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Median short interest in AI-adjacent stocks jumped 24 percent last quarter, Tomasz Tunguz notes

Median short interest in AI-adjacent stocks jumped 24 percent last quarter, Tomasz Tunguz notes
AI-adjacent stocks see 24 percent rise

Tomasz Tunguz reports that median short interest across AI-adjacent stocks rose by 24 percent last quarter.

According to Tunguz, this increase in short interest is concentrated within certain areas of the market.

Tunguz previously cited accelerating revenue growth at Twilio, noting the company's increase from 12% to 20% was driven by voice AI transforming its business model. In a separate update, he observed that vendors are experiencing record capital expenditures as companies adjust spending and cost-cutting patterns in response to tighter cash conditions.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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