Filtered library · Theme
retail-squeeze theme · 2 dossiers
Dossiers in the retail-squeeze theme cluster — 2 names moving on shared catalysts.
All dossiersKSS
freshKohls Corporation
Deep-value, heavily-shorted department-store turnaround: Citigroup Buy/$22 (2026-06-01) plus a $190M tariff-refund cash catalyst into a 40%+ short book is squeeze fuel. Tactical squeeze trade on a declining business, MATURING narrative…
Retail squeeze consumer-retail-brands retail-squeeze
analysed · →
MRAM
Everspin Technologies, Inc.
Post-parabolic markdown: the AI-memory story behind a +300% run is breaking. Kerrisdale short (2026-05-19, $14 PT) reframed MRAM's top market as casino slot machines, not AI; price rolling ~$29 (06-04) → ~$23 (06-06) below every analyst PT…
Retail squeeze small-cap-ai-momentum mram-niche-memory
analysed · →