u/DislocationHunterYV

+8% declared short interest.

Borrow fee exploding from 2.2% to 4.9% in a few days.

Buyback program accelerating again this week.

And despite massive pressure… the stock refuses to break below €114-118.

That’s the key signal.

Technically:

•	higher lows forming,

•	rebounds getting sharper,

•	volume increasing,

•	shorts struggling to push the stock lower.

Fundamentally:

•	global ESL leader,

•	AI/data retail exposure,

•	strong growth profile,

•	valuation still ridiculously low compared to US growth peers.

The scary part for shorts?

The stock is already rebounding BEFORE any real panic covering phase.

Low float + rising borrow cost + buyback + 8%+ short interest = potentially explosive setup.

Feels more and more like the beginning of a pressure reversal, not the end of the story. 🚀

+8% declared short interest.

Borrow fee exploding from 2.2% to 4.9% in a few days.

Buyback program accelerating again this week.

And despite massive pressure… the stock refuses to break below €114-118.

That’s the key signal.

Technically:

•	higher lows forming,

•	rebounds getting sharper,

•	volume increasing,

•	shorts struggling to push the stock lower.

Fundamentally:

•	global ESL leader,

•	AI/data retail exposure,

•	strong growth profile,

•	valuation still ridiculously low compared to US growth peers.

The scary part for shorts?

The stock is already rebounding BEFORE any real panic covering phase.

Low float + rising borrow cost + buyback + 8%+ short interest = potentially explosive setup.

Feels more and more like the beginning of a pressure reversal, not the end of the story. 🚀

[ Removed by Reddit on account of violating the content policy. ]

I’m genuinely trying to understand something here.

Because either I’m missing something…

or the market is.

⸻

📊 Let’s look at facts (not opinions)

•	\~9.5% of total shares sold short

•	Float \~42%

👉 That’s roughly:

⚠️ ~22% OF THE FLOAT SHORT

That’s a crowded trade.

⸻

📈 Meanwhile…

•	Borrow rate rising → \~2.87%

•	Insiders buying (multiple transactions around 134–136€)

•	€30M buyback ongoing (\~€20M left)

👉 So:

•	Shorts are increasing pressure

•	Management is buying

•	Company is buying

And price… is holding.

⸻

📉 Today’s session

•	Big flush early

•	Strong rebound

•	Back above 130

👉 Sellers pushed hard

👉 And got absorbed

That’s not what a weak stock looks like.

⸻

🧠 The real question

If this was such an obvious short…

👉 why is price NOT breaking down?

⸻

Because right now it looks like:

•	Shorts are leaning aggressively

•	But buyers are quietly absorbing

And that setup doesn’t usually resolve downward.

⸻

⚠️ I’m not saying “short squeeze tomorrow”

But I am saying this:

👉 This is the kind of structure

that people ignore…

right before it becomes obvious.

⸻

🎯 Debate

So I’m curious:

👉 What’s the bear case on VUSION that justifies

~22% of the float being short?

Because from where I stand,

this looks less like a short…

and more like a crowded trap waiting for a trigger.

⸻

(Not financial advice — genuinely looking for counter-arguments)

I think people are seriously underestimating what’s building here.

⸻

📊 SHORT INTEREST

👉 ~9.5% of total shares sold short

👉 Float: ~42%

⚠️ ≈22% OF THE FLOAT IS SHORTED

That’s extremely high.

⸻

🧠 INSIDERS ARE BUYING

Recent filing:

•	12,000 shares @ 136€

•	33,000 shares @ 134€

👉 ~45,000 shares accumulated right in this zone

⸻

💰 BUYBACK IN PROGRESS

•	Total program: €30M

•	Remaining: \~€20M still to be deployed

👉 That’s continuous buying pressure in the market

⸻

⚡ PUT IT ALL TOGETHER

You now have:

•	🔥 Very high short interest (\~22% of float)

•	💼 Insider accumulation

•	💰 Active buyback (ongoing demand)

•	📈 Proven volatility (+20% move recently)

•	⏸️ Current consolidation phase

⸻

💥 THIS IS HOW SQUEEZES BUILD

•	Shorts increasing

•	Company buying

•	Insiders buying

•	Market stabilizing

👉 Pressure builds silently… until it doesn’t.

⸻

🚀 WHAT TO WATCH

If volume comes back:

•	Shorts will need to react

•	Liquidity is tight

•	Move can be fast and aggressive

⸻

💣 BOTTOM LINE

This is not a “normal” setup.

👉 High short interest + buyback + insiders

👉 = asymmetric risk to the upside

⸻

Not financial advice — just connecting the dots.

Curious who else is watching this 👀

Everyone is still debating Nvidia, compute demand, GPU cycles…

But I think the market is already shifting — and most people are missing it.

👉 The first phase of AI was about infrastructure

👉 The next phase is about monetization

And that changes EVERYTHING.

⸻

🚀 Phase 1 (2023–2026): SELL THE PICKS & SHOVELS

•	Nvidia, chips, datacenters

•	Massive capex cycle

•	Explosive demand for compute

This part is obvious. It’s already priced.

⸻

⚡ Phase 2 (starting now): USE AI TO PRINT MONEY

This is where things get interesting.

Companies are no longer just experimenting with AI —

They are deploying it to:

•	Optimize operations

•	Increase productivity

•	Reduce costs

•	Boost revenue

👉 This is where real ROI kicks in

⸻

💡 Example: VusionGroup (VU.PA)

Most people still think it’s just electronic shelf labels.

That’s outdated.

It’s becoming a full AI + IoT retail platform:

•	🧠 Captana (Computer Vision AI) → real-time shelf monitoring

•	☁️ VusionCloud → recurring SaaS revenues (+60% growth)

•	📡 EdgeSense (Bluetooth + AI) → in-store interaction with customers & staff

👉 Physical stores are turning into AI-driven systems

⸻

🌍 Why this matters NOW

•	Walmart expanding globally (US + Mexico)

•	Carrefour rolling out across France (and Europe next)

•	AI cameras (150k+) being deployed

•	Strong acceleration in recurring AI revenues

👉 This is not hype — this is industrial-scale AI deployment

⸻

📊 The real shift

We are moving from:

➡️ “Who sells the GPUs?”

➡️ to

➡️ “Who uses AI to dominate their industry?”

And the second group is massively underpriced.

⸻

🧠 My take

AI demand will NOT slow down.

But the biggest upside from here is likely:

👉 Not in compute

👉 But in companies applying AI to real-world use cases

Retail. Logistics. Healthcare. Industry.

⸻

💥 Bottom line

The first winners were obvious.

The next winners?

👉 Much less crowded

👉 Much less understood

👉 Much bigger upside

And I think we’re just at the beginning.

⸻

Curious to hear your thoughts —

Are you still all-in on infrastructure, or starting to look at AI users?

Everyone is still trading Vusion like a hardware deployment story.

That’s the mistake.

⸻

What’s actually happening 👇

Vusion is quietly becoming a full-stack Retail AI platform:

•	EdgeSense (Bluetooth infrastructure) → in-store connectivity layer

•	VusionCloud → recurring SaaS backbone

•	Captana (AI + computer vision) → real-time shelf intelligence

•	IoT + data layer → turning stores into measurable, optimizable systems

👉 This is not retail tech anymore.

👉 This is physical retail becoming software-driven.

⸻

And this is now being recognized 👇

🏆 EdgeSense AI just won the 2026 Retail Technology Innovation Award

👉 External validation that Vusion is not just executing…

👉 but actually leading innovation in the sector

⸻

And the timing couldn’t be better 👇

We are entering a sector rotation:

•	Capital is moving from crowded AI software plays

•	→ into real-world AI deployment (IoT + automation + data)

Retail is one of the largest untapped AI markets globally.

⸻

Now add the execution 👇

•	Walmart = global deployment + innovation pipeline

•	Mexico expansion just started

•	Europe re-accelerating (>20% growth)

•	Carrefour = multi-year rollout + exclusivity

•	Captana orders already in the tens of millions

•	VAS growing \~40% (recurring +60%)

👉 This is compounding, not peaking

⸻

The key insight most people miss 👇

Installed base ~50% penetration

Replacement cycle = 5–7 years

➡️ Built-in future revenue engine

➡️ Increasing share of recurring + upgrades

➡️ Structural visibility through 2030

⸻

Now combine with market mechanics 👇

•	\~9% reported short interest

•	\~18% of free float effectively short

👉 Shorts are positioned for a slowdown

👉 Fundamentals are doing the opposite

⸻

2030 projection (if execution continues):

•	Retail AI platform standard

•	Massive recurring revenue base

•	Global multi-client deployment (not just Walmart)

•	AI + IoT becoming core infrastructure

⸻

My view 👇

This is not a trade anymore.

This is a re-rating story in progress.

Short term = volatility

Medium term = acceleration

Long term = category leader

⸻

🎯 Market is still pricing a hardware company

📈 Reality is a Retail AI platform scaling globally

⸻

Not financial advice. Just connecting the dots early.

[ Removed by Reddit on account of violating the content policy. ]