Dr. Burry where are you??? The Big Short 2.0
Updated
Check the following:
1. Competition is on fire
2. Semi-conductors shortage (production slowing down)
3. Chinese EVs- Spacs all down
4. Tesla announced double the expected cars sales and the stock made a 5% move and then is sitting on the same prices while the S&P is moving to all time high
5. Cathy rush to buy the dip and then upgrade her target (why??? her ass is on fire due to the shortage of chips, necessary to the production of EVs), production expectations will not be met in the medium-term (2-3yr)
6. VW did not go up because of EV future but more on EVs short term production problems ( more time for diesel-petrol engines )
7. I like al the above and number 7 :)
Do you believe the problem with semi-conductors is going to be resolved any time soon? i do not...
Awaiting for opening my short position either in a retest or previous highs or a breakdown of the major trend line and not only in tesla but all the EV sector. This is going to be a bet 0 or >1 and a 1-2year holding period.
Dr. Burry where are you???????
1. Competition is on fire
2. Semi-conductors shortage (production slowing down)
3. Chinese EVs- Spacs all down
4. Tesla announced double the expected cars sales and the stock made a 5% move and then is sitting on the same prices while the S&P is moving to all time high
5. Cathy rush to buy the dip and then upgrade her target (why??? her ass is on fire due to the shortage of chips, necessary to the production of EVs), production expectations will not be met in the medium-term (2-3yr)
6. VW did not go up because of EV future but more on EVs short term production problems ( more time for diesel-petrol engines )
7. I like al the above and number 7 :)
Do you believe the problem with semi-conductors is going to be resolved any time soon? i do not...
Awaiting for opening my short position either in a retest or previous highs or a breakdown of the major trend line and not only in tesla but all the EV sector. This is going to be a bet 0 or >1 and a 1-2year holding period.
Dr. Burry where are you???????
Note
Now Cathy is a seller! YOLO!!!! short till the sun goes down
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