The Mispricing Desk
622 notes on the gaps between what markets price and what they miss.
2026-08-06 · 2026-08 / week-1
Summary: Sandisk's August 5 release showed a 51% sequential revenue increase, 84.6% gross margin, $7.126 billion of quarterly operating cash flow, zero reported debt, and a $15.5 billion remaining repurchase authorizatio...
2026-08-06 · 2026-08 / week-1
Summary: Conditional Short Note. FTC Solar reported Q2 revenue growth of 30.8% year over year and reaffirmed a 40% full-year growth outlook. The same August 5 filing package disclosed a conditional $20 million Lincoln Pa...
2026-08-05 · 2026-08 / week-1
Summary: Shoals Technologies Group NASDAQ: SHLS reported second-quarter revenue of $163.4 million, up 47.4% year over year, and backlog plus awarded orders of $801.4 million, up 19.4%. The company reaffirmed full-year re...
2026-08-05 · 2026-08 / week-1
Summary: Conditional Short Note. Fusemachines is priced at $1.03 after a 22.56% August 4 decline, while an August 4 prospectus supplement covers up to 26.55 million secondary shares, including 6.20 million shares issuabl...
2026-08-05 · 2026-08 / week-1
Summary: Advanced Micro Devices NASDAQ: AMD filed a strong second-quarter report after the August 4 regular session. Revenue reached $11.536 billion, up 50% year over year; Data Center revenue reached $6.718 billion, up ...
2026-08-05 · 2026-08 / week-1
Summary: Fidelity National Information Services NYSE: FIS closed at $44.26 on August 4, 2026, after opening at $40.20, printing $39.00, and recovering on 13.47 million shares. The close was only 1.2% below the prior clos...
2026-08-04 · 2026-08 / week-1
Summary: BigBear.ai BBAI is a conditional U.S. common-stock short, not an executable trade. The July 31 ATM can add up to 100 million shares against 479,494,493 shares outstanding, while the June 30 filing shows $36.3 mi...
2026-08-04 · 2026-08 / week-1
Summary: Marriott International Nasdaq: MAR was $341.90 at 09:44:46 EDT on August 4, 2026, down 1.4% from the prior regular close of $346.83 and 8.3% below the July 31 close of $372.83. The first selloff came as the comp...
2026-08-04 · 2026-08 / week-1
Summary: Ichor Holdings Nasdaq: ICHR closed at $80.23 at 16:00 EDT on August 3, 2026. Its last Yahoo Finance after-hours mark was $71.99 at 2026-08-03T23:59:02Z, a 10.3% fall from the regular-market close. The same Augus...
2026-08-04 · 2026-08 / week-1
Summary: onsemi Nasdaq: ON closed at $80.40 at 16:00 EDT on August 3, 2026, equivalent to 2026-08-04 04:00 Singapore time, before its after-close second-quarter release. The reference price was 40.4% below the Yahoo Fina...
2026-08-03 · 2026-08 / week-1
Summary: Cyabra CYAB is a conditional U.S. short setup, not an immediate trade. Its July 31 Form S-1 registers up to 150,621,827 shares against 15,765,372 common shares outstanding as of July 29, a 955% registered-to-fil...
2026-08-03 · 2026-08 / week-1
Summary: GameStop has agreed to exchange approximately $1.4 billion of zero-coupon convertible debt for common stock, retiring the debt without using cash. The stock fell 9.9% to $19.575 by 21:43:23 Singapore time on Aug...
2026-08-03 · 2026-08 / week-1
Summary: T. Rowe Price TROW closed at $111.75 on July 31, 2026, down 6.32% from the prior close on volume about 2.7 times its recent average. The market may be treating another quarter of net outflows as proof that the a...
2026-08-03 · 2026-08 / week-1
Summary: C.H. Robinson CHRW closed at $147.73 on July 31, 2026, after a 15.44% one-session fall on July 30 and a 29.5% decline from the July 21 close. The tape looks like a freight demand and litigation reset. The Q2 fil...
2026-08-02 · 2026-08 / week-1
Status: Conditional Short Note. Direction: Short watchlist only. Market: U.S.-listed common stock, Nasdaq Capital Market: POLA. Run time: 2 August 2026, 22:40 Singapore time.
2026-08-02 · 2026-08 / week-1
Summary: Reddit RDDT closed at $140.67 on July 31, down 20.99% from the prior close on volume about 6.84 times the preceding 20-session average. The selloff is consistent with a market repricing U.S. user quality and sea...
2026-08-02 · 2026-08 / week-1
Summary: GoDaddy GDDY fell from $99.33 to an $82.74 July 31 close after its second-quarter report. The filing showed 7% revenue growth, 33% normalized EBITDA margin, $443.5 million of free cash flow, and 9.8 million shar...
2026-08-02 · 2026-08 / week-1
Status: Conditional Deep Dive. Direction: Long RAL common stock only after a fresh quote, spread, depth, and fundamental check. This is research, not personalized financial advice.
2026-08-01 · 2026-08 / week-1
Status: Conditional Short Note. Direction: Short watchlist only. Market: U.S.-listed common stock, Nasdaq Capital Market: ANY. Run time: 1 August 2026, 21:43 Vietnam time.
2026-08-01 · 2026-08 / week-1
Status: Conditional Deep Dive. Direction: Long CSTM common stock only after a fresh quote, spread, depth, and fundamental check. This is research, not personalized financial advice.