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Byron Street Research

Liger Cub

Evidence-based information arbitrage for long-only public equities

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Issues78Founded2 years agoLast Issuea month ago
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Latest Issues

Linking RCM Technologies to a Multibillion-Dollar Hyperscale Buildout

Newly uncovered evidence shows RCM Technologies, Inc. (RCMT) is providing engineering services to Cipher Digital Inc. (CIFR), likely under a multiyear preferred partner agreement. Backed by hyperscale agreements with Amazon, Google, and Flu...

a month ago
11

Army Training Modernization to Elevate VirTra to Prime Contractor Status

A review of federal procurement databases and military program developments shows VirTra, Inc. (VTSI) is likely months away from securing its first prime military award. As the military shifts to commercial off-the-shelf synthetic training...

a month ago
8

Federal BEAD Billions to Fuel Demand for Westell Broadband Equipment

Public records and job postings show Westell’s recent inflection in its highest-margin segment is likely not a one-off. It coincides with multi-year infrastructure upgrades to Verizon’s 5G network, ahead of state-level broadband deployments...

2 months ago
20

Hydreight Technologies Inc. (NURS.V)

60+ pages of pure intel the market largely ignores

All information presented herein has been obtained from publicly available sources and commercially available data believed to be reliable. The author currently holds a long position in th...

3 months ago
12
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Catalyst Watch #45

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This Week’s Most Actionable Press Releases

  1. CEMATRIX Corporation (CEMX.TO) | Construction Materials | $0.35 | $52.4M

Contract Award: Secured $7.1M in new contract awards, including contracts awarded and contracts in...

4 months ago
8

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