Woke up to a nice 30% gain on my short position on Wix this morning…there is no way they compete with AI….$200/year for website hosting and development using crappy templates feels like 90s tech at this point. They had a nice price point until they didnt. Other things to short? All of these are like 50% down in the past year, but i think there is downside risk * All the consulting companies that are not all govt contracts * All the Indian consulting companies…the rupee is collapsing as i type this * SaaS companies What else? Basically i am not saying these companies are going out of business, but i am saying they will be challenged to have any rev growth, which means they trade then at book value(equity on the balance sheet) which is normally peanuts ** Edited by MrBayAreaHokie at 5/13/2026, 8:40:45 PM