He Helped Pioneer Short Activism. Now He’s Betting Against AI.
1. Short selling faces challenges from market momentum and increased litigation risks. 2. Muddy Waters adapts by avoiding companies favored by retail and index investors. 3. Activist short-sellers are still identifying potential targets in the AI sector. 4. Investors have become desensitized to risk after past crises and government bailouts. 5. Short activists like Muddy Waters continue despite a punishing market environment.