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so you probably heard and if you didn't that's a good opportunity to learn about it that michael berry the guy from the big short and just insanely smart he just put up 500 million against tesla now i want to give you some context about what's really going on here beyond the fud from both sides of course you're going to have the tesla haters saying well michael berry is betting a good cessna that means tesla's garbage and on the other side you're going to have all the tesla crowd basically saying well michael berry's public enemy number one neither side will be right because i'm going to tell you exactly what's going on here because you know this channel i like to give you the real story not the populistic crap from both sides not what sells newspapers but rather what actually is the facts so here's the story michael berry runs a firm called scion asset management now in that firm he has to file form 13f now he just filed yesterday or rather tonight the 13 f for sign asset management which tells us what he did in the first quarter of this year which is already over now in that form we saw that zion put up 500 million which is 40 of the entire fund on a put against tesla i put is a distant cousin i guess over short because the put option actually obligates somebody to buy tesla stock from you at a certain price rather than a call option which gives you the opportunity to buy so essentially a put option is something you purchase when you're betting against the company it's very similar to shorting a company however and here's the stick here because tesla shorts lost 40 billion dollars in 2020 they got shellacked and also we know for a fact that michael berry is a very smart dude so what the hell is going on here why is michael berry betting against tesla well he is not betting against tesla not really he is the kind of guy who knows how to read the market the macroeconomics that's how he made his money now let's eliminate all the fud and emotions out of it check this out he made a bet in the first quarter when the tesla shares were at 900 dollars that inflation fears will hammer future tech stocks down and will help current cash flow positive cash flows so he also bought call options on facebook and google which are currently cash flow positive mature companies he bought a put on a future profit company because he was betting that inflation fears will actually cause people to sell off tech which is exactly what's been going on in the past few months you've been seeing people sell future technological stocks like crazy and you've seen facebook and google do well because they're currently cash flow positive so it's kind of a macroeconomic effect it has nothing to do with tesla now the thing is michael berry probably made some money of this put i don't know for a fact because i haven't seen the numbers but he put up this put when the price was 900 it's under 600 right now so i'm guessing he made a few shekels but that does not necessarily mean that he was betting against tesla in the long run because that would not be that smart and i don't think that's what he's doing now in the short term yes inflation fears are driving tesla price down and for swing traders and day traders not so pleasant however it is completely meaningless in the long term tesla will definitely be one of the biggest companies in the world is going to dominate this year with about a million vehicles mark my words and they're going to drive into energy and we've been talking about the bulkies we don't have to repeat the pool case right here i don't know if it's going to hit three thousand dollars like ark is saying i mean that's a little bit aggressive but i think it's easily a traditional company which means the share price should be around fifteen hundred dollars by the end of next year now i'm patient and i'm gonna wait i think most investors would tesla have that patience and have that long horizon so whenever you hear people from both sides saying well michael berry is public enemy or michael berry is stupid or michael berry thinks that tesla's trash neither is true michael berry made a bet on a certain trend in the market and he was once again right that has nothing to do with tesla now i hope you enjoyed this video shout out to the channel members shout out to the patriots i'm going to see you tomorrow after i get some sleep have a good night
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