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Shawarma Capital

Publishes long- and short-form research on hardware, semiconductors, defense autonomy, and related technology businesses.

https://research.shawarmacapital.net/

Mentions27
Posts18
Latest post16 Oct 2026
HawkEye 360, Inc.$HAWK Has the Demand Curve. The Stock Has Not Noticed Yet.-16 Oct 2026
Planet Labs PBC$PL: The Quarter That Borrowed From Next Year-2 Oct 2026
SCHMID Group N.V.$SHMD Part 1: Weighing the Machines-24 Sept 2026
SharonAI Holdings Inc.$SHAZ Analysis - The Underwriter Bought at Six (Part 1)-15 Sept 2026
Merlin, Inc.What We Are Waiting For-12 Sept 2026
Boost Run, Inc.$BRUN: The Ninety Percent Illusion-31 Aug 2026
Merlin, Inc.The Voice on the Frequency - My Flight Demo-28 Aug 2026
Amprius Technologies, Inc.August Portfolio Update: The Book Is One Name Now-21 Aug 2026
Blue Moon Metals Inc.August Portfolio Update: The Book Is One Name Now-21 Aug 2026
AmpliTech Group, Inc.August Portfolio Update: The Book Is One Name Now-21 Aug 2026
Coda Octopus Group, Inc.August Portfolio Update: The Book Is One Name Now-21 Aug 2026
Ouster, Inc.August Portfolio Update: The Book Is One Name Now-21 Aug 2026
AXT, Inc.August Portfolio Update: The Book Is One Name Now-21 Aug 2026
LPKF Laser & Electronics SEAugust Portfolio Update: The Book Is One Name Now-21 Aug 2026
Rubrik, Inc.August Portfolio Update: The Book Is One Name Now-21 Aug 2026
IQE plcAugust Portfolio Update: The Book Is One Name Now-21 Aug 2026
Merlin, Inc.August Portfolio Update: The Book Is One Name Now-21 Aug 2026
Merlin, Inc.$MRLN: What Management Actually Said-21 Aug 2026
AmpliTech Group, Inc.$AMPG: The Filing Says The Margin Improved Because The 5G Business Shrank-21 Aug 2026
Merlin, Inc.$MRLN Part 13: 6 Weeks of News-14 Aug 2026
Blue Moon Metals Inc.Blue Moon Metals, Part 4: The Price Floor Never Came-7 Aug 2026
Amaero Inc.$AMROF, Part 1. It Moved to Delaware, Filed for an IPO, and Has 2.28 Quarters of Cash-6 Aug 2026
AXT, Inc.$AXTI, Part 1. The Crystal Under the Laser, a 165 Percent Quarter, and the Permit Office in Beijing That Actually Sets the Revenue-31 Jul 2026
LightPath Technologies, Inc.$LPTH, Part 1. The Germanium Story Is Half Wrong, the Real Moat Is Better, and Management Just Bought the China Factory From Itself-31 Jul 2026
LPKF Laser & Electronics SE$LPKF, Part 4. The order did not come, the shorts covered anyway, and the balance sheet quietly became the thesis.-25 Jul 2026
AST SpaceMobile, Inc.The Constellation Is Fine. The Income Statement Isn't.-16 Jul 2026
Ambarella, Inc.$AMBA: The Eyes of Physical AI, an $800 Million Handshake, and a Tape That Gave the Entry Back-16 Jul 2026