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 | 90 | Founded | 7 months ago | Last Issue | 9 days ago |
| Active | |||||
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research.shawarmacapital.netLatest Issues
$HAWK Part 2: What a Cluster Costs, What It Earns, and Where the Profit Starts
A cluster costs about $12 million and earns about $14 million a year. We rebuilt the unit economics from the balance sheet, priced Kestrel, and found where the business funds itself.
Data as of October 29, 2026. $HAWK closed at $14.21 on O...
$MRLN (Merlin Labs): The King Air, the T-44 and the Page Merlin Has Not Published
Shawarma Capital. October 24, 2026. Built from Merlin's own posts, SEC filings, federal contract records, the FAA registry, Navy and NAVAIR releases, ADS-B tracks and the code Merlin's website ships to every visitor. No company input, no pr...
$HAWK Has the Demand Curve. The Stock Has Not Noticed Yet.
Data as of October 16, 2026. $HAWK traded at about $12.97 in early trading on October 16, a market value of roughly $1.27 billion on 97.97 million basic shares (about $1.42 billion on a 109.4 million diluted count), inside a 52-week range o...
$MRLN: Merlin's Clock After the Pivot: What Moved, What Didn't, What We're Watching
A timelines update on Merlin as of October 2, 2026. The C-130J date keeps walking, the flight-test fleet just had its busiest month, and the next eight weeks are about financing, not airplanes.
$MRLN traded at $1.765 at 2:20 pm ET on Frida...
$PL: The Quarter That Borrowed From Next Year
Data as of October 2, 2026. $PL traded at about $17.54 intraday on October 2 (up from a $16.20 prior close), a market value of roughly $6.4 billion on 363.85 million shares, inside a 52-week range of $10.52 to $51.76.
Disclosure: Shawarma...
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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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