Downtown Josh Brown PRIVATE
@olesmith254.bsky.social
Reposted by Downtown Josh Brown PRIVATE
Software is now a consensus short. Hedge funds pressing on the lows. One take-private deal at a good premium would rattle some cages.
www.cnbc.com/2026/02/04/h...
www.cnbc.com/2026/02/04/h...
Hedge funds made $24 billion shorting software stocks so far in 2026 — And they are increasing the bet
Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street.
www.cnbc.com
February 4, 2026 at 10:13 PM
Software is now a consensus short. Hedge funds pressing on the lows. One take-private deal at a good premium would rattle some cages.
www.cnbc.com/2026/02/04/h...
www.cnbc.com/2026/02/04/h...