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 | 84 | Founded | 6 months ago | Last Issue | 11 days ago |
| Active | |||||
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research.shawarmacapital.netLatest Issues
$SHAZ Analysis - The Underwriter Bought at Six (Part 1)
On the seventeenth of February 2026, SharonAI Holdings traded on the OTC Pink market at $1.90 a share. Two days later, on the nineteenth, it priced a Nasdaq offering at $30.00. Seven weeks after that it touched $97.48. Today it sits at roug...
What We Are Waiting For
The nearest Merlin catalysts, an honest estimate of timing on each, and why the tape has felt quiet
We are long Merlin. It is our largest position, and everything below is written with that on the table.
$BRUN The Ramp Nobody Has Financed
Boost Run needs to nearly triple its run-rate in five months, buy hardware it has not funded, and rely on counterparties it will not name. Part 2 reads the ramp against the documents.
$BRUN: The Ninety Percent Illusion
The gap between Boost Run's 94.5 percent reported margin and its real economics, and why the de-SPAC discount already closed.
There is a version of the Boost Run story that is genuinely compelling, and I want to start there, because the pe...
The Voice on the Frequency - My Flight Demo
August 27, 2026. $MRLN closed at $3.52 today, roughly a $355 million market cap on 101 million basic shares. I am long, it is the largest position in the book, and none of what follows is investment advice. Last week, in the management call...
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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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