https://research.shawarmacapital.net/p/the-constellation-is-fine-the-incomeShawarma Capitalen2026-07-16T14:19:20+00:00The Constellation Is Fine. The Income Statement Isn't.https://research.shawarmacapital.net/p/amba-the-eyes-of-physical-ai-an-800Shawarma Capitalen2026-07-16T13:25:58+00:00$AMBA: The Eyes of Physical AI, an $800 Million Handshake, and a Tape That Gave the Entry Backhttps://research.shawarmacapital.net/p/mrln-the-tape-says-388-the-calendarShawarma Capitalen2026-07-16T13:07:48+00:00$MRLN: The Tape Says $3.88. The Calendar Says August.