Allbirds' pivot from selling shoes to selling GPUs puts it in a market where compute is so scarce that even fashion companies are joining Bitcoin miners in abandoning their old businesses. Selling shoes is essentially dead, and the stock jumped more than 150% on the pivot. x.com  x.com  x.com 

Borealis Foods is set up for a short squeeze continuation. Short interest is about 335%, Fintel and Robinhood show no shares left to borrow, and volume has run about 100x normal, exceeding the entire share count in a day. A break above the high of day at $2.42 would confirm the next leg. x.com  x.com  x.com 

Allbirds' plan to sell its footwear brand, rename itself NewBird AI and use a $50 million convertible facility to buy GPUs for AI compute is a sign of a bubble near its peak, making it the short of the year. x.com  x.com  x.com 

Direct Digital Holdings could get wild because there are almost no shares left to short. Robinhood shows none available with a 103.5% cost to borrow and Fintel 200 shares at 108%, which is why it is moving. The micro-float stock hit $2.78 pre-market with the same chart pattern Future FinTech showed before its breakout. x.com  x.com  x.com  x.com 

China SXT Pharmaceuticals is a short-squeeze candidate: short interest exceeds 20%, institutional ownership exceeds 100%, no shares are left to borrow and the cost to borrow is over 500%. It has the same setup as other low-float, high-short-interest plays; after coiling all day, a pop on incoming volume is only a matter of time because shorts are trapped. x.com  x.com 

Allbirds' pivot from footwear to AI infrastructure looks like a loss-making machine that will dilute shareholders again and again, so its jump should fade faster than most expect. Per @amitisinvesting, Allbirds is selling all its assets and raising $50 million in convertibles to buy GPUs. Retail buyers are serving as exit liquidity. x.com  x.com  x.com  x.com 

C3is trades far below its cash: about $48M on the books against a float of roughly 1.5-2 million shares implies $24-32 a share, yet the stock is near $1.5, and the company is now profitable. It was a dilution machine while acquiring its fleet, but the story looks to be changing. Short interest is 55%, cost to borrow 146%, few shares remain to short, and institutional ownership rose. About 450,000-500,000 warrants at $1.51 and $2.44 remain, making $2.44 the next target. x.com  x.com  x.com  x.com  … Show more

Merlin Labs shorts look set to get caught as borrowing costs hit records and options positioning tilts heavily bullish. Per @ShawarmaCapital, shorts took about 330,000 shares of borrow in 90 minutes as the fee jumped from about 45% to 110%, now around 140%, the highest ever for the ticker. June 18 open interest runs nearly 10:1 calls, with 6,955 at the $10 strike versus 1,177 puts at $7.50, while the stock is pinned at $8. x.com 

Allbirds' AI pivot looks like a pump and dump, because the company is unlikely to secure power or GPUs at any reasonable scale and needs far more money than this note provides to have a chance. @Lazarus_Capital expects an equity raise, management getting paid and a pivot to the next thing. x.com  x.com  x.com  x.com  x.com 

Beneficient's next leg up is coming because there are no shares left to short, including on Fintel. x.com  x.com