ai-consumer-disruptors theme · 3 dossiers

AI-insurtech fundamentals compounding but tape broken below all MAs, pinned on the $50 H&S neckline; falling knife until a weekly close reclaims ~$60.

Flow-plus-squeeze trade into a fixed date: Russell 3000 inclusion (effective after close 2026-06-26) stacked on a 13.3%-of-float short base and the CEO warrant short-trap, against a deteriorating iBuyer (Q1 rev -38% YoY, Q2 guide ~20%…

Restructuring + AR-pivot, not momentum. The Perplexity AI alliance was killed alongside the Q1 print (2026-05-07, -10.5% gap); CFO exit + 16% layoffs frame a cost-out turnaround; sell-side PTs washed to $6-8. The Illumix AR buy…