Shawarma Capital
Wrapping deep research on hardware, semis, defense autonomy, and more, into long-form (and and casual short-form) memos you can actually digest.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 2 months ago | Last Issue | 5 days ago |
| Active | |||||
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shawarmacapital.substack.comLatest Issues
$OUST: China's Lidar Champion Just Got Banned From The Pentagon. Ouster Is The Western Pure-Play Left Standing
Position disclosure: I do not own OUST as of this writing. I am opening a starter position this week, sized off stable holdings. Shawarma Capital, June 7, 2026. OUST closed near $39.68 on June 5, down almost sixteen percent on the day, the...
The Glass Monopoly, Part 4: The Standoff Went To A Vote, Management Won, And The Bull Model Says Seventy Euros
Shareholders demanded an immediate capital raise to accelerate LIDE. The CEO told them no, the meeting backed him, the shorts had already covered three quarters of their position.
Position disclosure: I am long LPKFF at an average basis of...
$AMPG: The First Conversion. FCC And ISED Cleared The Radio, And The BEAD Money Is Already Moving
A deep part 3 analysis + DCF model
This post is research synthesis, not investment advice. The full disclaimer is at the bottom.
AMPG Stock: AmpliTech’s 48% Gross Margins, Open-RAN Radios, and a $7 Target at $4.42
Part 1 was free and partly wrong. This corrects the customer bench, decomposes the Q1 margin jump, prices the real ORAN and quantum TAMs, and opens a ten percent position at $4.42
I told you in Part 1 I would dollar-cost-average into Ampli...
MRLN Part 10: The Deep Update
Long $MRLN. Everything in this document is built from public data only. None of it is private, leaked, or paid for.
Nothing here is investment advice. For educational purposes only. I may hold positions in names I discuss. Do your own res...
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Wrapping deep research on hardware, semis, defense autonomy, and more, into long-form (and casual short form) memos you can actually digest.
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