🚨 November 2025 Activist Short Selling Report is HERE •15 reports published •-15.1% average impact •73.3% success rate This wasn't just a good month. This was a DOMINANT month for short sellers. Here's what went down 🧵👇 https://t.co/cBpc0v0aSM

"The fraud cycle follows the financial cycle," Chanos notes. The longer the boom, the more egregious the fraud. When this cycle turns, there will be fewer veteran sleuths to uncover what's been hidden. That's exactly why we built Activ8Insights.

The sobering part: U.S. households now have 30%+ of assets in stocks, higher than the dotcom peak. Meanwhile, the short selling landscape has shifted dramatically. Regulatory pressure and DOJ investigations have pushed many veteran fraud hunters to the sidelines or into other

The consensus: timing the top is impossible. But the warning signs they're watching differ. Chanos sees dotcom-level exuberance. Block is focused on unemployment spiking and passive fund flows drying up. Left expects "deflation" when AI fails to deliver transformational results.

The Economist sat down with Chanos, Block, and Left to get their read on markets, AI hype, and what might trigger the next downturn. Some key takeaways worth flagging. 🧵 https://t.co/uQFhq4csZi

We're short $NUTX again Retail investors have sent shares rallying, but they misunderstand the company, its financials, and the coming revenue cliff. #KnowWhatYouOwn https://t.co/prJB9pLasy

👑 SHORT KING OF THE MONTH: @FugaziResearch •One report. •One target. •81.6% destruction. Their Davis Commodities, $DTCK takedown was surgical. A $15M Singapore-based micro-cap had nowhere to hide. 5x the monthly average impact. Great execution.

The damage was real: $DTCK: -81.6% (@FugaziResearch ) $SOC: -55.8% (@hntrbrkmedia ) $DTCK: -54.5% (@BmfReports ) $HOVR: -14.9% (@Pelicanwayre ) $NUTX: -14.3% (@CapybaraShort ) Micro-caps got absolutely demolished.

SMX: Going Full Israeli Commando- A 10,000% Nasdaq Pump & Dump https://t.co/S9PyU24M9q An unjustified 10,000%+ surge from under $5 to $490 $SMX

Anchoring. Loss aversion. Uncertainty effects. The GameStop revolution. We unpack all of it in Part 1 of our series on short-selling psychology. Because understanding the mind game is the first step to winning it. 🎯

People call them predators. We call them the dark knights of Wall Street. These activist shorts do what the SEC won't: expose fraud, trigger investigations, return millions to harmed investors.

The market doesn't just decline when shorts pile on. It EXPLODES. Short selling triggers emotional contagion: fear spreads through networks, herd behavior kicks in, and what started as price discovery becomes a self-fulfilling prophecy of collapse.

Research reveals a wild asymmetry: Short sellers price themselves into corners. They demand MORE to enter a trade than they'll pay to exit it. This isn't stupidity: it's the endowment effect destroying rational decision-making in real-time.

What kind of person bets against the crowd, endures public hatred, and risks everything to expose fraud? The psychology of short selling reveals a mindset most traders will never understand. The Psychology of Short Selling, Part 1: https://t.co/R4tRyJ37gE🧵

We Are Short $MAGH A Cayman shell with fake “investors,” a collapsing business, related party transactions, a bogus contractor, and a $35M insider liquidation pipeline disguised as an IPO. FULL REPORT:

1/6: We Are Short $AZ (A2Z Cust2Mate), which we believe is a collapsing smart cart mirage built on phantom orders, undelivered deals, and a team of penny stock has-beens. Despite claiming approximately ~$500mm in “orders,” including a newly announced 3,000-cart order on November

$NUTX conflicts of interest should make longs pucker. Especially with insiders and physicians saying the CEO used these conflicts to defraud

Bearish on a stock? Short selling is rolling out today on mobile, web classic and Robinhood Legend.

@CapybaraShort Let’s not forget this wonderfully thought out tweet of him quite literally fleeing a sinking ship:

Even the most thorough activist research struggles when: •Sovereign wealth funds provide floors •Securities lending infrastructure is limited •Cultural barriers prevent verification This is managed capitalism: markets that look global but operate under different rules.