Legend Bill Miller Turned Ultra Bearish Tesla from the Bottom. Let's Go, Brandon 🤣

요약 보기

결론: 테슬라 실적 발표 전 포지션은 필요 없으며, 실적을 보고 판단하라는 견해다. 테슬라 실적 전망: 실적이 좋으면 주가가 158달러까지 오를 수 있다고 언급했다. 과거 숏 포지션: 2022년 말 숏 포지션 청산과 일부 매수를 권했고, 이후 주가가 약 40% 반등했다고 설명했다. 시장 과열 경고: 미국 주식시장의 다수 종목이 테슬라보다 더 빠르게 올랐고, 일부 종목은 밸류에이션이 매우 비싸다고 지적했다. 월가 비판: 월가가 고점 목표가를 제시하다 주가가 70% 폭락한 뒤 목표가를 하향했다며 신뢰하지 말라고 주장했다. 개인투자자 유인 우려: 월가가 개인 투자자를 다시 시장으로 끌어들이려 한다고 주장했다. 금리 관련: 미국 국채 금리는 과거만큼 비싸지 않으며, 최근 채권 수익률 상승에 대한 열광은 이해하기 어렵다고 언급했다. 리스크: 실적이 기대에 못 미치면 하락 가능성이 있다는 점이 암시되나 구체적 수치는 없다. 출연자 전망: 테슬라 실적 이후 상승 여력이 있으나 투자 판단은 실적 확인 후 하라는 입장이다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. foreign we published another case study I'm referring to Historic rallying shares of manta from 88 dollars to the 144 that is outperforming the case of Tesla what I have to say ahead of earnings is the following you don't have to have any position ahead of earnings you can wait for what the company is going to report this talk is not externally expensive yet in the sense that if the company reports a very good quarter the share price could rally to 158 dollars eventually that is the way you will see it and and therefore when I was here a couple of weeks ago by the end of 2022 telling you to close the short positions and to buy some shares if you wanted to meanwhile the surprise bounced 40 percent uh but I shall say that these bonds it's pretty normal my friends because let's see when you look at the markets you see you have a large number of stocks that they continue outperforming Tesla they doubled in more than doubled in days and and moreover as of today there are stocks in the U.S stock market that they are by far more expensive than thousand including the retail sector okay so um this has been a game Wall Street once again the fraudio they have been deceiving everyone since the beginning they had price targets to 1 000.

02. 300 and they continuous impressed targets ahead of the crash and once the stock crashed melted 70 percent they started downgrading and slashing price targets and do what you have to do with besides this always the opposite okay so by closing your short positions you already seven significant amount of money because meanwhile the stock or the you can see it here that the stock bounces 40 all right and you are the most interested at this talk the objective here like I said before is that Wall Street has to convince millions of suckers Americans get back to the markets okay so they have tourist price targets all over again convincing people to return to the markets because there is a ultimate button and by having ultimate button they have to raise targets okay and convince people to buy back shares and whether it is tires or other stocks this is the instructions that I left last year the end of 2022.

03. so that is what I have to say that translate is not all treasury expensive as it was before if the company bought something positive it could rally further it is not yet even at resistance okay because you notice the massive crash that you have seen here and quite frankly I also don't comprehend why people are uh so pleased that with the recent bonds because my friends this bonds is nothing you know it's a bleep okay compared to many other stocks that they are gaining 200 300 in U.S stock market so this is what I have to say wait for what the company is going to report and then you make a decision you don't have even to have a position if you don't want to all right thank you bye thank you