The most crowded longs and shorts in Internet – Jefferies

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A Jefferies technology, media, and telecommunications survey said that 23% of investors are overweight internet (NYSEARCA:ARKW), (PNQI), (FND). The percentage is down from the last survey, which was ...

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The percentage is down from the last survey, which was ...</p>\n\n<a href=\"https://seekingalpha.com/news/4158242-the-most-crowded-longs-and-shorts-in-internet-jefferies\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The most crowded longs and shorts in Internet – Jefferies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe most crowded longs and shorts in Internet – Jefferies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-14 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4158242-the-most-crowded-longs-and-shorts-in-internet-jefferies><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A Jefferies technology, media, and telecommunications survey said that 23% of investors are overweight internet (NYSEARCA:ARKW), (PNQI), (FND). The percentage is down from the last survey, which was ...</p>\n\n<a href=\"https://seekingalpha.com/news/4158242-the-most-crowded-longs-and-shorts-in-internet-jefferies\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://seekingalpha.com/news/4158242-the-most-crowded-longs-and-shorts-in-internet-jefferies","article_id":"2475924396","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2013848574/image_2013848574.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2475924396","pubTimestamp":1728917073,"columns":[],"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"A Jefferies technology, media, and telecommunications survey said that 23% of investors are overweight internet , , . The percentage is down from the last survey, which was at 29%, and from the previous at 37%, but in line with a quarter-over-quarter net basis at 13%. The top three most crowded longs – Netflix , Spotify , and Uber Technologies  – remain the same quarter-over-quarter.  DoorDash Inc.  saw a notable uptick, compared to the last quarter. It ranked fourth this quarter vs. 13th last quarter. On the crowded shorts, Airbnb Inc.  saw the most notable uptick. It ranked second this quarter vs. eighth last quarter. The long Booking Holdings  and short Airbnb  remain “a consensus trade right now,” said Michael Toomey, head of TMT Equities Trading, at Jefferies. Below are the crowded longs, excluding Amazon , Alphabet , and Meta :  Netflix  Spotify  Uber Tech  DoorDash  The Trade Desk  Booking Holdings  Pinterest  MercadoLibre  Roblox  Reddit   The crowded shorts, the three mega cap","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","ARKW":"ARK Next Generation Internation ETF","BK4588":"碎股","BK4544":"ARK ETF合集"},"translate_title":"互联网上最拥挤的多头和空头-Jefferies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARKW":0.9},"content_text":"A Jefferies technology, media, and telecommunications survey said that 23% of investors are overweight internet (NYSEARCA:ARKW), (PNQI), (FND). The percentage is down from the last survey, which was at 29%, and from the previous at 37%, but in line with a quarter-over-quarter net basis at 13%. The top three most crowded longs – Netflix (NFLX), Spotify (SPOT), and Uber Technologies (UBER) – remain the same quarter-over-quarter.  DoorDash Inc. (DASH) saw a notable uptick, compared to the last quarter. It ranked fourth this quarter vs. 13th last quarter. On the crowded shorts, Airbnb Inc. (ABNB) saw the most notable uptick. It ranked second this quarter vs. eighth last quarter. The long Booking Holdings (BKNG) and short Airbnb (ABNB) remain “a consensus trade right now,” said Michael Toomey, head of TMT Equities Trading, at Jefferies. Below are the crowded longs, excluding Amazon (AMZN), Alphabet (GOOGL), and Meta (META):  Netflix (NFLX) Spotify (SPOT) Uber Tech (UBER) DoorDash (DASH) The Trade Desk (TTD) Booking Holdings (BKNG) Pinterest (PINS) MercadoLibre (MELI) Roblox (RBLX) Reddit (RDDT)  The crowded shorts, the three mega caps:  Snap (SNAP) Airbnb (ABNB) Lyft (LYFT) Etsy (ETSY) Pinterest (PINS) Bumble (BMBL) Expedia Group (EXPE) Match Group (MTCH) Alibaba Group Holdings (BABA) Uber Technologies (UBER)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2475924396"}