@Qlarividencia @aleabitoreddit Qube's covering seems related to MSCI Europe Small Cap - they covered >50 European small cap shorts on 18th of May
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Breakout Point
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Breakout Point
@BreakoutPoint
We uncover Big Shorts & track Meme Stocks. Impressum: https://t.co/dfZeLDCtvL Posts are not investment advice.
Katılım Mart 2018
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@BreakoutPoint @aleabitoreddit It looks like Qube closed their short position now.
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Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to meet US institutions through:
> MSCI inflow in 2 weeks.
> NASDAQ Listing.
> US CHIPS Act backstop.
alongside core revenue driver from the optical supercycle revenue ramp from likely $AAPL, $JBL, $POET, Ayar, Onet/Enablence, Lightium, $AEVA, $MRVL, Lightmatter, Lightelligence, and $AMD over the next year or two.
I personally don't think it's going to end well for the Swedish locals shorting (and some random algos) at this early stage.
And the popular saying is every one stock short turns into a long eventually.
Serenity@aleabitoreddit
$SIVE short interest is around ~17% of free float apparently from some third party data, which is enormous (probably higher after yesterday). IMO they're prob fked doing it so early on. Now with MSCI + CHIPS ACT + NASDAQ Listing cataylsts. There was another local Swedish hedge fund that was down -20% off their shorts last month, so it might go under if things continue as is.
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Retail (1h):
1 $NOW =
2 $NVDA =
3 $MU =
4 $MSFT ▲
5 $AMD ▲
6 $AMZN ▲
7 $INTC ▼
8 $TSLA ▼
9 $SOFI ▲▲
10 $HD NEW
Retail leaderboard via breakoutpoint.com
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@NowiS0608 @aleabitoreddit Indeed a big change in the meantime
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👇 so far, this did not age bad
Claire, aka Midwestern Hedgie 🇱🇧@MidwestHedgie
i feel like a good strategy might be to sell everything optical when $LITE gets to 1000 and fails there
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Busy day for activist shorts
$TE -10% (Fuzzy Panda)
$MRAM -9% (Kerrisdale)
$OBCK.DE -10.5% (Grizzly)
GIF
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Kerrisdale vs another recently popular retail ticker
$MRAM is in much retail focus than one week ago:
Kerrisdale Capital@KerrisdaleCap
We are short $MRAM (Everspin Technologies), a niche industrial memory chipmaker whose stock has soared 300%+ as speculative investors pile into anything remotely associated with “memory” and AI. Report at kerr.co/mram (1/8)
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Fuzzy is short $TE
Currently popular retail crowd's name
FuzzyPanda@FuzzyPandaShort
New: We are Short T1 Energy (TE) Investors confused T1 as an AI play. It's Not. It is another China Hustle We'll reveal the dirty little secrets of its key IP transfer that hide T1's deep ties to China T1 is FEOCk’ed. Expect major accounting restatements coming soon
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@FuzzyPandaShort 🍿🍿🍿
$TE is currently popular retail investors's ticker. Retail popularity rank:
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New: We are Short T1 Energy (TE)
Investors confused T1 as an AI play. It's Not. It is another China Hustle
We'll reveal the dirty little secrets of its key IP transfer that hide T1's deep ties to China
T1 is FEOCk’ed. Expect major accounting restatements coming soon
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Take This Short Quiz
How did $POET perform since their short quiz?
1. +100%
2. +50%
3. -10%
Comment with your best guesses.
POET Technologies@POETtech
Take This Short Quiz How well do you know our company? Here is the first step in providing some info for which we know many of you have longed. Comment with your best guesses. Short on time? Don’t worry — we’ve got you covered. We’ll flex with the answers when it’s most opportune. 1. What is the year-over-year %-age increase of the company’s combined office and lab space in Singapore (previously 5,000 square feet)? a) 25% b) 50% c) 250% 2. What is the company’s current assembly capacity, including facilities at Globetronics and NationGate (previously 0 in 2025)? a) 2,500 square feet b) 10,000 square feet c) 20,000 square feet 3. Here’s the big one: What is the approximate %-age monthly increase of the company’s wafer supply from Silterra (previously 65 wafers per month; answer is verifiable by purchase orders)? a) 10% b) 100% c) 823.1% #POETpowersAI $POET
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$POET down another 8% currently
Down ~30% since short by @NMRtweet
👇Prominent bull-to-bear pivots
🐧@pennycheck
spaces @ 11est Dead Poets Society: My 18 month journey from mega poet bull to mega poet bear
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Breakout Point retweetledi
The Andrew Left trial has featured some curious decisions by the DoJ. “I know, let’s put the head of a fraud on the stand to talk about how Left hurt their share price” was the first, and “Let’s put a retail schnook who’s angry Left called out cannabis shitcos” is another.
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$CBRS retail crowd's vibes are along the lines:
Great company, dumb price, but the dumb price might get even dumber before reality kicks in
Retail popularity rank:
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ShadowFall disclosed a short in $THG.L
This is their 1st short disclosure since Gerresheimer short
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$MBOT down as much as 19%
White Diamond@WhiteResearch
We Interviewed Some of the First Surgeons to use Microbot Medical’s LIBERTY Endovascular Robotic System, And It’s Clear That It Will Be A Commercial Failure – $1 Price Target Microbot Medical $MBOT has one product, the LIBERTY Endovascular Robotic System, and it has recently begun its full launch. Our research shows that it won’t sell well because it is an expensive, wasteful, unreimbursed device and doesn’t have any clinical benefits to patients. Our first interview with a surgeon who has used the LIBERTY went from us asking how good it is to the surgeon telling us how bad it is. “(The LIBERTY) is extra work, you could do the surgery yourself without the robot faster, with equal accuracy, and it’s gonna cost you an extra $3,000”, the surgeon bluntly told us. This surgeon also made the following statements: “and this is all anonymous, you know, because I don’t need the company getting pissed off at me….., but, um, you know, in its current form, I don’t know that it’s gonna impact our practice.” “And, and, you know, that’s, that’s the reality for an investor. That’s what an investor should know.” There’s no medical reimbursement for the LIBERTY. It costs hospitals an extra $3K-4K per procedure with the LIBERTY compared to doing the surgery by hand. Hospitals don’t make enough from these procedures to justify paying that much extra. The entire device is thrown away only after one use, even the bulky remote control and robotic drive unit. This is very wasteful. We also interviewed Dr. Charles Briggs from Tampa General Hospital, and he said he’s the only one there who really uses the LIBERTY out of the hospital’s 15 vascular surgeons. Briggs said he only uses the LIBERTY about once every week and a half. Because of its single-use design we can correlate infrequent use with weak sales. The LIBERTY is not ready to handle a full peripheral vascular procedure and is only compatible with the small caliber .014” guidewire, not the standard .018” guidewire. In the Needham Healthcare presentation on 4/15/26, MBOT’s Founder and CEO, Harel Gadot, stated that MBOT had $80M at the end of 2025, and will have a high $2.5M per month burn rate in 2026. That’s significantly higher than their historical monthly burn rate of about $1M, and gives them less than 3 year’s worth of cash runway. MBOT has plenty of cash for marketing the LIBERTY. However, on 4/10/26, MBOT filed to raise another $39M, which suggests there will be more dilution in the near future. Gadot was also the founder of XACT Robotics. XACT had a surgical robot similar to the LIBERTY, also used for vascular surgery, which was a commercial failure. In 2023, XACT ran out of money and shut down because it was unable to raise more investor capital. We see MBOT going down the same road. We have a $1 price target on MBOT, which we believe is generous, as the stock will likely be trading below cash value once it’s apparent that the LIBERTY is a commercial failure and the company will just be burning through its cash over the next few years. See full report here: whitediamondresearch.com/research/we-in…
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@aleabitoreddit What is your view about this persistent shorting in $SIVE?
8.25% in aggregate shorts, with these top four shorts:
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If you didn't know $POET is up 22% premarket on a $50m purchase from Lumilens.
Scaling to $500m with a longer term framework.
As mentioned in Sivers 2025 annual report: $POET is ramping up H2 2026 with $SIVE.
Any demand from these midstream players back to $SIVE as the laser chokepoint for everything.
So yes, this is highly bullish for Sivers.
Doodle Trade@doodletrade
@aleabitoreddit Does today’s $POET news impact $SIVE ? Are Siver’s lasers part of the POET scope?
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$EBAY on the $GME offer:
"neither credible nor attractive."
Truly no way to have seen it coming.
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