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 | 87 | Founded | 6 months ago | Last Issue | 14 days ago |
| Active | |||||
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research.shawarmacapital.netLatest Issues
$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...
$SHMD Part 1: Weighing the Machines
Part 1 on SCHMID Group. We followed the equipment through customs manifests, export statistics, land auctions, patent offices and court dockets. The orders are real. The equity is
On the tenth of May, in a piece about Merlin, we put SCHMID...
$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.
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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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