UI Ubiquiti Inc

$UI Short position declining very slowly ( hard to decline at a faster rate, given extremely low volume). 404k as of 9/15/26 371k as of 9/30/26 352k as of 10/15/26 Stock price was $562 on September 15 and is now bobbing around $600. Any sort of serious attempt at covering would likely cause more volatility (to upside). Earnings announcement for quarter ended September 30 will likely be on Friday, Nov 6. Gonna be interesting- not only to see results, but also to confirm/dispel suspicion that UI is repurchasing shares.

$UI From what I’ve been observing on their webstore, in-stock inventory has been maintained much better over the last say, 3 months. Either sales have come down or as I’m assuming they have much better control of their inventory finally and sales are being filled faster. I’m expecting a qoq sales increase when they report in a couple weeks.

$UI super weird trading going on. I have no idea, but I hope this is the result of organized buybacks. We’ll find out, in about a month when the September 2026 quarterly results are released around November 6.

$UI looking at the proxy statement. Am I crazy in thinking there were ≈$22M share buybacks from the end of June quarter

$UI There are still 371.39K shares short as of September 30, 2026. Dropped from 403.67K as of September 15, 2026.

$UI this reminds me of the last drawdown before the super spike to 1k. Flip floping for months scaring the shit out of me and then blast off 200+ a week. Pera letting it sink into nervous zone for people who dont understand. UI is what public trading is supposed to be. Owner is stupid focused on solving every day problems, launches products to compete with known industry issues, core fan base buys everything and goves them enough headroom to sort out the bugs before mass adoption. Unifi, protect, access, all follow the same path. He gets pissed off abput something, developes a product that solves the problem, sells it for basically free, and the reaps the benefits 5 years later. Look at unifi gen1 aps vs whats coming out now. Buying every dip for the eventual rip. Still holding some of my $40 shares from 2016. Fanboi for life

$UI Specifically, I see NVR G2 and NVR G2 Pro both, cycling in and out-of-stock quickly. It seems like we may be seeing an inflection point in growth for Unifi Protect finally. Interestingly, the cameras seem to rarely be out-of-stock.

$UI if and when Pera wants to step back, he can pull a $IBKR , increase float to >10%, and unlock S&P 500 eligibility