Does China hold an off switch on America’s AI data center buildout? This CEO swore his $70B company doesn't rely on China. His own suppliers told us otherwise. Then it got weirder — we followed the money behind the AI boom's hottest power stock.
Hunterbrook Media
@truth.bsky.social
Accountability. News & Investigations. ideas@hntrbrk.com No ads. No paywalls. wikipedia.org/wiki/Hunterbrook Disclosures: HNTRBRK.com
NEW: Ensign ($ENSG) is a $10 billion skilled nursing facility roll-up that markets 5-star ratings and "industry-leading" outcomes. The numbers are a mirage. Behind them is understaffing, which experts told Hunterbrook may be illegal under both federal and state law.
UPDATE: CSG has reported $2.8 billion in contracts with unnamed “Southeast Asian” customers. Reporting indicates most of this business is with a single counterparty in Indonesia. We also found a mystery payment… which may help explain how CSG landed some of this business.
Hunterbrook Media@truth.bsky.social · 3mo agoNEW: 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.
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.
New from Hunterbrook and Bethany McLean: While private credit fills headlines, the risks of private equity have flown under the radar. Today, we dive into one of its giants: Hamilton Lane.
The U.S. minesweepers are closer to the war between Geno’s and Pat’s than the Strait of Hormuz.
NEW: Lennar appears to have locked itself into paying billions in fees to Wall Street firms just to hold land it used to own. Those fees are recorded as assets — not expenses — on Lennar's balance sheet. But the bill is coming due. And it may rival $LEN’s profits.
A $3.8B Thai petrochemical giant, Indorama Ventures, pledged to be a responsible neighbor after buying a major southeast Texas plant. Documents obtained by Hunterbrook Media show the company exposed thousands to carcinogens, violated permits, and hid toxic leaks from regulators
BREAKING: Microsoft denies "commercial" relationship with Richtech Robotics — after $RR added $370 million in market cap after announcing a "close collaboration." Microsoft told us the engagement was a "standard" customer program.
BREAKING: Grizzly Affair — American tech company’s networking gear is powering Russian battlefield communications in Ukraine. The company is Ubiquiti, $UI, a $34 billion Wi-Fi giant whose founder became the youngest owner of an NBA Team in 2012. youtu.be/Fp5m0AzwsPk
Grizzly Affair: How an NBA Owner's Company Powers Russian Battlefield Communications in Ukraine
YouTube video by Hunterbrook
youtu.be
Insurance giants are hiding billions meant to lower Americans’ drug costs. Our year-long investigation details how CVS, UnitedHealth, and Cigna created shell companies to evade reform efforts and hide payments received from drugmakers. Read our full investigation: hntrbrk.com/pbmgpo/
“Bullshit” — The New Way Health Giants Hide Billions
Three mysterious entities. Tens of billions in revenue. CVS, UnitedHealth, and Cigna created "PBM GPO" subsidiaries to divert billions of dollars.
hntrbrk.com
On paper, 3 little-known companies seem to generate more revenue per employee than $AAPL or $NVDA. Many times over. Who are they? Are these really the most lucrative businesses in history? ... Or a front? Tomorrow, Hunterbrook drops a massive exposé. Sign up: newsletter@hntrbrk.com
Millions try to quit smoking. Most fail. Can a medicine from a poisonous tree help? Achieve Life Sciences $ACHV is near FDA approval for a therapy that doctors, scientists, and health program directors told Hunterbrook is likely the best option to quit smoking and vaping.
BREAKING: New Mexico sues New Era and its CEO — seeking to bar the company from doing business in the state. Here’s what the lawsuit alleges about $NUAI.
NEW: @BethanyMac12 who exposed Enron, reports that if you're looking for an AI bubble, you don’t need to look at the hyperscalers. Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar. Companies like RadNet. Our new investigation on $RDNT:
NEW: Gas Company Confirms Methane Release After Hunterbrook Investigation Hunterbrook reported that a February release at Permian Resources ($PR) gas storage tanks likely exposed thousands in New Mexico to a cancer-causing chemical.
BREAKING: We obtained LGI Homes’ 261-page internal sales manual, a document tagged with the employee’s name on every page and tightly guarded. It lays out how $LGIH engages in pressure, manipulation, and potential unlicensed mortgage activity.
In the leaked Sable call, execs boasted about a “golf buddy” in the Commerce Department and hinted at setting up a Mickelson golf game with billionaire Commerce Secretary Howard Lutnick. But a source close to Lutnick shut it down: he’s never heard of Sable, and no golf game is planned.
Hunterbrook Media@truth.bsky.social · 9mo agoIn this clip from the leaked Sable investor call, the CEO joked about renaming the Pacific “Ocean America,” gold-plating oil platforms, and making sure Oprah could see Trump’s name from her Montecito mansion. Yes, really. Read the full story at hntrbrk.com/sable-2
In this clip from the leaked Sable investor call, the CEO joked about renaming the Pacific “Ocean America,” gold-plating oil platforms, and making sure Oprah could see Trump’s name from her Montecito mansion. Yes, really. Read the full story at hntrbrk.com/sable-2
Hunterbrook Media@truth.bsky.social · 9mo agoBREAKING: Sable Special Committee Will Investigate Findings by Hunterbrook; $SOC Will Try to Raise $225M to Extend Exxon Loan hntrbrk.com/sable-3
From reporting to impact. Our investigation into Sable is now featured in POLITICO for helping stop Exxon's pipeline.
Hunterbrook Media@truth.bsky.social · 9mo agoSCOOP: Mickelson, Oprah, Trump, and Sable’s Hail Mary Leaked call shows $SOC may be quietly planning an up to $200M dilutive equity raise and giving select investors—including @PhilMickelson—advance warning of material announcements.
“Sable has left me no choice,” said Fifth District Supervisor Steve Lavagnino as he reversed his original vote to allow Sable the permit to take over Exxon’s failed Santa Barbara oil pipeline.
Hunterbrook Media@truth.bsky.social · 9mo agoBREAKING: Sable Special Committee Will Investigate Findings by Hunterbrook; $SOC Will Try to Raise $225M to Extend Exxon Loan hntrbrk.com/sable-3
BREAKING: Sable Special Committee Will Investigate Findings by Hunterbrook; $SOC Will Try to Raise $225M to Extend Exxon Loan hntrbrk.com/sable-3
BREAKING: Sable Special Committee Will Investigate Findings by Hunterbrook; $SOC Will Try to Raise $225M to Extend Exxon Loan
The upcoming equity raise had previously not been widely disclosed — though it had been mentioned to a small group of investors on a private call, the leaked recording of which Hunterbrook published o...
hntrbrk.com
Hunterbrook Media@truth.bsky.social · 9mo agoSCOOP: Mickelson, Oprah, Trump, and Sable’s Hail Mary Leaked call shows $SOC may be quietly planning an up to $200M dilutive equity raise and giving select investors—including @PhilMickelson—advance warning of material announcements.
BREAKING: We found Ukrainian kids on Russian adoption sites — which were then taken down. But not before we sent the evidence to Ukrainian prosecutors. youtu.be/5fFP7CQ5sWU
We Found Ukrainian Kids on Russian Adoption Sites. Then the Evidence Disappeared.
YouTube video by Hunterbrook
youtu.be
SCOOP: Mickelson, Oprah, Trump, and Sable’s Hail Mary Leaked call shows $SOC may be quietly planning an up to $200M dilutive equity raise and giving select investors—including @PhilMickelson—advance warning of material announcements.
UPDATE: Three more G7 users died, according to reports filed last month with the FDA. Their stories are similar to problems revealed in Hunterbrook’s investigation of Dexcom’s fatal flaws. $DXCM declined to comment. youtube.com/shorts/KPLLA...
Three more G7 users died, shown in reports filed with the FDA. Disclosures: hntrbrk.com/dexcom2
YouTube video by Hunterbrook
youtube.com
Hunterbrook Media@truth.bsky.social · 11mo agoNEW: False data. Deaths. Hospitalizations. Dexcom's key G7 blood sugar monitor is failing diabetics. Execs are fleeing amid soaring complaints, FDA scrutiny, competition, and ticking time bomb accounting.
NEW INVESTIGATION: The smell that haunts Danville — and the company behind it. For years, Viscofan’s Illinois plant has flooded a struggling town with toxic emissions. Families say they’re paying with their health — and their lives. www.youtube.com/watch?v=lqSC...
How The Sausage Is Made — Literally
YouTube video by Hunterbrook
youtube.com
BREAKING from @truth.bsky.social: The Chevron refinery in El Segundo, which suffered a major explosion and fire last night, sported a pattern of repeated environmental violations, with dozens of reported incidents over the past three years.
New from @truth.bsky.social: Dozens of U.S. Military VIP aircraft arrived in Washington D.C. over the last 24 hours, carrying general officers for today's gathering at Quantico.
NEW: Permian Resources exposed thousands in New Mexico to a cancer-causing chemical, according to a new tracking tool. The New Mexico’s Environment Department told us the company never reported the toxic discharge. youtube.com/shorts/LWm4X...
NEW: Permian Resources exposed thousands in New Mexico to a cancer-causing chemical.
YouTube video by Hunterbrook
youtube.com
NEW: False data. Deaths. Hospitalizations. Dexcom's key G7 blood sugar monitor is failing diabetics. Execs are fleeing amid soaring complaints, FDA scrutiny, competition, and ticking time bomb accounting.
Dexcom’s Fatal Flaws
YouTube video by Hunterbrook
youtu.be