Overview Digital Domain Media Group, Inc. (“DDMG” or “the Company”) is a short because it loses money, has had questionable related party transactions, a confused corporate strategy that could lead to further shareholder destruction and few sustainable competitive advantages. DDMG has ~43mn shares outstanding; ~35mn of those shares are under a lock-up agreement that expires […]
Author Archives: scuttleblurb
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[scuttleslops] INTC, AMD, Anthropic, BKNG, NEE, PLTR
November 6, 2026
Intel can’t make enough CPUs; AMD is supply constrained too but appears to be taking [...]
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update on Gartner
November 4, 2026
Upcoming posts (in no particular order): Domino’s Pizza, Constellation Software, Otis, Badger Meter, Tractor Supply, [...]
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[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN
November 2, 2026
Google is reading Reddit and sending it less traffic; cybersecurity is entering a dangerous new [...]
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[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI
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AI could improve Google’s ad economics; AI agents need Amazon; more specialty insurance risks are [...]
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[scuttleslops] SPCX, TXN, ROL, URI
October 26, 2026
SpaceX is coming for the telcos; turns out Texas Instruments was early, not wrong; Rollins’ [...]
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