Activist short-seller exposing overvalued stocks. Please see website for full disclaimer.
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We are short $SHAZ (SharonAI). The CEO allegedly siphoned millions, threatened to burn down his last public company. The $1.25bn anchor contract is with a small Indian data center operator whose newest major customer is sanctioned.
Link: bleeckerstreetresearch.com/r…
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We are short $SHAZ (SharonAI). The CEO allegedly siphoned millions, threatened to burn down his last public company. The $1.25bn anchor contract is with a small Indian data center operator whose newest major customer is sanctioned.
Link: bleeckerstreetresearch.com/r…
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This came amid a retraction by the company about statements it made about $NVDA in its 10-K.
On March 31, 2026, $SHAZ filed a 10-K signed by Manning telling investors NVIDIA was a "strategic shareholder."
Thirteen days later, $SHAZ filed an 8-K saying NVIDIA was never a shareholder. The 10-K was not amended. The correction was filed under Item 8.01, not Item 4.02.
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Bleecker Street is Short SharonAI $SHAZ.
Read the full report here: bleeckerstreetresearch.com/r…
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Bleecker Street believes Via Transportation's organic growth has turned negative for the first time in 5 years, and $VIA is using recent M&A to attempt a cover-up of flagging results into an expiring lock-up that will see $1.2bn of shares come eligible for sale.
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We continue to believe that $VIA is a low-margin core business masquerading as a cutting-edge software company, and its apparent organic growth issues only reinforce $VIA downside. We are short. Source documents are available at this link: drive.google.com/drive/folde…
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Disclosure: Funds managed by Bleecker Street are short Via Transportation (VIA). Please see full disclosure on our website.
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Since $VIA has not broken out Downtowner revenue, we model total sales up to $40mn, which worsens the Q1 organic revenue hit to -4.5%. Full-year standalone revenue growth declines to between 16% and 20% in these scenarios, and for a company that is still burning cash.
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$VIA's apparent issues are also the industry's: new starts across on-demand transit fell in 2025, per expert Lukas Foljanty. However, $VIA maintained that RFPs are "pretty consistent YoY". lukas-foljanty.medium.com/on…
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16 Dec 2025
Bleecker Street is short Via Transportation (VIA)
Link: bleeckerstreetresearch.com/r…
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16 Dec 2025
COVID-era relief funds are due to expire next year. Multiple agencies are already warning that they can not sustain microtransit programs like that of $VIA without subsidies. 40% of microtransit projects fail within 3 years.
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16 Dec 2025
VIA's reality is that it has the economics of a subscale, labor-intensive transit contractor dependent on temporary subsidies, aggressive accounting, and a mischaracterized revenue mix. Valued at Lyft's 2027 gross profit multiple, $VIA has 60% downside.
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