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Michael Burry on Tesla

Vocal Tesla Bear (strong)

TL;DR

Michael Burry views Tesla stock as ridiculously overvalued and has previously indicated concerns regarding its fundamentals and sales guidance.

Key Points

  • He called Tesla stock "ridiculously overvalued" in statements made during late 2025.

  • The investor clarified that he was not shorting Tesla stock as of late December 2025.

  • He characterized the chief executive as a "desperately" acting individual.

Summary

Michael Burry, the investor known for predicting the 2008 financial crisis, has expressed a strong, negative view on Tesla, repeatedly stating the company's stock is ridiculously overvalued. His primary contention has centered on the valuation being disconnected from the company's underlying business performance and fundamentals, suggesting the stock price discounts a level of future success that he finds improbable. He has also highlighted concerns, at times, regarding weak sales guidance as a key metric supporting his bearish thesis against the high market capitalization.

While the investor has clarified that he was not actively shorting the stock as of a specific period, his consistent commentary frames the company as a classic speculative bubble rather than a sound investment based on current metrics. Furthermore, he has described the company's chief executive as desperate, indicating a personal skepticism toward the leadership driving the narrative. This perspective positions him firmly among the most vocal skeptics regarding Tesla's current market positioning.

Key Quotes

“Tesla's market capitalization is ridiculously overvalued today and has been for a good long time,”

“Tesla should really be thought of as roughly a dozen technology startups, many of which have little to no correlation with traditional automotive companies.”

Frequently Asked Questions

Michael Burry holds a strongly negative view on Tesla, frequently labeling the stock as ridiculously overvalued. His position is rooted in a belief that the market capitalization is fundamentally disconnected from the company's actual business fundamentals and future outlook.

While Michael Burry has denied actively shorting the stock as of late 2025, his fundamental critique that the company is overvalued appears consistent. Therefore, his overall bearish sentiment on the stock's valuation has not changed, even if his specific trading position has evolved.

Michael Burry has made public comments criticizing Tesla's chief executive, describing him as desperate in social media posts. This personal commentary supports his overall negative assessment of the company's narrative and high market expectations.