S3 Partners @S3Partners · 31 Aug 2026
In May the shorts pressed the software rally. This time they're covering it. S3 Partners positioning data: software +38% off the June low, the S3 Active Long-to-Short ratio up from 6.3x to 8.4x, and short bets down 15% off the record $154B. Read the report: https://t.co/4GQZV7gQsp
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