Nathaniel Brooks Horwitz (@nbhorwitz) header
Nathaniel Brooks Horwitz (@nbhorwitz) profile picture

🇦🇺🇺🇸 CEO @HNTRBRKmedia & Hunterbrook Capital. News/disclosures at https://xitter.cf/t.co/ep4xsCPCtb — Never advice, positions will change any time. Exec Chair @ Mayday.

Joined June 2016
Photo by Nathaniel Brooks Horwitz (@nbhorwitz)Photo by Nathaniel Brooks Horwitz (@nbhorwitz)Photo by Nathaniel Brooks Horwitz (@nbhorwitz)Photo by Nathaniel Brooks Horwitz (@nbhorwitz)Photo by Nathaniel Brooks Horwitz (@nbhorwitz)Photo by Nathaniel Brooks Horwitz (@nbhorwitz)Photo by Nathaniel Brooks Horwitz (@nbhorwitz)Photo by Nathaniel Brooks Horwitz (@nbhorwitz)Photo by Nathaniel Brooks Horwitz (@nbhorwitz)Photo by Nathaniel Brooks Horwitz (@nbhorwitz)
With Jensen Huang out, it may be a useful time to ask: who especially relies on Nvidia? $NVDA
Everyone knows about Nvidia’s circular obligations. We wanted to build the first, comprehensive living guide to the Bank of Nvidia.  All the $NVDA commitments and guarantees, presented in one place:
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$CSG about -20% intraday. Europe’s biggest defence IPO is now under half its €25 listing price. Hunterbrook’s May short thesis: CSG is more reseller than shell-maker. CSG denies it. Shares down >40% since the initiation.
NEW: Europe’s biggest military IPO is combusting. Our months-long dive into the Czechoslovak Group — and the question of just how much ammunition it really produces.
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Update: has combusted* ? $CSG NV
NEW: Europe’s biggest military IPO is combusting. Our months-long dive into the Czechoslovak Group — and the question of just how much ammunition it really produces.
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UPDATE:
Back in November, we did this @pablofindsout episode with @SammyKoppelman about Phil Mickelson's text, to investors, that "Big daddy TRUMP" is "ready to swing his 14 inch cock in front of Newsom's face" and "drive up" Sable Offshore's stock: youtu.be/UbmBZR5aoRY?si=zTjY… (See below.)
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The saddest thing about Sable is that this was essentially the best case scenario—a war, a POTUS intervention, high oil prices. Proud of the dogged reporting from @hntrbrkmedia… genuinely hope @PhilMickelson & the $SOC group chat are okay. Exxon better clean this thing up…
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$SOC đź‘€
To be earnest: I really hope people read this story — and the sober legal analysis in it — with an open mind. Our reporting has been right on Sable for a year and half. And a new generation of people hearing the $SOC pitch should know what the company is actually up against.
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For no reason at all, bumping the @hntrbrkmedia piece from this week: The Comprehensive Guide to the Bank of Nvidia. By @bethanymac12. An interactive look at just how many companies Nvidia has promised to backstop — with extraordinary graphics: hntrbrk.com/investigations/n…
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Amazing scoop!
Never met the team at @CulperResearch but shouted them out in today’s @BearCaveEmail. They did intrepid investigative reporting here on Huang and Huang — before anyone else — and it should be recognized as such!
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We cut together a video of Jensen defending selling chips to China — and on the bright side, he looks like a man in love ♥️
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Comments and criticism and additional information welcome!
Everyone knows about Nvidia’s circular obligations. We wanted to build the first, comprehensive living guide to the Bank of Nvidia.  All the $NVDA commitments and guarantees, presented in one place:
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Nathaniel Brooks Horwitz retweeted
Everyone knows about Nvidia’s circular obligations. We wanted to build the first, comprehensive living guide to the Bank of Nvidia.  All the $NVDA commitments and guarantees, presented in one place:
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To $BE or not to $BE?
UPDATE: Remember when Bloom claimed its supply chain is “not dependent on China” after Hunterbrook’s reporting?  New trade records show $BE seems to have quietly restarted a Chinese supply route for scandium-containing fuel cell parts.
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UPDATE: Remember when Bloom claimed its supply chain is “not dependent on China” after Hunterbrook’s reporting?  New trade records show $BE seems to have quietly restarted a Chinese supply route for scandium-containing fuel cell parts.
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KAXE/KBXE radio had Laura Wadsten and Leo Anderson on this morning to talk about Hunterbrook’s new documentary, Killing Cass Lake. They discussed the film, the Superfund site’s effects on the town, why it remains contaminated today, and what Leo and Laura hope people take away.
New documentary out now: Killing Cass Lake pairs never-before-seen archival footage with new reporting on a Minnesota tribal community's decades-long fight with International Paper over a toxic Superfund site.
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NEW: The Times’s Credit Crisis A recent New York Times front-page feature on chemical plants in the Trump era had deep reporting, stark data visuals, and an uncanny resemblance to a smaller outlet’s earlier investigation. Was this a case of unacknowledged inspiration, a steroidal dose of Times exceptionalism, or sheer coincidence? puck.news/media/2026/10/did-…
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$ANT made biotech a key focus of its S-1, but what can Anthropic actually do today?
Can Claude actually help create new medicines? Hunterbrook joined @Citrini at Anthropic, where we hunted for a new antivenom using an unreleased model without all its usual biosecurity guardrails. We then tested its designs in two labs.
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The latest in the @HNTRBRKmedia series Poisoned USA — & our first investigative documentary 📽️
New documentary out now: Killing Cass Lake pairs never-before-seen archival footage with new reporting on a Minnesota tribal community's decades-long fight with International Paper over a toxic Superfund site.
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Whoa. Not a great look for @nytimes. What say @NYTimesPR ?
We gave the Times the chance to do the right thing yesterday. Instead, they’re going with an argument that basically boils down to: *We randomly produced our first ever plume model about the exact same incident that Hunterbrook exposed with a plume model *We randomly took a lead photo of the exact same home on the exact same street *We randomly interviewed the same expert Etc. They wrote a great story. Obviously, we care about the subject deeply. It’s just a huge bummer for our team and the reporters who worked relentlessly on these stories.
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Our documentary Killing Cass Lake drops Tomorrow, Oct. 26th. Watch on HNTRBRK.com, YouTube, and X. This is the latest investigation in the Hunterbrook Media series Poisoned USA.
KILLING CASS LAKE | OFFICIAL TRAILER Leo Anderson bought a camera to document what a contaminated site was doing to his hometown. His tapes sat in storage for 20 years. Our first investigative documentary, with Leo's never-before-seen footage, drops Monday.
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objectively really funny the times is now ripping off hedge fund journalism
Breaking: Several sections of @NYTimes front page story today mirror two earlier Hunterbrook investigations — without attribution.  Images. Methods. Sources. Imitation is the sincerest form of flattery?
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