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$AXTI, Part 1. The Crystal Under the Laser, a 165 Percent Quarter, and the Permit Office in Beijing That Actually Sets the Revenue
AXT grows the indium phosphide crystal behind every optical module in an AI data center. Revenue went $26.9M to $47.6M. But the revenue line is gated by…
Jul 31
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Shawarma Capital
4
1
1
$LPTH, Part 1. The Germanium Story Is Half Wrong, the Real Moat Is Better, and Management Just Bought the China Factory From Itself
LightPath's own 10-K says BD6 is generic. What is left is a better thesis, plus a related-party China sale with a margin ratchet and a lock-up expiring…
Jul 31
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Shawarma Capital
3
4
$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.
Jul 25
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Shawarma Capital
7
The Constellation Is Fine. The Income Statement Isn't.
A special report on AST SpaceMobile at $66.
Jul 16
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Shawarma Capital
6
1
$AMBA: The Eyes of Physical AI, an $800 Million Handshake, and a Tape That Gave the Entry Back
Ambarella designs the low-power vision chips inside every machine that has to see and decide on the spot. Rosenblatt called it the physical AI pure play…
Jul 16
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Shawarma Capital
6
$MRLN: The Tape Says $3.88. The Calendar Says August.
An all-time low, two buy ratings inside a week, the first FAA joint certification basis in history, and a task-order clock that runs out in thirty days…
Jul 16
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Shawarma Capital
11
4
1
Shawarma Capital Portfolio Update: July 11, 2026
Two round-trips booked and stepped aside from the chop, BGDE plus fourteen and CCXI plus nineteen, re-entry under review. The held book from Rubrik near…
Jul 12
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Shawarma Capital
15
4
2
$BGDE: They Funded the Deal Before They Announced It
Big Digital signed a 311 megawatt Texas power site with a real gas partner, raised fifteen million dollars, and hired a bank to finance it, all in one…
Jul 9
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Shawarma Capital
4
1
Agility Robotics ($CCXI): The Complete Series
Every post, in order. Updated as the thesis develops
Jul 3
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Shawarma Capital
3
1
Trio-Tech ($TRT): The Complete Series
Every post, in order. Updated as the thesis develops
Jul 3
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Shawarma Capital
2
1
Ouster ($OUST): The Complete Series
Every post, in order. Updated as the thesis develops
Jul 3
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Shawarma Capital
1
1
AmpliTech ($AMPG): The Complete Series
Every post, in order. Updated as the thesis develops
Jul 3
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Shawarma Capital
2
1
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