Bears Pile Into Chewy; MVIS Retail Buzz Spikes

Short sellers added to positions in CHWY last week. SI % of free float rose to 91.5%, up 4.3 percentage points in seven days. That makes it one of the sharpest movers among mid- and large-cap US names. Borrowing costs remain low at 0.44%, so the trade stays cheap.

WOLF tells the opposite story. Short interest in the chipmaker fell nearly 5 points to 82.6% of free float. Bears are unwinding but the position is still enormous. Shares available to borrow have hit zero, which could trigger a squeeze if buyers pile in.

EVCM carries one of the most uncomfortable short positions in the market. Cost to borrow stands at 131% APR and availability is just 5.5% of short interest. That combination raises squeeze risk sharply.

MVIS is the social media story of the week. Wikipedia views for MicroVision sat 10 standard deviations above its own history on 19 October, according to ORTEX retail attention data. SI % FF is 22.9% and borrowing costs have hit 97% APR, with almost no shares left to borrow.

TSLA reports earnings tomorrow. SI is a modest 2.5% of free float. German car registration data tracked by ORTEX, a dataset that leads Tesla revenue by 43 days, is running 269% above the same quarter last year.

IBTA added 2.8 percentage points to reach 46.2% short. The fintech firm has seen steady bear accumulation with availability at just 24% of SI.