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Citron Research | Executive Editor Andrew Left | Publishing Since 2001

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This week, SentinelLabs broke the most significant attribution story in the Salt Typhoon investigation — the largest telecom breach in U.S. history. Their researcher traced two Chinese state hackers back to Cisco’s own training program. Wired picked it up. National security circles are buzzing. This is the same playbook that put CrowdStrike on the map after SolarWinds. The irony? Salt Typhoon exploited vulnerabilities in Cisco, Palo Alto, and Fortinet devices — the legacy infrastructure incumbents that trade at premium multiples while SentinelOne trades at 5x sales like it’s going out of business. Sources: Wired | SentinelLabs READ THE FULL REPORT HERE ———————————– Follow Citron on X for more insights, Citron Research founder Andrew Left returns to Fox Business’ The Floor Show to discuss his latest market outlook. After a string of winning calls earlier this year, Left shares where he sees opportunities through 2025 and reveals his newest short position. Watch the full interview here:

Credit Acceptance Corporation Citron Re-Examines $CACC: Skeptics No More. Bull Case Won A NOTE FROM CITRON We Were the Skeptics. The Facts Changed. Citron has covered Credit Acceptance for years — and not always favorably. We were among those who believed the regulatory scrutiny posed existential risk. We were wrong. The company quietly resolved every major legal threat without a fundamental crack in the business. That’s not spin — that’s called intellectual honesty. The facts changed. So did our view. We do not write reports to stay consistent with past positions. We write reports…

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