Remember Michael Burry from the 2008 crash prediction? He's now taking shots at Tesla's valuation.
After recently calling out the AI bubble—questioning whether these sky-high valuations actually make sense—Burry's reportedly positioning against Elon's flagship company. Classic contrarian move.
Whether he's early or just right (again) remains to be seen. But when the guy who saw 2008 coming starts shorting something, markets tend to pay attention. Tesla bulls won't be thrilled, that's for sure.
Anyone else watching how this plays out? Capital rotation from overheated tech into undervalued assets could get interesting.
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PositionPhobia
· 15h ago
Burry is really bold, the valuation of Tesla is indeed outrageous... But his short positions aren't necessarily right every time, right?
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Here we go again, does this guy think that whatever he looks bearish on will fall? I feel like he might get slapped in the face this time.
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Hey, wait a minute, is Burry still active? I feel like I haven't heard news about him in a long time.
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If this wave can really catch the bottom, then it'll be profitable, but the question is who can accurately time it?
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Shorting Tesla? That's some real guts, Elon fans could roast him alive.
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Rather than following the pro to short, why not research valuation models yourself... That way, you'll feel more at ease.
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Wait, didn’t he ask anyone from the supply chain before shorting? It feels like some data might have been overlooked.
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It's easy to talk about capital rotation, but come back and brag when you actually make money.
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AirdropHunter420
· 12-01 22:14
The circle is really chaotic, Burry is causing trouble again.
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MoonWaterDroplets
· 12-01 22:10
burry is hunting again, this time targeting TSL... whether it is early or late, let's wait and see.
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SatoshiHeir
· 12-01 22:10
Ha, Burry is at it again. This guy has been living off the dividends from his one prediction in 2008.
It should be noted that based on on-chain data and historical valuation models, TSL's P/E ratio is indeed outrageous, but that doesn't mean shorting will make money—it's very simple to disprove his argument: the technological essence of the AI revolution determines that the valuation ceiling has not yet been reached.
He was bearish on Bitcoin back in 2020, and look where it is now?
That said, this phenomenon of capital flowing out of overheated zones is indeed worth observing. Based on the following arguments: liquidity exhaustion + interest rate expectations + institutional allocation adjustments, it may indeed trigger sector rotation.
But to say that Burry can still "see through" anything now, I remain skeptical. In life, there’s only one chance to bet right; greed will lead to loss.
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AirdropFreedom
· 12-01 21:51
Whether Burry can bet correctly this time is still up for debate, but those who dare to go against TSL indeed have some skills.
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Here we go again, it's always the same routine, being bearish and then waiting to get slapped in the face.
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To be honest, TSL's valuation is indeed ridiculous, but when the short positions come in, it's actually a buy signal.
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This guy became famous based on one event in 2008, and now he dares to go bearish on anything, it's really getting annoying.
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The capital rotation happens so fast, it's only a matter of time before the overheated tech gets dumped.
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Shorting TSL? Alright, I'll just wait and see how much he loses this time.
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Forget it, I can't keep up with these big influencers' moves, Auto-Invest is still the safest bet.
Remember Michael Burry from the 2008 crash prediction? He's now taking shots at Tesla's valuation.
After recently calling out the AI bubble—questioning whether these sky-high valuations actually make sense—Burry's reportedly positioning against Elon's flagship company. Classic contrarian move.
Whether he's early or just right (again) remains to be seen. But when the guy who saw 2008 coming starts shorting something, markets tend to pay attention. Tesla bulls won't be thrilled, that's for sure.
Anyone else watching how this plays out? Capital rotation from overheated tech into undervalued assets could get interesting.