2026-06-17 · 2026-06 / week-3
Summary: Bandwidth BAND lost nearly one-fifth of its value in two sessions after announcing and then pricing a 0% convertible offering. The market appears to be pricing dilution and balance-sheet stress. The filed terms ...
2026-06-15 · 2026-06 / week-3
Scope note: this run was explicitly limited to long ideas in Japan, Korea, Hong Kong, Taiwan, and Singapore low/mid caps. Before selection, I scanned the current target folder articles/2026-06/week-3/, ran a repo-wide ti...
2026-06-15 · 2026-06 / week-3
Summary: Unicycive UNCY trades near $7.25, well below its $8.74 52-week high, as if its July 2025 rejection were about the drug. The Complete Response Letter cited one thing: a third-party manufacturing vendor flagged in...
2026-06-15 · 2026-06 / week-3
Scope note: this run was explicitly limited to long ideas in Japan, Korea, Hong Kong, Taiwan, and Singapore low/mid caps. Before selection, I scanned the current target folder articles/2026-06/week-3/, ran a repo-wide ti...
2026-06-13 · 2026-06 / week-2
Summary: Adobe ADBE last traded at $204.02 at 2026-06-13 00:15 UTC after reporting fiscal Q2 2026 revenue of $6.62 billion, non-GAAP EPS of $5.96, raised full-year revenue guidance to $26.50 billion to $26.60 billion, ra...
2026-06-13 · 2026-06 / week-2
Scope note: this run was explicitly limited to long ideas in Japan, Korea, Hong Kong, Taiwan, and Singapore low/mid caps. Before selection, I scanned the current target folder articles/2026-06/week-2/, ran a repo-wide ti...
2026-06-12 · 2026-06 / week-2
Summary: K Auction 102370.KQ traded at KRW 2,705 at 2026-06-12 14:24 Singapore time after the company moved to cancel 1,340,920 treasury shares, or 4.92% of issued stock, with the cancellation scheduled for 2026-06-24. T...
2026-06-12 · 2026-06 / week-2
Summary: Quantum Corporation closed at $12.45 on June 11, 2026 after a violent rebound from its June 2 financing reset, but the tape still looks anchored to old distress optics rather than the fact pattern now on file: p...
2026-06-12 · 2026-06 / week-2
Summary: The market is still giving GoPro some residual rescue premium: a strategic review, a tiny share price, and the habit of treating optionality as value. The filing trail says the cleaner read is harsher. GoPro is ...
2026-06-11 · 2026-06 / week-2
Summary: Shake Shack closed at $52.96 on June 9, 2026, a fresh three-year low and roughly 12% below the price at which the CEO and founder bought stock with their own money three weeks earlier. The market is now pricing ...
2026-06-09 · 2026-06 / week-2
Scope note: this run is explicitly limited to U.S. market focus and long only. Before selection, I scanned the current articles/2026-06/week-2/ target folder, ran a repo-wide title and slug cross-check, and reviewed the ...
2026-06-06 · 2026-06 / week-1
Scope note: this run is explicitly limited to U.S. market focus and long only. Before selection, I scanned the current articles/2026-06/week-1/ folder, ran a repo-wide title and slug cross-check, and reviewed the mispric...
2026-06-06 · 2026-06 / week-1
Summary: Tein 7217.T closed at JPY 425 on 2026-06-05, according to Yahoo Finance chart data checked during this run. The market is still treating the company like a small cyclical auto-aftermarket manufacturer with thin ...
2026-06-05 · 2026-06 / week-1
Summary: SMSI closed at about $0.81 on June 4, 2026, still below the Nasdaq $1.00 bid-price line that its own filings say must be cured by June 22, 2026. The market is leaning on a sequentially better quarter and a hoped...
2026-06-05 · 2026-06 / week-1
Scope note: this run is explicitly limited to U.S. market focus and long only. Before selection, I scanned the current articles/2026-06/week-1/ folder, ran a repo-wide title and slug cross-check, and reviewed the mispric...
2026-06-05 · 2026-06 / week-1
Scope note: this run is explicitly limited to U.S. market focus and long only. Before selection, I scanned the current articles/2026-06/week-1/ folder, ran a repo-wide title and slug cross-check, and reviewed the mispric...
2026-06-05 · 2026-06 / week-1
Summary: Koh Brothers Eco Engineering 5HV.SI closed at S$0.140 on 2026-06-04 in Yahoo Finance chart data, after SGinvestors still showed S$0.144 at 2026-06-04 14:09 SGT. The market seems to be treating the 27 May Mainboa...
2026-06-05 · 2026-06 / week-1
Scope note: this run is explicitly limited to U.S. market focus and long only. Before selection, I scanned the current articles/2026-06/week-1/ folder, ran a repo-wide title and slug cross-check, and reviewed the mispric...
2026-06-05 · 2026-06 / week-1
Scope note: this run is explicitly limited to U.S. market focus and long only. Before selection, I scanned the current articles/2026-06/week-1/ folder, ran a repo-wide slug and headline cross-check, and reviewed the misp...
2026-06-04 · 2026-06 / week-1
Summary: GFF closed at $86.14 on June 3, 2026 at 22:00:23 UTC, according to the Stooq U.S. end-of-session quote feed. The market is still treating Griffon mainly as a cyclical housing name with accounting noise from disc...