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The Permission Slip and the Power: FERC Docket RM26-4-000, Large-Load Interconnection, and the Physical Limits of Grid Adaptation
A working paper on the June 2026 reform of large-load interconnection in the United States, with the PJM Interconnection as a case study
Jun 18
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Shawarma Capital
3
1
3
129 Megawatts at a Dead-Miner Price, and the Insiders Are Loading - $BGDE
A failed Bitcoin miner, an aligned board buying with both hands, and 129 megawatts the market is pricing at a liquidation.
Jun 17
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Shawarma Capital
9
1
Every AI Chip Has to Survive the Oven First - $TRT
$TRT is a 67-year-old microcap that runs the last test the most expensive AI and automotive chips have to pass, its revenue is accelerating, the market…
Jun 17
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Shawarma Capital
4
2
Sold Less, Kept More, and the Navy Said Yes
The underwater monopoly printed a soft quarter in the wrong segment, cleared its biggest catalyst, and dropped below my cost. All three are true at once
Jun 16
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Shawarma Capital
5
1
The Second Customer to Lock the Foundry
Tower Semiconductor just signed a multi-year InP supply pact and handed IQE a royalty-free patent license, ending the lawsuit IQE filed in 2022. Two…
Jun 16
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Shawarma Capital
4
1
Every AI Chip Has to Survive the Oven First
Founding members get the name and the full first analysis now. A 67-year-old microcap is inflecting into the AI, memory, and automotive test supply…
Jun 16
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Shawarma Capital
1
The Gate Cleared and the Tape Forgot
Merlin passed its C-130J design review twelve days ago and trades near a 52-week low with the next SOCOM order still missing
Jun 16
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Shawarma Capital
4
1
Shawarma Capital Portfolio Update - June 15, 2026
2 months in… up 50%
Jun 15
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Shawarma Capital
7
5
1
$MRLN: I built Merlin World
A life-size virtual hangar of the entire Merlin fleet. Walk it, fly it, read every filing. Open now on a free trial.
Jun 12
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Shawarma Capital
12
1
$OUST: China's Lidar Champion Just Got Banned From The Pentagon. Ouster Is The Western Pure-Play Left Standing
Hesai builds the cheapest lidar on earth, runs four hundred million dollars of revenue, and the United States just labeled it a Chinese military company…
Jun 8
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Shawarma Capital
10
The Glass Monopoly, Part 4: The Standoff Went To A Vote, Management Won, And The Bull Model Says Seventy Euros
Shareholders demanded an immediate capital raise to accelerate LIDE. The CEO told them no, the meeting backed him, the shorts had already covered three…
Jun 6
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Shawarma Capital
10
1
1
$AMPG: The First Conversion. FCC And ISED Cleared The Radio, And The BEAD Money Is Already Moving
A deep part 3 analysis + DCF model
Jun 6
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Shawarma Capital
6
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