Bears Circle CoreWeave and Lucid

Short sellers have been busy this week. CoreWeave saw the sharpest rise among liquid names. Its SI % of FF climbed from 21.2% to 24.8% in seven days, a 3.6 percentage point jump.

Lucid Group already sits at 64.7% SI % of FF, one of the highest readings among US stocks with real market cap. Bears added another 1.9 points this week. ORTEX alt data adds context: registered battery-electric vehicles in the US state fleet fell to a four-year low of 13,272 in July 2026, down from 15,268 in July 2022. That is a tough backdrop for an EV maker burning cash.

Wolfspeed remains a crowded short at 83.8% SI % of FF, with zero availability. No shares are left to borrow. The cost to borrow runs near 1.7%. Days to cover sits at 9.6, making a squeeze painful but not impossible.

Gas producer BKV Corporation posted the biggest weekly SI move in percentage points. Bears pushed its short interest to 38.6% of free float, up from 34.7%.

Chewy holds an unusual position: 88.6% SI % of FF, yet availability is over 530%. Short sellers have plenty of room to add.

Taiwan export orders hit a record $95.7 billion in September 2026, the highest since the series began in 1984. That chips data matters. CoreWeave sits at the centre of the AI-chips narrative, and rising shorts there suggest some traders are betting the rally has run too far.