The Curious Accounting of CuriosityStream

100 Views18 Aug 2026 08:19

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SUMMARY

It’s been a while since I’ve done a bearish writeup on the Substack, but I have a fun one today on a name I monitor very closely.
CuriosityStream ($CURI) is a declining streaming service now marketing itself as an AI content licensing play.
I’ve had a small short on for a while, and when I saw the stock was up 40% on very strong, very profitable earnings a few days ago I was baffled, had I gotten this one wrong?

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