There were 166 short-selling campaigns launched in 2025, a 55% increase from 2024. The vast majority of campaigns were based in the United States. Technology companies were the most targeted sector, with 55 campaigns focused on tech firms. AppLovin was a common short and its stock fell nearly 40% this year. The slide in software names such as Salesforce and Oracle intensified skepticism about valuations in the age of AI. New short-seller BMF Capital targeted BigBear.ai partly citing a "lack of true AI innovation." Some shorts watch companies that repeatedly change narratives to stay relevant.
""lack of true AI innovation.""
""that repeatedly change narratives in search of relevance, such as a sports company pivoting into AI dating.""
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