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 | 58 | Founded | 3 months ago | Last Issue | 7 days ago |
| Active | |||||
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research.shawarmacapital.netLatest Issues
The Discount Went Extreme While The Demand Started Becoming Law
Long $MRLN. It is my largest position. Everything here is built from public data and Shawarma Capital's own model. None of it is leaked or paid for.
Nothing here is investment advice. For educational purposes only. I may hold positions in...
$OUST: The Ban Widened, The Factory Scaled, And Here Is The Number Built Driver By Driver
Part 1 was the free reveal at $39.68. Since then the Pentagon barred a second Chinese lidar maker, and the factory scaled past a hundred thousand units a year.
Position disclosure: I own OUST. I opened the starter I flagged in Part 1 and I...
$CIFR: Eleven Billion In Leases, Nineteen Million In Revenue, And The One Asset Nobody Else Can Copy
Position disclosure: I have no position in CIFR and have never owned it. Shawarma Capital, June 25, 2026. CIFR is $26.22 against Tuesday's close, off 5.1 percent on the session and roughly 12 percent below the all-time high it printed last...
The Permission Slip and the Power: FERC Docket RM26-4-000, Large-Load Interconnection, and the Physical Limits of Grid Adaptation
Abstract. On June 18, 2026, the Federal Energy Regulatory Commission (FERC) acted on Docket RM26-4-000 to establish, for the first time, a standardized federal framework for interconnecting very large electricity consumers — data cen...
129 Megawatts at a Dead-Miner Price, and the Insiders Are Loading - $BGDE
Big Digital Energy trades around 40 million dollars. It controls roughly 129 megawatts of energized, grid-connected power inside PJM, the most supply-starved power market in the United States. The people who just seized control of it have b...
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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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