#  @A8Finance Activ8 Finance Activ8 Finance posts on X about company, market, strong, behind the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1772701958106742784/interactions)  - [--] Week [-----] +458% - [--] Month [-----] +435% - [--] Months [------] +175% ### Mentions: [--] [#](/creator/twitter::1772701958106742784/posts_active)  - [--] Week [--] +225% - [--] Month [--] +750% - [--] Months [--] +429% ### Followers: [---] [#](/creator/twitter::1772701958106742784/followers)  - [--] Week [---] +13% - [--] Month [---] +15% - [--] Months [---] +190% ### CreatorRank: [---------] [#](/creator/twitter::1772701958106742784/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [gaming](/list/gaming) [currencies](/list/currencies) **Social topic influence** [company](/topic/company), [market](/topic/market), [strong](/topic/strong), [behind the](/topic/behind-the), [financial](/topic/financial), [accounting](/topic/accounting), [$cvna](/topic/$cvna) #69, [stocks](/topic/stocks), [$ma](/topic/$ma), [argentina](/topic/argentina) **Top accounts mentioned or mentioned by** [@fugaziresearch](/creator/undefined) [@hindenburgres](/creator/undefined) [@kerrisdalecap](/creator/undefined) [@sprucepointcap](/creator/undefined) [@bmfreports](/creator/undefined) [@pelicanwayre](/creator/undefined) [@reverselong](/creator/undefined) [@morpheusres](/creator/undefined) [@hntrbrkmedia](/creator/undefined) [@robinhoodapp](/creator/undefined) [@wolfpackreports](/creator/undefined) [@wsj](/creator/undefined) [@gothamresearch](/creator/undefined) [@friendlybearu](/creator/undefined) [@simplyavalon](/creator/undefined) [@business](/creator/undefined) [@oliviasolon](/creator/undefined) [@bleeckerst](/creator/undefined) [@callistores](/creator/undefined) [@researchgrizzly](/creator/undefined) **Top assets mentioned** [Carvana Co. (CVNA)](/topic/$cvna) [Mastercard, Inc. (MA)](/topic/$ma) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [YPF Sociedad Anonima (YPF)](/topic/$ypf) [Banco Macro S.A. (BMA)](/topic/$bma) [MercadoLibre Inc (MELI)](/topic/$meli) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Sidus Space, Inc. (SIDU)](/topic/$sidu) [Davis Commodities Limited (DTCK)](/topic/$dtck) [Hims & Hers Health, Inc. (HIMS)](/topic/hims-hers) [Genius Sports Limited (GENI)](/topic/$geni) [Super Group (SGHC) Limited (SGHC)](/topic/$sghc) [CTO Realty Growth, Inc. (CTO)](/topic/$cto) [AppLovin Corporation (APP)](/topic/applovin) [Bitcoin (BTC)](/topic/bitcoin) [Roblox Corp. (RBLX)](/topic/$rblx) ### Top Social Posts Top posts by engagements in the last [--] hours "Great report on another REIT. WolfPack Research Report on $CTO 06/25/2025 https://activ8finance.com/report/cto-wolfpack-research-06-25-2025/ https://activ8finance.com/report/cto-wolfpack-research-06-25-2025/" [X Link](https://x.com/A8Finance/status/1937871327068668410) 2025-06-25T13:51Z [--] followers, [--] engagements "$CVNA's stock may be flying 🚀but the fuel is subprime loans and accounting smoke. Activist short sellers @KerrisdaleCap and @HindenburgRes laid out the thesis. The market hasnt caught upyet. When the loan engine stalls expect a crash. 👉 https://activ8finance.com/carvana-when-activist-short-sellers-are-right-but-early-the-subprime-loan-ticking-time-bomb/ https://activ8finance.com/carvana-when-activist-short-sellers-are-right-but-early-the-subprime-loan-ticking-time-bomb/" [X Link](https://x.com/A8Finance/status/1940748355602424166) 2025-07-03T12:23Z [--] followers, [---] engagements "The Activists vs. the Market: A 1491% Surge in Defiance. Carvanas stock continues to soareven as Kerrisdale & Hindenburg issue damning reports. But markets aren't infallible. Timing wrong thesis. How long can this divergence last 📉📈 #ActivistShortSelling #Carvana $CVNA" [X Link](https://x.com/A8Finance/status/1940748894566252867) 2025-07-03T12:26Z [--] followers, [---] engagements "@FugaziResearch Amazing Report $BMNR falling fast 🔻. Our News Team is working on a full deep dive into Crypto reports this year and will be sure to include this" [X Link](https://x.com/A8Finance/status/1942946773212844489) 2025-07-09T13:59Z [--] followers, [---] engagements "Were now Activ8Insights. This rebrand means a lot to us it reflects months of listening learning and recommitting to our purpose. Were not just covering short selling were here to bring clarity depth and insight. New name same passion. Lets keep building together" [X Link](https://x.com/Activ8Insights/status/1947270433419542959) 2025-07-21T12:20Z [--] followers, [--] engagements "@oliviasolon @oliviasolon Great Article Take a look at our AppLovin Expose on the collection of Activist Short Reports released on the company: https://activ8insights.com/the-applovin-expose/ https://activ8insights.com/the-applovin-expose/" [X Link](https://x.com/Activ8Insights/status/1948811609301749923) 2025-07-25T18:24Z [--] followers, [---] engagements "1) $EH has just agreed to settle an investor lawsuit for inflating pre-orders and exaggerating business deals The "flying taxi" company claimed they had over [----] aircraft orders is now paying shareholders for drastically inflating that number. https://www.tradingview.com/news/11thestate:3e06f7946094b:0-ehang-just-settled-with-investors-over-fake-pre-orders-how-to-claim-your-payout/ https://www.tradingview.com/news/11thestate:3e06f7946094b:0-ehang-just-settled-with-investors-over-fake-pre-orders-how-to-claim-your-payout/" [X Link](https://x.com/Activ8Insights/status/1950907276887228551) 2025-07-31T13:11Z [--] followers, [---] engagements "2) In Nov. [----] @HindenburgRes published a report on $EH among other things claiming $UTHR dumped their stake and the "$1000 aircraft" deal was dead. Even though $EH was claiming it was active. All the while insiders sold 28M shares. https://activ8insights.com/report/eh-hindenburg-research-11-07-2023/ https://activ8insights.com/report/eh-hindenburg-research-11-07-2023/" [X Link](https://x.com/Activ8Insights/status/1950907849464234103) 2025-07-31T13:14Z [--] followers, [---] engagements "3) This week @Bleecker__St published a great report on $UTHR it is now clear that they were fighting for survival and had no choice but to cancel the order. https://activ8insights.com/report/uthr-bleecker-street-research-07-29-25/ https://activ8insights.com/report/uthr-bleecker-street-research-07-29-25/" [X Link](https://x.com/Activ8Insights/status/1950908748471374043) 2025-07-31T13:17Z [--] followers, [--] engagements "4) Interesting to see how after almost two years from @HindenburgRes initial report things start to connect related to $UTHR. We will be watching to see how this plays out" [X Link](https://x.com/Activ8Insights/status/1950909199505834389) 2025-07-31T13:19Z [--] followers, [--] engagements "The activist short selling industry has found a new hunting ground: crypto companies. Examining how prominent research firms are systematically challenging business models from Bitcoin treasury strategies to mining operations. @FugaziResearch @MorpheusRes @callistores @ResearchGrizzly @hntrbrkmedia #CryptoTrading #shortselling https://activ8insights.com/short-sellers-in-the-crypto-world-a-comprehensive-analysis/ https://activ8insights.com/short-sellers-in-the-crypto-world-a-comprehensive-analysis/" [X Link](https://x.com/Activ8Insights/status/1952353095142306233) 2025-08-04T12:57Z [--] followers, [---] engagements "1/5 🧵 Just listened to an incredible breakdown from Brad Safalow (@ActAccordingly ) on The Real Eisman Playbook Podcast about identifying shorts. His framework for analyzing market structure in individual stocks is pure gold. Thread 👇" [X Link](https://x.com/Activ8Insights/status/1954929553974968435) 2025-08-11T15:35Z [--] followers, [----] engagements "3/5 [--] PODS - Multi-strategy hedge funds running individual books. Key insight: Pods have "ferocious" risk management. When their portfolio declines by X% they're forced to deleverage across ALL positions. This creates cascading selling pressure" [X Link](https://x.com/Activ8Insights/status/1954929991227146364) 2025-08-11T15:36Z [--] followers, [--] engagements "@direports Thank you for posting this great insight. I am assuming we will have to update our $CVNA Article at some https://activ8insights.com/carvana-when-activist-short-sellers-are-right-but-early-the-subprime-loan-ticking-time-bomb/ https://activ8insights.com/carvana-when-activist-short-sellers-are-right-but-early-the-subprime-loan-ticking-time-bomb/" [X Link](https://x.com/Activ8Insights/status/1955253924543230044) 2025-08-12T13:03Z [--] followers, [--] engagements "Our first Activist Short Selling Monthly Report is LIVE July [----] delivered devastating results: [--] major reports average -19.16% decline 71% success rate across [--] countries. One research firm achieved a spectacular 97.2% takedown. Thread 🧵👇" [X Link](https://x.com/Activ8Insights/status/1955322566081491270) 2025-08-12T17:36Z [--] followers, [---] engagements "This is just our FIRST monthly report. Advanced analytics deeper research profiles enhanced tracking coming soon. We're building the premier resource for activist short intelligence. Full Report Link: https://activ8insights.com/july-2025-activist-short-selling-recap/ https://activ8insights.com/july-2025-activist-short-selling-recap/" [X Link](https://x.com/Activ8Insights/status/1955323194442666179) 2025-08-12T17:39Z [--] followers, [--] engagements "$RBLX has been in the headlines a lot lately. @HindenburgRes once called it an X-rated pedophile hellscape that label feels less like hyperbole by the day 1/10🧵" [X Link](https://x.com/Activ8Insights/status/1958897330247094558) 2025-08-22T14:21Z [--] followers, [---] engagements "So what happens next To answer that we look back to Pornhub in [----]. @NickKristof exposed how Pornhub was hosting child exploitation content in his article "The Children of Pornhub." But the turning point wasnt regulators it was Visa and Mastercard. 5/10" [X Link](https://x.com/Activ8Insights/status/1958897341081018874) 2025-08-22T14:21Z [--] followers, [--] engagements "When Visa and Mastercard cut off support Pornhub was forced to act. They deleted nearly 80% of its videos overnight and required verification. 6/10" [X Link](https://x.com/Activ8Insights/status/1958897342813241483) 2025-08-22T14:21Z [--] followers, [---] engagements "A precedent of that sort looms large for Roblox. @MadamSavvy & @DjinnBartimaeus surfaced this the other day. 7/10" [X Link](https://x.com/Activ8Insights/status/1958897345661190244) 2025-08-22T14:21Z [--] followers, [--] engagements "Robloxs entire model runs on those rails: Robux sales developer payouts sponsorships. If Visa & Mastercard pull support what happens Roblox could face an existential threat. 8/10" [X Link](https://x.com/Activ8Insights/status/1958897347938693382) 2025-08-22T14:21Z [--] followers, [--] engagements "Louisiana may be the first mover but probably not the last. Regulators can apply pressurebut the cards often hold the lever. 9/10" [X Link](https://x.com/Activ8Insights/status/1958897349859623418) 2025-08-22T14:21Z [--] followers, [--] engagements "Well be watching two things: 1) How regulators escalate beyond Louisiana 2) Whether Visa & Mastercard decide Roblox is too big a brand risk. As Pornhub learned in [----] when the cards act change happens. 10/10" [X Link](https://x.com/Activ8Insights/status/1958897351524798956) 2025-08-22T14:21Z [--] followers, [---] engagements "Record-breaking week for activist shorts 📈 ✅ [--] reports in [--] days 🔼 Most stocks rallied despite reports This might be the busiest short selling week on record. Sign up for our newsletter for the complete recap: https://news.activ8insights.com/ https://news.activ8insights.com/" [X Link](https://x.com/Activ8Insights/status/1959273302913941515) 2025-08-23T15:15Z [--] followers, [---] engagements "📉 $LUMN PERFORMANCE (from $6.12 baseline): [--] days: $6.94 (+13.4%) High: $10.12 (+65.4%) Low: $3.07 (-49.8%) Today: $4.69 (-23.4%) 📊 $SMCI PERFORMANCE (from $56.25 baseline): [--] days: $45.82 (-18.5%) High: $60.71 (+7.9%) Low: $18.01 (-68.0%) Today: $44.36 (-21.1%) 3/4 🧵" [X Link](https://x.com/Activ8Insights/status/1960683661826658727) 2025-08-27T12:39Z [--] followers, [--] engagements "1)🧵AUGUST [----] ACTIVIST SHORT SELLING RECAP: [--] reports published with 84% success rate and -7.09% average decline. Key trends and standout performers below" [X Link](https://x.com/Activ8Insights/status/1966476483339198757) 2025-09-12T12:18Z [---] followers, [---] engagements "4)🔍 Other Notable Declines: -LASE: -37.3% (@BmfReports ) -YYAI: -32.3% (@BmfReports ) -AUR: -12.6% (@KerrisdaleCap ) -SLNO: -12.5% (@ScorpionFund )" [X Link](https://x.com/Activ8Insights/status/1966476488787558879) 2025-09-12T12:18Z [---] followers, [---] engagements "5) 💡 August data shows continued preference for cyclical capital-intensive sectors over defensive names. The 84% success rate demonstrates fundamental research effectiveness in generating market responses. Report Link: https://activ8insights.com/august-2025-activist-short-selling-recap/ https://activ8insights.com/august-2025-activist-short-selling-recap/" [X Link](https://x.com/Activ8Insights/status/1966476490805060000) 2025-09-12T12:18Z [--] followers, [--] engagements "1)Last week @RobinhoodApp announced short selling is coming to their platform. This isn't just another feature it's about to potentially democratize activist short selling strategies. Our take 🧵" [X Link](https://x.com/Activ8Insights/status/1968296334177513647) 2025-09-17T12:49Z [---] followers, [---] engagements "2)When Balaj Sankaranarayanan announced short selling at HOOD Summit [----] the audience response was MASSIVE. This has been the most requested feature by active traders and for good reason. Bear markets and hedging strategies are about to go retail" [X Link](https://x.com/Activ8Insights/status/1968296336035557791) 2025-09-17T12:49Z [---] followers, [--] engagements "4)Yes the "follow"/"copy" functionality exists today but having this capability exist natively in Robinhood can prove to be a game changer" [X Link](https://x.com/Activ8Insights/status/1968296339416199613) 2025-09-17T12:49Z [---] followers, [--] engagements "5) The numbers tell the story: While retail represents 4% of market value traded they're growing fast. ETF trading share jumped from 5.2% to 6.4%. Now add short selling capabilities and social features the amplification effect could be extraordinary" [X Link](https://x.com/Activ8Insights/status/1968296340938752415) 2025-09-17T12:49Z [---] followers, [--] engagements "6) For years retail fought institutional short sellers without access to the same tools (think GameStop 2021). Now they'll have both long AND short capabilities plus the research from all the activists we cover at @Activ8Insights" [X Link](https://x.com/Activ8Insights/status/1968296342410645981) 2025-09-17T12:49Z [---] followers, [--] engagements "7) The activist short selling landscape is about to change forever. We're preparing new educational content and tools to help our community navigate this democratized future responsibly. Our full analysis: https://activ8insights.com/short-selling-is-finally-coming-to-robinhood/ https://activ8insights.com/short-selling-is-finally-coming-to-robinhood/" [X Link](https://x.com/Activ8Insights/status/1968296344273244535) 2025-09-17T12:49Z [---] followers, [--] engagements "Sept [----] Monthly Activist Short Selling Report will come out next week We apologize for the delay we wanted to ensure we calculated everything correctly. As a spoiler we have a new Short King" [X Link](https://x.com/Activ8Insights/status/1976637818400387345) 2025-10-10T13:15Z [---] followers, [---] engagements "Sep. [----] Activist Short Selling Recap [--] reports hit the market. Average impact: -1.24%. Success rate: 56.5%. The headline A big bifurcation micro-caps got obliterated while large-caps showed surprising resilience. September proved that in [----] SIZE MATTERS MORE THAN EVER. 🧵" [X Link](https://x.com/Activ8Insights/status/1978437204796915851) 2025-10-15T12:26Z [---] followers, [---] engagements "THE SIZE PARADOX 📏 Micro/nano-caps: -13.5% to -53.8% avg decline Large-caps: +14.3% avg GAIN despite being targeted Institutional ownership media reach and legal resources create defensive moats. Cross-border listings & AI hype stocks still vulnerable to quality research" [X Link](https://x.com/Activ8Insights/status/1978437210241126429) 2025-10-15T12:26Z [---] followers, [--] engagements "BOTTOM LINE: September proved that activist short selling remains potent. 56.5% success rate in a resilient market = shorts are adapting. Quality research targeting genuine fraud/failures still moves markets decisively. 📖 Full analysis: https://activ8insights.com/september-2025-monthly-short-selling-report/ https://activ8insights.com/september-2025-monthly-short-selling-report/" [X Link](https://x.com/Activ8Insights/status/1978437212153794618) 2025-10-15T12:26Z [---] followers, [--] engagements "This Day in Activist Short Selling History - August 27th [----] Two premier research firms published detailed reports on the SAME DAY: 🎯 @kerrisdalecp on $LUMN: "AI-N't Gonna Fix This Mess" 💥 @HindenburgRes on $SMCI: "Accounting Manipulation & Sanctions Evasion" Both targeting AI sector darlings with fundamental concerns. 1/4 🧵" [X Link](https://x.com/Activ8Insights/status/1960683658123051507) 2025-08-27T12:39Z [---] followers, [---] engagements "💣 KERRISDALE on $LUMN (was $6.12): -"$5B AI deals" = only $800M actual value -Core revenue down 8.6% (worst ever) -$19B debt vs $26B market cap 🔥 HINDENBURG on $SMCI (was $56.25): -CEO's brothers got $983M in deals -Rehired accounting scandal executives -40% GPU failure rates at customers -$210M shipped to Russia 2/4 🧵" [X Link](https://x.com/Activ8Insights/status/1960683660287324367) 2025-08-27T12:39Z [---] followers, [--] engagements "1)🧵Given the explosive growth in Activist Short Selling beyond American borders we're launching a new series: "Short Selling Around the World." Today we kick off with Latin America a region where opacity isn't a bug it's a feature" [X Link](https://x.com/Activ8Insights/status/1972997650099405053) 2025-09-30T12:11Z [---] followers, [--] engagements "Argentina heads to the polls tomorrow Its not a presidential electionbut it could decide the future of President Javier Mileis reform agenda and the fate of the countrys $40B U.S. lifeline. Let's dig in 1/ 🧵" [X Link](https://x.com/Activ8Insights/status/1982071948483146055) 2025-10-25T13:09Z [---] followers, [---] engagements "Earlier this month after pledging the first half of the $20 billion lifeline to Argentina Trump said the quiet part out loud: If he wins were staying with him. And if he doesnt win were gone. 2/" [X Link](https://x.com/Activ8Insights/status/1982071950542520607) 2025-10-25T13:09Z [---] followers, [--] engagements "While it seems unlikely Trump would pull the rug over a midterm setback so soon his comments blur the line between economic policy and political loyalty. Itll be interesting to see what the reaction isespecially if Mileis bloc loses ground. 6/" [X Link](https://x.com/Activ8Insights/status/1982071957748076770) 2025-10-25T13:09Z [---] followers, [--] engagements "Were watching: $YPF state-linked energy often first to react $GGAL / $BMA banks tied to the peso $MELI regional partly insulated $ARGT ETF proxy for Argentine exposure And of course the peso itself. 7/" [X Link](https://x.com/Activ8Insights/status/1982071959942005085) 2025-10-25T13:09Z [---] followers, [---] engagements "Argentina votes today. Uncertainty is expected which leads many traders to ask: Can you short the Argentine peso 🧵" [X Link](https://x.com/Activ8Insights/status/1982451137010610415) 2025-10-26T14:15Z [---] followers, [--] engagements "It sounds like easy money. In Argentina political uncertainty almost always means a weaker peso. So why not try to short it to make some $$ 2/8" [X Link](https://x.com/Activ8Insights/status/1982451138671620471) 2025-10-26T14:15Z [---] followers, [--] engagements "Because shorting the Argentine peso isnt simple. Capital controls shallow markets and strict settlement rules make it nearly impossible to executeespecially for retail investors. 3/8" [X Link](https://x.com/Activ8Insights/status/1982451140441588086) 2025-10-26T14:15Z [---] followers, [--] engagements "Let's put it this way: If shorting the Argentine peso were easy the peso wouldn't exist. 4/8" [X Link](https://x.com/Activ8Insights/status/1982451142245183964) 2025-10-26T14:15Z [---] followers, [--] engagements "The closest thing to a short most locals can make is in cash. They buy physical U.S. dollars when they expect devaluation. Its crude inefficient and outside the systembut its how people hedge here. 6/8" [X Link](https://x.com/Activ8Insights/status/1982451147815161970) 2025-10-26T14:16Z [---] followers, [--] engagements "For traders abroad exposure comes through proxies like $YPF $GGAL $BMA $PAM $CEPU $MELI and $ARGT. Each trades as a confidence gaugereacting first to politics then to fundamentals. 7/8" [X Link](https://x.com/Activ8Insights/status/1982451149526495370) 2025-10-26T14:16Z [---] followers, [---] engagements "Argentinas midterm results are in. Javier Mileis coalition just won a landslidedefying expectations and giving him new political firepower to keep cutting spending and pushing reforms. 🧵1/8" [X Link](https://x.com/Activ8Insights/status/1982838570583994738) 2025-10-27T15:55Z [---] followers, [--] engagements "Its a reminder of how little certainty there ever is in this market. Polling and sentiment both pointed to a tougher fight. Instead the result was decisiveand the market reaction immediate. 2/8" [X Link](https://x.com/Activ8Insights/status/1982838572765020601) 2025-10-27T15:55Z [---] followers, [--] engagements "As of this writing Argentine stocks are ripping: $YPF +27.8% $MELI +5.9% $GGAL +39.2% $BMA +36.6% $PAM +27.5% 3/8" [X Link](https://x.com/Activ8Insights/status/1982838574803464241) 2025-10-27T15:55Z [---] followers, [---] engagements "🚨 OCTOBER [----] ACTIVIST SHORT REPORT 🚨 [--] reports published 76.9% success rate -5.68% average impact @WolfpackReports unleashed [--] devastating campaigns to claim the Short King crown 👑 More Details 🧵👇" [X Link](https://x.com/Activ8Insights/status/1986849317886230659) 2025-11-07T17:32Z [---] followers, [----] engagements "TOP [--] PERFORMERS crushed it: [--] $METC: -24.1% (@WolfpackReports ) [--] $BMNR: -22.9% (@KerrisdaleCap ) [--] $DVLT: -20.1% (@WolfpackReports ) [--] $DKNG: -13.2% (@sprucepointcap) [--] $RR: -5.9% (@FugaziResearch ) Average: -17.2% WolfPack dominated with [--] of the top [--] spots" [X Link](https://x.com/Activ8Insights/status/1986849319526248781) 2025-11-07T17:32Z [---] followers, [---] engagements "SECTOR WINNERS: 🎰 Gambling: 100% success -9.2% avg 💰 Crypto: -22.9% (@KerrisdaleCap on $BMNR) 🤖 AI: -7.3% avg ($DVLT crushed Datasection missed) [--] sectors targeted across [--] countries (US Poland Denmark Japan). Short research is global now" [X Link](https://x.com/Activ8Insights/status/1986849323896688984) 2025-11-07T17:32Z [---] followers, [---] engagements "October reinforced the truth: Activist short research isn't about perfection it's about edge. 76.9% success. -5.68% average impact. [--] elite firms. World-class execution. 📊 Full report with detailed analysis: #Shortselling #StockMarket https://activ8insights.com/october-2025-activist-short-selling-report/ https://activ8insights.com/october-2025-activist-short-selling-report/" [X Link](https://x.com/Activ8Insights/status/1986849325624791365) 2025-11-07T17:32Z [---] followers, [---] engagements "🧵 THREAD: Permission Without Participation - Shorting in the Middle East: The second installment in our "Short Selling Around the World" series explores why MENA markets have built short-selling frameworks that nobody uses. Saudi Arabia's securities lending grew 345% in one year. Yet activity remains microscopic. Here's why 👇 https://activ8insights.com/permission-without-participation-shorting-in-the-middle-east/ https://activ8insights.com/permission-without-participation-shorting-in-the-middle-east/ https://activ8insights.com/permission-without-participation-shorting-in-the-middle-east/" [X Link](https://x.com/Activ8Insights/status/1988717800207122699) 2025-11-12T21:17Z [---] followers, [--] engagements "Middle Eastern exchanges adopted short selling to signal global readiness not because markets demanded it. The gap between regulatory permission and actual participation is vast. Saudi Arabia introduced covered shorts in [----]. Trading volumes Still measured in basis points" [X Link](https://x.com/Activ8Insights/status/1988717802509979879) 2025-11-12T21:17Z [---] followers, [--] engagements "When MENA companies list on US exchanges the contrast is stark. $ANGH collapsed 98% from peak. $YALA faced rigorous research from @Pelicanwayre detailed report uncovered a $283M revenue gap using multiple independent data sources. Yet the stock held its value. Exceptional research. Structural barriers" [X Link](https://x.com/Activ8Insights/status/1988717804044861757) 2025-11-12T21:17Z [---] followers, [---] engagements "What kind of person bets against the crowd endures public hatred and risks everything to expose fraud The psychology of short selling reveals a mindset most traders will never understand. The Psychology of Short Selling Part 1: https://activ8insights.com/the-psychology-of-short-selling-part-1/ https://activ8insights.com/the-psychology-of-short-selling-part-1/" [X Link](https://x.com/Activ8Insights/status/1996282276347334973) 2025-12-03T18:15Z [---] followers, [--] engagements "Research reveals a wild asymmetry: Short sellers price themselves into corners. They demand MORE to enter a trade than they'll pay to exit it. This isn't stupidity: it's the endowment effect destroying rational decision-making in real-time" [X Link](https://x.com/Activ8Insights/status/1996282278516007271) 2025-12-03T18:15Z [---] followers, [--] engagements "The market doesn't just decline when shorts pile on. It EXPLODES. Short selling triggers emotional contagion: fear spreads through networks herd behavior kicks in and what started as price discovery becomes a self-fulfilling prophecy of collapse" [X Link](https://x.com/Activ8Insights/status/1996282280235708475) 2025-12-03T18:15Z [---] followers, [--] engagements "People call them predators. We call them the dark knights of Wall Street. These activist shorts do what the SEC won't: expose fraud trigger investigations return millions to harmed investors" [X Link](https://x.com/Activ8Insights/status/1996282281833771207) 2025-12-03T18:15Z [---] followers, [--] engagements "Anchoring. Loss aversion. Uncertainty effects. The GameStop revolution. We unpack all of it in Part [--] of our series on short-selling psychology. Because understanding the mind game is the first step to winning it. 🎯" [X Link](https://x.com/Activ8Insights/status/1996282283276300727) 2025-12-03T18:16Z [---] followers, [--] engagements "🚨 November [----] Activist Short Selling Report is HERE [--] reports published -15.1% average impact 73.3% success rate This wasn't just a good month. This was a DOMINANT month for short sellers. Here's what went down https://activ8insights.com/november-2025-activist-short-selling-report/ https://activ8insights.com/november-2025-activist-short-selling-report/" [X Link](https://x.com/Activ8Insights/status/1998028144167772575) 2025-12-08T13:53Z [---] followers, [---] engagements "In September we wrote about The Risks of Latin America "Every trade is shadowed by the state the currency and the court of public opinion." The U.S. captured a sitting head of state. A neighbor is threatening war. We'll be looking at which companies face downside exposure. https://activ8insights.com/shorting-south-of-wall-street-the-risks-of-latin-america/ https://activ8insights.com/shorting-south-of-wall-street-the-risks-of-latin-america/" [X Link](https://x.com/Activ8Insights/status/2008538565093851276) 2026-01-06T13:58Z [---] followers, [--] engagements "🚨 December [----] Activist Short Selling Report is LIVE The final monthly report of [----] is here. [--] reports -11.4% avg impact 64.3% success rate A month of extremes closed out an incredible year for short sellers. 🔗 🧵👇 https://activ8insights.com/december-2025-activist-short-selling-report/ https://activ8insights.com/december-2025-activist-short-selling-report/" [X Link](https://x.com/Activ8Insights/status/2009631500120342571) 2026-01-09T14:21Z [---] followers, [--] engagements "The report highlights how regulatory and political dynamics are increasingly shaping corporate outcomes. For short sellers this means factoring political exposure into thesis development particularly for US-listed companies where government intervention has expanded across multiple sectors" [X Link](https://x.com/Activ8Insights/status/2012225234644971581) 2026-01-16T18:07Z [---] followers, [--] engagements "China's deflationary environment presents a complex picture. Over 25% of listed Chinese companies are now unprofitable and export-driven overcapacity is pressuring margins in competing industries globally. However sudden policy shifts remain a key execution risk for any China-related thesis. https://twitter.com/i/web/status/2012225236213604693 https://twitter.com/i/web/status/2012225236213604693" [X Link](https://x.com/Activ8Insights/status/2012225236213604693) 2026-01-16T18:07Z [---] followers, [--] engagements "Execution conditions vary significantly by region: Developed markets: Generally liquid with transparent short interest data Middle East: Structural constraints on shorting activity Latin America: Currency volatility and political intervention add complexity We cover each in detail. https://twitter.com/i/web/status/2012225237769654754 https://twitter.com/i/web/status/2012225237769654754" [X Link](https://x.com/Activ8Insights/status/2012225237769654754) 2026-01-16T18:07Z [---] followers, [--] engagements "If you havent read it yet @MorpheusRes's short report on $CNL and their recent rebuttal are must-reads. Our Latin American team translated the original report into Spanish for broader access. Read it here: https://activ8insights.com/report/cnl-morpheus-research-08-06-25-2/ Collective's response attempts to justify drilling on untitled land misinterprets Colombian law and contradicts numerous experts including current & former ANM officials. Its President's past at Eco Oro has parallels to issues at $CNL today. We Remain Short. Full Response - https://t.co/KGoGA5S44n" [X Link](https://x.com/Activ8Insights/status/1956076765472022903) 2025-08-14T19:33Z [---] followers, [---] engagements "2)Latin American shorts face unique challenges: political volatility that can reshape sectors overnight currency controls that trap gains and cultural perceptions that cast shorting as sabotage rather than market discipline" [X Link](https://x.com/Activ8Insights/status/1972997652020404605) 2025-09-30T12:11Z [---] followers, [--] engagements "3)Activist shorts have exposed the region's structural opacity: -@muddywatersre on $DLO: alleged fraud with $1B insider selling and altered records -@MorpheusRes on $CNL: satellite imagery showing illegal drilling on untitled land -@HindenburgRes and @CulperResearch on Tecnoglass: accounting irregularities and related-party transactions https://twitter.com/i/web/status/1972997653584646598 https://twitter.com/i/web/status/1972997653584646598" [X Link](https://x.com/Activ8Insights/status/1972997653584646598) 2025-09-30T12:11Z [---] followers, [---] engagements "We cover activist short selling every day and one of the most common pushbacks we see after a short report drops "But insiders are buying" New from @WSJ digs into whether that signal is actually worth anything. They ran the numbers 🧵" [X Link](https://x.com/anyuser/status/2019420036281340096) 2026-02-05T14:37Z [---] followers, [--] engagements "It sounds like a mic drop. But how often does insider buying actually predict outperformance" [X Link](https://x.com/Activ8Insights/status/2019420037854163007) 2026-02-05T14:37Z [---] followers, [--] engagements "Context matters more than the headline. Not all insider buys are equal: How large is the purchase relative to their total holdings Open market or options exercise What's the timing relative to negative catalysts Is it a one-off or sustained buying" [X Link](https://x.com/Activ8Insights/status/2019420039355761108) 2026-02-05T14:37Z [---] followers, [--] engagements "For short selling coverage specifically insider buying after a report drops is one of the most misread signals in markets. Sometimes it's genuine conviction. Sometimes it's damage control. The Form [--] alone doesn't tell you which" [X Link](https://x.com/anyuser/status/2019420040920199262) 2026-02-05T14:37Z [---] followers, [--] engagements "This is excellent work our team at @Activ8Insights dug into the full report and the forensic detail is seriously impressive. The LTV and extension analysis especially. We cover activist short selling campaigns would love to track your reports on our platform. Shoot me a DM if you're down https://twitter.com/i/web/status/2019422280091148597 https://twitter.com/i/web/status/2019422280091148597" [X Link](https://x.com/Activ8Insights/status/2019422280091148597) 2026-02-05T14:46Z [---] followers, [---] engagements "Top [--] Performers: $SIDU -30.69% (@FugaziResearch) $ONMD -23.42% (@Pelicanwayre) $CVNA -15.39% (@GothamResearch) $AFRM -14.52% (@KerrisdaleCap) $APP -12.54% (@CapitalwatchNow) 53% of all targets fell 5%+ and 40% dropped 10%+" [X Link](https://x.com/Activ8Insights/status/2021982547639677290) 2026-02-12T16:19Z [---] followers, [----] engagements "👑 Short King of the Month: @FugaziResearch Three months. Three crowns. Back-to-back-to-back. Their $SIDU report (-30.69%) was a devistating hit and good report. Read Full Report: https://activ8insights.com/january-2026-monthly-short-selling-report/ https://activ8insights.com/january-2026-monthly-short-selling-report/" [X Link](https://x.com/anyuser/status/2021982553478148369) 2026-02-12T16:19Z [---] followers, [---] engagements "@UtopiaCap Another good highlight on trouble at $NBY following @BmfReports in Sept" [X Link](https://x.com/anyuser/status/2008947859161301121) 2026-01-07T17:04Z [---] followers, [---] engagements "Our January [----] Activist Short Selling Performance Report is live. [--] reports. 80% success rate. -3.28% average impact. The year is off to a strong start for research-driven short sellers. Here's what the data tells us" [X Link](https://x.com/anyuser/status/2021982545974595687) 2026-02-12T16:19Z [---] followers, [---] engagements "Not everything worked. One biotech short call backfired +71.72% dragging the monthly average up significantly. Strip out that single outlier and January's average impact drops to -8.64%. The underlying quality of research this month was exceptional" [X Link](https://x.com/anyuser/status/2021982551175573648) 2026-02-12T16:19Z [---] followers, [--] engagements "👀 BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in" [X Link](https://x.com/anyuser/status/2022340522564804944) 2026-02-13T16:02Z [---] followers, [---] engagements "The damage was real: $DTCK: -81.6% (@FugaziResearch ) $SOC: -55.8% (@hntrbrkmedia ) $DTCK: -54.5% (@BmfReports ) $HOVR: -14.9% (@Pelicanwayre ) $NUTX: -14.3% (@CapybaraShort ) Micro-caps got absolutely demolished" [X Link](https://x.com/Activ8Insights/status/1998028147158315256) 2025-12-08T13:53Z [---] followers, [---] engagements "Introducing Behind the Bear 🐻 A new series where we profile the key figures shaping the activist short selling world. First up: David Capablanca (@reverselong) an architect turned short seller educator and author. Read the full Article👇 https://activ8insights.com/david-capablanca-and-the-craft-of-short-selling/ https://activ8insights.com/david-capablanca-and-the-craft-of-short-selling/" [X Link](https://x.com/anyuser/status/2021207874639139140) 2026-02-10T13:01Z [---] followers, [---] engagements "Before markets @reverselong was trained to think in constraints. Architecture taught him which elements carry weight which assumptions are fragile and how systems behave under stress. He brought that same discipline to short selling" [X Link](https://x.com/Activ8Insights/status/2021207876480504239) 2026-02-10T13:01Z [---] followers, [--] engagements "Beyond his own research David runs @FriendlyBearU a short-selling academy focused on market structure risk management and financial literacy. Teaching the craft not just practicing it" [X Link](https://x.com/anyuser/status/2021207877969416445) 2026-02-10T13:01Z [---] followers, [--] engagements "His book Short Selling Master drops August [----]. We sat down with him to talk craft risk and what separates good research from great research. This is Behind the Bear. More profiles coming soon. https://www.amazon.com/Short-Selling-Master-Proven-Strategies/dp/1804093289 https://www.amazon.com/Short-Selling-Master-Proven-Strategies/dp/1804093289" [X Link](https://x.com/anyuser/status/2021207879492026401) 2026-02-10T13:01Z [---] followers, [--] engagements "👑 SHORT KING OF THE MONTH: @FugaziResearch One report. One target. 81.6% destruction. Their Davis Commodities $DTCK takedown was surgical. A $15M Singapore-based micro-cap had nowhere to hide. 5x the monthly average impact. Great execution" [X Link](https://x.com/Activ8Insights/status/1998028149364531258) 2025-12-08T13:53Z [---] followers, [---] engagements "A Big Story: @GothamResearch took on $CVNA - an S&P [---] company with an $88B market cap. From the report date to the end of the month (only one week) CVNA dropped 15.39%. Reporting on a name that large takes deep due diligence and serious conviction. Great report" [X Link](https://x.com/Activ8Insights/status/2021982549321593314) 2026-02-12T16:19Z [---] followers, [--] engagements "$1.3B in short gains on $HIMS this year (via @simplyavalon @business). @sprucepointcap warned in 2023: compounding risks supplier FDA violations and "perhaps more downside should regulators take actions that could impair its business model." Now Novo lawsuit. FDA crackdown. DOJ referral. The receipts don't lie. https://www.bloomberg.com/news/articles/2026-02-13/hims-hers-shorts-up-1-3-billion-this-year-on-legal-risk https://www.bloomberg.com/news/articles/2026-02-13/hims-hers-shorts-up-1-3-billion-this-year-on-legal-risk" [X Link](https://x.com/anyuser/status/2022410153220252137) 2026-02-13T20:38Z [---] followers, [---] engagements "Introducing Behind the Bear 🐻 A new series where we profile the key figures shaping the activist short selling world. First up: David Capablanca (@reverselong) an architect turned short seller educator and author. Read the full Article👇 https://activ8insights.com/david-capablanca-and-the-craft-of-short-selling/ https://activ8insights.com/david-capablanca-and-the-craft-of-short-selling/" [X Link](https://x.com/anyuser/status/2021207874639139140) 2026-02-10T13:01Z [---] followers, [---] engagements "Get your short shorts @RobinhoodApp We have shorts. https://t.co/M5yNIqMRQk https://t.co/8lRhcSDH1V We have shorts. https://t.co/M5yNIqMRQk https://t.co/8lRhcSDH1V" [X Link](https://x.com/anyuser/status/2022825003452911972) 2026-02-15T00:07Z [---] followers, [--] engagements "We have shorts. http://robinhood.com/getshorts http://robinhood.com/getshorts" [X Link](https://x.com/anyuser/status/2022030981872726340) 2026-02-12T19:32Z 1.2M followers, 403.2K engagements "$1.3B in short gains on $HIMS this year (via @simplyavalon @business). @sprucepointcap warned in 2023: compounding risks supplier FDA violations and "perhaps more downside should regulators take actions that could impair its business model." Now Novo lawsuit. FDA crackdown. DOJ referral. The receipts don't lie. https://www.bloomberg.com/news/articles/2026-02-13/hims-hers-shorts-up-1-3-billion-this-year-on-legal-risk https://www.bloomberg.com/news/articles/2026-02-13/hims-hers-shorts-up-1-3-billion-this-year-on-legal-risk" [X Link](https://x.com/anyuser/status/2022410153220252137) 2026-02-13T20:38Z [---] followers, [---] engagements "👀 BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in" [X Link](https://x.com/anyuser/status/2022340522564804944) 2026-02-13T16:02Z [---] followers, [---] engagements "BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in targeted names happened too quickly for us to publish on our preferred schedule. Not because the work wasnt done but because the opportunity window closed at warp speed. It confirms what weve been saying: [----] is shaping up to be a materially fast-moving year and the dislocations are happening with less warning and more violence than" [X Link](https://x.com/anyuser/status/2022340188958290144) 2026-02-13T16:00Z [---] followers, [---] engagements "Our January [----] Activist Short Selling Performance Report is live. [--] reports. 80% success rate. -3.28% average impact. The year is off to a strong start for research-driven short sellers. Here's what the data tells us" [X Link](https://x.com/anyuser/status/2021982545974595687) 2026-02-12T16:19Z [---] followers, [---] engagements "Not everything worked. One biotech short call backfired +71.72% dragging the monthly average up significantly. Strip out that single outlier and January's average impact drops to -8.64%. The underlying quality of research this month was exceptional" [X Link](https://x.com/anyuser/status/2021982551175573648) 2026-02-12T16:19Z [---] followers, [--] engagements "👑 Short King of the Month: @FugaziResearch Three months. Three crowns. Back-to-back-to-back. Their $SIDU report (-30.69%) was a devistating hit and good report. Read Full Report: https://activ8insights.com/january-2026-monthly-short-selling-report/ https://activ8insights.com/january-2026-monthly-short-selling-report/" [X Link](https://x.com/anyuser/status/2021982553478148369) 2026-02-12T16:19Z [---] followers, [---] engagements "Short and Sweet Following our #gaming successes with $DKNG and $GENI meet Super Group $SGHC Ltd an opaque and complex structured company based in Guernsey. Based on our forensic review we believe they sold a minority stake in their high margin South African subsidiary but continue to claim Following our #gaming successes with $DKNG and $GENI meet Super Group $SGHC Ltd an opaque and complex structured company based in Guernsey. Based on our forensic review we believe they sold a minority stake in their high margin South African subsidiary but continue to claim" [X Link](https://x.com/anyuser/status/2021968768109302019) 2026-02-12T15:24Z [---] followers, [---] engagements "Following our #gaming successes with $DKNG and $GENI meet Super Group $SGHC Ltd an opaque and complex structured company based in Guernsey. Based on our forensic review we believe they sold a minority stake in their high margin South African subsidiary but continue to claim 100% ownership and include the financial results in their reporting. The company has reported multiple material weaknesses and recently dismissed its auditor. We believe the Company's EBTIDA is inflated by not including a non-controlling (minority) interest of $30m+. The Company is exposed to weakening fundamentals such as" [X Link](https://x.com/anyuser/status/2021950184347906075) 2026-02-12T14:11Z 45.2K followers, [----] engagements "I love the suspense @sprucepointcap excited to track Sign-up at https://t.co/xHkyI0WMYM for our shortest short report ever. A single document sourced 8000mi away we believe will change the narrative on a multi-bllion $ company and the 'accuracy' of its financial statements. https://t.co/enWy7mu4Up Sign-up at https://t.co/xHkyI0WMYM for our shortest short report ever. A single document sourced 8000mi away we believe will change the narrative on a multi-bllion $ company and the 'accuracy' of its financial statements. https://t.co/enWy7mu4Up" [X Link](https://x.com/anyuser/status/2021909512228417847) 2026-02-12T11:29Z [---] followers, [---] engagements "Sign-up at for our shortest short report ever. A single document sourced 8000mi away we believe will change the narrative on a multi-bllion $ company and the 'accuracy' of its financial statements. http://www.sprucepointcap.com http://www.sprucepointcap.com" [X Link](https://x.com/anyuser/status/2021720293375447401) 2026-02-11T22:57Z 45.2K followers, 20.7K engagements "When the CEO is also the SPAC sponsor the majority owner and the lender of last resort who exactly is the public market protecting Nice report @FugaziResearch We published a short report on $OPTX this morning: " $OPTX: Zooming in on a Capone Style De-SPAC Where the Boss Cashes in and Takes All" A Negative cash flow company with One Insider & Total Economic Control. https://t.co/Ky5kEYwf2d https://t.co/aSTSX0Fi6I We published a short report on $OPTX this morning: " $OPTX: Zooming in on a Capone Style De-SPAC Where the Boss Cashes in and Takes All" A Negative cash flow company with One Insider" [X Link](https://x.com/anyuser/status/2021575500330619194) 2026-02-11T13:22Z [---] followers, [--] engagements "We published a short report on $OPTX this morning: " $OPTX: Zooming in on a Capone Style De-SPAC Where the Boss Cashes in and Takes All" A Negative cash flow company with One Insider & Total Economic Control. https://www.fugaziresearch.com/p/optx-zooming-in-on-a-capone-style https://www.fugaziresearch.com/p/optx-zooming-in-on-a-capone-style" [X Link](https://x.com/anyuser/status/2021560525327679545) 2026-02-11T12:22Z [---] followers, 11.7K engagements "Beyond his own research David runs @FriendlyBearU a short-selling academy focused on market structure risk management and financial literacy. Teaching the craft not just practicing it" [X Link](https://x.com/anyuser/status/2021207877969416445) 2026-02-10T13:01Z [---] followers, [--] engagements "His book Short Selling Master drops August [----]. We sat down with him to talk craft risk and what separates good research from great research. This is Behind the Bear. More profiles coming soon. https://www.amazon.com/Short-Selling-Master-Proven-Strategies/dp/1804093289 https://www.amazon.com/Short-Selling-Master-Proven-Strategies/dp/1804093289" [X Link](https://x.com/anyuser/status/2021207879492026401) 2026-02-10T13:01Z [---] followers, [--] engagements "We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here: https://grizzlyreports.com/eos/ https://grizzlyreports.com/eos/" [X Link](https://x.com/anyuser/status/2019520873909092630) 2026-02-05T21:17Z 52.6K followers, 45.6K engagements "We cover activist short selling every day and one of the most common pushbacks we see after a short report drops "But insiders are buying" New from @WSJ digs into whether that signal is actually worth anything. They ran the numbers 🧵" [X Link](https://x.com/anyuser/status/2019420036281340096) 2026-02-05T14:37Z [---] followers, [--] engagements "For short selling coverage specifically insider buying after a report drops is one of the most misread signals in markets. Sometimes it's genuine conviction. Sometimes it's damage control. The Form [--] alone doesn't tell you which" [X Link](https://x.com/anyuser/status/2019420040920199262) 2026-02-05T14:37Z [---] followers, [--] engagements "Great work by: @armollica and @intipach on this one and shoutout to the @WSJGraphics team. The visuals really make the data hit home. Worth a read: https://www.wsj.com/finance/stocks/is-it-really-a-good-sign-when-executives-buy-their-own-stock-we-ran-the-numbers-2655b232st=oAsiEP&reflink=article_email_share https://www.wsj.com/finance/stocks/is-it-really-a-good-sign-when-executives-buy-their-own-stock-we-ran-the-numbers-2655b232st=oAsiEP&reflink=article_email_share" [X Link](https://x.com/anyuser/status/2019420042656714905) 2026-02-05T14:37Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@A8Finance Activ8 Finance
Activ8 Finance posts on X about company, market, strong, behind the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] +458%
- [--] Month [-----] +435%
- [--] Months [------] +175%
Mentions: [--] #
- [--] Week [--] +225%
- [--] Month [--] +750%
- [--] Months [--] +429%
Followers: [---] #
- [--] Week [---] +13%
- [--] Month [---] +15%
- [--] Months [---] +190%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries cryptocurrencies gaming currencies
Social topic influence company, market, strong, behind the, financial, accounting, $cvna #69, stocks, $ma, argentina
Top accounts mentioned or mentioned by @fugaziresearch @hindenburgres @kerrisdalecap @sprucepointcap @bmfreports @pelicanwayre @reverselong @morpheusres @hntrbrkmedia @robinhoodapp @wolfpackreports @wsj @gothamresearch @friendlybearu @simplyavalon @business @oliviasolon @bleeckerst @callistores @researchgrizzly
Top assets mentioned Carvana Co. (CVNA) Mastercard, Inc. (MA) BITMINE IMMERSION TECH (BMNR) United Therapeutics, Corp. (UTHR) Lumen Technologies Inc (LUMN) Super Micro Computer, Inc. Common Stock (SMCI) YPF Sociedad Anonima (YPF) Banco Macro S.A. (BMA) MercadoLibre Inc (MELI) DraftKings Inc. Class A Common Stock (DKNG) Sidus Space, Inc. (SIDU) Davis Commodities Limited (DTCK) Hims & Hers Health, Inc. (HIMS) Genius Sports Limited (GENI) Super Group (SGHC) Limited (SGHC) CTO Realty Growth, Inc. (CTO) AppLovin Corporation (APP) Bitcoin (BTC) Roblox Corp. (RBLX)
Top Social Posts
Top posts by engagements in the last [--] hours
"Great report on another REIT. WolfPack Research Report on $CTO 06/25/2025 https://activ8finance.com/report/cto-wolfpack-research-06-25-2025/ https://activ8finance.com/report/cto-wolfpack-research-06-25-2025/"
X Link 2025-06-25T13:51Z [--] followers, [--] engagements
"$CVNA's stock may be flying 🚀but the fuel is subprime loans and accounting smoke. Activist short sellers @KerrisdaleCap and @HindenburgRes laid out the thesis. The market hasnt caught upyet. When the loan engine stalls expect a crash. 👉 https://activ8finance.com/carvana-when-activist-short-sellers-are-right-but-early-the-subprime-loan-ticking-time-bomb/ https://activ8finance.com/carvana-when-activist-short-sellers-are-right-but-early-the-subprime-loan-ticking-time-bomb/"
X Link 2025-07-03T12:23Z [--] followers, [---] engagements
"The Activists vs. the Market: A 1491% Surge in Defiance. Carvanas stock continues to soareven as Kerrisdale & Hindenburg issue damning reports. But markets aren't infallible. Timing wrong thesis. How long can this divergence last 📉📈 #ActivistShortSelling #Carvana $CVNA"
X Link 2025-07-03T12:26Z [--] followers, [---] engagements
"@FugaziResearch Amazing Report $BMNR falling fast 🔻. Our News Team is working on a full deep dive into Crypto reports this year and will be sure to include this"
X Link 2025-07-09T13:59Z [--] followers, [---] engagements
"Were now Activ8Insights. This rebrand means a lot to us it reflects months of listening learning and recommitting to our purpose. Were not just covering short selling were here to bring clarity depth and insight. New name same passion. Lets keep building together"
X Link 2025-07-21T12:20Z [--] followers, [--] engagements
"@oliviasolon @oliviasolon Great Article Take a look at our AppLovin Expose on the collection of Activist Short Reports released on the company: https://activ8insights.com/the-applovin-expose/ https://activ8insights.com/the-applovin-expose/"
X Link 2025-07-25T18:24Z [--] followers, [---] engagements
"1) $EH has just agreed to settle an investor lawsuit for inflating pre-orders and exaggerating business deals The "flying taxi" company claimed they had over [----] aircraft orders is now paying shareholders for drastically inflating that number. https://www.tradingview.com/news/11thestate:3e06f7946094b:0-ehang-just-settled-with-investors-over-fake-pre-orders-how-to-claim-your-payout/ https://www.tradingview.com/news/11thestate:3e06f7946094b:0-ehang-just-settled-with-investors-over-fake-pre-orders-how-to-claim-your-payout/"
X Link 2025-07-31T13:11Z [--] followers, [---] engagements
"2) In Nov. [----] @HindenburgRes published a report on $EH among other things claiming $UTHR dumped their stake and the "$1000 aircraft" deal was dead. Even though $EH was claiming it was active. All the while insiders sold 28M shares. https://activ8insights.com/report/eh-hindenburg-research-11-07-2023/ https://activ8insights.com/report/eh-hindenburg-research-11-07-2023/"
X Link 2025-07-31T13:14Z [--] followers, [---] engagements
"3) This week @Bleecker__St published a great report on $UTHR it is now clear that they were fighting for survival and had no choice but to cancel the order. https://activ8insights.com/report/uthr-bleecker-street-research-07-29-25/ https://activ8insights.com/report/uthr-bleecker-street-research-07-29-25/"
X Link 2025-07-31T13:17Z [--] followers, [--] engagements
"4) Interesting to see how after almost two years from @HindenburgRes initial report things start to connect related to $UTHR. We will be watching to see how this plays out"
X Link 2025-07-31T13:19Z [--] followers, [--] engagements
"The activist short selling industry has found a new hunting ground: crypto companies. Examining how prominent research firms are systematically challenging business models from Bitcoin treasury strategies to mining operations. @FugaziResearch @MorpheusRes @callistores @ResearchGrizzly @hntrbrkmedia #CryptoTrading #shortselling https://activ8insights.com/short-sellers-in-the-crypto-world-a-comprehensive-analysis/ https://activ8insights.com/short-sellers-in-the-crypto-world-a-comprehensive-analysis/"
X Link 2025-08-04T12:57Z [--] followers, [---] engagements
"1/5 🧵 Just listened to an incredible breakdown from Brad Safalow (@ActAccordingly ) on The Real Eisman Playbook Podcast about identifying shorts. His framework for analyzing market structure in individual stocks is pure gold. Thread 👇"
X Link 2025-08-11T15:35Z [--] followers, [----] engagements
"3/5 [--] PODS - Multi-strategy hedge funds running individual books. Key insight: Pods have "ferocious" risk management. When their portfolio declines by X% they're forced to deleverage across ALL positions. This creates cascading selling pressure"
X Link 2025-08-11T15:36Z [--] followers, [--] engagements
"@direports Thank you for posting this great insight. I am assuming we will have to update our $CVNA Article at some https://activ8insights.com/carvana-when-activist-short-sellers-are-right-but-early-the-subprime-loan-ticking-time-bomb/ https://activ8insights.com/carvana-when-activist-short-sellers-are-right-but-early-the-subprime-loan-ticking-time-bomb/"
X Link 2025-08-12T13:03Z [--] followers, [--] engagements
"Our first Activist Short Selling Monthly Report is LIVE July [----] delivered devastating results: [--] major reports average -19.16% decline 71% success rate across [--] countries. One research firm achieved a spectacular 97.2% takedown. Thread 🧵👇"
X Link 2025-08-12T17:36Z [--] followers, [---] engagements
"This is just our FIRST monthly report. Advanced analytics deeper research profiles enhanced tracking coming soon. We're building the premier resource for activist short intelligence. Full Report Link: https://activ8insights.com/july-2025-activist-short-selling-recap/ https://activ8insights.com/july-2025-activist-short-selling-recap/"
X Link 2025-08-12T17:39Z [--] followers, [--] engagements
"$RBLX has been in the headlines a lot lately. @HindenburgRes once called it an X-rated pedophile hellscape that label feels less like hyperbole by the day 1/10🧵"
X Link 2025-08-22T14:21Z [--] followers, [---] engagements
"So what happens next To answer that we look back to Pornhub in [----]. @NickKristof exposed how Pornhub was hosting child exploitation content in his article "The Children of Pornhub." But the turning point wasnt regulators it was Visa and Mastercard. 5/10"
X Link 2025-08-22T14:21Z [--] followers, [--] engagements
"When Visa and Mastercard cut off support Pornhub was forced to act. They deleted nearly 80% of its videos overnight and required verification. 6/10"
X Link 2025-08-22T14:21Z [--] followers, [---] engagements
"A precedent of that sort looms large for Roblox. @MadamSavvy & @DjinnBartimaeus surfaced this the other day. 7/10"
X Link 2025-08-22T14:21Z [--] followers, [--] engagements
"Robloxs entire model runs on those rails: Robux sales developer payouts sponsorships. If Visa & Mastercard pull support what happens Roblox could face an existential threat. 8/10"
X Link 2025-08-22T14:21Z [--] followers, [--] engagements
"Louisiana may be the first mover but probably not the last. Regulators can apply pressurebut the cards often hold the lever. 9/10"
X Link 2025-08-22T14:21Z [--] followers, [--] engagements
"Well be watching two things: 1) How regulators escalate beyond Louisiana 2) Whether Visa & Mastercard decide Roblox is too big a brand risk. As Pornhub learned in [----] when the cards act change happens. 10/10"
X Link 2025-08-22T14:21Z [--] followers, [---] engagements
"Record-breaking week for activist shorts 📈 ✅ [--] reports in [--] days 🔼 Most stocks rallied despite reports This might be the busiest short selling week on record. Sign up for our newsletter for the complete recap: https://news.activ8insights.com/ https://news.activ8insights.com/"
X Link 2025-08-23T15:15Z [--] followers, [---] engagements
"📉 $LUMN PERFORMANCE (from $6.12 baseline): [--] days: $6.94 (+13.4%) High: $10.12 (+65.4%) Low: $3.07 (-49.8%) Today: $4.69 (-23.4%) 📊 $SMCI PERFORMANCE (from $56.25 baseline): [--] days: $45.82 (-18.5%) High: $60.71 (+7.9%) Low: $18.01 (-68.0%) Today: $44.36 (-21.1%) 3/4 🧵"
X Link 2025-08-27T12:39Z [--] followers, [--] engagements
"1)🧵AUGUST [----] ACTIVIST SHORT SELLING RECAP: [--] reports published with 84% success rate and -7.09% average decline. Key trends and standout performers below"
X Link 2025-09-12T12:18Z [---] followers, [---] engagements
"4)🔍 Other Notable Declines: -LASE: -37.3% (@BmfReports ) -YYAI: -32.3% (@BmfReports ) -AUR: -12.6% (@KerrisdaleCap ) -SLNO: -12.5% (@ScorpionFund )"
X Link 2025-09-12T12:18Z [---] followers, [---] engagements
"5) 💡 August data shows continued preference for cyclical capital-intensive sectors over defensive names. The 84% success rate demonstrates fundamental research effectiveness in generating market responses. Report Link: https://activ8insights.com/august-2025-activist-short-selling-recap/ https://activ8insights.com/august-2025-activist-short-selling-recap/"
X Link 2025-09-12T12:18Z [--] followers, [--] engagements
"1)Last week @RobinhoodApp announced short selling is coming to their platform. This isn't just another feature it's about to potentially democratize activist short selling strategies. Our take 🧵"
X Link 2025-09-17T12:49Z [---] followers, [---] engagements
"2)When Balaj Sankaranarayanan announced short selling at HOOD Summit [----] the audience response was MASSIVE. This has been the most requested feature by active traders and for good reason. Bear markets and hedging strategies are about to go retail"
X Link 2025-09-17T12:49Z [---] followers, [--] engagements
"4)Yes the "follow"/"copy" functionality exists today but having this capability exist natively in Robinhood can prove to be a game changer"
X Link 2025-09-17T12:49Z [---] followers, [--] engagements
"5) The numbers tell the story: While retail represents 4% of market value traded they're growing fast. ETF trading share jumped from 5.2% to 6.4%. Now add short selling capabilities and social features the amplification effect could be extraordinary"
X Link 2025-09-17T12:49Z [---] followers, [--] engagements
"6) For years retail fought institutional short sellers without access to the same tools (think GameStop 2021). Now they'll have both long AND short capabilities plus the research from all the activists we cover at @Activ8Insights"
X Link 2025-09-17T12:49Z [---] followers, [--] engagements
"7) The activist short selling landscape is about to change forever. We're preparing new educational content and tools to help our community navigate this democratized future responsibly. Our full analysis: https://activ8insights.com/short-selling-is-finally-coming-to-robinhood/ https://activ8insights.com/short-selling-is-finally-coming-to-robinhood/"
X Link 2025-09-17T12:49Z [---] followers, [--] engagements
"Sept [----] Monthly Activist Short Selling Report will come out next week We apologize for the delay we wanted to ensure we calculated everything correctly. As a spoiler we have a new Short King"
X Link 2025-10-10T13:15Z [---] followers, [---] engagements
"Sep. [----] Activist Short Selling Recap [--] reports hit the market. Average impact: -1.24%. Success rate: 56.5%. The headline A big bifurcation micro-caps got obliterated while large-caps showed surprising resilience. September proved that in [----] SIZE MATTERS MORE THAN EVER. 🧵"
X Link 2025-10-15T12:26Z [---] followers, [---] engagements
"THE SIZE PARADOX 📏 Micro/nano-caps: -13.5% to -53.8% avg decline Large-caps: +14.3% avg GAIN despite being targeted Institutional ownership media reach and legal resources create defensive moats. Cross-border listings & AI hype stocks still vulnerable to quality research"
X Link 2025-10-15T12:26Z [---] followers, [--] engagements
"BOTTOM LINE: September proved that activist short selling remains potent. 56.5% success rate in a resilient market = shorts are adapting. Quality research targeting genuine fraud/failures still moves markets decisively. 📖 Full analysis: https://activ8insights.com/september-2025-monthly-short-selling-report/ https://activ8insights.com/september-2025-monthly-short-selling-report/"
X Link 2025-10-15T12:26Z [---] followers, [--] engagements
"This Day in Activist Short Selling History - August 27th [----] Two premier research firms published detailed reports on the SAME DAY: 🎯 @kerrisdalecp on $LUMN: "AI-N't Gonna Fix This Mess" 💥 @HindenburgRes on $SMCI: "Accounting Manipulation & Sanctions Evasion" Both targeting AI sector darlings with fundamental concerns. 1/4 🧵"
X Link 2025-08-27T12:39Z [---] followers, [---] engagements
"💣 KERRISDALE on $LUMN (was $6.12): -"$5B AI deals" = only $800M actual value -Core revenue down 8.6% (worst ever) -$19B debt vs $26B market cap 🔥 HINDENBURG on $SMCI (was $56.25): -CEO's brothers got $983M in deals -Rehired accounting scandal executives -40% GPU failure rates at customers -$210M shipped to Russia 2/4 🧵"
X Link 2025-08-27T12:39Z [---] followers, [--] engagements
"1)🧵Given the explosive growth in Activist Short Selling beyond American borders we're launching a new series: "Short Selling Around the World." Today we kick off with Latin America a region where opacity isn't a bug it's a feature"
X Link 2025-09-30T12:11Z [---] followers, [--] engagements
"Argentina heads to the polls tomorrow Its not a presidential electionbut it could decide the future of President Javier Mileis reform agenda and the fate of the countrys $40B U.S. lifeline. Let's dig in 1/ 🧵"
X Link 2025-10-25T13:09Z [---] followers, [---] engagements
"Earlier this month after pledging the first half of the $20 billion lifeline to Argentina Trump said the quiet part out loud: If he wins were staying with him. And if he doesnt win were gone. 2/"
X Link 2025-10-25T13:09Z [---] followers, [--] engagements
"While it seems unlikely Trump would pull the rug over a midterm setback so soon his comments blur the line between economic policy and political loyalty. Itll be interesting to see what the reaction isespecially if Mileis bloc loses ground. 6/"
X Link 2025-10-25T13:09Z [---] followers, [--] engagements
"Were watching: $YPF state-linked energy often first to react $GGAL / $BMA banks tied to the peso $MELI regional partly insulated $ARGT ETF proxy for Argentine exposure And of course the peso itself. 7/"
X Link 2025-10-25T13:09Z [---] followers, [---] engagements
"Argentina votes today. Uncertainty is expected which leads many traders to ask: Can you short the Argentine peso 🧵"
X Link 2025-10-26T14:15Z [---] followers, [--] engagements
"It sounds like easy money. In Argentina political uncertainty almost always means a weaker peso. So why not try to short it to make some $$ 2/8"
X Link 2025-10-26T14:15Z [---] followers, [--] engagements
"Because shorting the Argentine peso isnt simple. Capital controls shallow markets and strict settlement rules make it nearly impossible to executeespecially for retail investors. 3/8"
X Link 2025-10-26T14:15Z [---] followers, [--] engagements
"Let's put it this way: If shorting the Argentine peso were easy the peso wouldn't exist. 4/8"
X Link 2025-10-26T14:15Z [---] followers, [--] engagements
"The closest thing to a short most locals can make is in cash. They buy physical U.S. dollars when they expect devaluation. Its crude inefficient and outside the systembut its how people hedge here. 6/8"
X Link 2025-10-26T14:16Z [---] followers, [--] engagements
"For traders abroad exposure comes through proxies like $YPF $GGAL $BMA $PAM $CEPU $MELI and $ARGT. Each trades as a confidence gaugereacting first to politics then to fundamentals. 7/8"
X Link 2025-10-26T14:16Z [---] followers, [---] engagements
"Argentinas midterm results are in. Javier Mileis coalition just won a landslidedefying expectations and giving him new political firepower to keep cutting spending and pushing reforms. 🧵1/8"
X Link 2025-10-27T15:55Z [---] followers, [--] engagements
"Its a reminder of how little certainty there ever is in this market. Polling and sentiment both pointed to a tougher fight. Instead the result was decisiveand the market reaction immediate. 2/8"
X Link 2025-10-27T15:55Z [---] followers, [--] engagements
"As of this writing Argentine stocks are ripping: $YPF +27.8% $MELI +5.9% $GGAL +39.2% $BMA +36.6% $PAM +27.5% 3/8"
X Link 2025-10-27T15:55Z [---] followers, [---] engagements
"🚨 OCTOBER [----] ACTIVIST SHORT REPORT 🚨 [--] reports published 76.9% success rate -5.68% average impact @WolfpackReports unleashed [--] devastating campaigns to claim the Short King crown 👑 More Details 🧵👇"
X Link 2025-11-07T17:32Z [---] followers, [----] engagements
"TOP [--] PERFORMERS crushed it: [--] $METC: -24.1% (@WolfpackReports ) [--] $BMNR: -22.9% (@KerrisdaleCap ) [--] $DVLT: -20.1% (@WolfpackReports ) [--] $DKNG: -13.2% (@sprucepointcap) [--] $RR: -5.9% (@FugaziResearch ) Average: -17.2% WolfPack dominated with [--] of the top [--] spots"
X Link 2025-11-07T17:32Z [---] followers, [---] engagements
"SECTOR WINNERS: 🎰 Gambling: 100% success -9.2% avg 💰 Crypto: -22.9% (@KerrisdaleCap on $BMNR) 🤖 AI: -7.3% avg ($DVLT crushed Datasection missed) [--] sectors targeted across [--] countries (US Poland Denmark Japan). Short research is global now"
X Link 2025-11-07T17:32Z [---] followers, [---] engagements
"October reinforced the truth: Activist short research isn't about perfection it's about edge. 76.9% success. -5.68% average impact. [--] elite firms. World-class execution. 📊 Full report with detailed analysis: #Shortselling #StockMarket https://activ8insights.com/october-2025-activist-short-selling-report/ https://activ8insights.com/october-2025-activist-short-selling-report/"
X Link 2025-11-07T17:32Z [---] followers, [---] engagements
"🧵 THREAD: Permission Without Participation - Shorting in the Middle East: The second installment in our "Short Selling Around the World" series explores why MENA markets have built short-selling frameworks that nobody uses. Saudi Arabia's securities lending grew 345% in one year. Yet activity remains microscopic. Here's why 👇 https://activ8insights.com/permission-without-participation-shorting-in-the-middle-east/ https://activ8insights.com/permission-without-participation-shorting-in-the-middle-east/ https://activ8insights.com/permission-without-participation-shorting-in-the-middle-east/"
X Link 2025-11-12T21:17Z [---] followers, [--] engagements
"Middle Eastern exchanges adopted short selling to signal global readiness not because markets demanded it. The gap between regulatory permission and actual participation is vast. Saudi Arabia introduced covered shorts in [----]. Trading volumes Still measured in basis points"
X Link 2025-11-12T21:17Z [---] followers, [--] engagements
"When MENA companies list on US exchanges the contrast is stark. $ANGH collapsed 98% from peak. $YALA faced rigorous research from @Pelicanwayre detailed report uncovered a $283M revenue gap using multiple independent data sources. Yet the stock held its value. Exceptional research. Structural barriers"
X Link 2025-11-12T21:17Z [---] followers, [---] engagements
"What kind of person bets against the crowd endures public hatred and risks everything to expose fraud The psychology of short selling reveals a mindset most traders will never understand. The Psychology of Short Selling Part 1: https://activ8insights.com/the-psychology-of-short-selling-part-1/ https://activ8insights.com/the-psychology-of-short-selling-part-1/"
X Link 2025-12-03T18:15Z [---] followers, [--] engagements
"Research reveals a wild asymmetry: Short sellers price themselves into corners. They demand MORE to enter a trade than they'll pay to exit it. This isn't stupidity: it's the endowment effect destroying rational decision-making in real-time"
X Link 2025-12-03T18:15Z [---] followers, [--] engagements
"The market doesn't just decline when shorts pile on. It EXPLODES. Short selling triggers emotional contagion: fear spreads through networks herd behavior kicks in and what started as price discovery becomes a self-fulfilling prophecy of collapse"
X Link 2025-12-03T18:15Z [---] followers, [--] engagements
"People call them predators. We call them the dark knights of Wall Street. These activist shorts do what the SEC won't: expose fraud trigger investigations return millions to harmed investors"
X Link 2025-12-03T18:15Z [---] followers, [--] engagements
"Anchoring. Loss aversion. Uncertainty effects. The GameStop revolution. We unpack all of it in Part [--] of our series on short-selling psychology. Because understanding the mind game is the first step to winning it. 🎯"
X Link 2025-12-03T18:16Z [---] followers, [--] engagements
"🚨 November [----] Activist Short Selling Report is HERE [--] reports published -15.1% average impact 73.3% success rate This wasn't just a good month. This was a DOMINANT month for short sellers. Here's what went down https://activ8insights.com/november-2025-activist-short-selling-report/ https://activ8insights.com/november-2025-activist-short-selling-report/"
X Link 2025-12-08T13:53Z [---] followers, [---] engagements
"In September we wrote about The Risks of Latin America "Every trade is shadowed by the state the currency and the court of public opinion." The U.S. captured a sitting head of state. A neighbor is threatening war. We'll be looking at which companies face downside exposure. https://activ8insights.com/shorting-south-of-wall-street-the-risks-of-latin-america/ https://activ8insights.com/shorting-south-of-wall-street-the-risks-of-latin-america/"
X Link 2026-01-06T13:58Z [---] followers, [--] engagements
"🚨 December [----] Activist Short Selling Report is LIVE The final monthly report of [----] is here. [--] reports -11.4% avg impact 64.3% success rate A month of extremes closed out an incredible year for short sellers. 🔗 🧵👇 https://activ8insights.com/december-2025-activist-short-selling-report/ https://activ8insights.com/december-2025-activist-short-selling-report/"
X Link 2026-01-09T14:21Z [---] followers, [--] engagements
"The report highlights how regulatory and political dynamics are increasingly shaping corporate outcomes. For short sellers this means factoring political exposure into thesis development particularly for US-listed companies where government intervention has expanded across multiple sectors"
X Link 2026-01-16T18:07Z [---] followers, [--] engagements
"China's deflationary environment presents a complex picture. Over 25% of listed Chinese companies are now unprofitable and export-driven overcapacity is pressuring margins in competing industries globally. However sudden policy shifts remain a key execution risk for any China-related thesis. https://twitter.com/i/web/status/2012225236213604693 https://twitter.com/i/web/status/2012225236213604693"
X Link 2026-01-16T18:07Z [---] followers, [--] engagements
"Execution conditions vary significantly by region: Developed markets: Generally liquid with transparent short interest data Middle East: Structural constraints on shorting activity Latin America: Currency volatility and political intervention add complexity We cover each in detail. https://twitter.com/i/web/status/2012225237769654754 https://twitter.com/i/web/status/2012225237769654754"
X Link 2026-01-16T18:07Z [---] followers, [--] engagements
"If you havent read it yet @MorpheusRes's short report on $CNL and their recent rebuttal are must-reads. Our Latin American team translated the original report into Spanish for broader access. Read it here: https://activ8insights.com/report/cnl-morpheus-research-08-06-25-2/ Collective's response attempts to justify drilling on untitled land misinterprets Colombian law and contradicts numerous experts including current & former ANM officials. Its President's past at Eco Oro has parallels to issues at $CNL today. We Remain Short. Full Response - https://t.co/KGoGA5S44n"
X Link 2025-08-14T19:33Z [---] followers, [---] engagements
"2)Latin American shorts face unique challenges: political volatility that can reshape sectors overnight currency controls that trap gains and cultural perceptions that cast shorting as sabotage rather than market discipline"
X Link 2025-09-30T12:11Z [---] followers, [--] engagements
"3)Activist shorts have exposed the region's structural opacity: -@muddywatersre on $DLO: alleged fraud with $1B insider selling and altered records -@MorpheusRes on $CNL: satellite imagery showing illegal drilling on untitled land -@HindenburgRes and @CulperResearch on Tecnoglass: accounting irregularities and related-party transactions https://twitter.com/i/web/status/1972997653584646598 https://twitter.com/i/web/status/1972997653584646598"
X Link 2025-09-30T12:11Z [---] followers, [---] engagements
"We cover activist short selling every day and one of the most common pushbacks we see after a short report drops "But insiders are buying" New from @WSJ digs into whether that signal is actually worth anything. They ran the numbers 🧵"
X Link 2026-02-05T14:37Z [---] followers, [--] engagements
"It sounds like a mic drop. But how often does insider buying actually predict outperformance"
X Link 2026-02-05T14:37Z [---] followers, [--] engagements
"Context matters more than the headline. Not all insider buys are equal: How large is the purchase relative to their total holdings Open market or options exercise What's the timing relative to negative catalysts Is it a one-off or sustained buying"
X Link 2026-02-05T14:37Z [---] followers, [--] engagements
"For short selling coverage specifically insider buying after a report drops is one of the most misread signals in markets. Sometimes it's genuine conviction. Sometimes it's damage control. The Form [--] alone doesn't tell you which"
X Link 2026-02-05T14:37Z [---] followers, [--] engagements
"This is excellent work our team at @Activ8Insights dug into the full report and the forensic detail is seriously impressive. The LTV and extension analysis especially. We cover activist short selling campaigns would love to track your reports on our platform. Shoot me a DM if you're down https://twitter.com/i/web/status/2019422280091148597 https://twitter.com/i/web/status/2019422280091148597"
X Link 2026-02-05T14:46Z [---] followers, [---] engagements
"Top [--] Performers: $SIDU -30.69% (@FugaziResearch) $ONMD -23.42% (@Pelicanwayre) $CVNA -15.39% (@GothamResearch) $AFRM -14.52% (@KerrisdaleCap) $APP -12.54% (@CapitalwatchNow) 53% of all targets fell 5%+ and 40% dropped 10%+"
X Link 2026-02-12T16:19Z [---] followers, [----] engagements
"👑 Short King of the Month: @FugaziResearch Three months. Three crowns. Back-to-back-to-back. Their $SIDU report (-30.69%) was a devistating hit and good report. Read Full Report: https://activ8insights.com/january-2026-monthly-short-selling-report/ https://activ8insights.com/january-2026-monthly-short-selling-report/"
X Link 2026-02-12T16:19Z [---] followers, [---] engagements
"@UtopiaCap Another good highlight on trouble at $NBY following @BmfReports in Sept"
X Link 2026-01-07T17:04Z [---] followers, [---] engagements
"Our January [----] Activist Short Selling Performance Report is live. [--] reports. 80% success rate. -3.28% average impact. The year is off to a strong start for research-driven short sellers. Here's what the data tells us"
X Link 2026-02-12T16:19Z [---] followers, [---] engagements
"Not everything worked. One biotech short call backfired +71.72% dragging the monthly average up significantly. Strip out that single outlier and January's average impact drops to -8.64%. The underlying quality of research this month was exceptional"
X Link 2026-02-12T16:19Z [---] followers, [--] engagements
"👀 BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in"
X Link 2026-02-13T16:02Z [---] followers, [---] engagements
"The damage was real: $DTCK: -81.6% (@FugaziResearch ) $SOC: -55.8% (@hntrbrkmedia ) $DTCK: -54.5% (@BmfReports ) $HOVR: -14.9% (@Pelicanwayre ) $NUTX: -14.3% (@CapybaraShort ) Micro-caps got absolutely demolished"
X Link 2025-12-08T13:53Z [---] followers, [---] engagements
"Introducing Behind the Bear 🐻 A new series where we profile the key figures shaping the activist short selling world. First up: David Capablanca (@reverselong) an architect turned short seller educator and author. Read the full Article👇 https://activ8insights.com/david-capablanca-and-the-craft-of-short-selling/ https://activ8insights.com/david-capablanca-and-the-craft-of-short-selling/"
X Link 2026-02-10T13:01Z [---] followers, [---] engagements
"Before markets @reverselong was trained to think in constraints. Architecture taught him which elements carry weight which assumptions are fragile and how systems behave under stress. He brought that same discipline to short selling"
X Link 2026-02-10T13:01Z [---] followers, [--] engagements
"Beyond his own research David runs @FriendlyBearU a short-selling academy focused on market structure risk management and financial literacy. Teaching the craft not just practicing it"
X Link 2026-02-10T13:01Z [---] followers, [--] engagements
"His book Short Selling Master drops August [----]. We sat down with him to talk craft risk and what separates good research from great research. This is Behind the Bear. More profiles coming soon. https://www.amazon.com/Short-Selling-Master-Proven-Strategies/dp/1804093289 https://www.amazon.com/Short-Selling-Master-Proven-Strategies/dp/1804093289"
X Link 2026-02-10T13:01Z [---] followers, [--] engagements
"👑 SHORT KING OF THE MONTH: @FugaziResearch One report. One target. 81.6% destruction. Their Davis Commodities $DTCK takedown was surgical. A $15M Singapore-based micro-cap had nowhere to hide. 5x the monthly average impact. Great execution"
X Link 2025-12-08T13:53Z [---] followers, [---] engagements
"A Big Story: @GothamResearch took on $CVNA - an S&P [---] company with an $88B market cap. From the report date to the end of the month (only one week) CVNA dropped 15.39%. Reporting on a name that large takes deep due diligence and serious conviction. Great report"
X Link 2026-02-12T16:19Z [---] followers, [--] engagements
"$1.3B in short gains on $HIMS this year (via @simplyavalon @business). @sprucepointcap warned in 2023: compounding risks supplier FDA violations and "perhaps more downside should regulators take actions that could impair its business model." Now Novo lawsuit. FDA crackdown. DOJ referral. The receipts don't lie. https://www.bloomberg.com/news/articles/2026-02-13/hims-hers-shorts-up-1-3-billion-this-year-on-legal-risk https://www.bloomberg.com/news/articles/2026-02-13/hims-hers-shorts-up-1-3-billion-this-year-on-legal-risk"
X Link 2026-02-13T20:38Z [---] followers, [---] engagements
"Introducing Behind the Bear 🐻 A new series where we profile the key figures shaping the activist short selling world. First up: David Capablanca (@reverselong) an architect turned short seller educator and author. Read the full Article👇 https://activ8insights.com/david-capablanca-and-the-craft-of-short-selling/ https://activ8insights.com/david-capablanca-and-the-craft-of-short-selling/"
X Link 2026-02-10T13:01Z [---] followers, [---] engagements
"Get your short shorts @RobinhoodApp We have shorts. https://t.co/M5yNIqMRQk https://t.co/8lRhcSDH1V We have shorts. https://t.co/M5yNIqMRQk https://t.co/8lRhcSDH1V"
X Link 2026-02-15T00:07Z [---] followers, [--] engagements
"We have shorts. http://robinhood.com/getshorts http://robinhood.com/getshorts"
X Link 2026-02-12T19:32Z 1.2M followers, 403.2K engagements
"$1.3B in short gains on $HIMS this year (via @simplyavalon @business). @sprucepointcap warned in 2023: compounding risks supplier FDA violations and "perhaps more downside should regulators take actions that could impair its business model." Now Novo lawsuit. FDA crackdown. DOJ referral. The receipts don't lie. https://www.bloomberg.com/news/articles/2026-02-13/hims-hers-shorts-up-1-3-billion-this-year-on-legal-risk https://www.bloomberg.com/news/articles/2026-02-13/hims-hers-shorts-up-1-3-billion-this-year-on-legal-risk"
X Link 2026-02-13T20:38Z [---] followers, [---] engagements
"👀 BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in"
X Link 2026-02-13T16:02Z [---] followers, [---] engagements
"BMF Reports Public Statement (2026 Update) [----] has started strong for BMF Reports. Weve already completed a handful of investigations and drafted multiple reports this year and frankly the market has been moving faster than usual. In several cases the decline in targeted names happened too quickly for us to publish on our preferred schedule. Not because the work wasnt done but because the opportunity window closed at warp speed. It confirms what weve been saying: [----] is shaping up to be a materially fast-moving year and the dislocations are happening with less warning and more violence than"
X Link 2026-02-13T16:00Z [---] followers, [---] engagements
"Our January [----] Activist Short Selling Performance Report is live. [--] reports. 80% success rate. -3.28% average impact. The year is off to a strong start for research-driven short sellers. Here's what the data tells us"
X Link 2026-02-12T16:19Z [---] followers, [---] engagements
"Not everything worked. One biotech short call backfired +71.72% dragging the monthly average up significantly. Strip out that single outlier and January's average impact drops to -8.64%. The underlying quality of research this month was exceptional"
X Link 2026-02-12T16:19Z [---] followers, [--] engagements
"👑 Short King of the Month: @FugaziResearch Three months. Three crowns. Back-to-back-to-back. Their $SIDU report (-30.69%) was a devistating hit and good report. Read Full Report: https://activ8insights.com/january-2026-monthly-short-selling-report/ https://activ8insights.com/january-2026-monthly-short-selling-report/"
X Link 2026-02-12T16:19Z [---] followers, [---] engagements
"Short and Sweet Following our #gaming successes with $DKNG and $GENI meet Super Group $SGHC Ltd an opaque and complex structured company based in Guernsey. Based on our forensic review we believe they sold a minority stake in their high margin South African subsidiary but continue to claim Following our #gaming successes with $DKNG and $GENI meet Super Group $SGHC Ltd an opaque and complex structured company based in Guernsey. Based on our forensic review we believe they sold a minority stake in their high margin South African subsidiary but continue to claim"
X Link 2026-02-12T15:24Z [---] followers, [---] engagements
"Following our #gaming successes with $DKNG and $GENI meet Super Group $SGHC Ltd an opaque and complex structured company based in Guernsey. Based on our forensic review we believe they sold a minority stake in their high margin South African subsidiary but continue to claim 100% ownership and include the financial results in their reporting. The company has reported multiple material weaknesses and recently dismissed its auditor. We believe the Company's EBTIDA is inflated by not including a non-controlling (minority) interest of $30m+. The Company is exposed to weakening fundamentals such as"
X Link 2026-02-12T14:11Z 45.2K followers, [----] engagements
"I love the suspense @sprucepointcap excited to track Sign-up at https://t.co/xHkyI0WMYM for our shortest short report ever. A single document sourced 8000mi away we believe will change the narrative on a multi-bllion $ company and the 'accuracy' of its financial statements. https://t.co/enWy7mu4Up Sign-up at https://t.co/xHkyI0WMYM for our shortest short report ever. A single document sourced 8000mi away we believe will change the narrative on a multi-bllion $ company and the 'accuracy' of its financial statements. https://t.co/enWy7mu4Up"
X Link 2026-02-12T11:29Z [---] followers, [---] engagements
"Sign-up at for our shortest short report ever. A single document sourced 8000mi away we believe will change the narrative on a multi-bllion $ company and the 'accuracy' of its financial statements. http://www.sprucepointcap.com http://www.sprucepointcap.com"
X Link 2026-02-11T22:57Z 45.2K followers, 20.7K engagements
"When the CEO is also the SPAC sponsor the majority owner and the lender of last resort who exactly is the public market protecting Nice report @FugaziResearch We published a short report on $OPTX this morning: " $OPTX: Zooming in on a Capone Style De-SPAC Where the Boss Cashes in and Takes All" A Negative cash flow company with One Insider & Total Economic Control. https://t.co/Ky5kEYwf2d https://t.co/aSTSX0Fi6I We published a short report on $OPTX this morning: " $OPTX: Zooming in on a Capone Style De-SPAC Where the Boss Cashes in and Takes All" A Negative cash flow company with One Insider"
X Link 2026-02-11T13:22Z [---] followers, [--] engagements
"We published a short report on $OPTX this morning: " $OPTX: Zooming in on a Capone Style De-SPAC Where the Boss Cashes in and Takes All" A Negative cash flow company with One Insider & Total Economic Control. https://www.fugaziresearch.com/p/optx-zooming-in-on-a-capone-style https://www.fugaziresearch.com/p/optx-zooming-in-on-a-capone-style"
X Link 2026-02-11T12:22Z [---] followers, 11.7K engagements
"Beyond his own research David runs @FriendlyBearU a short-selling academy focused on market structure risk management and financial literacy. Teaching the craft not just practicing it"
X Link 2026-02-10T13:01Z [---] followers, [--] engagements
"His book Short Selling Master drops August [----]. We sat down with him to talk craft risk and what separates good research from great research. This is Behind the Bear. More profiles coming soon. https://www.amazon.com/Short-Selling-Master-Proven-Strategies/dp/1804093289 https://www.amazon.com/Short-Selling-Master-Proven-Strategies/dp/1804093289"
X Link 2026-02-10T13:01Z [---] followers, [--] engagements
"We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here: https://grizzlyreports.com/eos/ https://grizzlyreports.com/eos/"
X Link 2026-02-05T21:17Z 52.6K followers, 45.6K engagements
"We cover activist short selling every day and one of the most common pushbacks we see after a short report drops "But insiders are buying" New from @WSJ digs into whether that signal is actually worth anything. They ran the numbers 🧵"
X Link 2026-02-05T14:37Z [---] followers, [--] engagements
"For short selling coverage specifically insider buying after a report drops is one of the most misread signals in markets. Sometimes it's genuine conviction. Sometimes it's damage control. The Form [--] alone doesn't tell you which"
X Link 2026-02-05T14:37Z [---] followers, [--] engagements
"Great work by: @armollica and @intipach on this one and shoutout to the @WSJGraphics team. The visuals really make the data hit home. Worth a read: https://www.wsj.com/finance/stocks/is-it-really-a-good-sign-when-executives-buy-their-own-stock-we-ran-the-numbers-2655b232st=oAsiEP&reflink=article_email_share https://www.wsj.com/finance/stocks/is-it-really-a-good-sign-when-executives-buy-their-own-stock-we-ran-the-numbers-2655b232st=oAsiEP&reflink=article_email_share"
X Link 2026-02-05T14:37Z [---] followers, [--] engagements
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