Citron is no longer short $GME. It's not because we believe in a turnaround for the company fundamentals will ever happen, but with $4 billion in the bank, they have enough runway to appease their cult like shareholders. Despite Wedbush setting an $11 target today, we respect the
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Citron Research | Since 2001, delivering bold market analysis & investment insights. Led by Andrew Left, empowering informed financial decisions worldwide.
- What made Keith Gill aka Kitty interesting initially was his authenticity. He shared a detailed investment thesis and put his money where his mouth was, which combined with a high short interest and a restless country and boom.. investing history. This time it feels different
- $PLTR Palantir – All Roads Lead to $40. This Time, Databricks. Congratulations to Databricks, one of America’s truly great growth companies, now valued at $100 billion in the private markets. No other company resembles Palantir more closely in product offering and enterprise
- How did this one age? Nearly 4 years ago to the date, Citron was the first to tell readers that MicroStrategy was the ultimate way to invest in Bitcoin, setting a $700 target. Fast forward to today: $MSTR has skyrocketed to over $5,000 (adjusted). Kudos to Michael Saylor for
- When Keith Gill testified during the $GME hearings, he stated, "My investment in GameStop and my posts on social media were entirely my own." Can he still say the same now? He also concluded with, "And what’s stunning is that, as far as I can tell, the market remains oblivious to
- For the record, I don't think anything Kitty did was illegal. However, I believe he and his associates overstate their importance in the market and overlook that the market dynamics and structure of $GME have changed since January 2021. Back then, he bought the stock at $2 when
- $BABA Okay, one last victory lap before diving into new ideas—Citron has been ahead of the curve on Alibaba and Qwen for the past six months. But what’s even more critical (and still overlooked) is Qwen’s enterprise applications. China lags the U.S. by decades in business
- There's too much negativity, hate, and unfounded promotion in stock commentary. Time to focus on something Citron and Ryan Cohen agree on: $BABA. An important piece of news that's being overlooked by the market is that Alibaba’s Hong Kong-listed shares could be ready for
- Feeling compelled to address a political matter, I must express my concerns as a corporate fraud expert with over two decades of experience. The prosecution of Trump appears to be driven by political motives, which is detrimental to our nation. This perspective isn't rooted in a
- 6 years ago this week, Citron was penalized in a Hong Kong court for cautioning investors about Evergrande's looming insolvency. Despite fines, a tainted reputation, and a 5-year trading ban, we stand by our warning and defended our Evergrande analysis in many courts of law. We
- $SAVA illustrates the difficulty in shorting stocks. Has been a clear fraud for years but almost became an impossible short because of the "new market forces". Nice to see some good homework by @MartinShkreli added with a dose of reality to achieve real price discovery.
- 👏 Congrats to OpenAI — a truly great American company. On Friday it confirmed a $500B valuation, the premium multiple for being the best in AI. It also validates what we said last week on Fox Business: even if $PLTR got that same multiple, the math only works out to ~$40 a share


