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DOCS · Doximity $26.33 -0.24 (-0.90%) 2026-SEP-18 12:48 EST

My allocation$7840.02% of portfolio1 account · as of 2026-SEP-03 · allocation page ↗
AccountSharesPriceValue% of acctCost/shGain $Gain %Target
401K29$27.04$7840.03%$34.65$-221-22.0%
Research: QT · SA · STK · FA1 mention
Trade
2026-AUG-09 · Jay Singh · Weekly SSR research call (premium) · Negativemention · source page ↗$38.87

In short: A pure short-term trade, not a view on the business: a hedge-fund blow-up produced a squeeze that had DOCS up ~240% pre-market; he shorted it in the educational Discord while it was still up 80% (~$37), it fell to $31-32 (up only ~50%), and he covered for >20% in a couple of hours. "So very easy 20% made." Timestamped on deck page 63.

In plain English

This was a two-hour trade, not an opinion on the company. A hedge fund blowing up forced a wave of buying to close out its bets against Doximity — a "short squeeze" — which sent the stock up as much as 240% before the market opened, on no company news at all.

Singh shorted it while it was still up 80%, around $37, on the view that a move that size with nothing behind it has to give back. It fell to $31-32 and he covered for more than 20% in a couple of hours. The lesson embedded in it: an extreme squeeze in a low-conviction name is a tradeable event in itself, and the exit is defined by the fade, not by a target price.

Full passage: premium transcript (PDF).

SOD $38.87 (open 2026-AUG-07)

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.