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In your corner,

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& TradeWins Publishing

Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?

Authored by Leo Miller. Posted: 9/8/2026.

The AI infrastructure space features many companies growing at a dramatic clip. However, growth alone is often not enough to satisfy investors. Some of the fastest-growing names in this space also have the highest percentages of investors betting against them.

Three AI companies stand out, with investors having sold short a significant percentage of their public floats, indicating substantial pessimism among many market participants. However, these companies also have avenues to potentially prove short sellers wrong as they work to improve their profitability metrics.

Super Micro Computer: Data Center Building Blocks Solution Aims to Improve Margin Profile

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First up is AI server giant Super Micro Computer (NASDAQ: SMCI). Investors have sold approximately 18% of its floated shares short, making Super Micro one of the most heavily shorted stocks in the market.

There are multiple reasons investors may be betting on this name to fall. First, shares are up more than 30% in one month, creating additional downside potential from which short sellers could profit. Additionally, the company’s growth is rapid, but its profitability profile is a significant concern. Analysts expect sales to grow by nearly 200% year over year (YOY) next quarter to almost $15 billion, but they forecast a gross margin below 11%. This very low margin makes it difficult for the company to convert much of its sales into earnings.

However, one key offering that could potentially help Super Micro improve its profitability over time is its data center building blocks solution (DCBBS). Super Micro describes DCBBS as a turnkey ecosystem that allows customers to build AI data centers in quarters rather than years. The solution integrates a wide variety of key data center components, from processors and networking equipment to cooling systems and software.

With this in mind, it will be important to monitor mentions of DCBBS’s revenue contribution and new DCBBS deals. Notably, the company says the platform will soon contribute significant net income, making this another factor to watch.

CoreWeave Adds Record Active Power, But Profits Are Under Pressure

CoreWeave (NASDAQ: CRWV) also finds itself among the AI stocks with very high short interest. Investors have sold nearly 17% of the company’s floated shares short. Like Super Micro, the company is posting blistering growth but has profitability issues.

Sales increased by 112.5% YOY last quarter to $2.575 billion, but earnings moved in the opposite direction. The company’s loss per share widened significantly to $1.14, while free cash flow fell further into negative territory, reaching -$5.74 billion. Additionally, CoreWeave’s long-term debt rose by more than 270% YOY to $27.56 billion.

For CoreWeave, it is critical to close the gap between its revenue and cash flow and its capital expenditures. Bringing its in-progress data centers online as quickly as possible could help. This would maximize the revenue CoreWeave generates from each facility over time and help offset its costs.

Notably, the company added 500 megawatts of actively powered data centers last quarter, more than in any quarter in its history. It now has 1.5 gigawatts of actively powered data centers, with the company targeting eight gigawatts by 2030. Investors should monitor CoreWeave’s active power additions each quarter and its ability to consistently increase its overall active power over time.

Expenditures Set to Balloon as IREN Eyes Huge Jump in Operating Run Rate

IREN (NASDAQ: IREN) operates a somewhat similar business model to CoreWeave, placing it in the neocloud category. However, the company has its roots in bitcoin mining and has since converted much of this infrastructure to serve the AI market. A large cohort of investors is clearly skeptical of the company’s future, with nearly 28% of its floated shares sold short.

Notably, IREN has a $9.7 billion contract with Microsoft (NASDAQ: MSFT). However, turning that deal into actual sales comes with execution risk and massive costs. To support this and other deployments, IREN expects to spend $25-30 billion on capital expenditures between now and Q2 2027. These figures tower over the company’s current revenue base.

Sales came in at just $137 million last quarter, while its annualized operating run-rate revenue was $1 billion. However, the company expects to make significant progress on this front soon, targeting an increase in operating run-rate revenue to $4 billion next quarter. This increase would come as IREN plans to bring a large amount of data center capacity online. It would greatly expand the company’s revenue base and improve profits over time, after the company posted a net loss of $684 million last quarter.

Whether IREN actually delivers on this figure will be among the most critical aspects to watch in its next earnings report. From there, the company will need to continue making strong progress in adding capacity to maximize its data center revenue.

Short Sellers Are Targeting Growth, But Execution Will Decide the Trade

IREN’s percentage of floated shares sold short is by far the highest in this group, indicating particularly strong bearish sentiment among short sellers. Interestingly, Wall Street analysts are showing the most optimism about IREN among the three companies. The MarketBeat consensus price target of $81.57 implies more than 80% upside.

Still, the broader takeaway is not just about IREN. Super Micro, CoreWeave and IREN all reflect the same tension running through the AI infrastructure trade: demand is enormous, but investors want clearer evidence of margin expansion, cash flow improvement and disciplined capital spending.

Short sellers may be focused on the risks, but these companies still have ways to challenge the bear case. For Super Micro, that means proving DCBBS can support profitability. For CoreWeave, it means turning capacity additions into better cash flow. For IREN, it means showing that contracted AI revenue can scale quickly enough to justify the spending required to support it.

J.M. Smucker’s Rally Nears a Key Test: Is a Full Recovery Ahead?

Authored by Thomas Hughes. Posted: 8/27/2026.

J.M. Smucker's (NYSE: SJM) share price has rallied strongly since spring on a series of solid results, improving operational quality and a rotation back into high-yielding staples. The rally accelerated following the release of its Q1 fiscal year 2027 results, putting the stock on track to cross a critical pivot point. The pivot sits near $134.50, the highest price reached since the market gapped lower in late 2023. It is likely to present strong resistance and represents a significant overhang that could cap gains.

However, the company shows clear strategic momentum and could break through. The question is what happens next, but a full price recovery is possible. In that scenario, the market would signal a major shift in dynamics, with selling pressure easing and accumulation driving share prices higher over time. Technically, the stock could advance by an amount equal to the magnitude of its existing trading range, or about $40, although that move would not happen all at once or quickly.

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The more likely outcome is a slow grind higher, with periodic pauses for consolidation and correction. The first trigger point is not particularly high. It aligns with the top of the open price gap and could also represent a significant area of resistance.

Institutional and Analyst Tailwinds Remain Strong

Wall Street sentiment toward SJM was already favorable heading into the earnings release. MarketBeat tracks 19 analysts, including 10 Buy ratings and nine Holds, giving the stock a consensus Moderate Buy rating.

Although SJM’s consensus price target indicated no upside potential ahead of the release, the trend is moving higher. Summer activity included several raised or reiterated price targets, pushing the high end to $142. A move to $142 would take the stock above the upper end of the open price window and well on its way toward a more complete recovery.

Institutional activity reflects strong confidence in the company’s value, outlook and dividend payments. Institutions own more than 80% of the stock and continue to accumulate shares. MarketBeat data shows a greater-than-$2-to-$1 buy-to-sell balance over the trailing 12-month period, along with a sharp spike in early Q3 ahead of the earnings report. Institutional activity foreshadowed the strong release, rising to a multiyear high while sellers were virtually nonexistent.

The J.M. Smucker Company Advances on Organic Strength and Pricing Power

Smucker’s posted a solid quarter, with strength across most segments supporting a 5% year-over-year (YOY) revenue gain. Revenue outperformed the consensus estimate by a healthy 420 basis points, driven by pricing and volume/mix. Pricing improved by 4%, while volume and mix rose by 1%, with most of the gains coming from the Coffee segment. Coffee grew by 13%, outpacing all other segments by a wide margin. Sweet Snacks was the weak link, declining 7% YOY but still contributing to margin.

Margin was one of the report’s highlights. The company expanded its margin significantly, helped by pricing, lower costs and approximately $115 million in tariff refunds. Key details included $425.7 million in cash flow and $337.3 million in free cash flow, compared with cash outflows last year, as well as a 71% increase in adjusted earnings per share (EPS). EPS also outperformed the consensus estimate by a wide margin, providing confidence in the new guidance.

Guidance is another catalyst for higher share prices. The company raised its revenue and earnings targets and now expects revenue to decline by only 1% to 2% at the low end, while earnings are expected to come in well above prior forecasts. The new low-end target is above the prior high and the pre-report consensus, and it may prove cautious given the company’s momentum. Either way, the outlook has improved, including for dividend payments, and the dividend remains substantial.

Institutional interest in SJM and other consumer staples stocks is driven by the dividend. The 2025/2026 sell-offs created deep-value opportunities while lifting yields to historical highs, and institutions are gobbling up shares. For SJM, the yield was near 3.5% as of late August, and the company has a reliable payment history. Annualized distributions are running below 50% of the earnings forecast, cash flow is improving and the company continues to reduce debt. Smucker still carries meaningful leverage, but improving cash flow and ongoing debt reduction support its ability to maintain financial health, sustain operations and continue its streak of distribution increases. At 27 years, the company is a Dividend Champion on its way to becoming a Dividend King.

The company’s biggest risk is integrating Hostess into its portfolio. The integration has proved more challenging than previously thought, with the impact reflected in the Sweet Snacks segment’s performance. The upshot is Smucker’s constructive engagement with activist Elliott Investment Management, which has focused on improving sales, profitability and capital discipline.