Bears Circle CoreWeave as Hertz CTB Hits 190%

Short sellers are loading up on CoreWeave. Its SI % of FF climbed to 24.8% this week, up from 21.2% just seven days ago. That 3.6 percentage point jump is one of the largest moves among US stocks with a market cap above $200 million.

Hertz remains the standout for cost to borrow. Its CTB hit 190%, with SI at 72.3% of float. Shares available to borrow are essentially zero. That combination makes fresh short positions extremely expensive to hold.

Wolfspeed holds 83.8% SI % FF, the highest reading among larger, well-known names. Days to cover sit at 9.6. The semiconductor maker has been under heavy pressure as EV-related demand softens. US state battery-electric vehicle registrations fell to a four-year low in July 2026, according to ORTEX Alt Data, which adds headwinds for silicon carbide chip makers.

Lucid carries 64.7% SI % FF, with zero share availability. Its CTB is 23.8%. The EV maker's short positioning tracks that EV fleet contraction directly.

Chewy remains the most shorted major consumer name at 86.7% SI % FF. Cost to borrow is a low 0.4%, suggesting shorts are comfortable holding.

Among social favourites, GameStop SI is just 10.2% of float. AMC Entertainment sits at 6%. Neither is a live squeeze candidate at these levels.

Taiwan semiconductor export orders hit a record high in September 2026, per ORTEX Alt Data, yet KLAC and LRCX shorts remain light at under 2.1% SI % FF each.