· 个股论点

空头成本高昂且公司增长,终将触发逼空。

中文翻译

嗯,空头持仓比例/借券可用性才是关键转折点。鉴于公司正在增长,且他们需为42亿美元($4.2B)的持仓支付借券费用,终归会有某个时点他们必须进行平仓。原本预期PPI数据加上惊喜的产品发布就是转折点,但看来他们又找到了几个百分点的股票来做空。

英文原文

Well the short interest %/borrow availability is the tipping point. At some point they’ll need to cover since company is growing and they’re paying borrow fees on $4.2B. Was expecting PPI + surprise product launch to be it but they found another few percent of shares to sell short I guess.

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