FlyingEagle
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电车股集体萎靡。一位网友说，过去一年特斯拉跌了69%，蔚来跌了68%，小鹏，LUCID和RIVIAN都跌了80%。理想好一点，只跌了40%。
特斯拉今天又跌11.4%
- 主题发起人 ert0000
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电车股集体萎靡。一位网友说，过去一年特斯拉跌了69%，蔚来跌了68%，小鹏，LUCID和RIVIAN都跌了80%。理想好一点，只跌了40%。
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- 2005-12-07
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- 6,071
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从技术上说，现在特斯拉已经非常非常超卖。今天图表大盘有可观程度下跌，但特斯拉稳住，看似有不少抄底盘杀入，完全可以理解很多散户有抄底的冲动。
从人性，那些打压特斯拉的机构或个人的角度，或直觉，或夜观天象，短期还可能跌。
打压？Elon Musk 自己都卖了400亿自己特斯拉的股票。谁打压谁？这个家伙太聪明了，哪些追捧他的可怜股民们很悲哀。
反观李嘉诚。他持有很多Husky的股票，Husky在高点时不出售自己的股票，结果在石油大跌，Husky很低价的时候卖掉了公司。鲜明对比啊！
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当然是打压，连跌10几个交易日，不到一个月就腰斩。如果是理想的世界，自己卖自己的股票，怎么会这样。
看过动物世界吧，当一个曾经的雄狮受了伤，会有一大批曾经的敌人，或吃过雄狮亏的其他动物都会落井下石，都去撕咬一口。
就是一个蠢货知道他在卖都会跟着卖的。很多基金大概知道他在卖，因为他由于购买twitter需要钱。
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billwanhua
本站元老
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如果老马玩政治，反对民主党说台湾乌克兰，最终跟马云一样，那就说明美国跟中国没有区别，言论自由都是幌子
billwanhua
本站元老
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Amazon lost half its value this year as tech stocks got crushed and recession fears grew
Shares of the e-commerce and cloud giant plunged 51% this year, wiping hundreds of billions of dollars off its market cap.
www.cnbc.com
一年之内，亚马逊也损失了51%, Facebook 大概损失了65%, 特斯拉损失70%也是正常范围吧。
只能说美股牛逼过去一年吹得太大了，韭菜涨得太旺了
sdzhangtao
资深人士
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今天看了一个报道，2008-2009年成功狙杀美国房市抵押债券的，电影大空头原型的大神，21年就预测特斯拉会从最高点跌去80%-90%
如果按跌去80%算，就是 76美元左右
如果按跌去90%算，就是 38美元左右
看戏吧，最后结果是啥。
markets.businessinsider.com
Theron Mohamed
Dec 21, 2022, 7:05 AM
Michael Burry and Elon Musk. Jim Spellman; Pool / Getty Images
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Michael Burry, the prescient investor of "The Big Short" fame, must be feeling vindicated about his downbeat Tesla call.
The stock price of Elon Musk's automaker has nosedived 67% from its peak in November 2021, slashing its market capitalization from above $1.2 trillion to below $440 billion as of Tuesday's close.
Burry declared Tesla shares were in a bubble more than two years ago, and has repeatedly warned they would suffer a devastating crash.
The Scion Asset Management chief first revealed he was betting against the electric-vehicle company in December 2020, describing its stock price as "ridiculous."
Tesla shares soared more than 700% in 2020 and surged in early 2021, a rise fueled by rock-bottom interest rates, zero-commission trading apps, and pandemic-era fiscal and monetary stimulus. Other factors were a boom in people playing the stock market while stuck at home, and a social-media frenzy around certain stocks.
"Well, my last Big Short got bigger and bigger and BIGGER too," Burry tweeted in January 2021, referring to his famous bet against the mid-2000s housing bubble. "Enjoy it while it lasts."
After bemoaning what he saw as reckless speculation during the GameStop saga, Burry said in February 2021 that a 90% plunge in Tesla's stock price wouldn't send shockwaves through the stock market. Instead, it "would trigger the end of an era for a certain type of investing," he suggested.
In a follow-up tweet, he compared the hype around Tesla to the excitement during the dot-com and housing bubbles. The frenzy around Musk's company was "remarkably similar to 1999 and 2006," he said.
ADVERTISING
In further tweets, Burry explained why he believed Tesla was hugely overvalued, compared with its rivals. He pointed to its meager sales and slim profits, and described its battery technology as "inferior."
Burry put his money where his mouth is by purchasing bearish put options against Tesla stock in the first quarter of 2021, and ramping up his bet in the second quarter. However, he exited the position during the next three months.
Still, the money manager doubled down on his criticism of Tesla in November 2021, when the stock hit a record high.
"Can $TSLA fall 80, 90%?" he tweeted. "After 2000, many high flyers did. $AMZN fell 95% 2 decades ago, changed its whole biz, and thrived much later."
The Scion chief also pointed to Musk's stock sales at the time as evidence that the Tesla CEO knew his company was overvalued. "Burry is a broken clock," Musk fired back.
The investor took aim at Tesla again in April this year, after Netflix stock plunged on the back of fears that its subscriber growth was slowing down. "The competition came for Netflix, just like the competition is coming for Tesla," Burry tweeted.
He returned to his punching bag in September, when Tesla stock was trading at more than double its current level.
"If I am tweeting this you can bet I am not short it," he tweeted. "But I should be."
Tesla has shed two-thirds of its market value for several reasons, including fears that Musk's Twitter takeover has become a costly distraction. Other drivers are a wider exodus from growth stocks in the face of inflation and soaring interest rates, and concerns about demand waning if a recession takes hold.
It's worth noting that Tesla stock more than doubled between December 2020, when Burry announced he was short, and its peak in November 2021. However, it's now given up all of those gains and more, meaning his call is looking prophetic — at least for now.
如果按跌去80%算，就是 76美元左右
如果按跌去90%算，就是 38美元左右
看戏吧，最后结果是啥。
Tesla stock has plunged nearly 70% from its peak. 'Big Short' investor Michael Burry called the crash.
Burry declared Tesla stock was in a bubble at the end of 2020, and warned it could plunge 80% or 90% in November 2021, when the stock peaked.
markets.businessinsider.com
Tesla stock has plunged nearly 70% from its peak. 'Big Short' investor Michael Burry called the crash.
Theron Mohamed
Dec 21, 2022, 7:05 AM
Michael Burry and Elon Musk. Jim Spellman; Pool / Getty Images
- Tesla stock has plunged about 67% from its peak in November 2021.
- Michael Burry of "The Big Short" fame warned it could plummet 80% or 90% at the time.
- The investor repeatedly warned Tesla shares were in a bubble and destined to crash.
Email address
By clicking ‘Sign up’, you agree to receive marketing emails from Insider as well as other partner offers and accept our Terms of Service and Privacy Policy.
Michael Burry, the prescient investor of "The Big Short" fame, must be feeling vindicated about his downbeat Tesla call.
The stock price of Elon Musk's automaker has nosedived 67% from its peak in November 2021, slashing its market capitalization from above $1.2 trillion to below $440 billion as of Tuesday's close.
Burry declared Tesla shares were in a bubble more than two years ago, and has repeatedly warned they would suffer a devastating crash.
The Scion Asset Management chief first revealed he was betting against the electric-vehicle company in December 2020, describing its stock price as "ridiculous."
Tesla shares soared more than 700% in 2020 and surged in early 2021, a rise fueled by rock-bottom interest rates, zero-commission trading apps, and pandemic-era fiscal and monetary stimulus. Other factors were a boom in people playing the stock market while stuck at home, and a social-media frenzy around certain stocks.
"Well, my last Big Short got bigger and bigger and BIGGER too," Burry tweeted in January 2021, referring to his famous bet against the mid-2000s housing bubble. "Enjoy it while it lasts."
After bemoaning what he saw as reckless speculation during the GameStop saga, Burry said in February 2021 that a 90% plunge in Tesla's stock price wouldn't send shockwaves through the stock market. Instead, it "would trigger the end of an era for a certain type of investing," he suggested.
In a follow-up tweet, he compared the hype around Tesla to the excitement during the dot-com and housing bubbles. The frenzy around Musk's company was "remarkably similar to 1999 and 2006," he said.
ADVERTISING
In further tweets, Burry explained why he believed Tesla was hugely overvalued, compared with its rivals. He pointed to its meager sales and slim profits, and described its battery technology as "inferior."
Burry put his money where his mouth is by purchasing bearish put options against Tesla stock in the first quarter of 2021, and ramping up his bet in the second quarter. However, he exited the position during the next three months.
Still, the money manager doubled down on his criticism of Tesla in November 2021, when the stock hit a record high.
"Can $TSLA fall 80, 90%?" he tweeted. "After 2000, many high flyers did. $AMZN fell 95% 2 decades ago, changed its whole biz, and thrived much later."
The Scion chief also pointed to Musk's stock sales at the time as evidence that the Tesla CEO knew his company was overvalued. "Burry is a broken clock," Musk fired back.
The investor took aim at Tesla again in April this year, after Netflix stock plunged on the back of fears that its subscriber growth was slowing down. "The competition came for Netflix, just like the competition is coming for Tesla," Burry tweeted.
He returned to his punching bag in September, when Tesla stock was trading at more than double its current level.
"If I am tweeting this you can bet I am not short it," he tweeted. "But I should be."
Tesla has shed two-thirds of its market value for several reasons, including fears that Musk's Twitter takeover has become a costly distraction. Other drivers are a wider exodus from growth stocks in the face of inflation and soaring interest rates, and concerns about demand waning if a recession takes hold.
It's worth noting that Tesla stock more than doubled between December 2020, when Burry announced he was short, and its peak in November 2021. However, it's now given up all of those gains and more, meaning his call is looking prophetic — at least for now.
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