$TSLA

He avoids Tesla because its valuations are egregious; since 2021 it has underperformed the market by 50%, and he would rather play other names that are actually moving up.

BearishHe framed it in years
“Bubble Popping Now: ‘Unhinged’ Market Warning | David Nicoski”
David Lin Published Oct 23 · 2 passages

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Our mutual friend George Noble is very bearish on Core Weeave and Tesla. By the way, we haven't spoken about Tesla. Let's just close off here. Uh he said that the stock is basically the product is a stock.

Um but um are you are you bullish at all about the um transition from cars into robotics and um and what Elon is building. He probably wants to merge X with Tesla at some point as well.

So um it's one of the companies that came out with earnings this week also beat earnings also went down.

Yeah. You know like I'm not um when it comes to Elon stocks I I don't mess around with them. I don't touch them. I think the the evaluations are egregious. Um, and here's, you know, some food for thought.

Since 21, Tesla has underperformed the market by 50%. 50-0. I would rather play in other names that are actually moving up.

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David Lin has 3 calls on this stock; only the adjacent ones are shown.

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