements


"Earlier this month $PCT told investors that it was shutting down its plant to complete repairs with a projected completion date of 11/22. Last Wednesday PCT said repairs were nearing completion after posting near-daily updates. It's now [--] days after that. 🧵"  
[X Link](https://x.com/Bleecker__St/status/1729290261782565272)  2023-11-28T00:05Z [----] followers, 34.9K engagements


"We don't know when PureCycle will restart operations but a Dec. [--] deadline looms. Since plant startup in June PureCycle has produced just 100k pounds of pellets total. To avoid a default PureCycle must produce [----] million pounds of pellets in [--] days. It is crunchtime"  
[X Link](https://x.com/Bleecker__St/status/1729291981552005618)  2023-11-28T00:11Z [----] followers, [----] engagements


"$PCT CFO resigned and the company let go of [--] people today announced after the close on Friday. Meanwhile they still have not provided any update on the status of the Ironton facility repairs which should have finished [--] days ago. Longs believe this is a good thing. $PCT: upgrading CFOs https://t.co/TakoTEyXQR $PCT: upgrading CFOs https://t.co/TakoTEyXQR"  
[X Link](https://x.com/Bleecker__St/status/1730792617426735442)  2023-12-02T03:34Z [----] followers, 23.3K engagements


"Well be releasing a report tomorrow morning we looked high and low and we couldnt locate a cohesive business plan. More tomorrow (Also sign up for our mailing list here) http://BleeckerStreetResearch.com http://BleeckerStreetResearch.com"  
[X Link](https://x.com/Bleecker__St/status/1732147039641972867)  2023-12-05T21:16Z [----] followers, [----] engagements


"Bleecker Street is short NextNav $NN: B. Riley SPAC took public on the brink of bankruptcy. Aligned itself with flying cars and metaverse real estate. Its near-obsolete geolocation service is used in a limited capacity for vertical positioning of [---] calls. Link and thread: https://www.bleeckerstreetresearch.com/research/nn https://www.bleeckerstreetresearch.com/research/nn"  
[X Link](https://x.com/Bleecker__St/status/1732418253966725510)  2023-12-06T15:14Z [----] followers, 26.1K engagements


"Byrne Hobart nailing it: It's incredibly rare for a company to be caught in exactly one egregious lie. Thats why we look for one cockroach"  
[X Link](https://x.com/Bleecker__St/status/1735719786548437342)  2023-12-15T17:53Z [----] followers, [----] engagements


"$PCT announced this morning that after successfully running the plant for [--] days further mechanical issues arose that require the Ironton plant to be shut down yet again. PureCycle has demonstrated no ability to produce pellets at anywhere near scale and we remain short"  
[X Link](https://x.com/Bleecker__St/status/1736743579714809967)  2023-12-18T13:41Z [----] followers, 14.3K engagements


"Our thoughts on the recent developments at PureCycle $PCT: further mechanical issues ramp timeline and the budget it submitted to bondholders last Friday. https://www.bleeckerstreetresearch.com/s/PCT-Update-12-20-2023.pdf https://www.bleeckerstreetresearch.com/s/PCT-Update-12-20-2023.pdf"  
[X Link](https://x.com/Bleecker__St/status/1737597893354180892)  2023-12-20T22:16Z [----] followers, 11.1K engagements


"Merry Christmas from Bleecker Street - we'll share some of our favorite stocks scams and stories from the year that was this week"  
[X Link](https://x.com/Bleecker__St/status/1739402254380089608)  2023-12-25T21:46Z [----] followers, [----] engagements


"@muddywatersre It's a good story. My favorite part is that $MMLTP went public via reverse merger with Torchlight (a fraud/ scam) and Torchlight went public via reverse merger with Pole Perfect Studios a stripper pole workout company circa [----]. https://www.prnewswire.com/news-releases/pole-perfect-studios-inc-officially-changes-name-to-torchlight-energy-resources-inc-and-trades-under-new-ticker-symbol-115647539.html https://www.prnewswire.com/news-releases/pole-perfect-studios-inc-officially-changes-name-to-torchlight-energy-resources-inc-and-trades-under-new-ticker-symbol-115647539.html"  
[X Link](https://x.com/Bleecker__St/status/1740179720220864960)  2023-12-28T01:15Z [----] followers, [----] engagements


"$PCT shares sliding this morning after a Craig-Hallum downgrade: "(PureCycle) must now prove that the technology can produce recycled PP pellets at scale rather than it simply being an unsuccessful science project." Couldn't have said it better ourselves"  
[X Link](https://x.com/Bleecker__St/status/1742540520281313312)  2024-01-03T13:36Z [----] followers, 10K engagements


"Bleecker Street is short LuxUrban Hotels $LUXH The WeWork of Hotels is even worse than it sounds. Link: (1/n) https://www.bleeckerstreetresearch.com/research/luxurban-hotels-luxh-the-bed-sheets-should-be-made-out-of-red-flags https://www.bleeckerstreetresearch.com/research/luxurban-hotels-luxh-the-bed-sheets-should-be-made-out-of-red-flags"  
[X Link](https://x.com/Bleecker__St/status/1747682999091487208)  2024-01-17T18:11Z [----] followers, 30.3K engagements


"LuxUrban $LUXH has responded to our January 17th short report in press release and in its presentation at the Sidoti conference IPO book runner Maxim has also defended LUXH. We believe both LUXHs response and Maxims defense contain inaccuracies"  
[X Link](https://x.com/Bleecker__St/status/1748399364488216971)  2024-01-19T17:37Z [----] followers, [----] engagements


"Last week $UPST reported disappointing earnings and comments about weaker credit performance and atrocious Q1 guidance sent shares down. Some comments from the call and subsequent filings caught our eye"  
[X Link](https://x.com/Bleecker__St/status/1760474493527478715)  2024-02-22T01:20Z [----] followers, 12.7K engagements


"We wrote about Miami's first tech IPO in September 2021: Alfi was putting tablets in the back of Uber's they claimed were loaded with a special AI that could detect emotion. Today the SEC charged CEO Paul Pereira with making materially false and misleading statements. Link: https://www.sec.gov/files/litigation/complaints/2024/comp-pr2024-26.pdf Miami's first tech IPO is quintessential Florida. Read how Alfi $ALF became a $140 million market cap ad-tech company with [----] $100 Lenovo tablets that can facially fingerprint users in the back of rideshares. We are short shares."  
[X Link](https://x.com/Bleecker__St/status/1762605001048793435)  2024-02-27T22:25Z [----] followers, [----] engagements


"Bleecker Street is short Veradigm $MDRX an EMR company that has been unable to file financials since Q322. The NASDAQ will suspend the MDRX's common stock tomorrow. Russell [----] has to sell [--] million shares other passive holders could be forced to sell"  
[X Link](https://x.com/Bleecker__St/status/1762918216232222903)  2024-02-28T19:10Z [----] followers, 11.1K engagements


"Excited to share our first call of the second quarter this Wednesday at the Sohn Conference in New York. Stay tuned for more. Q2 starts with a short idea by @JehoshaphatRsch Q1 ended with $MSTR short of @KerrisdaleCap: about -16% so far Congrats to @Bleecker__St on the best performing short of Q1: $LUXH about -72% From our database: https://t.co/ELaqQ40HgR Q2 starts with a short idea by @JehoshaphatRsch Q1 ended with $MSTR short of @KerrisdaleCap: about -16% so far Congrats to @Bleecker__St on the best performing short of Q1: $LUXH about -72% From our database: https://t.co/ELaqQ40HgR"  
[X Link](https://x.com/Bleecker__St/status/1774879984303149427)  2024-04-01T19:22Z [----] followers, [----] engagements


"Bleecker Street is short Sealed Air $SEE SEEs thin-film plastics business is under fire from regulators SEEs packaging business is already in substantial decline Amazon is moving away from its products SEEs food business is 65% of revenue will face a similar fate Read our full report here: https://www.bleeckerstreetresearch.com/research/sealed-air-see-a-melting-ice-cube-hiding-in-plain-sight https://www.bleeckerstreetresearch.com/research/sealed-air-see-a-melting-ice-cube-hiding-in-plain-sight"  
[X Link](https://x.com/Bleecker__St/status/1775586089203274147)  2024-04-03T18:08Z [----] followers, 31.2K engagements


"LuxUrban $LUXH reported a disastrous quarter last night - shares are now down over 90% since our January report. LUXH is now flirting with financial ruin and has either lost or terminated its relationship with Wyndham"  
[X Link](https://x.com/Bleecker__St/status/1790445386345152571)  2024-05-14T18:13Z [----] followers, 12.4K engagements


"And then comes the -44% pre market after a Roth offering $LUXH LuxUrban $LUXH reported a disastrous quarter last night - shares are now down over 90% since our January report. LUXH is now flirting with financial ruin and has either lost or terminated its relationship with Wyndham. https://t.co/6WtpmejM0V LuxUrban $LUXH reported a disastrous quarter last night - shares are now down over 90% since our January report. LUXH is now flirting with financial ruin and has either lost or terminated its relationship with Wyndham. https://t.co/6WtpmejM0V"  
[X Link](https://x.com/Bleecker__St/status/1792897287049372157)  2024-05-21T12:36Z [----] followers, [----] engagements


"More like the unfeasibility study coming tomorrow 👀 Sign up for the email: http://BleeckerStreetResearch.com http://BleeckerStreetResearch.com"  
[X Link](https://x.com/Bleecker__St/status/1793418162769367298)  2024-05-22T23:06Z [----] followers, [----] engagements


"Bleecker Street is short Lithium Americas $LAC LAC is a lithium miner pursuing what we believe to be a futile mining method that we dont think will work. We think LACs Conditional DOE loan is DOA. And think that LAC shares will collapse in further massive dilution. Link: http://www.bleeckerstreetresearch.com/research/lac http://www.bleeckerstreetresearch.com/research/lac"  
[X Link](https://x.com/Bleecker__St/status/1793645858577174591)  2024-05-23T14:11Z [----] followers, 31K engagements


"Hey Joe thanks for the shout out and comments. The English major admittedly did help me read basic DOE requirement documents and realize $LAC would need to do a capital raise after its DOE loan approval something you and your podcast guest failed to see. Shares are down 45% from your March podcast"  
[X Link](https://x.com/Bleecker__St/status/1793791671882121519)  2024-05-23T23:50Z [----] followers, [----] engagements


"Excited for what is in store for the second half of the year. Don't forget to subscribe to get our short reports in your inbox. https://www.bleeckerstreetresearch.com/ https://www.bleeckerstreetresearch.com/"  
[X Link](https://x.com/Bleecker__St/status/1810304613041442820)  2024-07-08T13:27Z [----] followers, [----] engagements


"See you tomorrow at 10am don't forget to subscribe at http://www.bleeckerstreetresearch.com http://www.bleeckerstreetresearch.com"  
[X Link](https://x.com/Bleecker__St/status/1816201939425845477)  2024-07-24T20:01Z [----] followers, 11K engagements


"Bleecker Street is short Dave $DAVE. DAVE purports to be users financial friend but 80% of revenue in the crosshairs of the CFPB and relies on a sole bank partner facing immense regulatory issues. We believe $Dave is worth $0 to $10 per share. http://www.bleeckerstreetresearch.com/research/dave http://www.bleeckerstreetresearch.com/research/dave"  
[X Link](https://x.com/Bleecker__St/status/1816477547430862920)  2024-07-25T14:16Z [----] followers, 24.3K engagements


"What's that in the sky New report from us today. See you soon"  
[X Link](https://x.com/Bleecker__St/status/1820795989566869635)  2024-08-06T12:16Z [----] followers, [----] engagements


"Bleecker Street is short $GOGO Gogo continues to understate its 5G upgrade delays. While GOGO's 5G chip development appears to remain snarled in a morass of subscale suppliers Starlink is rapidly taking market share according to channel partners. http://www.bleeckerstreetresearch.com/research/gogo http://www.bleeckerstreetresearch.com/research/gogo"  
[X Link](https://x.com/Bleecker__St/status/1820823926546878959)  2024-08-06T14:07Z [----] followers, [----] engagements


"In January we questioned $LUXH's quality of revenue. Today $LUXH admitted it overstated first quarter revenue by $13.75m. The $29.1m LUXH reported in Q1 revenue was 45% overstated. LUXH 8-K: https://www.sec.gov/ixdoc=/Archives/edgar/data/1893311/000182912624005363/luxurban_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1893311/000182912624005363/luxurban_8k.htm"  
[X Link](https://x.com/Bleecker__St/status/1822025098372563376)  2024-08-09T21:40Z [----] followers, [----] engagements


"$LAC Is GM Getting Cold Feet LAC extends the date for GM to complete a $330m second tranche investment to help complete the Thacker Pass mine until the end of the year. While LAC says GM has "reaffirmed its intention" to complete this investment they also say they will explore alternative structures. $LAC: "During this time the parties will explore alternative structures for GMs additional investment in a mutually beneficial manner." $LAC shares not responding well to the news down 17% over the last [--] days. Link:"  
[X Link](https://x.com/Bleecker__St/status/1831039450173866362)  2024-09-03T18:39Z [----] followers, [----] engagements


"New short short report tomorrow. This is how we felt researching this name. Sign up here: http://bleeckerstreetresearch.com http://bleeckerstreetresearch.com"  
[X Link](https://x.com/Bleecker__St/status/1831496831613989080)  2024-09-05T00:57Z [----] followers, [----] engagements


"Bleecker Street is short Fitell $FTEL. A recent Chinese pump and dump foisted on the NASDAQ. FTEL is a blatant scam management has covered up ties to numerous frauds and implosions. We think it's only a matter of time before FTEL is next. Link: http://www.bleeckerstreetresearch.com/research/ftel http://www.bleeckerstreetresearch.com/research/ftel"  
[X Link](https://x.com/Bleecker__St/status/1831726363197501991)  2024-09-05T16:09Z [----] followers, 25.7K engagements


"The SEC halted trading in $BYU today due to indicia of potentially manipulative trading. As we pointed out yesterday - $BYU and $FTEL share an investor. https://www.bleeckerstreetresearch.com/research/ftel The SEC has halted $BYU though it only has the authority to halt for up to [--] business days. It is up to Nasdaq to halt for longer periods or delist securities that are in open violation of rules. Once again the SEC is doing the job Nasdaq should be doing. https://t.co/YbdkGKS3Ch https://www.bleeckerstreetresearch.com/research/ftel The SEC has halted $BYU though it only has the authority to"  
[X Link](https://x.com/Bleecker__St/status/1832054919807045918)  2024-09-06T13:55Z [----] followers, [----] engagements


"While not infringing on $GOGO business we still think what is good for Starlink Aviation is bad for GOGO. The world's most advanced high-speed Wi-Fi is coming to United with @Starlink. For free. Youll be able to stream game shop and more on seatback screens and personal devices simultaneously. Expect the same internet you get on the ground at [-----] feet. We expect to have https://t.co/M6ZihBBEnb The world's most advanced high-speed Wi-Fi is coming to United with @Starlink. For free. Youll be able to stream game shop and more on seatback screens and personal devices simultaneously. Expect the"  
[X Link](https://x.com/Bleecker__St/status/1834598909559157107)  2024-09-13T14:23Z [----] followers, [----] engagements


"Former $SMRT CEO Lucas Haldeman who stepped down in July has since sold about 7.8m shares of the embattled smart home company. Just because someone is an owner-operator doesn't make something a good investment and in the case of SmartRent declining KPI's declining revenue and unprofitability have so far won out over TAM and former-owner-operators. Link: https://www.sec.gov/Archives/edgar/data/1662399/000196922324000727/xsl144X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1662399/000196922324000727/xsl144X01/primary_doc.xml"  
[X Link](https://x.com/Bleecker__St/status/1845909093250486384)  2024-10-14T19:26Z [----] followers, [----] engagements


"Bleecker Street is short Gevo $GEVO. Gevo is a clean fuel company that we believe gave investors false security about its conditional loan commitment from the DOE. We think a Trump admin has the ability to throw out the loan contrary to CEO Patrick Gruber's comment last month." Link: http://www.bleeckerstreetresearch.com/research/gevo http://www.bleeckerstreetresearch.com/research/gevo"  
[X Link](https://x.com/Bleecker__St/status/1854547410585866739)  2024-11-07T15:32Z [----] followers, 10.2K engagements


"$RKLB has soared 533% on hype around its Neutron rocket promising competition with SpaceX. But our research based on thousands of pages of technical docs & interviews with [--] experts suggests major delays financial strain and deeper problems ahead"  
[X Link](https://x.com/Bleecker__St/status/1894405206613397726)  2025-02-25T15:12Z [----] followers, [----] engagements


"Neutrons engines arent ready. A former $RKLB executive & aerospace experts say Archimedes is likely underpowered and still at least a year from completion. That explains why it hasnt even passed its qualification test yet. 6/ To launch Neutron $RKLB still needs to: ✅ Qualify engines ✅ Qualify Stages [--] & [--] ✅ Transport Neutron to Wallops ✅ Finish launch pad ✅ Static fire Stages [--] & [--] ✅ Do integrated testing And more. Experts estimate this will take at least 12-18 monthswithout major setbacks"  
[X Link](https://x.com/Bleecker__St/status/1894405214792274260)  2025-02-25T15:12Z [----] followers, [----] engagements


"With Neutron years behind schedule & Electron stagnating $RKLB is in a far more precarious position than investors realize. Many industry insiders question whether it should even be publicly traded"  
[X Link](https://x.com/Bleecker__St/status/1894405226435620879)  2025-02-25T15:12Z [----] followers, [----] engagements


"$RKLB announced a Neutron delay to 2H [----]. The company didn't rule out further delays to [----] or beyond and exec commentary talked about hopes of getting Neutron "to the pad" by year-end which is not a launch. The "Year of Neutron" seems like wishful thinking. Rocket Lab $RKLB - We Think It's Going To Be A Long Long Time Link: https://t.co/zbiLm1z9dW Rocket Lab $RKLB - We Think It's Going To Be A Long Long Time Link: https://t.co/zbiLm1z9dW"  
[X Link](https://x.com/Bleecker__St/status/1895259189590794759)  2025-02-27T23:46Z [----] followers, 17.9K engagements


"Bleecker Street is pleased to announce that we are psychologically short Bryson and long Rory today and were only a little nervous about it"  
[X Link](https://x.com/Bleecker__St/status/1911480431544762387)  2025-04-13T18:03Z [----] followers, [----] engagements


"Aurora Innovation $AUR - Highway Robbery Link: http://www.bleeckerstreetresearch.com/research/aurora-innovation-aur http://www.bleeckerstreetresearch.com/research/aurora-innovation-aur"  
[X Link](https://x.com/anyuser/status/1922689199213326810)  2025-05-14T16:23Z [----] followers, 17.6K engagements


"Last Friday $AUR announced that it was putting the driver back in its autonomous truck per the request of PACCAR. Our research revealed and exposed issues with $AURs OEM partners PACCAR and Volvo and we see the news as validation of this thesis"  
[X Link](https://x.com/anyuser/status/1924457962241736705)  2025-05-19T13:31Z [----] followers, [----] engagements


"We think sell-side and buy-side expectations on the Yutrepia rollout are too low. Doctors indicated to us they expect Yutrepia to take market share much more quickly than analysts estimate. Meanwhile $UTHR insiders continue to dump shares. We are short $UTHR and long $LQDA"  
[X Link](https://x.com/anyuser/status/1950194643703865753)  2025-07-29T14:00Z [----] followers, [----] engagements


"Oppenheimer put out a $LQDA physician survey that was riddled with errors of interpretation and fact. It was also less than half the size of the one we conducted. Our survey summary below for reference. $UTHR"  
[X Link](https://x.com/Bleecker__St/status/1950266750064644122)  2025-07-29T18:46Z [----] followers, 12.8K engagements


"And to show just how little effort went into this research here's the analyst reading their own pie chart wrong. It's 3/5 not 2/5: happy to give you that one Andreas. $LQDA $UTHR"  
[X Link](https://x.com/anyuser/status/1950266766204023029)  2025-07-29T18:46Z [----] followers, [----] engagements


"This morning $LQDA reported a very strong start to its Yutrepia rollout with 900+ scripts in 550+ patients. These results confirm adoption trends we observed in our July physician survey. Numerous patients switched from Tyvaso $UTHR and oral drugs surprising even $LQDA execs"  
[X Link](https://x.com/anyuser/status/1955272199327146052)  2025-08-12T14:16Z [----] followers, 11.5K engagements


"We believe there is a lot to be excited about here between continued superior tolerability of Yutrepia in the ASCENT study for PH-ILD to the next-gen formulation L606. In the words of $LQDA management "we're just getting started. $UTHR"  
[X Link](https://x.com/Bleecker__St/status/1955273500534382886)  2025-08-12T14:21Z [----] followers, [----] engagements


"Bleecker Street is short Perdoceo Education Corp. $PRDO: Going Ghost Link: https://www.bleeckerstreetresearch.com/research/prdo https://www.bleeckerstreetresearch.com/research/prdo"  
[X Link](https://x.com/anyuser/status/1990420380071145657)  2025-11-17T14:02Z [----] followers, [----] engagements

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