Short Sellers Crowd Chewy, Wolfspeed

Chewy remains the most shorted large-cap name in US markets. Short interest sits at 88.6% of free float. That figure did ease slightly this week, down from 92.2% seven days ago, a modest retreat that still leaves shorts deeply committed.

Wolfspeed is the standout story in semiconductors. Short interest stands at 85.6% of free float with 9.9 days to cover, the highest DTC among mid-cap names. The stock fell another 16% over three months. Shorts show no sign of backing down.

The biggest weekly mover on the short side is SHF Holdings. Its SI jumped from 47.6% to 461% of free float in seven days. SCWorx followed, rising from 6.3% to 151.6%.

Among names that attract social media attention, GameStop holds 10.2% SI with little change. Tesla SI is 2.6%, barely moved week on week.

Lucid Group carries 64.3% SI and near-zero share availability, making it one of the hardest names to borrow right now. The stock is down 53% over three months.

SoundHound AI holds 39.9% SI with 9.2 days to cover and zero borrow availability. Its ORTEX short score sits at 76.8.

On the macro side, Taiwan's total export orders hit a record $114.2bn in September, the highest since 1984. That tailwind could matter for chip-adjacent names where short sellers are already stretched.