APP’s Persistent Lies, Denying Use of Persistent IDs (APP US) – Muddy Waters

AppLovin's privacy tracking scandal exposed: Persistent identifiers violate user privacy, enabling cross-domain ad tracking through Max SDK, risking regulatory action and platform deplatforming.

Casey’s General Stores: A Dollar General Approach to Gas Stations $casy – Two Natural Capital

Casey's General Stores expansion strategy challenges rural market dominance, with aggressive acquisitions, pizza market growth, and potential competitive risks in emerging markets, analyzing stock performance and EV impact.

Clear Secure, Inc. - Spruce Point Management

Spruce Point exposes CLEAR Secure (NYSE: YOU) with alarming findings: deteriorating business model, TSA digital ID threat, questionable accounting, and potential 32-58% stock downside in comprehensive research report

Grindr (GRND) - The Gay Dating App Monopolist – Bristlemoon Capital

Grindr stock analysis reveals monopolistic dating app challenges: low monetization, international growth dilution, management concerns, and overvaluation risks in LGBTQ+ digital marketplace

In Situ Sequencing: 10x Genomics, NanoString, and Vizgen $txg $brkr – Two Natural Capital

10x Genomics Xenium leads spatial genomics with superior FFPE tissue analysis, outperforming NanoString and Vizgen in transcript capture. Legal battles reshape in situ sequencing market, revealing critical platform performance differences.

A Fake Acquisition to Prop up a Conman's Crumbling Empire – Capybara Research

VivoPower International (VVPR) exposed: Insolvent shell company fabricating $180M acquisition, linked to fraud-tainted Puri family, with CEO Kevin Chin orchestrating complex financial deception through circular financing schemes

MW is Short AppLovin (APP US) – Muddy Waters

AppLovin accused of unauthorized data tracking, creating Persistent Identity Graphs across platforms like Meta and Google, with only 25-35% of e-commerce sales truly incremental, raising significant privacy and performance metric concerns.

ZJK Industrial Is A Boring Nuts And Bolts Manufacturer – Evidence Suggests Their Claimed Collaboration With Nvidia Is A Lie – White Diamond Research

ZJK Industrial stock fraud investigation reveals fabricated Nvidia partnership, potential AI hype manipulation, and suspicious related-party transactions threatening investor confidence in Chinese fastener manufacturer's misleading growth claims.

AppLovin (APP) – Formers Allege Ad Fraud; Is DTC Hype Actually ‘Stealing’ Meta’s Data; Illegal Tracking of Children & Serving Sex Ads to Kids – Fuzzy Panda Research

AppLovin ad fraud investigation reveals massive data theft, illegal child tracking, and manipulative mobile advertising practices through SDK technology, exposing systemic privacy violations and potential regulatory risks