Andrew Left 5.0 11 ideas

Citron Research founder. Short-seller, market analysis since 2001
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Recent positions
TickerDirEntryP&LDate
INFQ LONG $15.77 Apr 16
AMZN LONG $242.80 Apr 14
AAOI SHORT $128.42 Apr 10
AMZN LONG $225.50 Apr 09
VCX SHORT $185.58 Mar 27
VCX SHORT $395.00 Mar 26
DXYZ SHORT — — Mar 26
VCX SHORT $395.00 Mar 26
VCX SHORT $395.00 Mar 26
VCX SHORT $395.00 Mar 26
By sector
Stock
10 ideas
Crypto
1 ideas
Top tickers (by frequency)
VCX 5 ideas
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AMZN 2 ideas
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DXYZ 1 ideas
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AAOI 1 ideas
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INFQ 1 ideas
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INFQ is significantly undervalued relative to peers, trading at a steep discount despite being
INFQ HIGH Apr 16, 12:10
"$INFQ IS THE ONLY company NVIDIA selected twice for both Calibration AND Decoding , yet trades at half the market cap of $RGTI, a company NVIDIA didn't select at all."
𝕏 @citronresearch Source ↗
April 16, 2026 at 12:10
𝕏 @citronresearch
Citron Research founder....
Go long Amazon as the market undervalues its diverse growth drivers, including the GSAT acquisition and ad business, while trading at a significant discount to historical multiples.
AMZN HIGH Apr 14, 12:49
"$AMZN Trading at 30x earnings against a 5-year average P/E of 48x and a 10-year average north of 60x."
𝕏 @citronresearch ⏲ medium-term Source ↗
April 14, 2026 at 12:49
𝕏 @citronresearch
Citron Research founder....
The recent $3.5B market cap expansion driven by a random press release is unjustified euphoria, and the stock is expected to fully retrace its pump back to $85.
AAOI HIGH Apr 10, 13:40
"This stock should trade back to $85 once the roulette wheel stops spinning (which would still put it above consensus)"
𝕏 @citronresearch ⏲ medium-term Source ↗
April 10, 2026 at 13:40
𝕏 @citronresearch
Citron Research founder....
Amazon is poised for a major re-rating toward a $300 price target as the market stops punishing its capex cycle and closes its valuation discount relative to Walmart.
AMZN HIGH Apr 09, 12:20
"Today is the game changer where the ridiculous discount to $WMT multiple should close."
𝕏 @citronresearch ⏲ medium-term Source ↗
April 09, 2026 at 12:20
𝕏 @citronresearch
Citron Research founder....
Citron Research questions VCX's financial math and highlights extreme borrowing costs as a warning to investors.
VCX Mar 27, 11:15
𝕏 @citronresearch Source ↗
March 27, 2026 at 11:15
𝕏 @citronresearch
Citron Research founder....
Citron Research warns that DXYZ is an overhyped product experiencing retail mania similar to past failed closed-end funds.
DXYZ Mar 26, 13:16
𝕏 @citronresearch Source ↗
March 26, 2026 at 13:16
𝕏 @citronresearch
Citron Research founder....
Citron Research predicts a potential 93% decline in VCX price if its premium compresses to match DXYZ levels.
VCX Mar 26, 13:16
𝕏 @citronresearch Source ↗
March 26, 2026 at 13:16
𝕏 @citronresearch
Citron Research founder....
Citron Research calls for an SEC investigation into potential undisclosed promotional payments by Fundrise for VCX.
VCX Mar 26, 13:16
𝕏 @citronresearch Source ↗
March 26, 2026 at 13:16
𝕏 @citronresearch
Citron Research founder....
Citron Research highlights SEC charges against Fundrise for illegal paid solicitation practices.
VCX Mar 26, 13:16
𝕏 @citronresearch Source ↗
March 26, 2026 at 13:16
𝕏 @citronresearch
Citron Research founder....
Citron Research claims VCX is massively overvalued and highlights a history of SEC regulatory violations.
VCX Mar 26, 13:16
𝕏 @citronresearch Source ↗
March 26, 2026 at 13:16
𝕏 @citronresearch
Citron Research founder....
Citron Research maintains a bullish outlook on CACC, arguing it is superior to goeasy and anticipating a positive settlement disclosure.
CACC Mar 13, 15:40
𝕏 @citronresearch Source ↗
March 13, 2026 at 15:40
𝕏 @citronresearch
Citron Research founder....
Andrew Left (Citron Research founder. Short-seller, market analysis since 2001) | 11 trade ideas tracked | VCX, AMZN, DXYZ, AAOI, INFQ | Twitter | Buzzberg