1/9: We are short $BZAI (Blaize AI) because we believe that their latest $50mm deal is most likely fake, because the reported counterparty seemingly just appeared out of thin air a few months before the deal, and showcases fake products that appear to be different companies' hardware with the $BZAI and NeoTensr logo slapped on. The company is running out of money, and this PR seems to function merely as a way to boost the stock price ahead of what we believe will be a massive ATM.

$HG.CN $HGRAF latest Canadian Promo - science project valued at $1b - up 10x on big promo campaign - promo spend is 6x R&D - backers include Canada’s most notorious financiers - CEO is promo queen with no op exp - CFO and CAO left in 2024 - Ind chair resigned - empty partnerships

$HGRAF CEO & Chair has an interesting promo history. includes sex toys, animated porn, and affiliate marketing

Retail investors have been enamored with $NUTX's cash and receivables, what they're missing: - consolidated accounting with VIEs - subsidiaries have minority owners - 20-22% of cash and receivables don't belong to shareholders - cash and receivables are at risk of mark downs and claw backs - largest source of rev (~50%) BCBS, is furious and wants blood - employers bear most of the costs from inflated arb awards - employers directing their employees away from $NUTX - $NUTX's profitability relies on ripping off payors. Check why $NUTX peers recently failed: Adeptus Health and American Physician Partners

$HGRAF CEO & Chair has an interesting promo history. includes sex toys, animated porn, and affiliate marketing