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 | 74 | Founded | 4 months ago | Last Issue | 6 days ago |
| Active | |||||
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research.shawarmacapital.netLatest Issues
$AMROF, Part 1. It Moved to Delaware, Filed for an IPO, and Has 2.28 Quarters of Cash
On 4 August 2026, two directors of a company most American investors have never heard of resigned on the same day. The announcement that explained it ran to four paragraphs. It used a phrase that does not appear in retail research notes, an...
$AXTI, Part 1. The Crystal Under the Laser, a 165 Percent Quarter, and the Permit Office in Beijing That Actually Sets the Revenue
Every optical transceiver in an AI data center starts life as a crystal.
Not a chip. A crystal. Someone grows a boule of indium phosphide, slices it into wafers, polishes them flat enough that a laser structure can be grown on top, and shi...
$LPTH, Part 1. The Germanium Story Is Half Wrong, the Real Moat Is Better, and Management Just Bought the China Factory From Itself
There is a clean version of this story circulating and I am going to take it apart before I build anything on it.
The clean version goes like this. China restricted germanium exports. Germanium is the material every infrared lens is made f...
$LPKF, Part 4. The order did not come, the shorts covered anyway, and the balance sheet quietly became the thesis.
Part 3 ended with a promise.
Part 3 ended with a promise. The exact words were that the order lands this year, or it does not, and the next part of this series gets written after that answer is on the record.
The Constellation Is Fine. The Income Statement Isn't.
Position disclosure: no position in ASTS, long or short, now or ever. Our April 20 piece said watching, no position. Still true. Nobody paid for this report and nobody is positioned around it. That is the point of it.
This report is free,...
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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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