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Michael Burry takes aim at Tesla's valuation and Musk's pay package
Youtube· 2025-12-01 21:14
Michael Bur, the investor known for predicting the housing meltdown, is taking aim at Tesla. In his new Substack, Bur details his critique of the EV makaker valuation. Yahoo Finances Pro Romanian joins us now with the details.So, Pros, Michael Bur saying Tesla is overvalued. He slammed Musk's pay package. Yeah.What is the overarching theme to this thesis here from Bur. >> Well, I think it's just attacking another richly valued stock like you said, right. He said that, you know, in a in a post about the trag ...
Elon Musk's Tesla faces fresh criticism from ‘Big Short' investor Michael Burry
Fox Business· 2025-12-01 20:56
Elon Musk’s Tesla took a hit from "Big Short" investor Michael Burry, who claimed the electric vehicle maker is "ridiculously overvalued" just days after voicing concern about the market’s AI boom. "Tesla's market capitalization is ridiculously overvalued today and has been for a good long time," Burry wrote in his Substack newsletter "Cassandra Unchained" on Sunday, Reuters reported.Burry further calculated that Tesla reduces existing shareholders’ stakes by roughly 3.6% annually through continued share is ...
Elon Musk offers two non-Tesla stock picks to play the future of AI
MarketWatch· 2025-12-01 17:33
Core Insights - The CEO of Tesla identifies investment opportunities in Alphabet and Nvidia, both of which have experienced significant stock price increases this year [1] Group 1: Alphabet - Alphabet's shares have shown strong performance, contributing to the CEO's interest in the company [1] - The company is perceived to have potential for further growth, aligning with the CEO's investment strategy [1] Group 2: Nvidia - Nvidia has also seen a substantial rally in its stock price, attracting attention from the CEO [1] - The growth in Nvidia's shares is linked to its advancements in technology and market position, making it an appealing investment [1]
CNB Buys Bitcoin To Touch Reality As Michl Says It Could Go Very High or Zero
Benzinga· 2025-12-01 17:25
Czech National Bank Governor Aleš Michl says the country’s Bitcoin (CRYPTO: BTC) $1 million purchase is meant to "touch reality" as he warns the asset could soar or collapse.Governor Says Goal Is Real-World Experience, Not ModelsMichl said on Nov.25 the CNB created the portfolio to gain hands-on experience with digital assets instead of depending on theoretical models.He described the initiative as an experiment aimed at understanding tokenization, custody processes, and the operational mechanics of digital ...
‘Big Short' icon Michael Burry unloads on Elon Musk, calls Tesla ‘ridiculously overvalued'
New York Post· 2025-12-01 17:23
Michael Burry tore into Tesla’s sky-high valuation, blasting the electric-vehicle giant as “ridiculously overvalued” in a fresh broadside that marked his most pointed attack on the company in years.The investor of “The Big Short” fame took to his new Substack platform late Sunday to argue that Tesla’s market cap has been inflated for a long stretch and that Elon Musk’s newly approved $1 trillion pay package will further dilute the company’s stock.“Tesla’s market capitalization is ridiculously overvalued tod ...
'Big Short' investor Burry targets Tesla after slamming AI valuations
Reuters· 2025-12-01 16:07
"The Big Short" investor Michael Burry took aim at electric automaker Tesla in a blog post, saying the Elon Musk-led company is "ridiculously overvalued", days after he voiced concerns about the curre... ...
Will Tesla stock outperform AI darlings like Nvidia and AMD if FSD goes mainstream?
Invezz· 2025-12-01 15:47
Core Viewpoint - Tesla's Full Self-Driving software is at the center of a significant debate on Wall Street regarding its potential to generate greater returns compared to the rapidly growing AI chip industry [1] Group 1: Tesla's Full Self-Driving Software - The Full Self-Driving software is seen as a pivotal factor that could enhance Tesla's market position and profitability [1] - Analysts are divided on whether the software will deliver substantial financial benefits, with some believing it could surpass the gains from AI chip manufacturers [1] Group 2: Market Implications - The discussion around Tesla's autonomous driving capabilities is influencing investor sentiment and stock valuations in both the automotive and technology sectors [1] - The competition between Tesla and AI chip companies is intensifying, as both sectors vie for dominance in the evolving landscape of autonomous technology [1]
Tesla: The New AI Chips Could Bring In $11.4B In Annual Robotaxi Savings By 2028
Seeking Alpha· 2025-12-01 14:53
Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - Preference is given to stocks that have undergone a recent sell-off, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - The investor screens through thousands of stocks, primarily in the US, but is open to owning shares in less stable markets, referred to as "banana republics" [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off, adding an additional layer of due diligence [1]
This Artificial Intelligence Stock Could Be the Biggest Surprise of 2026
The Motley Fool· 2025-12-01 14:45
This huge company should do better than just tread water next year.We've seen some amazing returns from artificial intelligence stocks this year -- popular names such as Alphabet, Broadcom, Palantir Technologies, and Advanced Micro Devices are all up more than 50% on the year. However, there's one name that's just been treading water in 2025, but could be in line for a massive upswing in 2026. And that's the leading electric vehicle company that has its sights set on revolutionizing travel and bringing auto ...
Elon Musk Reacts To Viral Tesla Motorcycle Video: 'We Can't Make...' - Harley-Davidson (NYSE:HOG), QuantumScape (NYSE:QS)
Benzinga· 2025-12-01 11:09
Core Insights - Elon Musk has firmly stated that Tesla will never produce motorcycles due to safety concerns, citing a personal near-death experience on a road bike as a significant reason for this decision [2][3] - The electric motorcycle market is gaining traction, with companies like Volkswagen and Honda introducing new electric models, while Harley Davidson reported strong financial results in Q3 [3][4] Group 1: Tesla's Position on Motorcycles - Elon Musk reiterated that Tesla will not manufacture motorcycles, emphasizing safety issues [2] - Musk mentioned that while road bikes are dangerous, dirt bikes can be safe if ridden carefully [2] Group 2: Competitors in the Electric Motorcycle Market - Volkswagen is developing electric motorcycles, recently showcasing a Ducati motorcycle powered by a solid-state lithium-metal battery [2] - Honda announced the Honda WN7, an all-electric motorcycle with a range of 83 miles and performance comparable to traditional internal combustion engine models [3] Group 3: Harley Davidson's Financial Performance - Harley Davidson reported Q3 revenue of $1.074 billion, surpassing market expectations of $1.005 billion [3] - The company also exceeded EPS estimates, reporting $3.10 compared to the expected $1.46, but faced an operating loss of $72–$77 million in its LiveWire electric motorcycle subsidiary [4] Group 4: Tesla's Technological Advancements - Tesla has filed a patent for new battery technology that enhances safety and efficiency, maintaining nearly 99% capacity after 3,500 hours of use [5] - The company is recognized as a leader in AI and self-driving technology, with significant improvements in its Full Self-Driving system [6] Group 5: Market Performance - Tesla's stock has shown a favorable price trend in the medium and long term, although it has been rated poorly in terms of value [7]