Michael Burry predicts Tesla stock will Collapse | Billionaire disagrees - Never bet against Elon

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테슬라 주가는 버리의 붕괴 예측과 팔리하피티야의 3배 상승 전망이 맞서는 상황이며, 영상 제작자는 장기 투자 관점에서 팔리하피티야 쪽에 가까운 입장을 보인다. 마이클 버리는 2007년 미국 주택 버블 붕괴 때 큰 수익을 낸 인물로, 테슬라 주가가 주택 버블처럼 붕괴할 것으로 보고 공매도 포지션을 잡았으며 포지션을 키우고 있다고 밝혔다. 그는 "enjoy it while it lasts"라며 과열을 지적했다. 영상은 하루에 약 600억 달러 시가총액이 늘어난 사실을 GM 시총과 비교해 설명하며 테슬라 과열 논리를 보강했다. 팔리하피티야는 CNBC에서 테슬라 주가가 현재 밸류에이션의 3배까지 갈 수 있으며, 이 경우 일론 머스크가 최초의 1조 달러 부자가 될 것이라고 주장했다. 그는 테슬라를 자동차 회사가 아닌 로봇·AI·에너지 기업으로 봐야 하며 주식을 팔지 말라고 강조했다. 진행자는 테슬라를 기후변화 대응 미션을 가진 기업으로 평가하고 머스크의 목표 생산량(연 2천만 대)을 근거로 장기 성장성을 강조했다. 진행자는 단기 조정 가능성은 인정했지만 장기적으로 테슬라가 좋은 투자처라고 보며, 3000달러대 이상이거나 애플 시총을 넘어서기 전까지는 익절을 고려하지 않겠다는 입장을 밝혔다. 리스크로는 주식 과열과 버블 형성 가능성, 그리고 부양책 자금 유입 이후 조정 가능성이 언급되었다. 출연자 전망은 버리(하락 경계)와 팔리하피티야(상승 전망)로 엇갈린다.

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01. hey welcome to the video and today big short investor michael bury predicts tesla stock will collapse like the housing bubble enjoy it while it lasts we also have don't sell a share billionaire investor chamund palapataya says tesla's stock could triple from current levels making elon musk the first trillionaire today we are going to do a deep dive into who is right and who who am i kidding it's tremont guys i'm gonna go over both of these articles and give you my thoughts but uh in case you missed it don't short tesla don't do it trust me as somebody who sold calls on it which is not even a bearish play per se i sold very very high calls it's cost me a lot of money i cannot imagine actually actively betting against tesla that would be like betting against the casino michael bury whose lucrative wager on the u.s housing bubble's collapsed in 2007 was captured in the big short said he expected tesla stock to implode in a similar fashion and michael bury was right he predicted the u.s housing bubble collapse so what he says actually matters he was actually on the news about a month ago because he confirms that he's shorting tesla in december 2 and now he's essentially doubling down quote well my last big short got bigger and bigger and bigger too regarding the housing crisis then he says enjoy it while it lasts burries highlighting that tesla gained about 60 billion dollars in market capitalization the equivalent of general motors entire market value and then some that mean think about your life's work building this multi-billion dollar company getting eclipsed in one day this sign chief disclosed in december that he was shorting tesla slamming its stock price as ridiculous and this is a funny comparison the eight percent jump in that one day alone 60 billion dollars was the equivalent of adding one gm two hershey's three etsy's four dominoes and ten voronados i actually might want to use this metric for all the things in my life like oh how much is that car gonna worth i think it's a .001 of gm two hershey's three etsy's four dominoes and ten bornados very specific very accurate i like that there aren't any more exact details of why he is shorting it other than that he thinks it's overpriced but now let's look at what chamonth has to say in case you don't know chamonth is a very smart guy too he's a billionaire investor that people are calling the next warren buffett he's a big fan of warren buffett's investing principles he has been very very successful as well what he says also matters so let's compare why he thinks you should not sell tesla even as its growth is going vertical again after a year of these huge leaps you still shouldn't sell any smart investor would say you should take profit now right the billionaire investor shaman palapataya told cnbc on thursday that tesla's stock could be worth three times its current valuation which would make ceo elon musk the first trillionaire paula battaglia said that tesla was a distributed energy business and that he believed for a while that the world's first trillionaire would be a person fighting climate change quote delivering clean energy allowing the world to be sustainable is an incredibly important thing that will be rewarded by markets and individuals palapatiya said don't sell a share quote i don't understand why people are so focused on selling things that work the social capital ceo added one of the main issues that people completely missed tesla was that they kept looking at it as a car company and it's not a car company you can't compare it to what came before it because nothing else was quite like it that is the equivalent of comparing the first iphone as just a phone it wasn't just the phone it was a personal computer in the palm of your hand and now palpataya is trying to reframe people's image of tesla that it's not a car company and i like to say that it's actually a robotics ai software company but this is actually very accurate or it could be more accurate if you look at the sum of its parts the reason elon made tesla was ultimately to fight climate change unlike every other car company that came before it at least all the ice car companies their goal was to make a very good car that could take you from a to b that it would be comfortable that people would enjoy driving that would give you an experience but this company and all of elon's company have a greater mission and that is part of why he's so successful because people in his company know that they are there for greater good and in tesla's case it's about fighting climate change and that's why he's so aggressive in pumping out the number of cars he is that's why he's such a some people call slave driver in his company he works his company very very hard he has very very high expectations he doesn't like to waste time if you look at his company not only is he making some of the best cars in the world people love driving them he is doing it at a very very aggressive rate because he sees a ticking time bomb and that ticking time bond is the constant influx of fossil fuels we have been injecting into the air that most people have deemed as too late even elon thinks it's potentially too late he wants to take us to mars in case we mess up this planet too much which he sees as a non-zero possibility climate change is one of the greatest arguably the greatest existential crisis of our time because it could lead to the end of our world i know not a lot of people think like that but that's where the trends and the science are kind of pointing and here paula pattaya is saying that by saving the world you will be rewarded because remember why do we make billionaires because they are offering or selling something that people want and generally i think people want to save the world that's a very important mission so if i were to invest in any company right now it's actually not that hard it's very easy for me to invest in elon because even if the stock price were to drop i know the mission you can feel like you're part of a greater purpose now a lot of people might not like his personality or how he talks and he's not a perfect man by any stretch of the imagination but this mission his focus and ultimately the results as a shareholder it really speaks for itself and for you to sell a tesla stock right now tesla is still so young only now has it begun to pay off imagining selling apple in 1995 that date is kind of arbitrary the key point is that very very early tesla is just i like to say it's a teenager but it's actually just a baby 500 000 cars this year which was a record for tesla like a great achievement but his goal is up to 20 million a year because only at that number can you start to actually make a dent and convert all of the current ice cars into electric cars as you stare at this stock and feel like it's still too high to buy and i'm not saying there's not going to be a dip i'm praying i'm hoping for a dip but it may never come because people now now that it's entered the s p 500 they're finally finally coming around to what a lot of the early investors saw at least in the first run-up already and for the people that saw this much much earlier they are getting paid off in spades this is part of the alert of tesla for me it's pretty selfish it makes me feel good because i can just put money here i can grow my money and feel like i'm contributing into saving the world yes that sounds cheesy but i think it's true if you are so blessed to live in this time where you can even own a fraction of this company we're on the cusp of either the end of the world or a company like tesla and including tesla and all of elon's company helping shape our new world it's coming guys it's coming after i learned about tesla i started uh basically screaming and preaching about it early september and i was snatching up shares in 400s and people were saying it's way too high then oh this is way too high now people are starting to fomo in and buying it when it's here already and let me tell you five years from now you're going to look at a sub 1 000 tesla and ask yourself why you didn't bite the bullet because let's look at even amazon stock is this the price that you want to pay tesla at because tesla is going to be at this at some point this is definitely very expensive short term it could dip but long term tesla is a great company to invest in be careful there definitely is some bubbling happening especially as stimulus money starts to get pumped into the economy things are gonna go up but just cost dollar average in time in the market always beats timing the market in general so just think from an investor perspective not a trading perspective and you'll be okay long-term thinking guys we can do it anyways i hope that was helpful let me know are you going to take profit in tesla or at what number would you actually take profit for me that number would probably be in the 3000s at the very least it would have to surpass the market cap of apple for me to even consider it because i think that's in the works this is green night trading where squires become knights thank you all so much for watching and i'll see you soon