Did Michael Burry just short Tesla stock?
TeslaTesla(US:TSLA) Finbold·2025-12-02 16:25

Core Insights - Michael Burry clarified that he is not shorting Tesla, correcting a misreported figure from a previous article that suggested a $500 million short position, which was actually about $5 million [2] - Burry raised concerns about Tesla's valuation and shareholder structure, particularly focusing on the issue of dilution [2][4] Tesla Analysis - Burry highlighted that Tesla increases its share count by approximately 3.6% annually without buybacks, which he believes dilutes the value for long-term shareholders [3][4] - He expressed that the dilution could worsen with CEO Elon Musk's new pay package, potentially valued at up to $1 trillion [4] - Burry criticized Tesla's valuation as overstretched, noting a pattern of shifting narratives from electric vehicles to autonomous driving and now robotics, which he sees as a response to increasing competition [4] Palantir Analysis - Burry extended his criticism to Palantir, stating that the company dilutes shareholders at an even faster rate and fails to produce meaningful earnings when accounting for stock-based compensation [5] - He pointed out an unusual imbalance between the number of billionaire insiders and the company's annual revenue [5]

Did Michael Burry just short Tesla stock? - Reportify