Sam Koppelman 2.1 3 ideas

The stock previously crashed due to accounting delays and delisting fears. Hunterbrook's investigation found the technology (weapons detection) works effectively in schools/stadiums and the accounting error was de minimis ($4M). Currently, the stock is selling off again in sympathy with software stocks and Axon (AXON), despite Evolv being a hardware/infrastructure play. The speaker notes the market is "indiscriminate" and implies the current sell-off is unjustified given the product's sticky demand (school safety). Fundamental value play; the business is real and growing despite market perception of it being a "fraud" or "software" stock. Regulatory scrutiny (SEC/FTC) persists; management fails to execute the turnaround.

Sable Offshore faces massive regulatory hurdles in California to restart a pipeline. The stock was pumped by Phil Mickelson, but leaked audio revealed the CEO admitted a desperate need for capital. The company is "not telling the truth" to the market regarding its timeline and capital needs. They have now received subpoenas from the SEC and SDNY following Hunterbrook's reporting. The company is structurally broken with regulatory headwinds and potential legal fraud issues. They somehow secure the capital or regulatory approval (highly unlikely given California politics).

The stock spiked on a rumor from "ABC Money" about an acquisition, which Hunterbrook identified as a fake news site run by scammers in Dubai. This highlights the vulnerability of the market to "fake news" and algorithmic trading. While the specific trade is over, it serves as a signal to fade/short spikes based on unverified media reports from obscure outlets. Fade news-driven spikes from non-tier-1 sources. The rumor turns out to be a leak of a real deal (unlikely in this specific case, but generally).